Rooted Wealth Advisors, Inc. Vanguard Index Fds S&P 500 ETF Transaction History
Rooted Wealth Advisors, Inc.
- $275 Million
- Q2 2025
A detailed history of Rooted Wealth Advisors, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 80,943 shares of VOO stock, worth $47.4 Million. This represents 16.7% of its overall portfolio holdings.
Number of Shares
80,943
Previous 77,431
4.54%
Holding current value
$47.4 Million
Previous $39.6 Million
16.17%
% of portfolio
16.7%
Previous 16.53%
Shares
11 transactions
Others Institutions Holding VOO
# of Institutions
3,703Shares Held
532MCall Options Held
2.14MPut Options Held
2.72M-
Afbi LP Miami Beach, FL39.9MShares$23.4 Billion100.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA34.5MShares$20.2 Billion0.33% 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