Ownership history in Optas, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which Optas, LLC reported a position in VANGUARD INDEX FDS (VTI). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 137,674 | +23,679 | +20.8% | 7.22% | $46.2M | $335.27 |
| 2025 Q3 | ADDED | 113,995 | +30,647 | +36.8% | 6.35% | $37.4M | $327.24 |
| 2025 Q2 | REDUCED | 83,348 | -69,834 | -45.6% | 4.81% | $25.3M | $302.23 |
| 2025 Q1 | ADDED | 153,182 | +78,212 | +104.3% | 7.33% | $42.1M | $272.48 |
| 2024 Q4 | REDUCED | 74,970 | -9 | -0.0% | 4.68% | $21.7M | $286.32 |
| 2024 Q3 | ADDED | 74,979 | +30 | +0.0% | 4.88% | $21.2M | $278.85 |
| 2024 Q2 | ADDED | 74,949 | +17 | +0.0% | 5.16% | $20.0M | $262.63 |
| 2024 Q1 | ADDED | 74,932 | +26 | +0.0% | 5.31% | $19.5M | $254.25 |
| 2023 Q4 | REDUCED | 74,906 | -14 | -0.0% | 5.35% | $17.8M | $231.25 |
| 2023 Q3 | REDUCED | 74,920 | -731 | -1.0% | 5.30% | $15.9M | $206.18 |
As of 2025 Q4 — sorted by position size