Oxford Wealth Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Oxford Wealth Group, LLC

$145 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 16, 2024	BUY	$429.43 - $481.35 $185,943 - $208,424	433 New	433 $208 Million

Others Institutions Holding VOO

# of Institutions

2,996

Shares Held

375M

Call Options Held

1.16M

Put Options Held

1.02M

Vanguard Group Inc Valley Forge, PA

27.6M
Shares

$13.7 Billion
0.27% of portfolio
Raymond James & Associates St Petersburg, FL

23.1M
Shares

$11.5 Billion
7.69% of portfolio
Bank Of America Corp Charlotte, NC

22.9M
Shares

$11.4 Billion
1.03% of portfolio
Jpmorgan Chase & CO New York, NY

21M
Shares

$10.5 Billion
0.93% of portfolio
Morgan Stanley New York, NY

19.9M
Shares

$9.88 Billion
0.78% of portfolio

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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