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 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-493- 22.72% |
$257K - $275K
|
1.68K
$940K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.18K+ 45.57% |
$617K - $661K
|
3.78K
$2.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.14K+ 18.42% |
$597K - $639K
|
7.36K
$4.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.58KNew |
$1.35M - $1.44M
|
2.58K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
16.3K+ 6.62% |
$8.53M - $9.13M
|
263K
$148M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
4.11K+ 16.41% |
$2.14M - $2.3M
|
29.1K
$16.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-497- 6.15% |
$259K - $278K
|
7.58K
$4.25M
|
|
|
Jan 23, 2025
Q4 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
3+ 0.37% |
$1.57K - $1.68K
|
815
$457K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
8.31K+ 2001.2% |
$4.33M - $4.64M
|
8.72K
$4.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-73- 2.34% |
$38.1K - $40.8K
|
3.04K
$1.71M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.4K+ 13.22% |
$1.25M - $1.34M
|
20.6K
$11.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
3+ 0.06% |
$1.57K - $1.68K
|
4.77K
$2.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-995- 2.68% |
$519K - $556K
|
36.1K
$20.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.54K- 1.89% |
$2.37M - $2.54M
|
235K
$132M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
287+ 45.27% |
$150K - $160K
|
921
$516K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.47K- 1.79% |
$1.29M - $1.38M
|
135K
$76M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-43- 2.06% |
$22.4K - $24K
|
2.05K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.78K+ 1.85% |
$926K - $992K
|
98K
$54.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
24KNew |
$12.5M - $13.4M
|
24K
$13.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
3.51KNew |
$1.83M - $1.96M
|
3.51K
$1.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
20.7KNew |
$10.8M - $11.6M
|
20.7K
$11.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.45K+ 9.09% |
$757K - $811K
|
17.4K
$9.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.12K+ 21.43% |
$583K - $624K
|
6.33K
$3.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
9.46K+ 6.78% |
$4.94M - $5.29M
|
149K
$83.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.07K+ 23.12% |
$1.08M - $1.16M
|
11K
$6.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-37- 3.94% |
$19.3K - $20.7K
|
902
$506K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.13K+ 3.13% |
$590K - $631K
|
37.2K
$20.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-22- 0.06% |
$11.5K - $12.3K
|
36K
$20.2M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
88+ 17.74% |
$45.9K - $49.2K
|
584
$327K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.24K+ 3.71% |
$648K - $694K
|
34.7K
$19.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-105- 3.02% |
$54.8K - $58.7K
|
3.38K
$1.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
136+ 97.14% |
$71K - $76K
|
276
$155K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
22.2K+ 117.5% |
$11.6M - $12.4M
|
41K
$23M
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
1.04K+ 10.39% |
$544K - $582K
|
11.1K
$6.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
1.7K+ 1.17% |
$885K - $948K
|
146K
$82M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-4- 0.13% |
$2.09K - $2.24K
|
3.13K
$1.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Trust CO Of Tennessee
Knoxville, TN |
SELL
|
- |
-1.2K- 1.37% |
$625K - $669K
|
86.3K
$48.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-828- 60.79% |
$432K - $463K
|
534
$299K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-48- 2.99% |
$25K - $26.8K
|
1.56K
$874K
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-248- 2.04% |
$129K - $139K
|
11.9K
$6.68M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
13+ 2.55% |
$6.78K - $7.26K
|
523
$293K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
172+ 0.34% |
$89.8K - $96.1K
|
51.4K
$28.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.75K- 99.9% |
$4.57M - $4.89M
|
9
$5.05K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
8+ 0.43% |
$4.17K - $4.47K
|
1.85K
$1.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
1.18K+ 8.45% |
$615K - $658K
|
15.1K
$8.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.18K+ 216.4% |
$1.14M - $1.22M
|
3.18K
$1.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2+ 0.14% |
$1.04K - $1.12K
|
1.4K
$785K
|
|
|
Jan 22, 2025
Q4 2024
|
Refined Wealth Management
|
BUY
|
- |
20+ 1.41% |
$10.4K - $11.2K
|
1.44K
$809K
|
|
|
Jan 22, 2025
Q4 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
594+ 35.61% |
$310K - $332K
|
2.26K
$1.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
146+ 4.47% |
$76.2K - $81.6K
|
3.41K
$1.91M
|