SEC 13F Intelligence

Ica Group Wealth Management, LLC / VOO

Ica Group Wealth Management, LLC’s Vanguard Index Fds Position

Does Ica Group Wealth Management, LLC own Vanguard Index Fds (VOO)? Yes — 3.3K shares worth $2M (+1.00% of its 13F portfolio) as of Q2 2024, down from 8.3K shares the prior filed quarter.

Position Value
$2M
Q2 2024
Shares
3.3K
% of Portfolio
+1.00%
Quarters Held
7
currently held

Position History VOO

Reported value by quarter
Q3 ’22: $11MQ3 ’22Q4 ’22: $11MQ4 ’22Q1 ’23: $9MQ1 ’23Q2 ’23: $8MQ2 ’23Q3 ’23: $6MQ3 ’23Q1 ’24: $4MQ1 ’24Q2 ’24: $2MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20243.3K$2M+1.00%
Q1 20248.3K$4M+0.80%
Q3 202315.8K$6M+1.74%
Q2 202320.8K$8M+2.12%
Q1 202324.9K$9M+2.24%
Q4 202231.1K$11M+2.57%
Q3 202233.7K$11M+2.35%

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