Welch & Forbes LLC Vanguard Index Fds S&P 500 ETF Transaction History

Welch & Forbes LLC

$8.21 Billion
Q3 2025

A detailed history of Welch & Forbes LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Welch & Forbes LLC holds 5,154 shares of VOO stock, worth $3.18 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,154

Previous 3,139 64.19%

Holding current value

$3.18 Million

Previous $1.78 Million 77.01%

% of portfolio

0.04%

Previous 0.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$567.77 - $614.76 $1.14 Million - $1.24 Million	2,015 Added 64.19%	5,154 $3.16 Million
Q2 2025 Aug 04, 2025	SELL	$456.74 - $568.03 $1.2 Million - $1.49 Million	-2,631 Reduced 45.6%	3,139 $1.78 Million
Q1 2025 May 02, 2025	SELL	$507.05 - $563.67 $767,166 - $852,832	-1,513 Reduced 20.77%	5,770 $2.97 Million
Q4 2024 Feb 06, 2025	BUY	$521.84 - $558.82 $2.31 Million - $2.47 Million	4,423 Added 154.65%	7,283 $3.92 Million
Q2 2024 Aug 01, 2024	SELL	$455.1 - $504.28 $705,405 - $781,634	-1,550 Reduced 35.15%	2,860 $1.43 Million

Q1 2024 May 02, 2024	SELL	$429.43 - $481.35 $166,618 - $186,763	-388 Reduced 8.09%	4,410 $2.12 Million
Q4 2023 Feb 06, 2024	BUY	$377.32 - $438.19 $447,124 - $519,255	1,185 Added 32.8%	4,798 $2.1 Million
Q3 2023 Nov 02, 2023	BUY	$392.7 - $420.68 $1,178 - $1,262	3 Added 0.08%	3,613 $1.42 Million
Q2 2023 Jul 28, 2023	BUY	$371.44 - $407.28 $14,857 - $16,291	40 Added 1.12%	3,610 $1.47 Million
Q4 2022 Feb 02, 2023	SELL	$327.64 - $374.54 $21,624 - $24,719	-66 Reduced 1.82%	3,570 $1.25 Million
Q3 2022 Oct 28, 2022	SELL	$328.3 - $395.04 $25,607 - $30,813	-78 Reduced 2.1%	3,636 $1.19 Million
Q2 2022 Jul 22, 2022	BUY	$337.07 - $419.85 $28,650 - $35,687	85 Added 2.34%	3,714 $1.29 Million
Q4 2019 Jan 17, 2020	BUY	$264.57 - $296.67 $20,901 - $23,436	79 Added 2.23%	3,629 $1.07 Million
Q3 2019 Oct 11, 2019	SELL	$260.57 - $277.38 $299,655 - $318,987	-1,150 Reduced 24.47%	3,550 $968,000
Q2 2019 Jul 12, 2019	SELL	$252.12 - $271.73 $882,420 - $951,055	-3,500 Reduced 42.68%	4,700 $1.27 Million
Q3 2017 Nov 13, 2017	BUY	$228.78 - $230.76 $1.88 Million - $1.89 Million	8,200	8,200 $1.89 Million

Others Institutions Holding VOO

# of Institutions

3,874

Shares Held

545M

Call Options Held

2.75M

Put Options Held

3.12M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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