Xml Financial, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Xml Financial, LLC

$1.2 Billion
Q3 2025

A detailed history of Xml Financial, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Xml Financial, LLC holds 7,681 shares of VOO stock, worth $4.75 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

7,681

Previous 6,439 19.29%

Holding current value

$4.75 Million

Previous $3.66 Million 28.6%

% of portfolio

0.39%

Previous 0.32%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$567.77 - $614.76 $705,170 - $763,531	1,242 Added 19.29%	7,681 $4.7 Million
Q2 2025 Jul 17, 2025	BUY	$456.74 - $568.03 $213,754 - $265,838	468 Added 7.84%	6,439 $3.66 Million
Q1 2025 Apr 22, 2025	BUY	$507.05 - $563.67 $77,578 - $86,241	153 Added 2.63%	5,971 $3.07 Million
Q4 2024 Jan 17, 2025	BUY	$521.84 - $558.82 $1.42 Million - $1.52 Million	2,712 Added 87.31%	5,818 $3.13 Million
Q3 2024 Nov 01, 2024	BUY	$475.2 - $527.7 $644,371 - $715,561	1,356 Added 77.49%	3,106 $1.64 Million

Q2 2024 Jul 22, 2024	BUY	$455.1 - $504.28 $48,240 - $53,453	106 Added 6.45%	1,750 $875,000
Q1 2024 May 15, 2024	BUY	$429.43 - $481.35 $110,363 - $123,706	257 Added 18.53%	1,644 $790,000
Q4 2023 Feb 14, 2024	BUY	$377.32 - $438.19 $26,789 - $31,111	71 Added 5.4%	1,387 $605,000
Q3 2023 Nov 06, 2023	BUY	$392.7 - $420.68 $27,489 - $29,447	70 Added 5.62%	1,316 $516,000
Q2 2023 Aug 07, 2023	BUY	$371.44 - $407.28 $35,286 - $38,691	95 Added 8.25%	1,246 $507,000
Q1 2023 May 15, 2023	BUY	$348.66 - $382.94 $19,873 - $21,827	57 Added 5.21%	1,151 $432,000
Q4 2022 Feb 09, 2023	SELL	$327.64 - $374.54 $93,049 - $106,369	-284 Reduced 20.61%	1,094 $384,000
Q3 2022 Nov 04, 2022	BUY	$328.3 - $395.04 $452,397 - $544,365	1,378 New	1,378 $453,000
Q2 2022 Aug 01, 2022	SELL	$337.07 - $419.85 $332,351 - $413,972	-986 Closed	0 $0
Q1 2022 May 02, 2022	SELL	$382.7 - $439.25 $34,825 - $39,971	-91 Reduced 8.45%	986 $409,000
Q4 2021 Feb 01, 2022	BUY	$394.21 - $439.01 $47,305 - $52,681	120 Added 12.54%	1,077 $470,000
Q3 2021 Nov 01, 2021	BUY	$390.68 - $416.73 $373,880 - $398,810	957 New	957 $377,000

Others Institutions Holding VOO

# of Institutions

3,875

Shares Held

545M

Call Options Held

2.75M

Put Options Held

3.12M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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Xml Financial, LLC Vanguard Index Fds S&P 500 ETF Transaction History