VOE β€” VANGUARD INDEX FDS

Ownership history in Stonegate Management LLC  Β·  19 quarters on record

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

πŸ” Peak position
1.19% (2021 Q2)
πŸ“Š Avg. % of fund
1.19%
πŸ“… First filed
2021 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
19

Position Intelligence

Stonegate Management LLC Γ— VOE AI Analytics

πŸ“‰ Stonegate Management LLC underperformed the S&P 500 by –4.6% annually on this VOE position. Average cost basis: $127.08. Maximum drawdown during holding period: –17.8%.

πŸ“ˆ Position Alpha vs SPY
-4.6%
annualised excess return

⚠️ Trailed SPY by 4.6% ann. on this position.
18 quarters analyzed

πŸ’° Entry Quality
$127.08
+39.6% vs current ($177.37)

Best entry: $127.08 (2021 Q2)  Β·  Worst: $127.08 (2021 Q2)

πŸ›‘οΈ Drawdown Resilience
–17.8%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

1 add Β· 0 trims. Bought during 0 of 8 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 1.19% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    VOE price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 10,200 β€” 0% 1.19% $1.8M $177.37
2025 Q3 UNCHANGED 10,200 β€” 0% 1.19% $1.8M $173.67
2025 Q2 UNCHANGED 10,200 β€” 0% 1.19% $1.8M $162.78
2025 Q1 UNCHANGED 10,200 β€” 0% 1.19% $1.8M $158.07
2024 Q4 UNCHANGED 10,200 β€” 0% 1.19% $1.8M $158.25
2024 Q3 UNCHANGED 10,200 β€” 0% 1.19% $1.8M $163.02
2024 Q2 UNCHANGED 10,200 β€” 0% 1.19% $1.8M $145.55
2024 Q1 UNCHANGED 10,200 β€” 0% 1.19% $1.8M $149.97
2023 Q4 UNCHANGED 10,200 β€” 0% 1.19% $1.8M $138.82
2023 Q3 UNCHANGED 10,200 β€” 0% 1.19% $1.8M $124.39
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding VOE

As of 2025 Q4 β€” sorted by position size

STEPHENS GROUP ASSET MANAGEMENT, LLC 3Y 7Y 13.08% SYM FINANCIAL Corp 3Y 7Y 10.19% Dougherty Wealth Advisers LLC 3Y 7Y 9.26% Diesslin Group, Inc. 9.25% BHK Investment Advisors, LLC 3Y 7Y 9.2% Clayton Financial Group LLC 7.62% Gladwyn Financial Advisors, Inc. 7.39% Marotta Asset Management 3Y 7.35% Shakespeare Wealth Management, LLC 3Y 7Y 7.01% Rodgers & Associates, LTD 3Y 6.82%
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