&PARTNERS VOO — VANGUARD INDEX FDS

Ownership history in &PARTNERS  ·  19 quarters on record

AI Ownership Summary

&PARTNERS reported VANGUARD INDEX FDS (VOO) in 19 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.09% in 2024 Q2. The latest visible filing shows VOO at 1.00% 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 &PARTNERS'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 1.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.09% in 2024 Q2

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.

VOO stock page &PARTNERS fund profile &PARTNERS full holdings
How &PARTNERS 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 Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 304,035 +135,226 +80.1% 1.00% $191.1M 2026-02-14 (Est.) $624.92
2025 Q3 ADDED — — — 168,809 +18,163 +12.1% 0.67% $104.4M 2025-11-14 $614.15
2025 Q2 ADDED — — — 150,646 +12,720 +9.2% 0.66% $85.8M 2025-08-14 $587.64
2025 Q1 ADDED — — — 137,926 +42,747 +44.9% 0.75% $70.7M 2025-05-15 $536.33
2024 Q4 ADDED — — — 95,179 +35,174 +58.6% 0.62% $51.8M 2025-02-14 $552.13
2024 Q3 ADDED — — — 60,005 +10,314 +20.8% 0.61% $31.7M 2024-11-14 $535.50
2024 Q2 ADDED — — — 49,691 +46,757 +1593.6% 1.09% $24.9M 2024-07-24 $486.62
2024 Q1 ADDED — — — 2,934 +679 +30.1% 0.19% $1.4M 2024-04-11 $464.20
2023 Q4 ADDED — — — 2,255 +1,416 +168.8% 0.24% $976K 2024-01-09 $422.87
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VOO

As of 2026 Q1 — sorted by position size

Powers Capital, LLC 99.1% AXIS CAPITAL HOLDINGS LTD 89.59% DUMAC, INC. 3Y 7Y 76.96% Liquid Strategies, LLC 3Y 57.57% Angeles Investment Advisors, LLC 3Y 7Y 56.5% Trevian Wealth Management LLC 3Y 44.76% Rolek Wealth Management LLC 42.72% Safir Wealth Advisors, LLC 3Y 40.34% P/E Global LLC 3Y 40.26% Fortune 45 LLC 3Y 37.47%

FAQ About &PARTNERS and VOO

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

How long has &PARTNERS reported owning VOO?

&PARTNERS reported VOO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VOO position in &PARTNERS's portfolio?

The largest reported portfolio weight for VOO was 1.09% in 2024 Q2.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2025 Q4, when &PARTNERS reported 304,035 shares, equal to 1.00% of portfolio, with an estimated market value of $191.1M.

What does the chart on this VOO ownership page compare?

The chart compares &PARTNERS'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.

How well did &PARTNERS time their VOO position?

Based on 13F filing dates vs. subsequent VOO price moves, &PARTNERS correctly timed 10 out of 15 reported position changes (67%). The annualised alpha on VOO relative to SPY over the holding period was +0.1%.

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