RETIREMENT CAPITAL STRATEGIES VOOG β€” VANGUARD ADMIRAL FDS INC

Ownership history in RETIREMENT CAPITAL STRATEGIES  Β·  2 quarters on record

AI Ownership Summary

RETIREMENT CAPITAL STRATEGIES reported VANGUARD ADMIRAL FDS INC (VOOG) in 2 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 1.08% in 2026 Q2. The latest visible filing shows VOOG at 1.08% 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 VOOG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RETIREMENT CAPITAL STRATEGIES's position in VANGUARD ADMIRAL FDS INC, 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 Q2

VOOG was reported at 1.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.08% in 2026 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 Q2

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 RETIREMENT CAPITAL STRATEGIES held VOOG β€” position size vs. price
% of Fund (quarterly)    VOOG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 37,686 +34,512 +1087.3% 1.08% $3.1M 2026-08-14 $85.36
2024 Q2 INITIATED β€” β€” β€” 3,174 β€” β€” 0.42% $1.1M 2024-08-14 $53.90

FAQ About RETIREMENT CAPITAL STRATEGIES and VOOG

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

How long has RETIREMENT CAPITAL STRATEGIES reported owning VOOG?

RETIREMENT CAPITAL STRATEGIES reported VOOG across 2 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported VOOG position in RETIREMENT CAPITAL STRATEGIES's portfolio?

The largest reported portfolio weight for VOOG was 1.08% in 2026 Q2.

What is the latest reported VOOG position on this page?

The most recent filing on this page is 2026 Q2, when RETIREMENT CAPITAL STRATEGIES reported 37,686 shares, equal to 1.08% of portfolio, with an estimated market value of $3.1M.

What does the chart on this VOOG ownership page compare?

The chart compares RETIREMENT CAPITAL STRATEGIES's quarterly VOOG 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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