SEC 13F Intelligence

Qp Wealth Management, LLC / VOT

Qp Wealth Management, LLC’s Vanguard Index Fds Position

Does Qp Wealth Management, LLC own Vanguard Index Fds (VOT)? Not currently — the last reported position was 5.3K shares worth $1M in Q1 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$1M
Q1 2021
Shares
5.3K
% of Portfolio
+1.23%
Quarters Held
5
position exited

Position History VOT

Reported value by quarter
Q4 ’19: $267,000Q4 ’19Q2 ’20: $538,000Q2 ’20Q3 ’20: $624,000Q3 ’20Q4 ’20: $908,000Q4 ’20Q1 ’21: $1MQ1 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20215.3K$1M+1.23%
Q4 20204.3K$908,000+1.00%
Q3 20203.5K$624,000+0.80%
Q2 20203.3K$538,000+0.74%
Q4 20191.6K$267,000+0.33%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Qp Wealth Management, LLC’s full portfolio or all institutional holders of VOT.