SEC 13F Intelligence

Spotlight Asset Group, Inc. / VO

Spotlight Asset Group, Inc.’s Vanguard Index Fds Position

Does Spotlight Asset Group, Inc. own Vanguard Index Fds (VO)? Yes — 7.3K shares worth $2M (+1.23% of its 13F portfolio) as of Q2 2024.

Position Value
$2M
Q2 2024
Shares
7.3K
% of Portfolio
+1.23%
Quarters Held
14
currently held

Position History VO

Reported value by quarter
Q1 ’20: $2MQ1 ’20Q2 ’20: $2MQ3 ’20: $2MQ3 ’20Q4 ’20: $2MQ1 ’21: $2MQ1 ’21Q2 ’21: $2MQ3 ’21: $2MQ3 ’21Q3 ’22: $1MQ1 ’23: $1MQ1 ’23Q2 ’23: $2MQ3 ’23: $2MQ3 ’23Q4 ’23: $2MQ1 ’24: $2MQ1 ’24Q2 ’24: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 20247.3K$2M+1.23%
Q1 20247.3K$2M+1.30%
Q4 20237.3K$2M+1.38%
Q3 20237.3K$2M+1.38%
Q2 20237.5K$2M+1.48%
Q1 20237.7K$1M+1.48%
Q3 20227.7K$1M+1.48%
Q3 20218.7K$2M+1.02%
Q2 20219.1K$2M+0.83%
Q1 20219.0K$2M+0.75%
Q4 20209.8K$2M+0.75%
Q3 20209.8K$2M+0.68%
Q2 20209.8K$2M+0.67%
Q1 202013.1K$2M+0.92%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Spotlight Asset Group, Inc.’s full portfolio or all institutional holders of VO.