Sage Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Sage Advisors, LLC

$127 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Sep 27, 2024	SELL	$429.43 - $481.35 $27,054 - $30,325	-63 Reduced 12.0%	462 $222 Million
Q4 2023 Sep 20, 2024	BUY	$377.32 - $438.19 $198,093 - $230,049	525 New	525 $229 Million

Others Institutions Holding VOO

# of Institutions

3,148

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

Vanguard Group Inc Valley Forge, PA

30M
Shares

$16.4 Billion
0.29% of portfolio
Jpmorgan Chase & CO New York, NY

23.9M
Shares

$13.1 Billion
1.04% of portfolio
Bank Of America Corp Charlotte, NC

23.4M
Shares

$12.8 Billion
1.04% of portfolio
Raymond James & Associates St Petersburg, FL

23.4M
Shares

$12.8 Billion
7.64% of portfolio
Morgan Stanley New York, NY

22M
Shares

$12 Billion
0.86% of portfolio

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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