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
2024 Q4 ADDED 103,013 +905 +0.9% 11.96% $55.5M $532.26
2024 Q3 ADDED 102,108 +1,222 +1.2% 12.39% $53.9M $519.60
2024 Q2 ADDED 100,886 +1,055 +1.1% 12.99% $50.5M $490.95
2024 Q1 ADDED 99,831 +3,940 +4.1% 13.10% $48.0M $470.20
2023 Q4 ADDED 95,891 +11,722 +13.9% 12.60% $41.9M $425.89
2023 Q3 ADDED 84,169 +5,880 +7.5% 11.01% $33.1M $381.32
14 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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