North Berkeley Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History
North Berkeley Wealth Management, LLC
- $127 Billion
- Q3 2025
A detailed history of North Berkeley Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, North Berkeley Wealth Management, LLC holds 751 shares of VOO stock, worth $466,363. This represents 0.36% of its overall portfolio holdings.
Number of Shares
751Holding current value
$466,363% of portfolio
0.36%Shares
1 transactions
Others Institutions Holding VOO
# of Institutions
3,828Shares Held
507MCall Options Held
2.83MPut Options Held
3.09M-
Vanguard Group Inc Valley Forge, PA37.9MShares$23.6 Billion0.36% of portfolio
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Raymond James Financial Inc St. Petersburg, FL28.5MShares$17.7 Billion5.77% of portfolio
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Jpmorgan Chase & CO New York, NY27.2MShares$16.9 Billion1.1% of portfolio
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California Public Employees Retirement System Sacramento, CA25.9MShares$16.1 Billion9.68% of portfolio
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Bank Of America Corp Charlotte, NC25.1MShares$15.6 Billion1.07% of portfolio