William Mack & Associates, Inc. VOE β€” VANGUARD INDEX FDS

Ownership history in William Mack & Associates, Inc.  Β·  3 quarters on record

AI Ownership Summary

William Mack & Associates, Inc. reported VANGUARD INDEX FDS (VOE) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.49% in 2025 Q3. The latest visible filing shows VOE at 0.38% 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.

What this VOE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was William Mack & Associates, Inc.'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 Q1

VOE was reported at 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.49% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2026 Q1

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.

How William Mack & Associates, Inc. held VOE β€” position size vs. price
% of Fund (quarterly)    VOE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 3,646 -1,328 -26.7% 0.38% $672K 2026-04-14 $190.60
2025 Q4 REDUCED β€” β€” β€” 4,974 -246 -4.7% 0.42% $882K 2026-02-09 $190.13
2025 Q3 INITIATED β€” β€” β€” 5,220 β€” β€” 0.49% $911K 2025-11-14 $172.00

FAQ About William Mack & Associates, Inc. and VOE

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

How long has William Mack & Associates, Inc. reported owning VOE?

William Mack & Associates, Inc. reported VOE across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported VOE position in William Mack & Associates, Inc.'s portfolio?

The largest reported portfolio weight for VOE was 0.49% in 2025 Q3.

What is the latest reported VOE position on this page?

The most recent filing on this page is 2026 Q1, when William Mack & Associates, Inc. reported 3,646 shares, equal to 0.38% of portfolio, with an estimated market value of $672K.

What does the chart on this VOE ownership page compare?

The chart compares William Mack & Associates, Inc.'s quarterly VOE 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.

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