SEC 13F Intelligence

Leconte Wealth Management, LLC / VOT

Leconte Wealth Management, LLC’s Vanguard Index Fds Position

Does Leconte Wealth Management, LLC own Vanguard Index Fds (VOT)? Yes — 9.5K shares worth $2M (+1.58% of its 13F portfolio) as of Q1 2026, up from 793 shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
9.5K
% of Portfolio
+1.58%
Quarters Held
5
currently held

Position History VOT

Reported value by quarter
Q1 ’25: $1MQ1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $246,196Q3 ’25Q4 ’25: $221,362Q4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20269.5K$2M+1.58%
Q4 2025793$221,362+0.14%
Q3 2025838$246,196+0.16%
Q2 20255.0K$1M+0.96%
Q1 20254.6K$1M+0.72%

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