VOOG — VANGUARD ADMIRAL FDS INC

Ownership history in Steffes Financial, Ltd.  ·  1 quarter on record

This page tracks every 13F SEC filing in which Steffes Financial, Ltd. reported a position in VANGUARD ADMIRAL FDS INC (VOOG). 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
10.99% (2025 Q4)
Avg. % of fund
10.99%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 47,352 — — 10.99% $21.1M $444.59
% of Fund (quarterly)    VOOG price (monthly, adj. close)

Other funds also holding VOOG

As of 2025 Q4 — sorted by position size

Kropog Financial Group, LLC 26.76% Battery Global Advisors, LLC 10.57% Arista Wealth Management, LLC 3Y 10.43% Wheelhouse Advisory Group LLC 10.39% Shakespeare Wealth Management, LLC 3Y 7Y 9.99% ArchPoint Investors 3Y 7Y 4.79% RFG HOLDINGS, INC. 3Y 4.6% Cerro Pacific Wealth Advisors LLC 3Y 4.54% Stordahl Capital Management, Inc. 3Y 7Y 3.69% Anson Capital, Inc. 3Y 3.41%
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