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
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
6.86KNew |
$3.58M - $3.83M
|
6.86K
$3.78M
|
|
Feb 12, 2025
Q4 2024
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
26.9KNew |
$14M - $15M
|
26.9K
$14.8M
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
5.3KNew |
$2.77M - $2.96M
|
5.3K
$2.92M
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
73.1KNew |
$38.1M - $40.9M
|
73.1K
$40.3M
|
|
Feb 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
1.38KNew |
$722K - $773K
|
1.38K
$764K
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
7.45KNew |
$3.89M - $4.16M
|
7.45K
$4.11M
|
|
Feb 12, 2025
Q4 2024
|
Pacific Wealth Management
|
BUY
|
- |
549New |
$286K - $307K
|
549
$303K
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
150+ 4.93% |
$78.3K - $83.8K
|
3.19K
$1.76M
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-27- 0.2% |
$14.1K - $15.1K
|
13.3K
$7.32M
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.17K- 15.68% |
$608K - $651K
|
6.27K
$3.46M
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9.85K+ 7.57% |
$5.14M - $5.5M
|
140K
$77.2M
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-564- 4.3% |
$294K - $315K
|
12.6K
$6.93M
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
18.5K+ 8.42% |
$9.67M - $10.4M
|
239K
$132M
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.03K+ 12.47% |
$1.58M - $1.69M
|
27.3K
$15M
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
755+ 13.32% |
$394K - $422K
|
6.42K
$3.54M
|
|
Feb 12, 2025
Q4 2024
|
Ardmore Road Asset Management LP
New York, NY |
BUY
|
- |
7.1KNew |
$3.71M - $3.97M
|
7.1K
$3.92M
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1+ 0.13% |
$522 - $559
|
794
$438K
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-635- 3.44% |
$331K - $355K
|
17.8K
$9.83M
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
574+ 4.28% |
$300K - $321K
|
14K
$7.72M
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
730New |
$381K - $408K
|
730
$403K
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
889New |
$464K - $497K
|
889
$491K
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
2.48KNew |
$1.3M - $1.39M
|
2.48K
$1.37M
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
586New |
$306K - $327K
|
586
$323K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
490K+ 10.67% |
$256M - $274M
|
5.08M
$2.81B
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
94+ 8.76% |
$49.1K - $52.5K
|
1.17K
$644K
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
11.7K+ 2.0% |
$6.1M - $6.53M
|
594K
$328M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-464K- 3.63% |
$242M - $259M
|
12.3M
$6.79B
|
|
Feb 12, 2025
Q4 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-65- 6.56% |
$33.9K - $36.3K
|
926
$511K
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
483+ 11.41% |
$252K - $270K
|
4.72K
$2.6M
|
|
Feb 12, 2025
Q4 2024
|
Hikari Tsushin, Inc.
Tokyo, M0 |
BUY
|
- |
550+ 0.63% |
$287K - $307K
|
88.5K
$48.9M
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
95+ 1.52% |
$49.6K - $53.1K
|
6.36K
$3.51M
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-610- 12.53% |
$318K - $341K
|
4.26K
$2.35M
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-34K- 11.02% |
$17.7M - $19M
|
274K
$151M
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
28.6K+ 71.48% |
$14.9M - $16M
|
68.6K
$37.8M
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.03K+ 20.2% |
$1.58M - $1.69M
|
18K
$9.94M
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
69+ 3.73% |
$36K - $38.6K
|
1.92K
$1.06M
|
|
Feb 12, 2025
Q4 2024
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-10.1K- 1.78% |
$5.28M - $5.66M
|
558K
$308M
|
|
Feb 12, 2025
Q4 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-13- 1.45% |
$6.78K - $7.26K
|
882
$487K
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-1.19K- 2.61% |
$620K - $664K
|
44.4K
$24.5M
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
536+ 1.99% |
$280K - $300K
|
27.5K
$15.2M
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
47+ 9.94% |
$24.5K - $26.3K
|
520
$287K
|
|
Feb 11, 2025
Q4 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
99+ 6.36% |
$51.7K - $55.3K
|
1.66K
$913K
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
10+ 0.23% |
$5.22K - $5.59K
|
4.3K
$2.37M
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-5.52K- 91.93% |
$2.88M - $3.08M
|
484
$267K
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
45.5K+ 356.99% |
$23.8M - $25.5M
|
58.3K
$32.2M
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
219+ 2.78% |
$114K - $122K
|
8.09K
$4.47M
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-335- 38.55% |
$175K - $187K
|
534
$295K
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-275- 6.45% |
$144K - $154K
|
3.99K
$2.2M
|
|
Feb 11, 2025
Q4 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
123K+ 19.88% |
$64.4M - $69M
|
744K
$411M
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-26- 0.71% |
$13.6K - $14.5K
|
3.63K
$2M
|