Family Wealth Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Family Wealth Group, LLC

  • $105 Million
  • Q3 2025

A detailed history of Family Wealth Group, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Family Wealth Group, LLC holds 29,939 shares of VOO stock, worth $18.5 Million. This represents 17.44% of its overall portfolio holdings.

Number of Shares
29,939
Previous 30,701 2.48%
Holding current value
$18.5 Million
Previous $17.4 Million 5.13%
% of portfolio
17.44%
Previous 18.05%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
SELL
$567.77 - $614.76 $432,640 - $468,447
-762 Reduced 2.48%
29,939 $18.3 Million
Q2 2025

Aug 04, 2025
SELL
$456.74 - $568.03 $166,710 - $207,330
-365 Reduced 1.17%
30,701 $17.4 Million
Q1 2025

May 14, 2025
SELL
$507.05 - $563.67 $486,768 - $541,123
-960 Reduced 3.0%
31,066 $16 Million
Q4 2024

May 14, 2025
SELL
$521.84 - $558.82 $708,136 - $758,318
-1,357 Reduced 4.06%
32,026 $17.3 Million
Q3 2024

Apr 01, 2025
SELL
$475.2 - $527.7 $210,988 - $234,298
-444 Reduced 1.31%
33,383 $17.6 Million
Q3 2024

Nov 14, 2024
SELL
$475.2 - $527.7 $272,764 - $302,899
-574 Reduced 1.69%
33,378 $17.6 Million
Q2 2024

Apr 01, 2025
SELL
$455.1 - $504.28 $589,809 - $653,546
-1,296 Reduced 3.69%
33,827 $16.9 Million
Q2 2024

Aug 14, 2024
SELL
$455.1 - $504.28 $516,993 - $572,862
-1,136 Reduced 3.24%
33,952 $17 Million
Q1 2024

Apr 01, 2025
SELL
$429.43 - $481.35 $120,669 - $135,259
-281 Reduced 0.79%
35,123 $16.9 Billion
Q1 2024

Aug 14, 2024
SELL
$429.43 - $481.35 $222,444 - $249,339
-518 Reduced 1.45%
35,088 $16.9 Million
Q4 2023

Apr 01, 2025
BUY
$377.32 - $438.19 $764,450 - $887,772
2,026 Added 6.07%
35,404 $15.5 Billion
Q4 2023

Feb 14, 2024
BUY
$377.32 - $438.19 $13.4 Million - $15.6 Million
35,606 New
35,606 $15.6 Million

Others Institutions Holding VOO

# of Institutions
3,875
Shares Held
545M
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
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