Forvis Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Forvis Wealth Advisors, LLC

$4 Billion
Q1 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 241,840 shares of VOO stock, worth $131 Million. This represents 3.11% of its overall portfolio holdings.

Number of Shares

241,840

Previous 259,509 6.81%

Holding current value

$131 Million

Previous $140 Million 11.12%

% of portfolio

3.11%

Previous 3.32%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$507.05 - $563.67 $8.96 Million - $9.96 Million	-17,669 Reduced 6.81%	241,840 $124 Million
Q4 2024 Feb 03, 2025	SELL	$521.84 - $558.82 $1.07 Million - $1.15 Million	-2,060 Reduced 0.79%	259,509 $140 Million
Q3 2024 Nov 14, 2024	BUY	$475.2 - $527.7 $7.7 Million - $8.55 Million	16,210 Added 6.61%	261,569 $138 Million
Q2 2024 Aug 09, 2024	BUY	$455.1 - $504.28 $20.4 Million - $22.6 Million	44,818 Added 22.35%	245,359 $123 Million
Q1 2024 Apr 19, 2024	BUY	$429.43 - $481.35 $4.01 Million - $4.5 Million	9,345 Added 4.89%	200,541 $96.4 Million
Q4 2023 Jan 11, 2024	SELL	$377.32 - $438.19 $65,653 - $76,245	-174 Reduced 0.09%	191,196 $83.5 Million
Q3 2023 Oct 25, 2023	BUY	$392.7 - $420.68 $3.16 Million - $3.39 Million	8,052 Added 4.39%	191,370 $75.2 Million
Q2 2023 Aug 08, 2023	BUY	$371.44 - $407.28 $1.66 Million - $1.82 Million	4,459 Added 2.49%	183,318 $74.7 Million
Q1 2023 Apr 26, 2023	BUY	$348.66 - $382.94 $4.96 Million - $5.45 Million	14,239 Added 8.65%	178,859 $67.3 Million
Q4 2022 Feb 02, 2023	BUY	$327.64 - $374.54 $10.7 Million - $12.2 Million	32,699 Added 24.79%	164,620 $57.8 Million
Q3 2022 Oct 13, 2022	BUY	$328.3 - $395.04 $5.01 Million - $6.03 Million	15,265 Added 13.09%	131,921 $43.3 Million
Q2 2022 Jul 22, 2022	BUY	$337.07 - $419.85 $16.6 Million - $20.7 Million	49,247 Added 73.06%	116,656 $40.5 Million
Q1 2022 May 10, 2022	SELL	$382.7 - $439.25 $452,351 - $519,193	-1,182 Reduced 1.72%	67,409 $28 Million
Q4 2021 Jan 14, 2022	SELL	$394.21 - $439.01 $748,210 - $833,240	-1,898 Reduced 2.69%	68,591 $29.9 Million
Q3 2021 Oct 14, 2021	SELL	$390.68 - $416.73 $506,711 - $540,498	-1,297 Reduced 1.81%	70,489 $27.8 Million
Q2 2021 Jul 14, 2021	SELL	$368.16 - $394.32 $1.42 Million - $1.52 Million	-3,859 Reduced 5.1%	71,786 $28.2 Million
Q1 2021 Apr 23, 2021	BUY	$339.03 - $365.24 $273,597 - $294,748	807 Added 1.08%	75,645 $27.6 Million
Q4 2020 Jan 22, 2021	SELL	$299.82 - $343.69 $1.51 Million - $1.73 Million	-5,036 Reduced 6.3%	74,838 $25.7 Million
Q3 2020 Nov 05, 2020	SELL	$285.37 - $328.74 $1.54 Million - $1.77 Million	-5,388 Reduced 6.32%	79,874 $24.6 Million
Q2 2020 Jul 15, 2020	BUY	$226.15 - $297.17 $6.83 Million - $8.97 Million	30,181 Added 54.79%	85,262 $24.2 Million
Q1 2020 Apr 10, 2020	BUY	$204.27 - $310.92 $10 Million - $15.3 Million	49,128 Added 825.26%	55,081 $13 Million
Q4 2019 Jan 13, 2020	BUY	$264.57 - $296.67 $7,937 - $8,900	30 Added 0.51%	5,953 $1.76 Million
Q3 2019 Oct 29, 2019	BUY	$260.57 - $277.38 $776,498 - $826,592	2,980 Added 101.26%	5,923 $1.62 Million
Q2 2019 Jul 10, 2019	BUY	$252.12 - $271.73 $45,381 - $48,911	180 Added 6.51%	2,943 $792,000
Q1 2019 Apr 10, 2019	SELL	$224.5 - $261.43 $291,401 - $339,336	-1,298 Reduced 31.96%	2,763 $717,000
Q4 2018 Jan 15, 2019	BUY	$215.07 - $268.24 $444,764 - $554,720	2,068 Added 103.76%	4,061 $933,000
Q2 2018 Jul 13, 2018	BUY	$236.48 - $256.33 $34,289 - $37,167	145 Added 7.85%	1,993 $497,000
Q1 2018 Apr 20, 2018	BUY	$236.79 - $263.36 $155,334 - $172,764	656 Added 55.03%	1,848 $459,000
Q3 2017 Oct 13, 2017	BUY	$228.78 - $230.76 $272,705 - $275,065	1,192	1,192 $275,000

Others Institutions Holding VOO

# of Institutions

3,636

Shares Held

526M

Call Options Held

2.1M

Put Options Held

1.61M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.

Account

Forvis Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History