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
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
510New |
$266K - $285K
|
510
$286K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
614K+ 5.02% |
$321M - $343M
|
12.9M
$7.21B
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
325+ 3.81% |
$170K - $182K
|
8.86K
$4.98M
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
5.27K+ 249.86% |
$2.75M - $2.94M
|
7.38K
$4.14M
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
212+ 50.24% |
$111K - $118K
|
634
$356K
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
45.3K+ 3.34% |
$23.6M - $25.3M
|
1.4M
$785M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-48.1K- 8.25% |
$25.1M - $26.9M
|
535K
$300M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
176K+ 10.01% |
$91.9M - $98.4M
|
1.94M
$1.09B
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-49- 0.6% |
$25.6K - $27.4K
|
8.08K
$4.53M
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
888+ 20.48% |
$463K - $496K
|
5.22K
$2.93M
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
318+ 5.55% |
$166K - $178K
|
6.04K
$3.39M
|
|
Feb 11, 2025
Q4 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
261+ 1.74% |
$136K - $146K
|
15.2K
$8.54M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
982K+ 22.05% |
$513M - $549M
|
5.44M
$3.05B
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
PUT |
-7.9K- 89.77% |
$4.12M - $4.41M
|
900
$505K
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.5K+ 6.89% |
$2.35M - $2.51M
|
69.8K
$39.2M
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-14- 0.69% |
$7.31K - $7.82K
|
2.03K
$1.14M
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.52M+ 8.39% |
$1.31B - $1.41B
|
32.5M
$18.3B
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
214+ 46.12% |
$112K - $120K
|
678
$381K
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
443New |
$231K - $248K
|
443
$249K
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-5.65K- 6.21% |
$2.95M - $3.16M
|
85.3K
$47.9M
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
4+ 0.11% |
$2.09K - $2.24K
|
3.62K
$2.03M
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-5.59K- 2.68% |
$2.92M - $3.12M
|
203K
$114M
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
1.02K+ 2.1% |
$530K - $567K
|
49.4K
$27.7M
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
14.9K+ 60.3% |
$7.77M - $8.32M
|
39.6K
$22.2M
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
67+ 2.0% |
$35K - $37.4K
|
3.42K
$1.92M
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
10+ 0.59% |
$5.22K - $5.59K
|
1.72K
$965K
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
27New |
$14.1K - $15.1K
|
27
$15.2K
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
14.5KNew |
$7.59M - $8.13M
|
14.5K
$8.16M
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
3.42K+ 49.26% |
$1.79M - $1.91M
|
10.4K
$5.82M
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
4+ 0.28% |
$2.09K - $2.24K
|
1.42K
$795K
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
510+ 18.76% |
$266K - $285K
|
3.23K
$1.81M
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
354+ 1.13% |
$185K - $198K
|
31.8K
$17.8M
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.97K+ 8.16% |
$1.03M - $1.1M
|
26.1K
$14.7M
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
5+ 0.46% |
$2.61K - $2.79K
|
1.09K
$611K
|
|
Feb 11, 2025
Q4 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
54+ 0.58% |
$28.2K - $30.2K
|
9.39K
$5.27M
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
10K+ 56.91% |
$5.23M - $5.6M
|
27.6K
$15.5M
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-5.44K- 4.61% |
$2.84M - $3.04M
|
113K
$63.2M
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-179K- 98.38% |
$93.2M - $99.8M
|
2.95K
$1.66M
|
|
Feb 11, 2025
Q4 2024
|
M.D. Sass Investors Services, Inc.
New York, NY |
SELL
|
- |
-16.3K- 11.04% |
$8.49M - $9.09M
|
131K
$73.5M
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
1.47K+ 99.66% |
$767K - $821K
|
2.94K
$1.65M
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
142+ 10.04% |
$74.1K - $79.4K
|
1.56K
$874K
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-110- 5.58% |
$57.4K - $61.5K
|
1.86K
$1.05M
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.49K+ 5.92% |
$1.3M - $1.39M
|
44.5K
$25M
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
1.44K+ 224.8% |
$752K - $805K
|
2.08K
$1.17M
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
1.71KNew |
$892K - $956K
|
1.71K
$960K
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
4.22KNew |
$2.2M - $2.36M
|
4.22K
$2.37M
|
|
Feb 11, 2025
Q4 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
1.13K+ 38.44% |
$587K - $629K
|
4.05K
$2.27M
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-14.1K- 1.69% |
$7.37M - $7.9M
|
820K
$460M
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.65K+ 5.01% |
$1.91M - $2.04M
|
76.5K
$42.9M
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
7.25KNew |
$3.79M - $4.05M
|
7.25K
$4.07M
|