Pegasus Partners Ltd. VOO — VANGUARD INDEX FDS

Ownership history in Pegasus Partners Ltd.  ·  15 quarters on record

AI Ownership Summary

Pegasus Partners Ltd. reported VANGUARD INDEX FDS (VOO) in 15 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 0.49% in 2024 Q3. The latest visible filing shows VOO at 0.49% 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 Pegasus Partners Ltd.'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
2024 Q3

VOO was reported at 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.49% in 2024 Q3

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 2024 Q3

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 Pegasus Partners Ltd. fund profile Pegasus Partners Ltd. full holdings
How Pegasus Partners Ltd. 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 ADDED — — — 9,969 +456 +4.8% 0.49% $5.3M 2024-11-14 (Est.) $535.50
2024 Q2 ADDED — — — 9,513 +10 +0.1% 0.48% $4.8M 2024-08-08 $477.27
2024 Q1 UNCHANGED — — — 9,503 — 0% 0.48% $4.6M 2024-04-24 $452.93
2023 Q4 REDUCED — — — 9,503 -35 -0.4% 0.48% $4.2M 2024-02-12 $447.55
11 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

SENTRY INVESTMENT MANAGEMENT LLC 3Y 7Y 100.0% Powers Capital, LLC 99.1% AXIS CAPITAL HOLDINGS LTD 89.59% DUMAC, INC. 3Y 7Y 76.96% Stephens Greth Foundation 69.89% NEW YORK LIFE INSURANCE CO 3Y 7Y 58.77% Liquid Strategies, LLC 3Y 57.57% Angeles Investment Advisors, LLC 3Y 7Y 56.5% Plante Moran Financial Advisors, LLC 3Y 7Y 56.39% Fidato Wealth LLC 3Y 49.43%

FAQ About Pegasus Partners Ltd. and VOO

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

How long has Pegasus Partners Ltd. reported owning VOO?

Pegasus Partners Ltd. reported VOO across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported VOO position in Pegasus Partners Ltd.'s portfolio?

The largest reported portfolio weight for VOO was 0.49% in 2024 Q3.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2024 Q3, when Pegasus Partners Ltd. reported 9,969 shares, equal to 0.49% of portfolio, with an estimated market value of $5.3M.

What does the chart on this VOO ownership page compare?

The chart compares Pegasus Partners Ltd.'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 Pegasus Partners Ltd. time their VOO position?

Based on 13F filing dates vs. subsequent VOO price moves, Pegasus Partners Ltd. correctly timed 5 out of 9 reported position changes (56%).

← Back to Pegasus Partners Ltd. Holdings