Trademark Financial Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Trademark Financial Management, LLC

$126 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 13, 2024	BUY	$377.32 - $438.19 $2.8 Million - $3.26 Million	7,432 New	7,432 $3.25 Billion

Others Institutions Holding VOO

# of Institutions

3,327

Shares Held

435M

Call Options Held

2.08M

Put Options Held

2.64M

Vanguard Group Inc Valley Forge, PA

30M
Shares

$16.6 Billion
0.29% of portfolio
Raymond James Financial Inc St. Petersburg, FL

26.4M
Shares

$14.6 Billion
5.4% of portfolio
Jpmorgan Chase & CO New York, NY

23.9M
Shares

$13.2 Billion
1.03% of portfolio
Bank Of America Corp Charlotte, NC

23.4M
Shares

$12.9 Billion
1.04% of portfolio
Raymond James & Associates St Petersburg, FL

23.4M
Shares

$12.9 Billion
7.64% of portfolio

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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