Duncan Williams Asset Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Duncan Williams Asset Management, LLC

$355 Billion
Q3 2025

A detailed history of Duncan Williams Asset Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Duncan Williams Asset Management, LLC holds 15,918 shares of VOO stock, worth $9.83 Million. This represents 2.74% of its overall portfolio holdings.

Number of Shares

15,918

Previous 74,770 78.71%

Holding current value

$9.83 Million

Previous $42.5 Billion 77.05%

% of portfolio

2.74%

Previous 9.93%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$567.77 - $614.76 $33.4 Million - $36.2 Million	-58,852 Reduced 78.71%	15,918 $9.75 Billion
Q2 2025 Jul 22, 2025	SELL	$456.74 - $568.03 $27.1 Million - $33.7 Million	-59,266 Reduced 79.26%	15,504 $8.81 Billion
Q2 2025 Jul 22, 2025	BUY	$456.74 - $568.03 $27.5 Million - $34.2 Million	60,207 Added 413.42%	74,770 $42.5 Billion
Q1 2025 Apr 21, 2025	BUY	$507.05 - $563.67 $190,650 - $211,939	376 Added 2.65%	14,563 $7.48 Billion
Q4 2024 Jan 21, 2025	BUY	$521.84 - $558.82 $7.18 Million - $7.68 Million	13,750 Added 3146.45%	14,187 $7.64 Billion
Q3 2024 Oct 03, 2024	BUY	$475.2 - $527.7 $207,662 - $230,604	437 New	437 $231 Million

Others Institutions Holding VOO

# of Institutions

3,869

Shares Held

545M

Call Options Held

2.75M

Put Options Held

3.12M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Duncan Williams Asset Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History