VOO — VANGUARD INDEX FDS

Ownership history in CIC Wealth, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which CIC Wealth, 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
13.18% (2024 Q3)
Avg. % of fund
10.54%
First filed
2022 Q4
Last filed
2024 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 96,648 +4,358 +4.7% 13.18% $51.0M $519.60
2024 Q2 ADDED 92,290 +4,477 +5.1% 12.70% $46.2M $490.95
2024 Q1 ADDED 87,813 +9,886 +12.7% 12.28% $42.2M $470.20
2023 Q4 ADDED 77,927 +7,784 +11.1% 10.79% $34.0M $425.89
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VOO price (monthly, adj. close)

Other funds also holding VOO

As of 2025 Q4 — sorted by position size

Call To Action Foundation 100.0% AFBI LP 100.0% E-L Financial Corp Ltd 3Y 7Y 100.0% AXIS CAPITAL HOLDINGS LTD 91.09% GLOBE LIFE INC. 3Y 7Y 86.57% Standard Family Office LLC 3Y 84.86% FJ Investments, LLC 83.65% DUMAC, INC. 3Y 7Y 71.66% Liquid Strategies, LLC 3Y 64.34% Investure, LLC 3Y 7Y 63.28%
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