&PARTNERS VO — VANGUARD INDEX FDS

Ownership history in &PARTNERS  ·  9 quarters on record

AI Ownership Summary

&PARTNERS reported VANGUARD INDEX FDS (VO) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.84% in 2024 Q2. The latest visible filing shows VO at 0.39% 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.

What this VO 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

VO was reported at 0.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.84% 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.

VO stock page &PARTNERS fund profile &PARTNERS full holdings
How &PARTNERS held VO — position size vs. price
% of Fund (quarterly)    VO 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 — — — 253,708 +30,694 +13.8% 0.39% $73.8M 2026-02-14 (Est.) $75.25
2025 Q3 ADDED — — — 223,014 +27,723 +14.2% 0.42% $65.4M 2025-11-14 $71.18
2025 Q2 ADDED — — — 195,291 +4,436 +2.3% 0.42% $54.6M 2025-08-14 $70.78
2025 Q1 ADDED — — — 190,855 +18,926 +11.0% 0.52% $48.9M 2025-05-15 $66.78
2024 Q4 ADDED — — — 171,929 +59,802 +53.3% 0.55% $45.8M 2025-02-14 $67.59
2024 Q3 ADDED — — — 112,127 +33,020 +41.7% 0.57% $29.5M 2024-11-14 $66.89
2024 Q2 ADDED — — — 79,107 +67,376 +574.3% 0.84% $19.2M 2024-07-24 $59.80
2024 Q1 ADDED — — — 11,731 +1,461 +14.2% 0.39% $2.9M 2024-04-11 $59.06
2023 Q4 INITIATED — — — 10,270 — — 0.56% $2.3M 2024-01-09 $55.48

🏢 Other funds also holding VO

As of 2026 Q1 — sorted by position size

BCK Partners, Inc. 3Y 14.91% TL Private Wealth 3Y 14.25% William Mack & Associates, Inc. 13.01% James Reed Financial Services, Inc. 3Y 12.97% SilverOak Wealth Management LLC 11.52% Integrated Capital Management, LLC 11.41% SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 10.82% Riverpoint Wealth Management Holdings, LLC 3Y 7Y 10.68% New Hampshire Trust 3Y 10.34% Koenig Investment Advisory, LLC 10.05%

FAQ About &PARTNERS and VO

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 VO?

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

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

The largest reported portfolio weight for VO was 0.84% in 2024 Q2.

What is the latest reported VO position on this page?

The most recent filing on this page is 2025 Q4, when &PARTNERS reported 253,708 shares, equal to 0.39% of portfolio, with an estimated market value of $73.8M.

What does the chart on this VO ownership page compare?

The chart compares &PARTNERS's quarterly VO 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 VO position?

Based on 13F filing dates vs. subsequent VO price moves, &PARTNERS correctly timed 7 out of 8 reported position changes (88%). The annualised alpha on VO relative to SPY over the holding period was -3.9%.

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