Aegis Wealth Management LLC Vanguard Index Fds S&P 500 ETF Transaction History
Aegis Wealth Management LLC
- $167 Billion
- Q2 2025
A detailed history of Aegis Wealth Management LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Aegis Wealth Management LLC holds 9,560 shares of VOO stock, worth $5.99 Million. This represents 2.95% of its overall portfolio holdings.
Number of Shares
9,560
Previous 9,560
-0.0%
Holding current value
$5.99 Million
Previous $4.91 Billion
-0.0%
% of portfolio
2.95%
Previous 2.89%
Shares
2 transactions
Others Institutions Holding VOO
# of Institutions
3,803Shares Held
513MCall Options Held
2.83MPut Options Held
3.09M-
Vanguard Group Inc Valley Forge, PA36.8MShares$23.1 Billion0.35% of portfolio
-
Jpmorgan Chase & CO New York, NY29.2MShares$18.3 Billion1.18% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL28.5MShares$17.9 Billion5.77% of portfolio
-
California Public Employees Retirement System Sacramento, CA25.9MShares$16.2 Billion9.68% of portfolio
-
Bank Of America Corp Charlotte, NC25.1MShares$15.7 Billion1.07% of portfolio