SEC 13F Intelligence

Ten Capital Wealth Advisors, LLC / VO

Ten Capital Wealth Advisors, LLC’s Vanguard Index Fds Position

Does Ten Capital Wealth Advisors, LLC own Vanguard Index Fds (VO)? Yes — 20.6K shares worth $5M (+1.32% of its 13F portfolio) as of Q2 2023, down from 24.4K shares the prior filed quarter.

Position Value
$5M
Q2 2023
Shares
20.6K
% of Portfolio
+1.32%
Quarters Held
11
currently held

Position History VO

Reported value by quarter
Q4 ’20: $221,000Q4 ’20Q1 ’21: $509,000Q2 ’21: $1MQ2 ’21Q3 ’21: $3MQ4 ’21: $3MQ4 ’21Q1 ’22: $5MQ2 ’22: $4MQ2 ’22Q3 ’22: $4MQ4 ’22: $5MQ4 ’22Q1 ’23: $5MQ2 ’23: $5MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202320.6K$5M+1.32%
Q1 202324.4K$5M+1.67%
Q4 202222.6K$5M+1.85%
Q3 202222.1K$4M+1.89%
Q2 202220.8K$4M+1.79%
Q1 202219.5K$5M+1.94%
Q4 202113.7K$3M+1.43%
Q3 202110.6K$3M+1.18%
Q2 20214.6K$1M+0.25%
Q1 20212.3K$509,000+0.12%
Q4 20201.1K$221,000+0.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ten Capital Wealth Advisors, LLC’s full portfolio or all institutional holders of VO.