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 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
47+ 0.87% |
$24.5K - $26.3K
|
5.47K
$2.84M
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-133- 22.7% |
$69.4K - $74.3K
|
453
$236K
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
72+ 2.86% |
$37.6K - $40.2K
|
2.59K
$1.35M
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
3+ 0.63% |
$1.57K - $1.68K
|
477
$248K
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
927+ 72.65% |
$484K - $518K
|
2.2K
$1.15M
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-49- 2.29% |
$25.6K - $27.4K
|
2.09K
$1.09M
|
|
Feb 14, 2025
Q4 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-80- 1.66% |
$41.7K - $44.7K
|
4.73K
$2.46M
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
2.62KNew |
$1.37M - $1.46M
|
2.62K
$1.36M
|
|
Feb 14, 2025
Q4 2024
|
Ames National Corp
Ames, IA |
BUY
|
- |
2.94KNew |
$1.53M - $1.64M
|
2.94K
$1.53M
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.19KNew |
$622K - $666K
|
1.19K
$620K
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
98+ 0.52% |
$51.1K - $54.8K
|
18.8K
$9.79M
|
|
Feb 13, 2025
Q4 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
783+ 1.62% |
$409K - $438K
|
49.2K
$25.6M
|
|
Feb 13, 2025
Q4 2024
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
13.1KNew |
$6.86M - $7.35M
|
13.1K
$6.84M
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3.01K+ 97.32% |
$1.57M - $1.68M
|
6.1K
$3.17M
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
46+ 3.04% |
$24K - $25.7K
|
1.56K
$812K
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
720K+ 4449.66% |
$376M - $402M
|
736K
$383M
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
439K+ 42.48% |
$229M - $245M
|
1.47M
$766M
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
14.2K+ 6.75% |
$7.4M - $7.93M
|
224K
$117M
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.45K+ 6.03% |
$756K - $810K
|
25.5K
$13.2M
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.91K+ 154.16% |
$2.04M - $2.19M
|
6.45K
$3.35M
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
644New |
$336K - $360K
|
644
$335K
|
|
Feb 13, 2025
Q4 2024
|
Argi Investment Services, LLC
|
BUY
|
- |
956KNew |
$499M - $534M
|
956K
$497M
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-1.92K- 1.13% |
$1M - $1.07M
|
168K
$87.4M
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
4+ 0.37% |
$2.09K - $2.24K
|
1.1K
$570K
|
|
Feb 13, 2025
Q4 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
14+ 0.58% |
$7.31K - $7.82K
|
2.43K
$1.26M
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-100- 5.24% |
$52.2K - $55.9K
|
1.81K
$940K
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5.04K- 0.61% |
$2.63M - $2.82M
|
820K
$427M
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
172K+ 4.95% |
$89.8M - $96.1M
|
3.65M
$1.9B
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
5+ 0.08% |
$2.61K - $2.79K
|
6.11K
$3.18M
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.27K+ 8.16% |
$2.75M - $2.94M
|
69.8K
$36.3M
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.33K+ 14.97% |
$1.74M - $1.86M
|
25.6K
$13.3M
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
67.6K+ 12.49% |
$35.3M - $37.8M
|
609K
$317M
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
4.28KNew |
$2.24M - $2.39M
|
4.28K
$2.23M
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-7.97K- 15.57% |
$4.16M - $4.45M
|
43.2K
$22.5M
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
3.34K+ 11.48% |
$1.74M - $1.86M
|
32.4K
$16.9M
|
|
Feb 13, 2025
Q4 2024
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-110- 0.49% |
$57.4K - $61.5K
|
22.3K
$11.6M
|
|
Feb 13, 2025
Q4 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
21+ 0.44% |
$11K - $11.7K
|
4.76K
$2.48M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.94K+ 12.04% |
$2.06M - $2.2M
|
36.7K
$19.1M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.4K- 3.56% |
$6.99M - $7.49M
|
363K
$189M
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
75+ 0.06% |
$39.1K - $41.9K
|
123K
$64M
|
|
Feb 13, 2025
Q4 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
547+ 41.72% |
$285K - $306K
|
1.86K
$966K
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
77+ 27.21% |
$40.2K - $43K
|
360
$187K
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
189+ 4.44% |
$98.6K - $106K
|
4.45K
$2.31M
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
3.33K+ 3.26% |
$1.74M - $1.86M
|
105K
$54.8M
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
722New |
$377K - $403K
|
722
$376K
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-36.6K- 6.99% |
$19.1M - $20.4M
|
487K
$253M
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1- 0.11% |
$522 - $559
|
897
$467K
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
59+ 1.16% |
$30.8K - $33K
|
5.14K
$2.68M
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-10- 0.19% |
$5.22K - $5.59K
|
5.23K
$2.72M
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-241- 1.72% |
$126K - $135K
|
13.8K
$7.18M
|