VOO VANGUARD INDEX FDS

Ownership history in Stevard, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Stevard, 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
22.83% (2020 Q2)
Avg. % of fund
8.78%
First filed
2020 Q2
Last filed
2024 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 UNCHANGED 5,396 0% 10.85% $2.9M $532.26
2024 Q3 REDUCED 5,396 -11,761 -68.5% 11.59% $2.8M $519.60
2024 Q2 REDUCED 17,157 -41 -0.2% 7.42% $8.6M $490.95
2024 Q1 REDUCED 17,198 -202 -1.2% 7.45% $8.3M $470.20
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VOO price (monthly, adj. close)
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