A detailed history of M.D. Sass Investors Services, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, M.D. Sass Investors Services, Inc. holds 147,280 shares of VOO stock, worth $77.3 Million. This represents 5.69% of its overall portfolio holdings.

Number of Shares
147,280
Previous 188,088 21.7%
Holding current value
$77.3 Million
Previous $90.4 Million 18.53%
% of portfolio
5.69%
Previous 10.92%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$455.1 - $504.28 $18.6 Million - $20.6 Million
-40,808 Reduced 21.7%
147,280 $73.7 Million
Q1 2024

May 15, 2024

BUY
$429.43 - $481.35 $10.1 Million - $11.3 Million
23,572 Added 14.33%
188,088 $90.4 Million
Q4 2023

Feb 14, 2024

BUY
$377.32 - $438.19 $10 Million - $11.6 Million
26,502 Added 19.2%
164,516 $71.9 Million
Q3 2023

Nov 14, 2023

BUY
$392.7 - $420.68 $9.6 Million - $10.3 Million
24,445 Added 21.52%
138,014 $54.2 Million
Q1 2023

May 15, 2023

BUY
$348.66 - $382.94 $158,291 - $173,854
454 Added 0.4%
113,569 $42.7 Million
Q4 2022

Feb 13, 2023

BUY
$327.64 - $374.54 $13.7 Million - $15.6 Million
41,765 Added 58.54%
113,115 $39.7 Million
Q3 2022

Nov 14, 2022

BUY
$328.3 - $395.04 $23.4 Million - $28.2 Million
71,350 New
71,350 $23.4 Million

Others Institutions Holding VOO

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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