Ownership history in &PARTNERS · 19 quarters on record
This page tracks every 13F SEC filing in which &PARTNERS reported a position in VANGUARD INDEX FDS (VOO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 304,035 | +135,226 | +80.1% | 1.00% | $191.1M | $627.13 |
| 2025 Q3 | ADDED | 168,809 | +18,163 | +12.1% | 0.67% | $104.4M | $610.65 |
| 2025 Q2 | ADDED | 150,646 | +12,720 | +9.2% | 0.66% | $85.8M | $564.81 |
| 2025 Q1 | ADDED | 137,926 | +42,747 | +44.9% | 0.75% | $70.7M | $509.43 |
| 2024 Q4 | ADDED | 95,179 | +35,174 | +58.6% | 0.62% | $51.8M | $532.26 |
| 2024 Q3 | ADDED | 60,005 | +10,314 | +20.8% | 0.61% | $31.7M | $519.60 |
| 2024 Q2 | ADDED | 49,691 | +46,757 | +1593.6% | 1.09% | $24.9M | $490.95 |
| 2024 Q1 | ADDED | 2,934 | +679 | +30.1% | 0.19% | $1.4M | $470.20 |
| 2023 Q4 | ADDED | 2,255 | +1,416 | +168.8% | 0.24% | $976K | $425.89 |
| 2023 Q3 | REDUCED | 839 | -25 | -2.9% | 0.15% | $329K | $381.32 |
As of 2025 Q4 — sorted by position size