One Ascent Family Office, LLC Vanguard Index Fds S&P 500 ETF Transaction History
One Ascent Family Office, LLC
- $106 Million
- Q2 2025
A detailed history of One Ascent Family Office, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, One Ascent Family Office, LLC holds 1,738 shares of VOO stock, worth $1.02 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
1,738
Previous 1,335
30.19%
Holding current value
$1.02 Million
Previous $686,000
43.88%
% of portfolio
0.93%
Previous 0.64%
Shares
2 transactions
Others Institutions Holding VOO
# of Institutions
3,701Shares Held
495MCall Options Held
2.14MPut Options Held
2.72M-
Vanguard Group Inc Valley Forge, PA36.8MShares$21.5 Billion0.35% of portfolio
-
Jpmorgan Chase & CO New York, NY29.2MShares$17.1 Billion1.18% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.7MShares$15.6 Billion5.31% of portfolio
-
Bank Of America Corp Charlotte, NC24.6MShares$14.4 Billion1.04% of portfolio
-
Morgan Stanley New York, NY23.9MShares$14 Billion0.9% of portfolio