VOO — VANGUARD INDEX FDS

Ownership history in SMART Wealth LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which SMART Wealth LLC reported a position in VANGUARD INDEX FDS (VOO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.12% (2024 Q4)
Avg. % of fund
1.96%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 13,399 +2,072 +18.3% 2.56% $8.4M $627.13
2025 Q3 ADDED 11,327 +3,577 +46.2% 2.62% $6.9M $610.65
2025 Q2 REDUCED 7,750 -1,859 -19.3% 1.38% $4.4M $564.81
2025 Q1 REDUCED 9,609 -6,684 -41.0% 1.77% $4.9M $509.43
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VOO price (monthly, adj. close)

Other funds also holding VOO

As of 2025 Q4 — sorted by position size

Call To Action Foundation 100.0% AFBI LP 100.0% E-L Financial Corp Ltd 3Y 7Y 100.0% AXIS CAPITAL HOLDINGS LTD 91.09% GLOBE LIFE INC. 3Y 7Y 86.57% Standard Family Office LLC 3Y 84.86% FJ Investments, LLC 83.65% DUMAC, INC. 3Y 7Y 71.66% Liquid Strategies, LLC 3Y 64.34% Investure, LLC 3Y 7Y 63.28%
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