VOO VANGUARD INDEX FDS

Ownership history in Caprock Group, LLC  ·  44 quarters on record

This page tracks every 13F SEC filing in which Caprock Group, LLC reported a position in VANGUARD INDEX FDS (VOO). 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
6.78% (2015 Q4)
Avg. % of fund
4.24%
First filed
2014 Q4
Last filed
2025 Q4
Quarters held
44
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 201,947 -4,733 -2.3% 2.68% $126.6M $627.13
2025 Q3 ADDED 206,680 +10,748 +5.5% 3.02% $122.6M $610.65
2025 Q1 ADDED 195,932 +9,299 +5.0% 3.07% $100.7M $509.43
2024 Q4 ADDED 186,633 +7,821 +4.4% 3.29% $100.6M $532.26
2024 Q3 ADDED 178,812 +1,414 +0.8% 3.44% $94.7M $519.60
2024 Q2 ADDED 177,398 +10,095 +6.0% 3.62% $89.0M $490.95
2024 Q1 ADDED 167,303 +5,400 +3.3% 4.61% $80.4M $470.20
2023 Q4 ADDED 161,903 +3,157 +2.0% 4.52% $70.7M $425.89
2023 Q3 ADDED 158,746 +1,096 +0.7% 4.73% $62.6M $381.32
2023 Q2 REDUCED 157,650 -2,128 -1.3% 4.73% $64.5M $393.97
34 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VOO price (monthly, adj. close)
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