Simpli Fi, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Simpli Fi, Inc.

$220 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 20, 2022	SELL	$337.07 - $419.85 $243,364 - $303,131	-722 Closed	0 $0
Q1 2022 Apr 14, 2022	BUY	$382.7 - $439.25 $276,309 - $317,138	722 New	722 $300,000

Others Institutions Holding VOO

# of Institutions

3,150

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

Vanguard Group Inc Valley Forge, PA

30M
Shares

$16.6 Billion
0.29% of portfolio
Jpmorgan Chase & CO New York, NY

23.9M
Shares

$13.2 Billion
1.04% of portfolio
Bank Of America Corp Charlotte, NC

23.4M
Shares

$13 Billion
1.04% of portfolio
Raymond James & Associates St Petersburg, FL

23.4M
Shares

$12.9 Billion
7.64% of portfolio
Morgan Stanley New York, NY

22M
Shares

$12.2 Billion
0.86% of portfolio

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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