Modern Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Modern Wealth Management, LLC

$3.78 Billion
Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 77,317 shares of VOO stock, worth $48.5 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

77,317

Previous 77,478 0.21%

Holding current value

$48.5 Million

Previous $39.8 Million 10.3%

% of portfolio

1.16%

Previous 1.31%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$456.74 - $568.03 $73,535 - $91,452	-161 Reduced 0.21%	77,317 $43.9 Million
Q1 2025 May 30, 2025	BUY	$507.05 - $563.67 $8,112 - $9,018	16 Added 0.02%	77,478 $39.8 Million
Q1 2025 May 15, 2025	BUY	$507.05 - $563.67 $500,458 - $556,342	987 Added 1.29%	77,462 $39.8 Billion
Q4 2024 May 30, 2025	SELL	$521.84 - $558.82 $690,394 - $739,318	-1,323 Reduced 1.71%	76,139 $41 Million
Q4 2024 May 29, 2025	SELL	$521.84 - $558.82 $760,320 - $814,200	-1,457 Reduced 1.88%	76,005 $41 Million
Q4 2024 Feb 11, 2025	BUY	$521.84 - $558.82 $1.91 Million - $2.04 Million	3,652 Added 5.01%	76,475 $42.5 Billion
Q3 2024 May 30, 2025	SELL	$475.2 - $527.7 $2.22 Million - $2.46 Million	-4,671 Reduced 6.03%	72,791 $38.4 Million
Q3 2024 May 29, 2025	SELL	$475.2 - $527.7 $2.28 Million - $2.54 Million	-4,805 Reduced 6.2%	72,657 $38.3 Million
Q3 2024 Nov 05, 2024	BUY	$475.2 - $527.7 $236,649 - $262,794	498 Added 0.69%	72,823 $38.4 Billion
Q2 2024 May 29, 2025	SELL	$455.1 - $504.28 $2.35 Million - $2.61 Million	-5,166 Reduced 6.67%	72,296 $36.2 Million
Q2 2024 Aug 07, 2024	SELL	$455.1 - $504.28 $234,376 - $259,704	-515 Reduced 0.71%	72,325 $36.2 Billion
Q1 2024 May 28, 2025	SELL	$429.43 - $481.35 $2.06 Million - $2.31 Million	-4,793 Reduced 6.19%	72,669 $34.9 Billion
Q1 2024 May 13, 2024	BUY	$429.43 - $481.35 $2.37 Million - $2.65 Million	5,515 Added 8.19%	72,840 $34.9 Billion
Q4 2023 May 28, 2025	SELL	$377.32 - $438.19 $3.67 Million - $4.27 Million	-9,739 Reduced 12.57%	67,723 $29.6 Billion
Q4 2023 Feb 14, 2024	BUY	$377.32 - $438.19 $25.4 Million - $29.5 Million	67,325 New	67,325 $29.4 Billion

Others Institutions Holding VOO

# of Institutions

3,803

Shares Held

513M

Call Options Held

2.83M

Put Options Held

3.09M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Modern Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History