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 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
797+ 1.06% |
$416K - $445K
|
75.9K
$42.6M
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
370+ 0.93% |
$193K - $207K
|
40.2K
$22.6M
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-301- 1.51% |
$157K - $168K
|
19.7K
$11M
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
10+ 0.81% |
$5.22K - $5.59K
|
1.25K
$700K
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
3.91K+ 1.8% |
$2.04M - $2.19M
|
221K
$124M
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
659+ 60.46% |
$344K - $368K
|
1.75K
$982K
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-69- 0.92% |
$36K - $38.6K
|
7.42K
$4.17M
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-643- 3.06% |
$336K - $359K
|
20.4K
$11.4M
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
11+ 0.02% |
$5.74K - $6.15K
|
44.3K
$24.8M
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
2.42KNew |
$1.26M - $1.35M
|
2.42K
$1.36M
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.84KNew |
$1.48M - $1.58M
|
2.84K
$1.59M
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
773+ 8.7% |
$403K - $432K
|
9.66K
$5.42M
|
|
Feb 11, 2025
Q4 2024
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
PUT |
-79.6K- 88.84% |
$41.5M - $44.5M
|
10K
$5.61M
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-407- 0.61% |
$212K - $227K
|
66.4K
$37.3M
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-16.8K- 21.46% |
$8.76M - $9.39M
|
61.5K
$34.5M
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
27+ 2.55% |
$14.1K - $15.1K
|
1.09K
$610K
|
|
Feb 11, 2025
Q4 2024
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
870New |
$454K - $486K
|
870
$488K
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-66- 0.99% |
$34.4K - $36.9K
|
6.58K
$3.7M
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.07KNew |
$557K - $596K
|
1.07K
$599K
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
43+ 0.91% |
$22.4K - $24K
|
4.77K
$2.68M
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.2KNew |
$1.15M - $1.23M
|
2.2K
$1.24M
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-161- 1.34% |
$84K - $90K
|
11.8K
$6.64M
|
|
Feb 11, 2025
Q4 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
2.73K+ 2.99% |
$1.43M - $1.53M
|
94.1K
$52.8M
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.21K+ 1.72% |
$632K - $677K
|
71.7K
$40.2M
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
21New |
$11K - $11.7K
|
21
$11.8K
|
|
Feb 11, 2025
Q4 2024
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
30.4KNew |
$15.9M - $17M
|
30.4K
$17.1M
|
|
Feb 11, 2025
Q4 2024
|
Forefront Wealth Management Inc.
|
BUY
|
- |
570New |
$297K - $319K
|
570
$320K
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
1.59K+ 1302.46% |
$829K - $888K
|
1.71K
$960K
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
56+ 1.0% |
$29.2K - $31.3K
|
5.64K
$3.16M
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
191+ 2.59% |
$99.7K - $107K
|
7.56K
$4.24M
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-13.2K- 70.06% |
$6.89M - $7.37M
|
5.64K
$3.17M
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
708+ 10.4% |
$369K - $396K
|
7.51K
$4.22M
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-11- 0.55% |
$5.74K - $6.15K
|
1.99K
$1.12M
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
2.5K+ 6.49% |
$1.3M - $1.4M
|
41K
$23M
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
86+ 8.68% |
$44.9K - $48.1K
|
1.08K
$605K
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
944+ 2.63% |
$493K - $528K
|
36.9K
$20.7M
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
18.6KNew |
$9.71M - $10.4M
|
18.6K
$10.4M
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
SELL
|
- |
-61- 12.98% |
$31.8K - $34.1K
|
409
$230K
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-212- 6.2% |
$111K - $118K
|
3.21K
$1.8M
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
114+ 4.32% |
$59.5K - $63.7K
|
2.75K
$1.54M
|
|
Feb 11, 2025
Q4 2024
|
Trb Advisors LP
New York, NY |
SELL
|
- |
-50K- 7.14% |
$26.1M - $27.9M
|
650K
$365M
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2.34KNew |
$1.22M - $1.31M
|
2.34K
$1.31M
|
|
Feb 11, 2025
Q4 2024
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
427New |
$223K - $239K
|
427
$240K
|
|
Feb 11, 2025
Q4 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
412+ 2.36% |
$215K - $230K
|
17.8K
$10M
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
2.07K+ 9.42% |
$1.08M - $1.16M
|
24K
$13.5M
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
2.96K+ 5.01% |
$1.54M - $1.65M
|
62K
$34.8M
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-724- 18.54% |
$378K - $405K
|
3.18K
$1.79M
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-193- 9.44% |
$101K - $108K
|
1.85K
$1.04M
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.1K+ 4.58% |
$1.62M - $1.73M
|
70.8K
$39.7M
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
24K+ 6.46% |
$12.5M - $13.4M
|
395K
$222M
|