VOO — VANGUARD INDEX FDS

Ownership history in Sensible Financial Planning & Management, LLC.  ·  44 quarters on record

AI Ownership Summary

Sensible Financial Planning & Management, LLC. reported VANGUARD INDEX FDS (VOO) in 44 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 5.01% in 2025 Q3. The latest visible filing shows VOO at 5.01% 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 Sensible Financial Planning & Management, 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
2025 Q3

VOO was reported at 5.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.01% in 2025 Q3

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 Q3

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 Sensible Financial Planning & Management, LLC. fund profile Sensible Financial Planning & Management, LLC. full holdings
How Sensible Financial Planning & Management, 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 8 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 45,017 +2,276 +5.3% 5.01% $27.6M 2025-11-14 (Est.) $614.15
2025 Q2 ADDED 42,741 +2,644 +6.6% 4.61% $24.3M 2025-08-08 $580.59
2025 Q1 ADDED 40,097 +1,249 +3.2% 4.11% $20.6M 2025-04-28 $500.42
2024 Q4 ADDED 38,848 +930 +2.5% 4.34% $20.9M 2025-02-07 $543.77
2024 Q3 REDUCED 37,918 -481 -1.3% 3.95% $20.0M 2024-10-28 $524.10
2024 Q2 REDUCED 38,399 -474 -1.2% 4.15% $19.2M 2024-07-18 $497.04
2024 Q1 ADDED 38,873 +1,170 +3.1% 4.13% $18.7M 2024-05-06 $462.89
2023 Q4 ADDED 37,703 +93 +0.2% 3.86% $16.5M 2024-02-02 $441.54
36 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VOO

As of 2026 Q1 — sorted by position size

Safir Wealth Advisors, LLC 3Y 40.34% P/E Global LLC 3Y 40.26% STRATEGIC ADVISORY PARTNERS, LLC 35.34% GoalVest Advisory LLC 3Y 33.51% Wiser Wealth Management, Inc 3Y 31.45% Global Wealth Strategies & Associates 3Y 30.06% HighRoad Wealth Advisors, LLC 29.95% CJM Wealth Advisers, Ltd. 28.7% RFG HOLDINGS, INC. 3Y 27.69% TradeWell Securities, LLC. 27.11%

FAQ About Sensible Financial Planning & Management, 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 Sensible Financial Planning & Management, LLC. reported owning VOO?

Sensible Financial Planning & Management, LLC. reported VOO across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported VOO position in Sensible Financial Planning & Management, LLC.'s portfolio?

The largest reported portfolio weight for VOO was 5.01% in 2025 Q3.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2025 Q3, when Sensible Financial Planning & Management, LLC. reported 45,017 shares, equal to 5.01% of portfolio, with an estimated market value of $27.6M.

What does the chart on this VOO ownership page compare?

The chart compares Sensible Financial Planning & Management, 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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