VO VANGUARD INDEX FDS

Ownership history in Caitlin John, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Caitlin John, LLC reported a position in VANGUARD INDEX FDS (VO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.49% (2023 Q4)
Avg. % of fund
1.13%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 4,297 +28 +0.7% 0.82% $1.2M $290.22
2025 Q3 REDUCED 4,269 -46 -1.1% 0.87% $1.3M $292.59
2025 Q2 REDUCED 4,315 -457 -9.6% 1.10% $1.2M $277.75
2025 Q1 REDUCED 4,772 -2,135 -30.9% 1.21% $1.2M $255.71
2024 Q4 REDUCED 6,907 -205 -2.9% 1.21% $1.8M $260.00
2024 Q3 REDUCED 7,112 -758 -9.6% 1.23% $2.0M $258.65
2023 Q4 INITIATED 7,870 1.49% $1.8M
% of Fund (quarterly)    VO price (monthly, adj. close)
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