Bernzott Capital Advisors Vanguard Index Fds S&P 500 ETF Transaction History
Bernzott Capital Advisors
- $238 Million
- Q1 2024
A detailed history of Bernzott Capital Advisors transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Bernzott Capital Advisors holds 827 shares of VOO stock, worth $417,262. This represents 0.17% of its overall portfolio holdings.
Number of Shares
827
Previous 2,865
71.13%
Holding current value
$417,262
Previous $1.25 Million
68.27%
% of portfolio
0.17%
Previous 0.52%
Shares
18 transactions
Others Institutions Holding VOO
# of Institutions
2,900Shares Held
361MCall Options Held
2.32MPut Options Held
2.05M-
Vanguard Group Inc Valley Forge, PA25.4MShares$12.8 Billion0.25% of portfolio
-
Raymond James & Associates St Petersburg, FL23.1MShares$11.7 Billion7.69% of portfolio
-
Bank Of America Corp Charlotte, NC22.6MShares$11.4 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21.2MShares$10.7 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.5MShares$9.85 Billion0.76% of portfolio