VOO VANGUARD INDEX FDS

Ownership history in WIT, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which WIT, 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
4.81% (2025 Q4)
Avg. % of fund
2.41%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 382,779 +289,303 +309.5% 4.81% $240.1M $627.13
2025 Q3 UNCHANGED 93,476 0% 1.30% $57.2M $610.65
2025 Q2 ADDED 93,476 +5,632 +6.4% 1.32% $53.1M $564.81
2025 Q1 ADDED 87,844 +87,756 +99722.7% 1.29% $45.1M $509.43
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VOO price (monthly, adj. close)
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