Compass Planning Associates Inc Vanguard Index Fds S&P 500 ETF Transaction History
Compass Planning Associates Inc
- $109 Billion
- Q3 2025
A detailed history of Compass Planning Associates Inc transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Compass Planning Associates Inc holds 1,281 shares of VOO stock, worth $783,241. This represents 0.72% of its overall portfolio holdings.
Number of Shares
1,281
Previous 789
62.36%
Holding current value
$783,241
Previous $448 Million
75.17%
% of portfolio
0.72%
Previous 0.41%
Shares
4 transactions
Others Institutions Holding VOO
# of Institutions
3,786Shares Held
511MCall Options Held
2.83MPut Options Held
3.09M-
Vanguard Group Inc Valley Forge, PA36.8MShares$22.5 Billion0.35% of portfolio
-
Jpmorgan Chase & CO New York, NY29.2MShares$17.9 Billion1.18% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL28.5MShares$17.4 Billion5.77% of portfolio
-
California Public Employees Retirement System Sacramento, CA25.9MShares$15.8 Billion9.68% of portfolio
-
Bank Of America Corp Charlotte, NC25.1MShares$15.3 Billion1.07% of portfolio