SEARCY FINANCIAL SERVICES INC /ADV VOO — VANGUARD INDEX FDS

Ownership history in SEARCY FINANCIAL SERVICES INC /ADV  ·  9 quarters on record

AI Ownership Summary

SEARCY FINANCIAL SERVICES INC /ADV reported VANGUARD INDEX FDS (VOO) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 5.14% in 2026 Q1. The latest visible filing shows VOO at 5.14% 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 VOO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SEARCY FINANCIAL SERVICES INC /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
2026 Q1

VOO was reported at 5.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.14% in 2026 Q1

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 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.

VOO stock page SEARCY FINANCIAL SERVICES INC /ADV fund profile SEARCY FINANCIAL SERVICES INC /ADV full holdings
How SEARCY FINANCIAL SERVICES INC /ADV 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 23,200 +9,951 +75.1% 5.14% $13.9M 2026-04-14 $638.35
2025 Q4 ADDED — — — 13,249 +34 +0.3% 3.08% $8.3M 2026-01-22 $631.58
2025 Q3 ADDED — — — 13,215 +425 +3.3% 3.08% $8.1M 2025-10-06 $613.72
2025 Q2 ADDED — — — 12,790 +280 +2.2% 2.95% $7.3M 2025-07-09 $568.57
2025 Q1 ADDED — — — 12,510 +889 +7.6% 2.78% $6.4M 2025-04-17 $478.17
2024 Q4 REDUCED — — — 11,621 -14 -0.1% 2.89% $6.3M 2025-01-13 $526.42
2024 Q3 ADDED — — — 11,635 +463 +4.1% 2.88% $6.1M 2024-10-15 $523.17
2024 Q2 ADDED — — — 11,172 +148 +1.3% 2.79% $5.6M 2024-07-15 $505.04
2024 Q1 INITIATED — — — 11,024 — — 2.70% $5.3M 2024-04-16 $451.25

🏢 Other funds also holding VOO

As of 2026 Q1 — sorted by position size

Call To Action Foundation 100.0% SENTRY INVESTMENT MANAGEMENT LLC 3Y 7Y 100.0% E-L Financial Corp Ltd 3Y 7Y 100.0% AFBI LP 100.0% Innovator Capital Management, LLC 99.63% Powers Capital, LLC 99.1% Pandi, LLC 98.31% Trans-Canada Capital Inc. 91.24% AXIS CAPITAL HOLDINGS LTD 89.59% GLOBE LIFE INC. 3Y 7Y 86.18%

FAQ About SEARCY FINANCIAL SERVICES INC /ADV and VOO

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

How long has SEARCY FINANCIAL SERVICES INC /ADV reported owning VOO?

SEARCY FINANCIAL SERVICES INC /ADV reported VOO across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported VOO position in SEARCY FINANCIAL SERVICES INC /ADV's portfolio?

The largest reported portfolio weight for VOO was 5.14% in 2026 Q1.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2026 Q1, when SEARCY FINANCIAL SERVICES INC /ADV reported 23,200 shares, equal to 5.14% of portfolio, with an estimated market value of $13.9M.

What does the chart on this VOO ownership page compare?

The chart compares SEARCY FINANCIAL SERVICES INC /ADV'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.

How well did SEARCY FINANCIAL SERVICES INC /ADV time their VOO position?

Based on 13F filing dates vs. subsequent VOO price moves, SEARCY FINANCIAL SERVICES INC /ADV correctly timed 8 out of 8 reported position changes (100%). The annualised alpha on VOO relative to SPY over the holding period was +0.1%.

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