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 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
40+ 8.85% |
$20.9K - $22.4K
|
492
$276K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-360- 1.04% |
$188K - $201K
|
34.3K
$19.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
1+ 0.2% |
$522 - $559
|
513
$288K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
36K+ 45.29% |
$18.8M - $20.1M
|
115K
$64.7M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-10- 1.17% |
$5.22K - $5.59K
|
845
$474K
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
17.9KNew |
$9.32M - $9.98M
|
17.9K
$10M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
40+ 3.48% |
$20.9K - $22.4K
|
1.19K
$667K
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
642New |
$335K - $359K
|
642
$360K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
BUY
|
- |
10+ 0.6% |
$5.22K - $5.59K
|
1.67K
$938K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-58- 1.4% |
$30.3K - $32.4K
|
4.08K
$2.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-324- 13.21% |
$169K - $181K
|
2.13K
$1.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
815New |
$425K - $455K
|
815
$457K
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
BUY
|
- |
27K+ 35.14% |
$14.1M - $15.1M
|
104K
$58.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
198+ 6.31% |
$103K - $111K
|
3.34K
$1.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-31- 3.95% |
$16.2K - $17.3K
|
754
$423K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-292- 5.85% |
$152K - $163K
|
4.7K
$2.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-376- 22.77% |
$196K - $210K
|
1.28K
$715K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
36.1K+ 48.3% |
$18.9M - $20.2M
|
111K
$62.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
390New |
$204K - $218K
|
390
$219K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
3.16K+ 9.86% |
$1.65M - $1.77M
|
35.2K
$19.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.49K+ 7.03% |
$1.3M - $1.39M
|
37.9K
$21.3M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
614+ 18.82% |
$320K - $343K
|
3.88K
$2.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
1.15K+ 34.97% |
$602K - $644K
|
4.45K
$2.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.68K- 3.65% |
$2.44M - $2.62M
|
124K
$69.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-320- 7.82% |
$167K - $179K
|
3.77K
$2.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
SELL
|
- |
-526- 4.16% |
$274K - $294K
|
12.1K
$6.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-46- 10.36% |
$24K - $25.7K
|
398
$223K
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
1.11KNew |
$579K - $620K
|
1.11K
$622K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
370+ 4.48% |
$193K - $207K
|
8.64K
$4.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
502+ 19.5% |
$262K - $281K
|
3.08K
$1.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
2.22KNew |
$1.16M - $1.24M
|
2.22K
$1.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1.76K+ 10.11% |
$919K - $985K
|
19.2K
$10.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.39KNew |
$727K - $778K
|
1.39K
$781K
|
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
3+ 0.15% |
$1.57K - $1.68K
|
2.02K
$1.13M
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
67+ 6.63% |
$35K - $37.4K
|
1.08K
$604K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.26K+ 11.81% |
$659K - $706K
|
12K
$6.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.78K+ 1.29% |
$927K - $993K
|
139K
$78.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.21K+ 119.51% |
$633K - $678K
|
2.23K
$1.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-51- 2.41% |
$26.6K - $28.5K
|
2.06K
$1.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-6- 0.09% |
$3.13K - $3.35K
|
6.34K
$3.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
10.4K+ 3.3% |
$5.43M - $5.81M
|
326K
$183M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
338New |
$176K - $189K
|
338
$190K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
12+ 10.08% |
$6.26K - $6.71K
|
131
$73.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
14+ 0.66% |
$7.31K - $7.82K
|
2.14K
$1.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
30+ 3.46% |
$15.7K - $16.8K
|
896
$502K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-133- 1.44% |
$69.4K - $74.3K
|
9.1K
$5.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-166- 5.99% |
$86.6K - $92.8K
|
2.6K
$1.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
6.18KNew |
$3.23M - $3.45M
|
6.18K
$3.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
45+ 0.27% |
$23.5K - $25.1K
|
16.7K
$9.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
2.17KNew |
$1.13M - $1.21M
|
2.17K
$1.22M
|