SEC 13F Intelligence

Yoffe Investment Management, LLC / VOO

Yoffe Investment Management, LLC’s Vanguard Index Fds Position

Does Yoffe Investment Management, LLC own Vanguard Index Fds (VOO)? Yes — 1.4K shares worth $816,491 (+1.05% of its 13F portfolio) as of Q1 2026.

Position Value
$816,491
Q1 2026
Shares
1.4K
% of Portfolio
+1.05%
Quarters Held
6
currently held

Position History VOO

Reported value by quarter
Q4 ’24: $745,927Q4 ’24Q1 ’25: $711,456Q1 ’25Q2 ’25: $776,155Q2 ’25Q3 ’25: $836,755Q3 ’25Q4 ’25: $856,909Q4 ’25Q1 ’26: $816,491Q1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.4K$816,491+1.05%
Q4 20251.4K$856,909+1.09%
Q3 20251.4K$836,755+1.09%
Q2 20251.4K$776,155+1.06%
Q1 20251.4K$711,456+1.05%
Q4 20241.4K$745,927+1.11%

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