Williams Jones Wealth Management, LLC. reported VANGUARD INDEX FDS LCP INDX AD (VLCAX) in 27 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2026 Q1. The latest visible filing shows VLCAX at 0.02% 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.
This page is designed to answer the real investor question behind a 13F filing: how meaningful was Williams Jones Wealth Management, LLC.'s position in VANGUARD INDEX FDS LCP INDX AD, 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.
VLCAX was reported at 0.02% of portfolio in the most recent visible filing.
Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.
Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.
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.
These are the practical questions this page is built to answer before you even open the full history table.
Williams Jones Wealth Management, LLC. reported VLCAX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.
The largest reported portfolio weight for VLCAX was 0.02% in 2026 Q1.
The most recent filing on this page is 2026 Q1, when Williams Jones Wealth Management, LLC. reported 8,614 shares, equal to 0.02% of portfolio, with an estimated market value of $1.3M.
The chart compares Williams Jones Wealth Management, LLC.'s quarterly VLCAX 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.
Based on 13F filing dates vs. subsequent VLCAX price moves, Williams Jones Wealth Management, LLC. correctly timed 2 out of 13 reported position changes (15%). The annualised alpha on VLCAX relative to SPY over the holding period was +0.0%.