Kovitz Investment Group Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Kovitz Investment Group Partners, LLC

$15 Billion
Q3 2024

A detailed history of Kovitz Investment Group Partners, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 155,761 shares of VOO stock, worth $83.9 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

155,761

Previous 46,523 234.8%

Holding current value

$83.9 Million

Previous $23.3 Million 253.25%

% of portfolio

0.55%

Previous 0.22%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$475.2 - $527.7 $51.9 Million - $57.6 Million	109,238 Added 234.8%	155,761 $82.2 Million
Q2 2024 Aug 14, 2024	BUY	$455.1 - $504.28 $10.2 Million - $11.3 Million	22,374 Added 92.65%	46,523 $23.3 Million
Q1 2024 May 14, 2024	SELL	$429.43 - $481.35 $1.99 Million - $2.23 Million	-4,642 Reduced 16.12%	24,149 $11.6 Million
Q4 2023 Feb 07, 2024	BUY	$377.32 - $438.19 $292,800 - $340,035	776 Added 2.77%	28,791 $12.6 Million
Q3 2023 Nov 09, 2023	SELL	$392.7 - $420.68 $289,812 - $310,461	-738 Reduced 2.57%	28,015 $11 Million
Q2 2023 Aug 08, 2023	SELL	$371.44 - $407.28 $9.32 Million - $10.2 Million	-25,082 Reduced 46.59%	28,753 $11.7 Million
Q1 2023 May 11, 2023	SELL	$348.66 - $382.94 $4.31 Million - $4.74 Million	-12,368 Reduced 18.68%	53,835 $20.2 Million
Q4 2022 Jan 19, 2023	BUY	$327.64 - $374.54 $18.5 Million - $21.1 Million	56,440 Added 578.1%	66,203 $23.3 Million
Q3 2022 Nov 09, 2022	SELL	$328.3 - $395.04 $715,037 - $860,397	-2,178 Reduced 18.24%	9,763 $3.21 Million
Q2 2022 Aug 02, 2022	BUY	$337.07 - $419.85 $110,221 - $137,290	327 Added 2.82%	11,941 $4.14 Million
Q1 2022 Apr 22, 2022	SELL	$382.7 - $439.25 $60,466 - $69,401	-158 Reduced 1.34%	11,614 $4.82 Million
Q4 2021 Feb 04, 2022	BUY	$394.21 - $439.01 $65,438 - $72,875	166 Added 1.43%	11,772 $4.05 Million
Q3 2021 Oct 28, 2021	BUY	$390.68 - $416.73 $1,562 - $1,666	4 Added 0.03%	11,606 $4.58 Million
Q1 2021 May 06, 2021	SELL	$339.03 - $365.24 $30,851 - $33,236	-91 Reduced 0.78%	11,602 $4.23 Million
Q4 2020 Feb 12, 2021	BUY	$299.82 - $343.69 $28,482 - $32,650	95 Added 0.82%	11,693 $4.02 Million
Q2 2020 Aug 12, 2020	SELL	$226.15 - $297.17 $45,003 - $59,136	-199 Reduced 1.69%	11,598 $3.29 Million
Q1 2020 May 15, 2020	BUY	$204.27 - $310.92 $2.01 Million - $3.06 Million	9,842 Added 503.43%	11,797 $2.79 Million
Q4 2019 Feb 13, 2020	BUY	$264.57 - $296.67 $517,234 - $579,989	1,955 New	1,955 $578,000
Q1 2019 May 15, 2019	SELL	$224.5 - $261.43 $550,474 - $641,026	-2,452 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$215.07 - $268.24 $527,351 - $657,724	2,452 New	2,452 $564,000

Others Institutions Holding VOO

# of Institutions

3,145

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kovitz Investment Group Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kovitz Investment Group Partners, LLC with notifications on news.

Account

Kovitz Investment Group Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History