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

Aegis Wealth Management LLC

  • $177 Billion
  • Q4 2025

A detailed history of Aegis Wealth Management LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Aegis Wealth Management LLC holds 3,173 shares of VOO stock, worth $1.96 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
3,173
Previous 3,203 0.94%
Holding current value
$1.96 Million
Previous $1.96 Billion 1.45%
% of portfolio
1.12%
Previous 1.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
SELL
$600.51 - $631.95 $18,015 - $18,958
-30 Reduced 0.94%
3,173 $1.99 Billion
Q3 2025

Nov 05, 2025
SELL
$567.77 - $614.76 $3.61 Million - $3.91 Million
-6,357 Reduced 66.5%
3,203 $1.96 Billion
Q1 2025

May 08, 2025
BUY
$507.05 - $563.67 $3.57 Million - $3.96 Million
7,031 Added 278.02%
9,560 $4.91 Billion
Q4 2024

Mar 07, 2025
BUY
$521.84 - $558.82 $1.32 Million - $1.41 Million
2,529 New
2,529 $1.36 Billion

Others Institutions Holding VOO

# of Institutions
3,926
Shares Held
551M
Call Options Held
2.75M
Put Options Held
3.12M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
Track This Portfolio

Track Aegis Wealth Management LLC Portfolio

Follow Aegis Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Aegis Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email