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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
328+ 78.47% |
$171K - $183K
|
746
$419K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
315+ 3.65% |
$164K - $176K
|
8.95K
$5.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
90+ 10.0% |
$47K - $50.3K
|
990
$557K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
50+ 7.33% |
$26.1K - $27.9K
|
732
$412K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
265New |
$138K - $148K
|
265
$149K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
26.8KNew |
$14M - $15M
|
26.8K
$15.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
24.6KNew |
$12.8M - $13.7M
|
24.6K
$13.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
17+ 0.6% |
$8.87K - $9.5K
|
2.85K
$1.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-67- 6.6% |
$35K - $37.4K
|
948
$533K
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
2.38K+ 1.55% |
$1.24M - $1.33M
|
156K
$87.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-758- 2.45% |
$396K - $424K
|
30.2K
$17M
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
1.47K+ 0.96% |
$765K - $819K
|
154K
$86.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.44K+ 6.04% |
$2.31M - $2.48M
|
77.9K
$43.8M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-48- 4.36% |
$25K - $26.8K
|
1.05K
$592K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-4- 0.58% |
$2.09K - $2.24K
|
687
$386K
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
36.2KNew |
$18.9M - $20.2M
|
36.2K
$20.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
122+ 8.51% |
$63.7K - $68.2K
|
1.56K
$874K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.56K- 1.19% |
$1.86M - $1.99M
|
297K
$167M
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
11+ 1.2% |
$5.74K - $6.15K
|
931
$524K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-169- 0.53% |
$88.2K - $94.4K
|
32K
$18M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-21.7K- 22.97% |
$11.3M - $12.1M
|
72.7K
$40.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Consulate, Inc
|
BUY
|
- |
2.81K+ 95.22% |
$1.46M - $1.57M
|
5.76K
$3.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.54K+ 6.36% |
$804K - $861K
|
25.8K
$14.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
182+ 1.64% |
$95K - $102K
|
11.3K
$6.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
265+ 13.1% |
$138K - $148K
|
2.29K
$1.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
13.6K+ 4.37% |
$7.08M - $7.59M
|
324K
$182M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-528- 17.13% |
$276K - $295K
|
2.55K
$1.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-100- 6.11% |
$52.2K - $55.9K
|
1.54K
$864K
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
BUY
|
- |
490+ 3.58% |
$256K - $274K
|
14.2K
$7.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
188+ 7.73% |
$98.1K - $105K
|
2.62K
$1.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
40+ 6.29% |
$20.9K - $22.4K
|
676
$380K
|
|
|
Jan 31, 2025
Q4 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
201+ 8.82% |
$105K - $112K
|
2.48K
$1.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
7+ 0.48% |
$3.65K - $3.91K
|
1.47K
$827K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
256+ 2.76% |
$134K - $143K
|
9.53K
$5.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.2K+ 4.63% |
$626K - $671K
|
27.1K
$15.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
423+ 34.45% |
$221K - $236K
|
1.65K
$928K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-26- 2.48% |
$13.6K - $14.5K
|
1.02K
$575K
|
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
251+ 20.57% |
$131K - $140K
|
1.47K
$827K
|
|
|
Jan 31, 2025
Q4 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
895New |
$467K - $500K
|
895
$503K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
379+ 3.93% |
$198K - $212K
|
10K
$5.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
264+ 20.34% |
$138K - $148K
|
1.56K
$878K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
223+ 3.82% |
$116K - $125K
|
6.07K
$3.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
108+ 5.24% |
$56.4K - $60.4K
|
2.17K
$1.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-46- 1.17% |
$24K - $25.7K
|
3.9K
$2.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
37+ 185.0% |
$19.3K - $20.7K
|
57
$32.1K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
2.8K+ 6.59% |
$1.46M - $1.56M
|
45.3K
$25.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.28K+ 1.7% |
$668K - $716K
|
76.4K
$43M
|
|
|
Jan 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
1.08KNew |
$561K - $601K
|
1.08K
$604K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-30- 0.5% |
$15.7K - $16.8K
|
6.01K
$3.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
39+ 3.84% |
$20.4K - $21.8K
|
1.06K
$593K
|