VOO VANGUARD INDEX FDS

Ownership history in TECTONIC ADVISORS LLC  ·  20 quarters on record

This page tracks every 13F SEC filing in which TECTONIC ADVISORS 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
7.34% (2021 Q4)
Avg. % of fund
6.43%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 217,890 +13,431 +6.6% 7.21% $136.6M $627.13
2025 Q3 ADDED 204,459 +7,060 +3.6% 6.84% $125.2M $610.65
2025 Q2 ADDED 197,399 +10,723 +5.7% 6.52% $112.1M $564.81
2025 Q1 ADDED 186,676 +4,762 +2.6% 6.00% $95.9M $509.43
2024 Q4 ADDED 181,914 +4,840 +2.7% 6.38% $98.0M $532.26
2024 Q3 ADDED 177,074 +7,442 +4.4% 6.10% $93.4M $519.60
2024 Q2 ADDED 169,632 +12,088 +7.7% 6.11% $84.8M $490.95
2024 Q1 ADDED 157,544 +1,114 +0.7% 5.78% $75.7M $470.20
2023 Q4 ADDED 156,430 +7,949 +5.4% 5.72% $68.3M $425.89
2023 Q3 ADDED 148,481 +8,819 +6.3% 5.47% $58.3M $381.32
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% of Fund (quarterly)    VOO price (monthly, adj. close)
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