VO VANGUARD INDEX FDS

Ownership history in Objective Capital Management, LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which Objective Capital Management, 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
3.71% (2025 Q1)
Avg. % of fund
2.51%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 11,393 +11 +0.1% 3.37% $3.3M $290.22
2025 Q3 ADDED 11,382 +42 +0.4% 3.46% $3.3M $292.59
2025 Q2 ADDED 11,340 +100 +0.9% 3.56% $3.2M $277.75
2025 Q1 REDUCED 11,240 -41 -0.4% 3.71% $2.9M $255.71
2024 Q4 ADDED 11,281 +109 +1.0% 1.99% $3.0M $260.00
2024 Q3 REDUCED 11,172 -149 -1.3% 1.73% $2.9M $258.65
2024 Q1 REDUCED 11,321 -36 -0.3% 1.91% $2.8M $243.13
2023 Q4 ADDED 11,357 +156 +1.4% 2.01% $2.6M $225.48
2023 Q3 ADDED 11,201 +32 +0.3% 2.07% $2.3M $200.79
2023 Q2 REDUCED 11,169 -1,014 -8.3% 2.15% $2.5M $211.51
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VO price (monthly, adj. close)
← Back to Objective Capital Management, LLC Holdings