Valmark Advisers, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Valmark Advisers, Inc.

$6.38 Billion
Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Valmark Advisers, Inc. holds 539,217 shares of VOO stock, worth $298 Million. This represents 4.55% of its overall portfolio holdings.

Number of Shares

539,217

Previous 553,478 2.58%

Holding current value

$298 Million

Previous $292 Million 0.52%

% of portfolio

4.55%

Previous 4.61%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$521.84 - $558.82 $7.44 Million - $7.97 Million	-14,261 Reduced 2.58%	539,217 $291 Million
Q3 2024 Oct 25, 2024	BUY	$475.2 - $527.7 $5.6 Million - $6.21 Million	11,775 Added 2.17%	553,478 $292 Million
Q2 2024 Jul 31, 2024	SELL	$455.1 - $504.28 $7.26 Million - $8.05 Million	-15,961 Reduced 2.86%	541,703 $271 Million
Q1 2024 May 03, 2024	SELL	$429.43 - $481.35 $6.65 Million - $7.45 Million	-15,477 Reduced 2.7%	557,664 $268 Million
Q4 2023 Feb 02, 2024	BUY	$377.32 - $438.19 $1.74 Million - $2.03 Million	4,624 Added 0.81%	573,141 $250 Million
Q3 2023 Nov 07, 2023	BUY	$392.7 - $420.68 $2.19 Million - $2.35 Million	5,576 Added 0.99%	568,517 $223 Million
Q2 2023 Aug 02, 2023	BUY	$371.44 - $407.28 $28.7 Million - $31.5 Million	77,285 Added 15.91%	562,941 $229 Million
Q1 2023 May 01, 2023	BUY	$348.66 - $382.94 $844,105 - $927,097	2,421 Added 0.5%	485,656 $183 Million
Q4 2022 Feb 06, 2023	SELL	$327.64 - $374.54 $169 Million - $193 Million	-515,792 Reduced 51.63%	483,235 $170 Million
Q3 2022 Nov 02, 2022	BUY	$328.3 - $395.04 $3.79 Million - $4.56 Million	11,543 Added 1.17%	999,027 $328 Million
Q2 2022 Aug 01, 2022	BUY	$337.07 - $419.85 $21.6 Million - $27 Million	64,215 Added 6.96%	987,484 $343 Million
Q1 2022 May 10, 2022	SELL	$382.7 - $439.25 $3.57 Million - $4.1 Million	-9,329 Reduced 1.0%	923,269 $383 Million
Q4 2021 Feb 02, 2022	SELL	$394.21 - $439.01 $22.6 Million - $25.1 Million	-57,233 Reduced 5.78%	932,598 $407 Million
Q3 2021 Nov 09, 2021	SELL	$390.68 - $416.73 $14 Million - $14.9 Million	-35,868 Reduced 3.5%	989,831 $390 Million
Q2 2021 Aug 06, 2021	SELL	$368.16 - $394.32 $18.7 Million - $20.1 Million	-50,874 Reduced 4.73%	1,025,699 $404 Million
Q1 2021 May 04, 2021	SELL	$339.03 - $365.24 $12.9 Million - $13.9 Million	-37,968 Reduced 3.41%	1,076,573 $392 Million
Q4 2020 Feb 03, 2021	SELL	$299.82 - $343.69 $10.1 Million - $11.6 Million	-33,824 Reduced 2.95%	1,114,541 $383 Million
Q3 2020 Nov 09, 2020	SELL	$285.37 - $328.74 $31.7 Million - $36.6 Million	-111,229 Reduced 8.83%	1,148,365 $353 Million
Q2 2020 Jul 31, 2020	SELL	$226.15 - $297.17 $25.1 Million - $33 Million	-111,185 Reduced 8.11%	1,259,594 $357 Million
Q1 2020 May 01, 2020	BUY	$204.27 - $310.92 $24.6 Million - $37.4 Million	120,201 Added 9.61%	1,370,779 $325 Million
Q4 2019 Jan 31, 2020	SELL	$264.57 - $296.67 $15 Million - $16.8 Million	-56,572 Reduced 4.33%	1,250,578 $370 Million
Q3 2019 Nov 06, 2019	SELL	$260.57 - $277.38 $13 Million - $13.8 Million	-49,747 Reduced 3.67%	1,307,150 $356 Million
Q2 2019 Aug 07, 2019	SELL	$252.12 - $271.73 $17.1 Million - $18.4 Million	-67,679 Reduced 4.75%	1,356,897 $365 Million
Q1 2019 May 10, 2019	SELL	$224.5 - $261.43 $27.7 Million - $32.3 Million	-123,593 Reduced 7.98%	1,424,576 $370 Million
Q4 2018 Feb 07, 2019	BUY	$215.07 - $268.24 $14.8 Million - $18.5 Million	68,842 Added 4.65%	1,548,169 $356 Million
Q3 2018 Nov 02, 2018	SELL	$248.79 - $269.75 $21.3 Million - $23.1 Million	-85,587 Reduced 5.47%	1,479,327 $395 Million
Q2 2018 Aug 07, 2018	SELL	$236.48 - $256.33 $22.5 Million - $24.4 Million	-95,165 Reduced 5.73%	1,564,914 $390 Million
Q1 2018 May 07, 2018	BUY	$236.79 - $263.36 $391 Million - $435 Million	1,653,128 Added 23782.59%	1,660,079 $402 Million
Q4 2017 Feb 09, 2018	BUY	$231.73 - $247.65 $1.61 Million - $1.72 Million	6,951	6,951 $1.71 Million

Others Institutions Holding VOO

# of Institutions

3,264

Shares Held

406M

Call Options Held

2.08M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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Valmark Advisers, Inc. Vanguard Index Fds S&P 500 ETF Transaction History