VOO VANGUARD INDEX FDS

Ownership history in Nicholas Hoffman & Company, LLC.  ·  37 quarters on record

AI Ownership Summary

Nicholas Hoffman & Company, LLC. reported VANGUARD INDEX FDS (VOO) in 37 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 20.52% in 2025 Q3. The latest visible filing shows VOO at 20.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VOO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Nicholas Hoffman & Company, LLC.'s position in VANGUARD INDEX FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VOO was reported at 20.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
20.52% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Nicholas Hoffman & Company, LLC. held VOO — position size vs. price
% of Fund (quarterly)    VOO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 1,386,621 +3,072 +0.2% 20.16% $869.6M 2026-02-14 (Est.) $624.92
2025 Q3 ADDED 1,383,549 +104,201 +8.1% 20.52% $847.3M 2025-11-12 $624.48
2025 Q2 ADDED 1,279,348 +239,850 +23.1% 18.78% $726.7M 2025-08-06 $576.52
2025 Q1 ADDED 1,039,498 +90,778 +9.6% 20.30% $534.2M 2025-05-09 $512.51
2024 Q4 ADDED 948,720 +75,017 +8.6% 20.45% $511.2M 2025-01-31 $544.89
2024 Q3 ADDED 873,703 +52,598 +6.4% 19.44% $461.0M 2024-10-25 $522.47
2024 Q2 ADDED 821,105 +83,506 +11.3% 19.26% $410.7M 2024-08-02 $479.40
2024 Q1 ADDED 737,599 +145,880 +24.7% 17.99% $354.6M 2024-04-22 $447.61
2023 Q4 ADDED 591,719 +99,831 +20.3% 15.56% $258.5M 2024-02-01 $437.05
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Nicholas Hoffman & Company, LLC. and VOO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Nicholas Hoffman & Company, LLC. reported owning VOO?

Nicholas Hoffman & Company, LLC. reported VOO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VOO position in Nicholas Hoffman & Company, LLC.'s portfolio?

The largest reported portfolio weight for VOO was 20.52% in 2025 Q3.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2025 Q4, when Nicholas Hoffman & Company, LLC. reported 1,386,621 shares, equal to 20.16% of portfolio, with an estimated market value of $869.6M.

What does the chart on this VOO ownership page compare?

The chart compares Nicholas Hoffman & Company, LLC.'s quarterly VOO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Nicholas Hoffman & Company, LLC. Holdings