Redwood Wealth Management Group, LLC VFIAX — VANGUARD 500 INDEX ADMIRAL

Ownership history in Redwood Wealth Management Group, LLC  ·  7 quarters on record

AI Ownership Summary

Redwood Wealth Management Group, LLC reported VANGUARD 500 INDEX ADMIRAL (VFIAX) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.38% in 2024 Q3. The latest visible filing shows VFIAX at 0.21% 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 VFIAX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Redwood Wealth Management Group, LLC's position in VANGUARD 500 INDEX ADMIRAL, 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

VFIAX was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% 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
2024 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.

VFIAX stock page Redwood Wealth Management Group, LLC fund profile Redwood Wealth Management Group, LLC full holdings
How Redwood Wealth Management Group, LLC held VFIAX — position size vs. price
% of Fund (quarterly)    VFIAX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 791 +3 +0.4% 0.21% $477K 2026-04-24 $661.58
2025 Q4 REDUCED — — — 788 -24 -3.0% 0.21% $498K 2026-02-03 $637.06
2025 Q3 REDUCED 43.2% +3.5% ❌ 812 -618 -43.2% 0.21% $501K 2025-10-24 $623.47
2025 Q2 ADDED — — — 1,430 +4 +0.3% 0.37% $819K 2025-08-05 $576.66
2025 Q1 ADDED — — — 1,426 +5 +0.4% 0.38% $738K 2025-04-21 $470.61
2024 Q4 REDUCED — — — 1,421 -12 -0.8% 0.38% $775K 2025-01-27 $546.80
2024 Q3 INITIATED — — — 1,433 — — 0.38% $762K 2024-11-13 $542.88

🏢 Other funds also holding VFIAX

As of 2026 Q1 — sorted by position size

FIRST MERCHANTS CORP 3Y 7Y 4.87% FULTON BANK, N.A. 3Y 7Y 2.69% Hemenway Trust Co LLC 3Y 7Y 1.03% Arvest Bank Trust Division 3Y 7Y 0.96% Front Street Capital Management, Inc. 3Y 7Y 0.83% Coston, McIsaac & Partners 3Y 0.75% NORTHSTAR ASSET MANAGEMENT Co 3Y 7Y 0.6% NORTH STAR ASSET MANAGEMENT INC 3Y 7Y 0.55% McIlrath & Eck, LLC 3Y 7Y 0.33% Dempze Nancy E 3Y 7Y 0.27%

FAQ About Redwood Wealth Management Group, LLC and VFIAX

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

How long has Redwood Wealth Management Group, LLC reported owning VFIAX?

Redwood Wealth Management Group, LLC reported VFIAX across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported VFIAX position in Redwood Wealth Management Group, LLC's portfolio?

The largest reported portfolio weight for VFIAX was 0.38% in 2024 Q3.

What is the latest reported VFIAX position on this page?

The most recent filing on this page is 2026 Q1, when Redwood Wealth Management Group, LLC reported 791 shares, equal to 0.21% of portfolio, with an estimated market value of $477K.

What does the chart on this VFIAX ownership page compare?

The chart compares Redwood Wealth Management Group, LLC's quarterly VFIAX 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 Redwood Wealth Management Group, LLC time their VFIAX position?

Based on 13F filing dates vs. subsequent VFIAX price moves, Redwood Wealth Management Group, LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on VFIAX relative to SPY over the holding period was +0.1%.

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