Institutional & Family Asset Management, LLC Vanguard S&P 500 Value ETF Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 10, 2021	SELL	$138.92 - $146.94 $3,889 - $4,114	-28 Closed	0 $0
Q2 2021 Aug 10, 2021	BUY	$137.53 - $146.32 $3,850 - $4,096	28 New	28 $4,000

Others Institutions Holding VOOV

# of Institutions

360

Shares Held

12.3M

Call Options Held

4.3K

Put Options Held

1.2K

Bank Of America Corp Charlotte, NC

1.86M
Shares

$362 Million
0.03% of portfolio
Morgan Stanley New York, NY

989K
Shares

$193 Million
0.01% of portfolio
Ubs Group Ag

548K
Shares

$107 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

508K
Shares

$99.3 Million
0.04% of portfolio
Jpmorgan Chase & CO New York, NY

479K
Shares

$93.4 Million
0.01% of portfolio

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About VANGUARD S&P 500 VALUE ETF

Ticker VOOV
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