ANDERSON FISHER LLC VOO holdings history
VANGUARD S&P 500 ETF · CUSIP 922908363 · CIK 1767513
As of Jun 30, 2026, ANDERSON FISHER LLC reported 326.20K VOO (shares), valued at $224.04M, or 29.05% of its reported non-derivative portfolio. Filed Jul 21, 2026.
Verify history & sources →Shares increased 2.59%; reported value increased 17.92%, and weight changed +1.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 29.05% | 326,199 | SEC filing ↗Filed Jul 21, 2026AmendedCombination report |
| Q1 2026 | 27.67% | 317,962 | SEC filing ↗Filed May 7, 2026Combination report |
| Q4 2025 | 28.08% | 317,084 | SEC filing ↗Filed Jan 27, 2026Combination report |
| Q3 2025 | 27.80% | 307,240 | SEC filing ↗Filed Nov 3, 2025Combination report |
| Q2 2025 | 27.74% | 309,574 | SEC filing ↗Filed Aug 4, 2025Combination report |
| Q1 2025 | 26.77% | 295,838 | SEC filing ↗Filed May 15, 2025Combination report |
| Q4 2024 | 27.02% | 282,786 | SEC filing ↗Filed Jan 31, 2025Combination report |
| Q3 2024 | 26.07% | 273,088 | SEC filing ↗Filed Oct 28, 2024Combination report |
| Q2 2024 | 26.43% | 271,787 | SEC filing ↗Filed Jul 17, 2024Combination report |
| Q1 2024 | 25.75% | 266,764 | SEC filing ↗Filed Apr 25, 2024Combination report |
| Q4 2023 | 24.48% | 259,638 | SEC filing ↗Filed Feb 12, 2024Combination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 24.48% | 259,638 | $113.41M | The prior quarter is outside the free window. Log in for the comparison. | SEC filing ↗ Filed Feb 12, 2024 |
| Q1 2024 | 25.75% | 266,764 | $128.23M | Shares increased 2.74%; reported value increased 13.07%, and weight changed +1.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2024 |
| Q2 2024 | 26.43% | 271,787 | $135.93M | Shares increased 1.88%; reported value increased 6.00%, and weight changed +0.68 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2024 |
| Q3 2024 | 26.07% | 273,088 | $144.10M | Shares increased 0.48%; reported value increased 6.01%, and weight changed -0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2024 |
| Q4 2024 | 27.02% | 282,786 | $152.37M | Shares increased 3.55%; reported value increased 5.74%, and weight changed +0.95 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 31, 2025 |
| Q1 2025 | 26.77% | 295,838 | $152.03M | Shares increased 4.62%; reported value decreased 0.22%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 27.74% | 309,574 | $176.09M | Shares increased 4.64%; reported value increased 15.82%, and weight changed +0.97 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 4, 2025 |
| Q3 2025 | 27.80% | 307,240 | $188.15M | Shares decreased 0.75%; reported value increased 6.85%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 3, 2025 |
| Q4 2025 | 28.08% | 317,084 | $198.85M | Shares increased 3.20%; reported value increased 5.69%, and weight changed +0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2026 |
| Q1 2026 | 27.67% | 317,962 | $190.00M | Shares increased 0.28%; reported value decreased 4.45%, and weight changed -0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2026 |
| Q2 2026 | 29.05% | 326,199 | $224.04M | Shares increased 2.59%; reported value increased 17.92%, and weight changed +1.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 21, 2026 |
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