SPC Financial, Inc. VOE — VANGUARD INDEX FDS MCAP VL IDXVIP

Ownership history in SPC Financial, Inc.  ·  58 quarters on record

AI Ownership Summary

SPC Financial, Inc. reported VANGUARD INDEX FDS MCAP VL IDXVIP (VOE) in 58 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.8% in 2024 Q1. The latest visible filing shows VOE at 0.04% 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 SPC Financial, Inc.'s position in VANGUARD INDEX FDS MCAP VL IDXVIP, 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

VOE was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.8% in 2024 Q1

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.

VOE stock page SPC Financial, Inc. fund profile SPC Financial, Inc. full holdings
How SPC Financial, Inc. 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 94.6% +3.0% ❌ 2,895 -50,890 -94.6% 0.04% $505K 2025-11-14 (Est.) $172.00
2025 Q2 REDUCED — — — 53,785 -727 -1.3% 0.74% $8.8M 2025-07-25 $167.92
2025 Q1 ADDED — — — 54,512 +764 +1.4% 0.77% $8.8M 2025-05-08 $155.73
2024 Q4 ADDED — — — 53,748 +168 +0.3% 0.76% $8.7M 2025-02-06 $161.14
2024 Q3 REDUCED — — — 53,580 -267 -0.5% 0.79% $9.0M 2024-10-16 $164.54
2024 Q2 REDUCED — — — 53,847 -612 -1.1% 0.75% $8.1M 2024-08-02 $149.88
2024 Q1 ADDED — — — 54,459 +6,522 +13.6% 0.80% $8.5M 2024-05-03 $144.10
2023 Q4 REDUCED 16.9% +7.2% ❌ 47,937 -9,779 -16.9% 0.71% $7.0M 2024-02-05 $135.60
50 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VOE

As of 2026 Q1 — sorted by position size

STEPHENS GROUP ASSET MANAGEMENT, LLC 3Y 7Y 14.34% Dougherty Wealth Advisers LLC 3Y 7Y 10.66% Grove Street Fiduciary, LLC 10.48% Diesslin Group, Inc. 10.36% BHK Investment Advisors, LLC 3Y 7Y 9.43% Clayton Financial Group LLC 8.12% Shakespeare Wealth Management, LLC 3Y 7Y 7.91% Berman McAleer LLC 7.7% Gladwyn Financial Advisors, Inc. 7.58% Marotta Asset Management 3Y 7.39%

FAQ About SPC Financial, Inc. and VOE

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

How long has SPC Financial, Inc. reported owning VOE?

SPC Financial, Inc. reported VOE across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported VOE position in SPC Financial, Inc.'s portfolio?

The largest reported portfolio weight for VOE was 0.80% in 2024 Q1.

What is the latest reported VOE position on this page?

The most recent filing on this page is 2025 Q3, when SPC Financial, Inc. reported 2,895 shares, equal to 0.04% of portfolio, with an estimated market value of $505K.

What does the chart on this VOE ownership page compare?

The chart compares SPC Financial, Inc.'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.

How well did SPC Financial, Inc. time their VOE position?

Based on 13F filing dates vs. subsequent VOE price moves, SPC Financial, Inc. correctly timed 32 out of 55 reported position changes (58%).

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