VOO VANGUARD INDEX FDS

Ownership history in Sunpointe, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Sunpointe, 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
3.45% (2024 Q2)
Avg. % of fund
2.66%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 5,952 +216 +3.8% 1.24% $3.7M $627.13
2025 Q3 REDUCED 5,736 -5,800 -50.3% 1.27% $3.5M $610.65
2025 Q2 REDUCED 11,536 -306 -2.6% 2.61% $6.6M $564.81
2025 Q1 REDUCED 11,842 -2 -0.0% 3.24% $6.1M $509.43
5 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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