Roof Eidam Maycock Peralta, LLC VO — VANGUARD INDEX FDS

Ownership history in Roof Eidam Maycock Peralta, LLC  ·  33 quarters on record

AI Ownership Summary

Roof Eidam Maycock Peralta, LLC reported VANGUARD INDEX FDS (VO) in 33 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 3.69% in 2024 Q4. The latest visible filing shows VO at 3.28% 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 VO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Roof Eidam Maycock Peralta, LLC'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
2026 Q2

VO was reported at 3.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.69% in 2024 Q4

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

Time in book
Holding Window
2024 Q1 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.

VO stock page Roof Eidam Maycock Peralta, LLC fund profile Roof Eidam Maycock Peralta, LLC full holdings
How Roof Eidam Maycock Peralta, LLC held VO — position size vs. price
% of Fund (quarterly)    VO 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 Q2 ADDED — — — 206,711 +154,893 +298.9% 3.28% $16.7M 2026-07-24 $nan
2026 Q1 ADDED — — — 51,818 +2,260 +4.6% 3.41% $14.9M 2026-05-14 $77.27
2025 Q4 REDUCED — — — 49,558 -184 -0.4% 3.26% $14.4M 2026-01-26 $74.42
2025 Q3 REDUCED — — — 49,742 -2,510 -4.8% 3.55% $14.6M 2025-10-27 $73.26
2025 Q2 REDUCED — — — 52,252 -431 -0.8% 3.60% $14.6M 2025-07-29 $70.94
2025 Q1 REDUCED — — — 52,683 -1,384 -2.6% 3.62% $13.6M 2025-05-09 $64.49
2024 Q4 ADDED — — — 54,067 +1,111 +2.1% 3.69% $14.3M 2025-02-13 $67.57
2024 Q3 REDUCED — — — 52,956 -311 -0.6% 3.55% $14.0M 2024-10-21 $65.33
2024 Q2 ADDED — — — 53,267 +66 +0.1% 3.50% $12.9M 2024-08-07 $57.99
2024 Q1 REDUCED — — — 53,201 -15 -0.0% 3.65% $13.3M 2024-05-06 $58.86
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VO

As of 2026 Q2 — sorted by position size

Bear Mountain Capital, Inc. 15.68% BCK Partners, Inc. 3Y 15.08% TL Private Wealth 3Y 14.43% William Mack & Associates, Inc. 14.1% James Reed Financial Services, Inc. 3Y 12.84% SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 10.89% Advantage Trust Co 10.43% Financial Synergies Wealth Advisors, Inc. 10.43% Koenig Investment Advisory, LLC 10.27% Ballast, Inc. 3Y 7Y 9.37%

FAQ About Roof Eidam Maycock Peralta, LLC and VO

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

How long has Roof Eidam Maycock Peralta, LLC reported owning VO?

Roof Eidam Maycock Peralta, LLC reported VO across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported VO position in Roof Eidam Maycock Peralta, LLC's portfolio?

The largest reported portfolio weight for VO was 3.69% in 2024 Q4.

What is the latest reported VO position on this page?

The most recent filing on this page is 2026 Q2, when Roof Eidam Maycock Peralta, LLC reported 206,711 shares, equal to 3.28% of portfolio, with an estimated market value of $16.7M.

What does the chart on this VO ownership page compare?

The chart compares Roof Eidam Maycock Peralta, LLC's quarterly VO 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 Roof Eidam Maycock Peralta, LLC time their VO position?

Based on 13F filing dates vs. subsequent VO price moves, Roof Eidam Maycock Peralta, LLC correctly timed 17 out of 31 reported position changes (55%).

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