Rockport Wealth LLC Vanguard Index Fds S&P 500 ETF Transaction History

Rockport Wealth LLC

$432 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	SELL	$521.84 - $558.82 $48 Million - $51.4 Million	-91,895 Reduced 99.23%	714 $385 Million
Q3 2024 Nov 13, 2024	BUY	$475.2 - $527.7 $44 Million - $48.9 Million	92,609 New	92,609 $48.9 Billion

Others Institutions Holding VOO

# of Institutions

3,707

Shares Held

507M

Call Options Held

2.16M

Put Options Held

2.71M

Vanguard Group Inc Valley Forge, PA

36.8M
Shares

$21.7 Billion
0.35% of portfolio
Jpmorgan Chase & CO New York, NY

29.2M
Shares

$17.3 Billion
1.18% of portfolio
Raymond James Financial Inc St. Petersburg, FL

26.7M
Shares

$15.8 Billion
5.31% of portfolio
California Public Employees Retirement System Sacramento, CA

25.9M
Shares

$15.3 Billion
9.68% of portfolio
Bank Of America Corp Charlotte, NC

24.6M
Shares

$14.5 Billion
1.04% of portfolio

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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