VOO VANGUARD INDEX FDS

Ownership history in Scott Capital Advisors, LLC  ·  18 quarters on record

AI Ownership Summary

Scott Capital Advisors, LLC reported VANGUARD INDEX FDS (VOO) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 20.0% in 2024 Q2. The latest visible filing shows VOO at 15.33% 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 Scott Capital Advisors, 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 Q1

VOO was reported at 15.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
20.0% in 2024 Q2

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 2026 Q1

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 Scott Capital Advisors, LLC 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 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 121,034 +1,336 +1.1% 15.33% $75.6M 2026-04-15 $643.45
2025 Q4 REDUCED 119,698 -997 -0.8% 16.63% $75.1M 2026-01-12 $637.33
2025 Q3 REDUCED 120,695 -2,204 -1.8% 16.90% $74.7M 2025-10-16 $603.77
2025 Q2 ADDED 122,899 +559 +0.5% 19.10% $70.5M 2025-07-11 $568.18
2025 Q1 REDUCED 122,340 -6,801 -5.3% 18.75% $62.9M 2025-04-17 $478.17
2024 Q4 REDUCED 129,141 -2,775 -2.1% 19.84% $69.0M 2025-01-16 $535.94
2024 Q3 REDUCED 131,916 -578 -0.4% 19.74% $69.6M 2024-10-09 $520.69
2024 Q2 REDUCED 132,494 -258 -0.2% 20.00% $67.7M 2024-07-12 $503.51
2024 Q1 ADDED 132,752 +1,445 +1.1% 19.28% $63.4M 2024-04-18 $447.51
2023 Q4 REDUCED 131,307 -1,516 -1.1% 19.25% $57.4M 2024-01-10 $425.66
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Scott Capital Advisors, LLC and VOO

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

How long has Scott Capital Advisors, LLC reported owning VOO?

Scott Capital Advisors, LLC reported VOO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VOO position in Scott Capital Advisors, LLC's portfolio?

The largest reported portfolio weight for VOO was 20.00% in 2024 Q2.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2026 Q1, when Scott Capital Advisors, LLC reported 121,034 shares, equal to 15.33% of portfolio, with an estimated market value of $75.6M.

What does the chart on this VOO ownership page compare?

The chart compares Scott Capital Advisors, LLC'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.

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