Question 1

How many shares of VO does Pathstone Holdings, LLC own?

Accepted Answer

As of 2026-Q1, Pathstone Holdings, LLC holds 597,960 shares of VO (VANGUARD INDEX FDS).

Question 2

What is Pathstone Holdings, LLC's VO position worth?

Accepted Answer

As of 2026-Q1, Pathstone Holdings, LLC's VO position is worth $171.7M.

Question 3

Is Pathstone Holdings, LLC buying or selling VO?

Accepted Answer

In 2026-Q1, Pathstone Holdings, LLC increased their VO position (+0.7% change in shares).

Question 4

When did Pathstone Holdings, LLC first buy VO?

Accepted Answer

Based on available 13F filings, Pathstone Holdings, LLC first reported a position in VO in 2024-Q2. They have held the position across 10 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	597,960	+0.7%	$171.7M	0.7%	$301.78	43
2025-Q4	Decreased	594,107	-1.4%	$172.3M	0.7%	$292.92	0
2025-Q3	Decreased	602,246	-3.6%	$176.9M	0.7%	$292.00	0
2025-Q2	Increased	624,581	+3.9%	$166.7M	0.7%	$275.92	45
2025-Q1	Increased	600,978	+4.9%	$155.4M	0.7%	$254.23	45
2024-Q4	Decreased	572,925	-4.2%	$151.3M	0.7%	$260.03	0
2024-Q3	Increased	598,161	+0.6%	$157.8M	0.7%	$257.97	43
2024-Q2	Increased	594,740	+1.4%	$144M	0.7%	$236.49	43

VOShowing 8 of 10 quarters

VO
Showing 8 of 10 quarters