VOE VANGUARD INDEX FDS

Ownership history in Rodgers & Associates, LTD  ·  21 quarters on record

AI Ownership Summary

Rodgers & Associates, LTD reported VANGUARD INDEX FDS (VOE) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 6.82% in 2025 Q4. The latest visible filing shows VOE at 6.82% 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 VOE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Rodgers & Associates, 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
2025 Q4

VOE was reported at 6.82% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.82% 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 Rodgers & Associates, LTD held VOE — position size vs. price
% of Fund (quarterly)    VOE price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 379,805 +11,808 +3.2% 6.82% $67.4M 2026-02-14 (Est.) $191.35
2025 Q3 ADDED 367,997 +9,875 +2.8% 6.62% $64.2M 2025-11-05 $170.18
2025 Q2 ADDED 358,122 +18,163 +5.3% 6.47% $58.9M 2025-07-29 $166.69
2025 Q1 ADDED 339,959 +807 +0.2% 6.65% $54.6M 2025-04-22 $149.09
2024 Q4 ADDED 339,152 +7,045 +2.1% 6.54% $54.9M 2025-01-21 $163.47
2024 Q3 REDUCED 332,107 -9,032 -2.6% 6.64% $55.7M 2024-10-21 $163.53
2024 Q2 ADDED 341,139 +19,945 +6.2% 6.60% $51.3M 2024-07-17 $151.98
2024 Q1 REDUCED 321,194 -80 -0.0% 6.43% $50.1M 2024-05-10 $147.64
2023 Q4 ADDED 321,274 +14,230 +4.6% 6.32% $46.6M 2024-02-02 $137.16
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Rodgers & Associates, LTD and VOE

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

How long has Rodgers & Associates, LTD reported owning VOE?

Rodgers & Associates, LTD reported VOE across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VOE position in Rodgers & Associates, LTD's portfolio?

The largest reported portfolio weight for VOE was 6.82% in 2025 Q4.

What is the latest reported VOE position on this page?

The most recent filing on this page is 2025 Q4, when Rodgers & Associates, LTD reported 379,805 shares, equal to 6.82% of portfolio, with an estimated market value of $67.4M.

What does the chart on this VOE ownership page compare?

The chart compares Rodgers & Associates, LTD's quarterly VOE 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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