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 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-195- 28.89% |
$102K - $109K
|
480
$265K
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.3K- 8.09% |
$676K - $724K
|
14.7K
$8.12M
|
|
Feb 12, 2025
Q4 2024
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
SELL
|
- |
-48.6K- 37.07% |
$25.3M - $27.1M
|
82.4K
$45.5M
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-464- 26.26% |
$242K - $259K
|
1.3K
$719K
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-319- 6.89% |
$166K - $178K
|
4.31K
$2.38M
|
|
Feb 12, 2025
Q4 2024
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
791New |
$413K - $442K
|
791
$436K
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
7.22KNew |
$3.77M - $4.03M
|
7.22K
$3.98M
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.18KNew |
$615K - $658K
|
1.18K
$650K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
41.1K+ 37.54% |
$21.4M - $22.9M
|
150K
$83M
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
560+ 141.41% |
$292K - $313K
|
956
$527K
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.3K- 8.72% |
$2.77M - $2.96M
|
55.5K
$30.6M
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
5+ 1.16% |
$2.61K - $2.79K
|
437
$241K
|
|
Feb 12, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-15- 0.99% |
$7.83K - $8.38K
|
1.5K
$825K
|
|
Feb 12, 2025
Q4 2024
|
Adventist Health System
Roseville, CA |
BUY
|
- |
491KNew |
$256M - $274M
|
491K
$271M
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
160+ 9.22% |
$83.5K - $89.4K
|
1.9K
$1.05M
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-245- 6.93% |
$128K - $137K
|
3.29K
$1.81M
|
|
Feb 12, 2025
Q4 2024
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
3.27KNew |
$1.71M - $1.83M
|
3.27K
$1.8M
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.07K+ 4.31% |
$557K - $597K
|
25.8K
$14.3M
|
|
Feb 12, 2025
Q4 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-1.33K- 2.03% |
$696K - $745K
|
64.3K
$35.5M
|
|
Feb 12, 2025
Q4 2024
|
Daido Life Insurance CO
Tokyo, M0 |
BUY
|
- |
118KNew |
$61.6M - $66M
|
118K
$65.2M
|
|
Feb 12, 2025
Q4 2024
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
285KNew |
$149M - $159M
|
285K
$157M
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-13.2K- 5.36% |
$6.89M - $7.38M
|
233K
$129M
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-13.5K- 4.89% |
$7.06M - $7.56M
|
263K
$145M
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
104+ 23.06% |
$54.3K - $58.1K
|
555
$306K
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
3.44KNew |
$1.79M - $1.92M
|
3.44K
$1.9M
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
4.87KNew |
$2.54M - $2.72M
|
4.87K
$2.69M
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
240+ 2.02% |
$125K - $134K
|
12.1K
$6.69M
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
9+ 0.31% |
$4.7K - $5.03K
|
2.9K
$1.6M
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-8.53K- 3.52% |
$4.45M - $4.77M
|
234K
$129M
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
41.6KNew |
$21.7M - $23.2M
|
41.6K
$22.9M
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
10.1K+ 15.12% |
$5.26M - $5.63M
|
76.7K
$42.3M
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
56+ 1.46% |
$29.2K - $31.3K
|
3.88K
$2.14M
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-10- 0.77% |
$5.22K - $5.59K
|
1.28K
$707K
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
37+ 2.44% |
$19.3K - $20.7K
|
1.55K
$856K
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
94.7K+ 8.28% |
$49.4M - $52.9M
|
1.24M
$684M
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
11.4K+ 30.37% |
$5.93M - $6.35M
|
48.7K
$26.9M
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
11KNew |
$5.73M - $6.14M
|
11K
$6.06M
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
95+ 4.63% |
$49.6K - $53.1K
|
2.15K
$1.19M
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-251- 6.65% |
$131K - $140K
|
3.52K
$1.94M
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-222- 15.83% |
$116K - $124K
|
1.18K
$651K
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-5.83K- 0.28% |
$3.04M - $3.26M
|
2.11M
$1.16B
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.59K+ 1.12% |
$1.35M - $1.45M
|
233K
$129M
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
1.81K+ 3.4% |
$942K - $1.01M
|
54.8K
$30.3M
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
441+ 66.82% |
$230K - $246K
|
1.1K
$607K
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
8.44KNew |
$4.4M - $4.71M
|
8.44K
$4.66M
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-174- 93.05% |
$90.8K - $97.2K
|
13
$7.17K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.17K+ 32.78% |
$611K - $654K
|
4.74K
$2.62M
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
19.7K+ 2.73% |
$10.3M - $11M
|
740K
$408M
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.2K+ 5.2% |
$1.67M - $1.79M
|
64.8K
$35.8M
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
7.51K+ 86.05% |
$3.92M - $4.2M
|
16.2K
$8.96M
|