VOO VANGUARD INDEX FDS

Ownership history in Optas, LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which Optas, 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
18.38% (2025 Q1)
Avg. % of fund
10.75%
First filed
2020 Q1
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 90,622 -5,835 -6.0% 8.89% $56.8M $627.13
2025 Q3 REDUCED 96,457 -5,735 -5.6% 10.03% $59.1M $610.65
2025 Q2 REDUCED 102,192 -103,347 -50.3% 11.03% $58.0M $564.81
2025 Q1 ADDED 205,539 +102,526 +99.5% 18.38% $105.6M $509.43
20 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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