Birch Financial Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Birch Financial Group, LLC

  • $175 Billion
  • Q4 2025

A detailed history of Birch Financial Group, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Birch Financial Group, LLC holds 14,473 shares of VOO stock, worth $8.94 Million. This represents 5.18% of its overall portfolio holdings.

Number of Shares
14,473
Previous 14,159 2.22%
Holding current value
$8.94 Million
Previous $8.67 Billion 4.68%
% of portfolio
5.18%
Previous 5.11%

Shares

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

Jan 15, 2026
BUY
$600.51 - $631.95 $188,560 - $198,432
314 Added 2.22%
14,473 $9.08 Billion
Q3 2025

Oct 30, 2025
BUY
$567.77 - $614.76 $525,755 - $569,267
926 Added 7.0%
14,159 $8.67 Billion
Q2 2025

Oct 30, 2025
BUY
$456.74 - $568.03 $330,679 - $411,253
724 Added 5.79%
13,233 $7.52 Billion
Q1 2025

Oct 30, 2025
BUY
$507.05 - $563.67 $3.96 Million - $4.41 Million
7,818 Added 166.66%
12,509 $6.43 Billion
Q4 2024

Oct 30, 2025
BUY
$521.84 - $558.82 $2.45 Million - $2.62 Million
4,691 New
4,691 $2.53 Billion

Others Institutions Holding VOO

# of Institutions
3,905
Shares Held
546M
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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