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

Wilshire Advisors LLC

$201 Million
Q1 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$368.16 - $394.32 $17.8 Million - $19.1 Million	-48,428 Closed	0 $0
Q1 2021 May 17, 2021	SELL	$339.03 - $365.24 $917,076 - $987,974	-2,705 Reduced 5.29%	48,428 $17.6 Million
Q4 2020 Feb 16, 2021	SELL	$299.82 - $343.69 $694,083 - $795,642	-2,315 Reduced 4.33%	51,133 $17.6 Million
Q3 2020 Nov 16, 2020	BUY	$285.37 - $328.74 $87,893 - $101,251	308 Added 0.58%	53,448 $16.4 Million
Q2 2020 Aug 14, 2020	BUY	$226.15 - $297.17 $1.11 Million - $1.47 Million	4,930 Added 10.23%	53,140 $15.1 Million

Q1 2020 May 15, 2020	BUY	$204.27 - $310.92 $137,882 - $209,871	675 Added 1.42%	48,210 $11.4 Million
Q4 2019 Feb 14, 2020	SELL	$264.57 - $296.67 $584,699 - $655,640	-2,210 Reduced 4.44%	47,535 $14.1 Million
Q3 2019 Nov 14, 2019	SELL	$260.57 - $277.38 $764,772 - $814,110	-2,935 Reduced 5.57%	49,745 $13.6 Million
Q2 2019 Aug 14, 2019	SELL	$252.12 - $271.73 $93,284 - $100,540	-370 Reduced 0.7%	52,680 $14.2 Million
Q1 2019 May 15, 2019	SELL	$224.5 - $261.43 $784,627 - $913,697	-3,495 Reduced 6.18%	53,050 $13.8 Million
Q4 2018 Feb 14, 2019	BUY	$215.07 - $268.24 $57,638 - $71,888	268 Added 0.48%	56,545 $13 Million
Q3 2018 Nov 14, 2018	SELL	$248.79 - $269.75 $3.36 Million - $3.64 Million	-13,490 Reduced 19.34%	56,277 $15 Million
Q2 2018 Aug 14, 2018	BUY	$236.48 - $256.33 $1.16 Million - $1.26 Million	4,917 Added 7.58%	69,767 $17.4 Million
Q1 2018 May 15, 2018	SELL	$236.79 - $263.36 $2.61 Million - $2.9 Million	-11,025 Reduced 14.53%	64,850 $15.7 Million
Q4 2017 Feb 14, 2018	SELL	$231.73 - $247.65 $1.6 Million - $1.71 Million	-6,890 Reduced 8.32%	75,875 $18.6 Million
Q3 2017 Nov 14, 2017	BUY	$228.78 - $230.76 $18.9 Million - $19.1 Million	82,765	82,765 $19.1 Million

Others Institutions Holding VOO

# of Institutions

2,887

Shares Held

360M

Call Options Held

2.32M

Put Options Held

2.09M

Vanguard Group Inc Valley Forge, PA

25.4M
Shares

$12.9 Billion
0.25% of portfolio
Raymond James & Associates St Petersburg, FL

23M
Shares

$11.7 Billion
7.59% of portfolio
Bank Of America Corp Charlotte, NC

22.6M
Shares

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

21.2M
Shares

$10.8 Billion
0.93% of portfolio
Morgan Stanley New York, NY

19.5M
Shares

$9.89 Billion
0.76% of portfolio

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wilshire Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wilshire Advisors LLC with notifications on news.