&PARTNERS VV — VANGUARD INDEX FDS

Ownership history in &PARTNERS  ·  11 quarters on record

AI Ownership Summary

&PARTNERS reported VANGUARD INDEX FDS (VV) in 11 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 1.43% in 2024 Q2. The latest visible filing shows VV at 0.11% 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 VV 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
2026 Q2

VV was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.43% 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
2024 Q2 to 2026 Q2

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.

VV stock page &PARTNERS fund profile &PARTNERS full holdings
How &PARTNERS held VV — position size vs. price
% of Fund (quarterly)    VV 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)
2026 Q2 REDUCED 27.9% +3.0% ❌ 78,507 -30,382 -27.9% 0.11% $27.0M 2026-08-14 $356.82
2026 Q1 ADDED — — — 108,889 +23,315 +27.2% 0.16% $32.5M 2026-05-15 $338.00
2025 Q4 ADDED — — — 85,574 +3,867 +4.7% 0.14% $26.9M 2026-02-17 $311.22
2025 Q3 REDUCED — — — 81,707 -2,742 -3.2% 0.16% $25.1M 2025-11-14 $307.02
2025 Q2 ADDED — — — 84,449 +3,132 +3.9% 0.18% $24.1M 2025-08-14 $293.61
2025 Q1 REDUCED 6.2% +11.3% ❌ 81,317 -5,385 -6.2% 0.22% $20.7M 2025-05-15 $267.45
2024 Q4 ADDED — — — 86,702 +2,693 +3.2% 0.28% $23.6M 2025-02-14 $275.84
2024 Q3 REDUCED 35.6% +3.2% ❌ 84,009 -46,453 -35.6% 0.43% $22.1M 2024-11-14 $266.65
2024 Q2 REDUCED 24.2% +5.8% ❌ 130,462 -41,732 -24.2% 1.43% $32.6M 2024-07-24 $241.37
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VV

As of 2026 Q3 — sorted by position size

Mason & Associates, LLC 44.02% Addis & Hill, Inc 35.51% Arbor Wealth Management LLC\AZ 30.85% Financial Planning Navigators CORP 23.53% James Reed Financial Services, Inc. 3Y 22.64% Koesten, Hirschmann & Crabtree, INC. 3Y 18.22% James J. Burns & Company, LLC 3Y 18.02% Latigo Investments, LLC 3Y 17.1% Box Hill Private Wealth LLC 16.46% National Mutual Insurance Federation of Agricultural Cooperatives 3Y 7Y 14.72%

FAQ About &PARTNERS and VV

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 VV?

&PARTNERS reported VV across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

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

The largest reported portfolio weight for VV was 1.43% in 2024 Q2.

What is the latest reported VV position on this page?

The most recent filing on this page is 2026 Q2, when &PARTNERS reported 78,507 shares, equal to 0.11% of portfolio, with an estimated market value of $27.0M.

What does the chart on this VV ownership page compare?

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

Based on 13F filing dates vs. subsequent VV price moves, &PARTNERS correctly timed 5 out of 10 reported position changes (50%). The annualised alpha on VV relative to SPY over the holding period was +125.2%.

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