Rehmann Capital Advisory Group VOO VANGUARD INDEX FDS

Ownership history in Rehmann Capital Advisory Group  ·  33 quarters on record

AI Ownership Summary

Rehmann Capital Advisory Group reported VANGUARD INDEX FDS (VOO) in 33 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.31% in 2025 Q4. The latest visible filing shows VOO at 3.31% 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 Rehmann Capital Advisory Group'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
2025 Q4

VOO was reported at 3.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.31% 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 2025 Q4

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 Rehmann Capital Advisory Group 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 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 101,313 +21,428 +26.8% 3.31% $63.6M 2026-02-14 (Est.) $624.92
2025 Q3 ADDED 79,885 +7,727 +10.7% 2.68% $48.9M 2025-11-13 $614.31
2025 Q2 ADDED 72,158 +1,858 +2.6% 2.48% $41.0M 2025-07-30 $578.08
2025 Q1 ADDED 70,300 +10,228 +17.0% 2.27% $36.1M 2025-04-30 $503.70
2024 Q4 ADDED 60,072 +8,363 +16.2% 2.05% $32.3M 2025-02-14 $552.13
2024 Q3 ADDED 51,709 +48,231 +1386.7% 1.80% $27.5M 2024-11-18 $530.78
2024 Q2 ADDED 3,478 +18 +0.5% 0.12% $1.7M 2024-08-12 $479.56
2024 Q1 ADDED 3,460 +150 +4.5% 0.12% $1.7M 2024-05-03 $458.27
2023 Q4 ADDED 3,310 +1,154 +53.5% 0.12% $1.4M 2024-02-13 $441.24
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Rehmann Capital Advisory Group and VOO

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

How long has Rehmann Capital Advisory Group reported owning VOO?

Rehmann Capital Advisory Group reported VOO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VOO position in Rehmann Capital Advisory Group's portfolio?

The largest reported portfolio weight for VOO was 3.31% in 2025 Q4.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2025 Q4, when Rehmann Capital Advisory Group reported 101,313 shares, equal to 3.31% of portfolio, with an estimated market value of $63.6M.

What does the chart on this VOO ownership page compare?

The chart compares Rehmann Capital Advisory Group'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 Rehmann Capital Advisory Group time their VOO position?

Based on 13F filing dates vs. subsequent VOO price moves, Rehmann Capital Advisory Group correctly timed 16 out of 31 reported position changes (52%). The annualised alpha on VOO relative to SPY over the holding period was +0.1%.

← Back to Rehmann Capital Advisory Group Holdings