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 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.11K+ 60.38% |
$577K - $617K
|
2.94K
$1.65M
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-29- 0.94% |
$15.1K - $16.2K
|
3.07K
$1.72M
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
17+ 0.84% |
$8.87K - $9.5K
|
2.05K
$1.15M
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-820- 6.42% |
$428K - $458K
|
11.9K
$6.71M
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
28New |
$14.6K - $15.6K
|
28
$15.7K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
103K+ 23.74% |
$53.5M - $57.3M
|
535K
$300M
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
SELL
|
- |
-82- 7.41% |
$42.8K - $45.8K
|
1.03K
$575K
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-723- 1.99% |
$377K - $404K
|
35.7K
$20M
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-132- 2.26% |
$68.9K - $73.8K
|
5.7K
$3.2M
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.4K+ 5.4% |
$1.77M - $1.9M
|
66.3K
$37.2M
|
|
Feb 10, 2025
Q4 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-303- 11.96% |
$158K - $169K
|
2.23K
$1.25M
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-268- 2.14% |
$140K - $150K
|
12.3K
$6.88M
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
194+ 7.55% |
$101K - $108K
|
2.77K
$1.55M
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
256+ 19.29% |
$134K - $143K
|
1.58K
$889K
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
600New |
$313K - $335K
|
600
$337K
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
2.08KNew |
$1.09M - $1.16M
|
2.08K
$1.17M
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-40- 7.65% |
$20.9K - $22.4K
|
483
$271K
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
7.07K+ 7.93% |
$3.69M - $3.95M
|
96.2K
$54M
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
27.7K+ 2.42% |
$14.5M - $15.5M
|
1.17M
$658M
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
115+ 0.12% |
$60K - $64.3K
|
96.1K
$53.9M
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
329+ 27.08% |
$172K - $184K
|
1.54K
$867K
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2.6K+ 78.22% |
$1.36M - $1.46M
|
5.93K
$3.33M
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
357New |
$186K - $199K
|
357
$200K
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.55K+ 7.26% |
$807K - $864K
|
22.9K
$12.8M
|
|
Feb 10, 2025
Q4 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
630New |
$329K - $352K
|
630
$354K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
196+ 7.34% |
$102K - $110K
|
2.87K
$1.61M
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-1.84K- 7.13% |
$962K - $1.03M
|
24K
$13.5M
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
79.8K+ 14.39% |
$41.6M - $44.6M
|
634K
$356M
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.47K+ 45.1% |
$764K - $819K
|
4.71K
$2.65M
|
|
Feb 10, 2025
Q4 2024
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-1.53K- 5.59% |
$797K - $854K
|
25.8K
$14.5M
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
150+ 4.55% |
$78.3K - $83.8K
|
3.45K
$1.94M
|
|
Feb 10, 2025
Q4 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
8.93K+ 7.07% |
$4.66M - $4.99M
|
135K
$75.9M
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
6.17K+ 212.6% |
$3.22M - $3.45M
|
9.08K
$5.1M
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-95- 21.35% |
$49.6K - $53.1K
|
350
$196K
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
BUY
|
- |
78+ 9.02% |
$40.7K - $43.6K
|
943
$529K
|
|
Feb 10, 2025
Q4 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
26+ 2.09% |
$13.6K - $14.5K
|
1.27K
$715K
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
1.14K+ 8.15% |
$593K - $635K
|
15.1K
$8.46M
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-107- 0.5% |
$55.8K - $59.8K
|
21.2K
$11.9M
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
96+ 0.33% |
$50.1K - $53.6K
|
29.3K
$16.4M
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-15- 1.05% |
$7.83K - $8.38K
|
1.41K
$792K
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
5+ 0.1% |
$2.61K - $2.79K
|
5.03K
$2.83M
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
80+ 3.03% |
$41.7K - $44.7K
|
2.72K
$1.53M
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
142+ 9.59% |
$74.1K - $79.4K
|
1.62K
$910K
|
|
Feb 10, 2025
Q4 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
49+ 0.17% |
$25.6K - $27.4K
|
29.4K
$16.5M
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-81- 0.54% |
$42.3K - $45.3K
|
15K
$8.43M
|
|
Feb 10, 2025
Q4 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
3.02K+ 6.38% |
$1.57M - $1.69M
|
50.3K
$28.2M
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-99- 10.71% |
$51.7K - $55.3K
|
825
$463K
|
|
Feb 10, 2025
Q4 2024
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
6.69KNew |
$3.49M - $3.74M
|
6.69K
$3.76M
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-233- 4.47% |
$122K - $130K
|
4.98K
$2.8M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
46.9K+ 16.94% |
$24.5M - $26.2M
|
324K
$182M
|