Core Wealth Advisors, Inc. Vanguard Index Fds S&P 500 ETF Transaction History
Core Wealth Advisors, Inc.
- $329 Million
- Q2 2025
A detailed history of Core Wealth Advisors, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 39,868 shares of VOO stock, worth $24.5 Million. This represents 6.89% of its overall portfolio holdings.
Number of Shares
39,868
Previous 40,096
0.57%
Holding current value
$24.5 Million
Previous $20.6 Million
9.91%
% of portfolio
6.89%
Previous 6.94%
Shares
11 transactions
Others Institutions Holding VOO
# of Institutions
3,735Shares Held
514MCall Options Held
2.83MPut Options Held
3.09M-
Vanguard Group Inc Valley Forge, PA36.8MShares$22.6 Billion0.35% of portfolio
-
Jpmorgan Chase & CO New York, NY29.2MShares$18 Billion1.18% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL28.5MShares$17.5 Billion5.77% of portfolio
-
California Public Employees Retirement System Sacramento, CA25.9MShares$15.9 Billion9.68% of portfolio
-
Bank Of America Corp Charlotte, NC25.1MShares$15.4 Billion1.07% of portfolio