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 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
984+ 41.61% |
$513K - $550K
|
3.35K
$1.73M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-63- 5.33% |
$32.9K - $35.2K
|
1.12K
$577K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.23K- 1.74% |
$1.16M - $1.24M
|
126K
$64.8M
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
466+ 6.35% |
$243K - $260K
|
7.81K
$4.03M
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
73+ 1.94% |
$38.1K - $40.8K
|
3.83K
$1.98M
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-1.44K- 50.97% |
$753K - $806K
|
1.39K
$716K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.58K- 97.26% |
$1.87M - $2M
|
101
$52.1K
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
837+ 10.86% |
$437K - $468K
|
8.54K
$4.41M
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
155+ 10.29% |
$80.9K - $86.6K
|
1.66K
$857K
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
950+ 7.31% |
$496K - $531K
|
13.9K
$7.19M
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
151+ 1.42% |
$78.8K - $84.4K
|
10.8K
$5.56M
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-37- 1.37% |
$19.3K - $20.7K
|
2.67K
$1.38M
|
|
Jan 15, 2025
Q4 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-99- 2.74% |
$51.7K - $55.3K
|
3.52K
$1.82M
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-10- 1.47% |
$5.22K - $5.59K
|
671
$346K
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-387- 16.29% |
$202K - $216K
|
1.99K
$1.03M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-146K- 29.74% |
$76.2M - $81.6M
|
345K
$178M
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
777+ 8.37% |
$405K - $434K
|
10.1K
$5.19M
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-94- 0.53% |
$49.1K - $52.5K
|
17.7K
$9.12M
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-123- 3.57% |
$64.2K - $68.7K
|
3.33K
$1.72M
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
39+ 4.14% |
$20.4K - $21.8K
|
980
$506K
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-881- 9.97% |
$460K - $492K
|
7.95K
$4.1M
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
448+ 7.51% |
$234K - $250K
|
6.42K
$3.31M
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.54KNew |
$802K - $859K
|
1.54K
$793K
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
6+ 0.06% |
$3.13K - $3.35K
|
9.71K
$5.01M
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-71- 4.69% |
$37.1K - $39.7K
|
1.44K
$745K
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
301+ 37.72% |
$157K - $168K
|
1.1K
$567K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
44.9KNew |
$23.4M - $25.1M
|
44.9K
$23.1M
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
7.12K+ 119.39% |
$3.71M - $3.98M
|
13.1K
$6.75M
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-30- 0.55% |
$15.7K - $16.8K
|
5.39K
$2.78M
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-52- 0.04% |
$27.1K - $29.1K
|
130K
$67.1M
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-246- 1.34% |
$128K - $137K
|
18.1K
$9.34M
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
3+ 0.28% |
$1.57K - $1.68K
|
1.08K
$557K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.84K- 6.36% |
$1.48M - $1.59M
|
41.8K
$21.6M
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
74+ 1.08% |
$38.6K - $41.4K
|
6.93K
$3.58M
|
|
Jan 15, 2025
Q4 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-119- 89.47% |
$62.1K - $66.5K
|
14
$7.22K
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
682+ 61.89% |
$356K - $381K
|
1.78K
$920K
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
19.1KNew |
$9.98M - $10.7M
|
19.1K
$9.87M
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-359- 2.43% |
$187K - $201K
|
14.4K
$7.45M
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-1.01K- 31.58% |
$526K - $563K
|
2.18K
$1.13M
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-753- 34.26% |
$393K - $421K
|
1.45K
$745K
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
556+ 23.36% |
$290K - $311K
|
2.94K
$1.51M
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-3- 0.16% |
$1.57K - $1.68K
|
1.88K
$969K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.77K+ 2.49% |
$1.97M - $2.11M
|
155K
$80.1M
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
19.4K+ 87.64% |
$10.1M - $10.8M
|
41.5K
$21.4M
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
24+ 0.49% |
$12.5K - $13.4K
|
4.95K
$2.55M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
37.8K+ 175.54% |
$19.7M - $21.1M
|
59.4K
$30.6M
|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
116+ 2320.0% |
$60.5K - $64.8K
|
121
$62.4K
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
1+ 0.17% |
$522 - $559
|
593
$306K
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
52+ 8.62% |
$27.1K - $29.1K
|
655
$338K
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.79K+ 3.26% |
$934K - $1M
|
56.8K
$29.3M
|