W ADVISORS, LLC VOO — VANGUARD INDEX FDS

Ownership history in W ADVISORS, LLC  ·  13 quarters on record

AI Ownership Summary

W ADVISORS, LLC reported VANGUARD INDEX FDS (VOO) in 13 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.64% in 2024 Q2. The latest visible filing shows VOO at 0.37% 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 VOO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was W ADVISORS, LLC's position in VANGUARD INDEX FDS, 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
2026 Q3

VOO was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.64% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 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.

VOO stock page W ADVISORS, LLC fund profile W ADVISORS, LLC full holdings
How W ADVISORS, LLC held VOO — position size vs. price
% of Fund (quarterly)    VOO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 1,212 +706 +139.5% 0.37% $850K 2026-11-02 $691.32
2026 Q2 ADDED — — — 506 +2 +0.4% 0.16% $348K 2026-07-31 $684.89
2026 Q1 REDUCED — — — 504 -24 -4.5% 0.15% $302K 2026-04-29 $650.67
2025 Q4 REDUCED 13.6% -4.4% ✅ 528 -83 -13.6% 0.17% $331K 2026-02-13 $621.50
2025 Q3 REDUCED 58.6% +3.6% ❌ 611 -865 -58.6% 0.20% $374K 2025-11-14 $610.79
2025 Q1 ADDED — — — 1,476 +288 +24.2% 0.47% $758K 2025-05-13 $530.14
2024 Q4 ADDED — — — 1,188 +226 +23.5% 0.40% $640K 2025-01-22 $546.10
2024 Q3 REDUCED 50.4% +2.9% ❌ 962 -976 -50.4% 0.31% $508K 2024-10-28 $521.23
2024 Q2 REDUCED 16.1% +5.8% ❌ 1,938 -371 -16.1% 0.64% $969K 2024-08-06 $467.08
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VOO

As of 2026 Q3 — sorted by position size

E-L Financial Corp Ltd 3Y 7Y 100.0% Powers Capital, LLC 98.87% AXIS CAPITAL HOLDINGS LTD 90.49% GLOBE LIFE INC. 3Y 7Y 88.4% NEW YORK LIFE INSURANCE CO 3Y 7Y 82.01% Liquid Strategies, LLC 3Y 72.24% William Marsh Rice University 3Y 7Y 61.39% AmeriServ Wealth Advisors 3Y 7Y 60.81% Summitas Investment Management LLC 49.99% Angeles Investment Advisors, LLC 3Y 7Y 49.65%

FAQ About W ADVISORS, LLC and VOO

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

How long has W ADVISORS, LLC reported owning VOO?

W ADVISORS, LLC reported VOO across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported VOO position in W ADVISORS, LLC's portfolio?

The largest reported portfolio weight for VOO was 0.64% in 2024 Q2.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2026 Q3, when W ADVISORS, LLC reported 1,212 shares, equal to 0.37% of portfolio, with an estimated market value of $850K.

What does the chart on this VOO ownership page compare?

The chart compares W ADVISORS, LLC's quarterly VOO 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 W ADVISORS, LLC time their VOO position?

Based on 13F filing dates vs. subsequent VOO price moves, W ADVISORS, LLC correctly timed 4 out of 12 reported position changes (33%). The annualised alpha on VOO relative to SPY over the holding period was +0.1%.

← Back to W ADVISORS, LLC Holdings