Latest Institutional Transactions on Vanguard Index Fds S&P 500 ETF (VOO)
This table provides information on the latest institutional transactions involving Vanguard Index Fds S&P 500 ETF (VOO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
127+ 4.03% |
$66.3K - $71K
|
3.28K
$1.81M
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-3.26K- 66.42% |
$1.7M - $1.82M
|
1.65K
$908K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2.17KNew |
$1.13M - $1.21M
|
2.17K
$1.2M
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
13.2KNew |
$6.89M - $7.38M
|
13.2K
$7.29M
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
204New |
$106K - $114K
|
204
$113K
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
10.6KNew |
$5.51M - $5.9M
|
10.6K
$5.82M
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
2.5KNew |
$1.31M - $1.4M
|
2.5K
$1.38M
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
4.71KNew |
$2.46M - $2.63M
|
4.71K
$2.6M
|
|
Feb 13, 2025
Q4 2024
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
19.2KNew |
$10M - $10.7M
|
19.2K
$10.6M
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
1.55KNew |
$807K - $864K
|
1.55K
$854K
|
|
Feb 13, 2025
Q4 2024
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
844New |
$440K - $472K
|
844
$466K
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
614New |
$320K - $343K
|
614
$339K
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
3.2KNew |
$1.67M - $1.79M
|
3.2K
$1.77M
|
|
Feb 13, 2025
Q4 2024
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
2.67KNew |
$1.39M - $1.49M
|
2.67K
$1.47M
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
1.01KNew |
$524K - $562K
|
1.01K
$555K
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
10.2KNew |
$5.3M - $5.68M
|
10.2K
$5.61M
|
|
Feb 13, 2025
Q4 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
260+ 92.53% |
$136K - $145K
|
541
$298K
|
|
Feb 13, 2025
Q4 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-1.35K- 4.56% |
$702K - $752K
|
28.1K
$15.5M
|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
BUY
|
- |
9+ 1.14% |
$4.7K - $5.03K
|
798
$440K
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-8- 1.47% |
$4.17K - $4.47K
|
537
$296K
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
735+ 95.7% |
$384K - $411K
|
1.5K
$829K
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
396New |
$207K - $221K
|
396
$218K
|
|
Feb 13, 2025
Q4 2024
|
True Wealth Financial Partners
|
SELL
|
- |
-38- 0.13% |
$19.8K - $21.2K
|
29.8K
$16.5M
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-283- 11.23% |
$148K - $158K
|
2.24K
$1.23M
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-526- 8.99% |
$274K - $294K
|
5.32K
$2.94M
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
449K+ 488.73% |
$234M - $251M
|
541K
$298M
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
51.3K+ 53.61% |
$26.8M - $28.7M
|
147K
$81.1M
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.82K+ 15.75% |
$1.47M - $1.58M
|
20.7K
$11.4M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
74.8K+ 5.88% |
$39M - $41.8M
|
1.35M
$742M
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1+ 0.21% |
$522 - $559
|
484
$267K
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
8.73K+ 1.93% |
$4.56M - $4.88M
|
462K
$255M
|
|
Feb 13, 2025
Q4 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-7- 0.6% |
$3.65K - $3.91K
|
1.16K
$640K
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.87K+ 26742.86% |
$977K - $1.05M
|
1.88K
$1.04M
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
9.63K+ 7.14% |
$5.02M - $5.38M
|
144K
$79.7M
|
|
Feb 13, 2025
Q4 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-31- 0.94% |
$16.2K - $17.3K
|
3.26K
$1.8M
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-38- 1.1% |
$19.8K - $21.2K
|
3.43K
$1.89M
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
147+ 25.52% |
$76.7K - $82.1K
|
723
$399K
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
2+ 0.75% |
$1.04K - $1.12K
|
267
$147K
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
30.7K+ 13.52% |
$16M - $17.2M
|
258K
$142M
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
512New |
$267K - $286K
|
512
$282K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-20- 13.7% |
$10.4K - $11.2K
|
126
$69.5K
|
|
Feb 13, 2025
Q4 2024
|
Prodigy Asset Management LLC
Omaha, NE |
BUY
|
- |
506New |
$264K - $283K
|
506
$279K
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
18.4KNew |
$9.62M - $10.3M
|
18.4K
$10.2M
|
|
Feb 13, 2025
Q4 2024
|
Powers Capital, LLC
San Francisco, CA |
BUY
|
- |
351KNew |
$183M - $196M
|
351K
$194M
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.79K+ 10.76% |
$3.54M - $3.8M
|
69.9K
$38.6M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-342K- 1.43% |
$179M - $191M
|
23.6M
$13B
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
15K+ 6.23% |
$7.81M - $8.36M
|
255K
$141M
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-73- 0.69% |
$38.1K - $40.8K
|
10.5K
$5.8M
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
4.07K+ 5.57% |
$2.13M - $2.28M
|
77.2K
$42.6M
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
383New |
$200K - $214K
|
383
$211K
|