VOE VANGUARD INDEX FDS

Ownership history in ROVIN CAPITAL /UT/ /ADV  ·  24 quarters on record

AI Ownership Summary

ROVIN CAPITAL /UT/ /ADV reported VANGUARD INDEX FDS (VOE) in 24 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.52% in 2023 Q4. The latest visible filing shows VOE at 1.11% 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 ROVIN CAPITAL /UT/ /ADV'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 1.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.52% in 2023 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 ROVIN CAPITAL /UT/ /ADV held VOE — position size vs. price
% of Fund (quarterly)    VOE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 23,669 -833 -3.4% 1.11% $4.2M 2026-02-14 (Est.) $191.35
2025 Q3 UNCHANGED 24,502 0% 1.22% $4.0M 2025-10-17 $169.96
2025 Q2 REDUCED 24,502 -348 -1.4% 1.22% $4.0M 2025-08-06 $164.42
2025 Q1 ADDED 24,850 +16 +0.1% 1.28% $4.0M 2025-04-28 $151.79
2024 Q4 ADDED 24,834 +958 +4.0% 1.45% $4.0M 2025-01-14 $158.15
2024 Q3 ADDED 23,876 +354 +1.5% 1.48% $4.0M 2024-11-01 $159.83
2024 Q2 REDUCED 23,522 -47 -0.2% 1.47% $3.5M 2024-07-18 $151.31
2024 Q1 ADDED 23,569 +482 +2.1% 1.51% $3.7M 2024-04-22 $142.90
2023 Q4 REDUCED 23,087 -921 -3.8% 1.52% $3.3M 2024-03-12 $144.73
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ROVIN CAPITAL /UT/ /ADV and VOE

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

How long has ROVIN CAPITAL /UT/ /ADV reported owning VOE?

ROVIN CAPITAL /UT/ /ADV reported VOE across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VOE position in ROVIN CAPITAL /UT/ /ADV's portfolio?

The largest reported portfolio weight for VOE was 1.52% in 2023 Q4.

What is the latest reported VOE position on this page?

The most recent filing on this page is 2025 Q4, when ROVIN CAPITAL /UT/ /ADV reported 23,669 shares, equal to 1.11% of portfolio, with an estimated market value of $4.2M.

What does the chart on this VOE ownership page compare?

The chart compares ROVIN CAPITAL /UT/ /ADV'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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