Vestia Personal Wealth Advisors Vanguard Index Fds S&P 500 ETF Transaction History

Vestia Personal Wealth Advisors

$197 Billion
Q4 2025

A detailed history of Vestia Personal Wealth Advisors transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 10,514 shares of VOO stock, worth $6.5 Million. This represents 3.37% of its overall portfolio holdings.

Number of Shares

10,514

Previous 9,013 16.65%

Holding current value

$6.5 Million

Previous $5.52 Billion 20.03%

% of portfolio

3.37%

Previous 3.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 27, 2026	BUY	$600.51 - $631.95 $901,365 - $948,556	1,501 Added 16.65%	10,514 $6.63 Billion
Q3 2025 Oct 15, 2025	BUY	$567.77 - $614.76 $277,639 - $300,617	489 Added 5.74%	9,013 $5.52 Billion
Q2 2025 Jul 16, 2025	BUY	$456.74 - $568.03 $345,295 - $429,430	756 Added 9.73%	8,524 $4.84 Billion
Q1 2025 Apr 30, 2025	BUY	$507.05 - $563.67 $222,087 - $246,887	438 Added 5.98%	7,768 $3.99 Billion
Q4 2024 Jan 27, 2025	BUY	$521.84 - $558.82 $448,782 - $480,585	860 Added 13.29%	7,330 $3.95 Billion

Q3 2024 Nov 04, 2024	BUY	$475.2 - $527.7 $359,251 - $398,941	756 Added 13.23%	6,470 $3.41 Billion
Q2 2024 Aug 09, 2024	BUY	$455.1 - $504.28 $2.6 Million - $2.88 Million	5,714 New	5,714 $2.86 Billion

Others Institutions Holding VOO

# of Institutions

3,936

Shares Held

551M

Call Options Held

2.75M

Put Options Held

3.12M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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Vestia Personal Wealth Advisors Vanguard Index Fds S&P 500 ETF Transaction History