Performa Ltd (US), LLC VOO — VANGUARD 500 IDX ETF

Ownership history in Performa Ltd (US), LLC  ·  19 quarters on record

AI Ownership Summary

Performa Ltd (US), LLC reported VANGUARD 500 IDX ETF (VOO) in 19 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 30.24% in 2025 Q4. The latest visible filing shows VOO at 26.69% 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 Performa Ltd (US), LLC's position in VANGUARD 500 IDX 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 26.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
30.24% 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
2023 Q4 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.

VOO stock page Performa Ltd (US), LLC fund profile Performa Ltd (US), LLC full holdings
How Performa Ltd (US), LLC 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 197,430 +7,417 +3.9% 26.69% $118.0M 2026-05-06 $674.66
2025 Q4 ADDED — — — 190,013 +24,521 +14.8% 30.24% $119.2M 2026-02-10 $634.44
2025 Q3 ADDED — — — 165,492 +2,476 +1.5% 26.87% $101.3M 2025-11-04 $617.29
2025 Q2 ADDED — — — 163,016 +8,516 +5.5% 27.92% $92.6M 2025-08-11 $579.40
2025 Q1 ADDED — — — 154,500 +19,235 +14.2% 26.41% $79.4M 2025-05-09 $512.51
2024 Q4 ADDED — — — 135,265 +8,932 +7.1% 25.66% $72.9M 2025-02-10 $547.66
2024 Q3 ADDED — — — 126,333 +1,478 +1.2% 24.76% $66.7M 2024-11-14 $535.50
2024 Q2 ADDED — — — 124,855 +4,089 +3.4% 25.67% $62.4M 2024-08-12 $479.56
2024 Q1 ADDED — — — 120,766 +14,740 +13.9% 25.54% $58.1M 2024-05-10 $466.81
2023 Q4 REDUCED 6.2% +10.3% ❌ 106,026 -6,995 -6.2% 20.11% $46.3M 2024-02-06 $441.30
9 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 Performa Ltd (US), LLC and VOO

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

How long has Performa Ltd (US), LLC reported owning VOO?

Performa Ltd (US), LLC reported VOO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VOO position in Performa Ltd (US), LLC's portfolio?

The largest reported portfolio weight for VOO was 30.24% in 2025 Q4.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2026 Q1, when Performa Ltd (US), LLC reported 197,430 shares, equal to 26.69% of portfolio, with an estimated market value of $118.0M.

What does the chart on this VOO ownership page compare?

The chart compares Performa Ltd (US), LLC'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 Performa Ltd (US), LLC time their VOO position?

Based on 13F filing dates vs. subsequent VOO price moves, Performa Ltd (US), LLC correctly timed 12 out of 17 reported position changes (71%). The annualised alpha on VOO relative to SPY over the holding period was +0.1%.

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