Wambolt & Associates, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Wambolt & Associates, LLC

$366 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 01, 2022	BUY	$337.07 - $419.85 $195,500 - $243,513	580 New	580 $201,000

Others Institutions Holding VOO

# of Institutions

3,161

Shares Held

387M

Call Options Held

2.09M

Put Options Held

2.68M

Vanguard Group Inc Valley Forge, PA

30M
Shares

$16 Billion
0.29% of portfolio
Jpmorgan Chase & CO New York, NY

23.9M
Shares

$12.8 Billion
1.03% of portfolio
Bank Of America Corp Charlotte, NC

23.4M
Shares

$12.5 Billion
1.04% of portfolio
Raymond James & Associates St Petersburg, FL

23.4M
Shares

$12.5 Billion
7.64% of portfolio
Morgan Stanley New York, NY

22M
Shares

$11.8 Billion
0.86% 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 Wambolt & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wambolt & Associates, LLC with notifications on news.