PATRICK M SWEENEY & ASSOCIATES, INC VOO β€” VANGUARD S&P 500 ETF

Ownership history in PATRICK M SWEENEY & ASSOCIATES, INC  Β·  3 quarters on record

AI Ownership Summary

PATRICK M SWEENEY & ASSOCIATES, INC reported VANGUARD S&P 500 ETF (VOO) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.51% in 2025 Q4. The latest visible filing shows VOO at 0.50% 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 VOO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PATRICK M SWEENEY & ASSOCIATES, INC's position in VANGUARD S&P 500 ETF, 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 Q1

VOO was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.51% in 2025 Q4

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

Time in book
Holding Window
2025 Q3 to 2026 Q1

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 PATRICK M SWEENEY & ASSOCIATES, INC held VOO β€” position size vs. price
% of Fund (quarterly)    VOO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 1,293 -14 -1.1% 0.50% $773K 2026-05-07 $672.54
2025 Q4 ADDED β€” β€” β€” 1,307 +970 +287.8% 0.51% $820K 2026-02-04 $628.92
2025 Q3 INITIATED β€” β€” β€” 337 β€” β€” 0.13% $206K 2025-11-12 $624.48

FAQ About PATRICK M SWEENEY & ASSOCIATES, INC and VOO

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

How long has PATRICK M SWEENEY & ASSOCIATES, INC reported owning VOO?

PATRICK M SWEENEY & ASSOCIATES, INC reported VOO across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported VOO position in PATRICK M SWEENEY & ASSOCIATES, INC's portfolio?

The largest reported portfolio weight for VOO was 0.51% in 2025 Q4.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2026 Q1, when PATRICK M SWEENEY & ASSOCIATES, INC reported 1,293 shares, equal to 0.50% of portfolio, with an estimated market value of $773K.

What does the chart on this VOO ownership page compare?

The chart compares PATRICK M SWEENEY & ASSOCIATES, INC'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.

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