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
|
Bg Investment Services, Inc.
|
BUY
|
- |
2.29KNew |
$1.2M - $1.28M
|
2.29K
$1.29M
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
12+ 1.6% |
$6.26K - $6.71K
|
762
$428K
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
18.2K+ 19.29% |
$9.5M - $10.2M
|
113K
$63.2M
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-48.4K- 87.2% |
$25.3M - $27M
|
7.11K
$3.99M
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-2.37K- 5.03% |
$1.23M - $1.32M
|
44.7K
$25.1M
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
326+ 68.78% |
$170K - $182K
|
800
$449K
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.29K+ 19.45% |
$674K - $722K
|
7.94K
$4.45M
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
42+ 9.98% |
$21.9K - $23.5K
|
463
$260K
|
|
Feb 11, 2025
Q4 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
21.6K+ 63.67% |
$11.3M - $12M
|
55.4K
$31.1M
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
113+ 2.99% |
$59K - $63.1K
|
3.9K
$2.19M
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
13.4K+ 77.24% |
$6.99M - $7.49M
|
30.7K
$17.3M
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-110- 2.9% |
$57.4K - $61.5K
|
3.68K
$2.07M
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
18.6K+ 11.81% |
$9.71M - $10.4M
|
176K
$98.9M
|
|
Feb 11, 2025
Q4 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
255+ 60.28% |
$133K - $142K
|
678
$381K
|
|
Feb 11, 2025
Q4 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
611+ 1.78% |
$319K - $341K
|
35K
$19.6M
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
6.28K+ 27.71% |
$3.28M - $3.51M
|
28.9K
$16.2M
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
674New |
$352K - $377K
|
674
$378K
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
882New |
$460K - $493K
|
882
$495K
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
1.5KNew |
$782K - $838K
|
1.5K
$841K
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1.77KNew |
$922K - $987K
|
1.77K
$992K
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
73.8KNew |
$38.5M - $41.3M
|
73.8K
$41.4M
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
1.67KNew |
$872K - $934K
|
1.67K
$938K
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
1.57KNew |
$821K - $879K
|
1.57K
$883K
|
|
Feb 11, 2025
Q4 2024
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
48.1KNew |
$25.1M - $26.9M
|
48.1K
$27M
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
510+ 0.86% |
$266K - $285K
|
59.6K
$33.5M
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.13K+ 37.33% |
$590K - $631K
|
4.16K
$2.33M
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2+ 0.05% |
$1.04K - $1.12K
|
4.24K
$2.38M
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-487- 0.56% |
$254K - $272K
|
87.1K
$48.9M
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-51- 6.01% |
$26.6K - $28.5K
|
797
$447K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
73+ 3.11% |
$38.1K - $40.8K
|
2.42K
$1.36M
|
|
Feb 10, 2025
Q4 2024
|
1776 Wealth LLC
|
BUY
|
- |
218+ 3.53% |
$114K - $122K
|
6.39K
$3.59M
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-366- 7.54% |
$191K - $205K
|
4.49K
$2.52M
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-394- 1.75% |
$206K - $220K
|
22.2K
$12.4M
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.22K- 2.33% |
$1.16M - $1.24M
|
92.7K
$52M
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
160+ 5.66% |
$83.5K - $89.4K
|
2.99K
$1.68M
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-91- 6.36% |
$47.5K - $50.9K
|
1.34K
$752K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
94.7K+ 7.06% |
$49.4M - $52.9M
|
1.44M
$806M
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-13- 0.58% |
$6.78K - $7.26K
|
2.22K
$1.24M
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-899- 1.29% |
$469K - $502K
|
68.8K
$38.6M
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
421+ 0.82% |
$220K - $235K
|
51.8K
$29M
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
41+ 6.32% |
$21.4K - $22.9K
|
690
$387K
|
|
Feb 10, 2025
Q4 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-1.68K- 3.84% |
$877K - $939K
|
42.1K
$23.6M
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
193+ 0.34% |
$101K - $108K
|
57.8K
$32.4M
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-1.21K- 21.45% |
$629K - $673K
|
4.41K
$2.48M
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
415New |
$217K - $232K
|
415
$233K
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
6.55KNew |
$3.42M - $3.66M
|
6.55K
$3.68M
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
619+ 1.58% |
$323K - $346K
|
39.7K
$22.3M
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-1.56K- 0.18% |
$812K - $870K
|
878K
$493M
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.44K- 8.22% |
$751K - $805K
|
16.1K
$9.02M
|
|
Feb 10, 2025
Q4 2024
|
Allen Investment Management LLC
|
BUY
|
- |
5.13K+ 2.1% |
$2.68M - $2.87M
|
249K
$140M
|