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 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.23K- 7.84% |
$641K - $686K
|
14.4K
$8.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
13+ 3.29% |
$6.78K - $7.26K
|
408
$226K
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-15- 2.05% |
$7.83K - $8.38K
|
715
$397K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-225- 15.81% |
$117K - $126K
|
1.2K
$665K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-1.24K- 1.63% |
$647K - $692K
|
74.9K
$41.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Zeit Capital LLC
|
BUY
|
- |
22+ 27.5% |
$11.5K - $12.3K
|
102
$56.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
1.04K+ 22.5% |
$542K - $580K
|
5.65K
$3.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
401New |
$209K - $224K
|
401
$222K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
720+ 14.02% |
$376K - $402K
|
5.86K
$3.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.28K+ 7.63% |
$1.71M - $1.83M
|
46.3K
$25.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
97+ 1.57% |
$50.6K - $54.2K
|
6.26K
$3.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-473- 9.77% |
$247K - $264K
|
4.37K
$2.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
93.2KNew |
$48.6M - $52.1M
|
93.2K
$51.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
102+ 26.22% |
$53.2K - $57K
|
491
$272K
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
11KNew |
$5.74M - $6.14M
|
11K
$6.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-26.1K- 3.61% |
$13.6M - $14.6M
|
698K
$387M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
386+ 38.99% |
$201K - $216K
|
1.38K
$763K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
140+ 2800.0% |
$73.1K - $78.2K
|
145
$80.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
585New |
$305K - $327K
|
585
$325K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-59- 0.23% |
$30.8K - $33K
|
25.3K
$14.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
96.5KNew |
$50.3M - $53.9M
|
96.5K
$53.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
2+ 0.08% |
$1.04K - $1.12K
|
2.4K
$1.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
2+ 0.47% |
$1.04K - $1.12K
|
430
$239K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
675+ 19.88% |
$352K - $377K
|
4.07K
$2.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
405New |
$211K - $226K
|
405
$225K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
604+ 0.32% |
$315K - $338K
|
190K
$106M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
11.6K+ 40.11% |
$6.05M - $6.48M
|
40.5K
$22.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.41K+ 9.84% |
$738K - $790K
|
15.8K
$8.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
4.25K+ 13.15% |
$2.22M - $2.38M
|
36.6K
$20.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
40+ 1.39% |
$20.9K - $22.4K
|
2.92K
$1.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
5.91K+ 13.51% |
$3.09M - $3.3M
|
49.7K
$27.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-101- 2.99% |
$52.7K - $56.4K
|
3.28K
$1.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
215K+ 33.6% |
$112M - $120M
|
857K
$475M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
474+ 1.25% |
$247K - $265K
|
38.3K
$21.2M
|
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
BUY
|
- |
1.17K+ 2.37% |
$610K - $653K
|
50.4K
$27.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-77- 1.06% |
$40.2K - $43K
|
7.18K
$3.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-17- 3.56% |
$8.87K - $9.5K
|
460
$255K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
120K+ 6.02% |
$62.8M - $67.3M
|
2.12M
$1.18B
|
|
|
Feb 07, 2025
Q4 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
13+ 0.63% |
$6.78K - $7.26K
|
2.07K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
690+ 8.51% |
$360K - $386K
|
8.79K
$4.88M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.01K+ 6.03% |
$525K - $562K
|
17.7K
$9.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
198+ 13.57% |
$103K - $111K
|
1.66K
$919K
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
696New |
$363K - $389K
|
696
$386K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-127- 0.02% |
$66.3K - $71K
|
632K
$351M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13.3K+ 30.82% |
$6.95M - $7.44M
|
56.5K
$31.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.88K+ 2.17% |
$2.03M - $2.17M
|
183K
$101M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
178+ 12.23% |
$92.9K - $99.5K
|
1.63K
$907K
|
|
|
Feb 07, 2025
Q4 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
177+ 34.24% |
$92.4K - $98.9K
|
694
$385K
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.61K- 26.3% |
$842K - $902K
|
4.52K
$2.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.09K- 12.6% |
$570K - $610K
|
7.57K
$4.2M
|