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
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
71.9K+ 5583.0% |
$37.5M - $40.2M
|
73.2K
$40.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.84K- 2.72% |
$3.57M - $3.82M
|
244K
$136M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-77- 3.84% |
$40.2K - $43K
|
1.93K
$1.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
2.91KNew |
$1.52M - $1.62M
|
2.91K
$1.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
1.4KNew |
$730K - $781K
|
1.4K
$776K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
78.3K+ 5.99% |
$40.8M - $43.7M
|
1.38M
$768M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
11+ 0.34% |
$5.74K - $6.15K
|
3.22K
$1.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.72K+ 25.04% |
$1.42M - $1.52M
|
13.6K
$7.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
66+ 1.94% |
$34.4K - $36.9K
|
3.47K
$1.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
1+ 0.06% |
$522 - $559
|
1.55K
$858K
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
6+ 0.16% |
$3.13K - $3.35K
|
3.69K
$2.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
BUY
|
- |
973+ 48.17% |
$508K - $544K
|
2.99K
$1.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
8.32K+ 18.74% |
$4.34M - $4.65M
|
52.7K
$29.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
454+ 1.45% |
$237K - $254K
|
31.7K
$17.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-114- 6.57% |
$59.5K - $63.7K
|
1.62K
$899K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.74K+ 9.14% |
$1.43M - $1.53M
|
32.8K
$18.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
713+ 181.42% |
$372K - $398K
|
1.11K
$614K
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
7+ 0.53% |
$3.65K - $3.91K
|
1.33K
$740K
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
520New |
$271K - $291K
|
520
$289K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-42- 0.39% |
$21.9K - $23.5K
|
10.6K
$5.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
484+ 3.06% |
$253K - $270K
|
16.3K
$9.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-14- 1.24% |
$7.31K - $7.82K
|
1.11K
$617K
|
|
|
Feb 06, 2025
Q4 2024
|
Lincoln National Corp
|
BUY
|
- |
388KNew |
$202M - $217M
|
388K
$215M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-332- 1.12% |
$173K - $186K
|
29.2K
$16.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
6.46KNew |
$3.37M - $3.61M
|
6.46K
$3.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
18+ 2.67% |
$9.39K - $10.1K
|
693
$384K
|
|
|
Feb 06, 2025
Q4 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-81.2K- 96.0% |
$42.4M - $45.4M
|
3.39K
$1.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
8+ 0.14% |
$4.17K - $4.47K
|
5.56K
$3.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-26- 0.87% |
$13.6K - $14.5K
|
2.95K
$1.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
43.4K+ 10.42% |
$22.6M - $24.3M
|
460K
$255M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
67+ 1.5% |
$35K - $37.4K
|
4.54K
$2.52M
|
|
|
Feb 06, 2025
Q4 2024
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
430New |
$224K - $240K
|
430
$239K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
148+ 6.62% |
$77.2K - $82.7K
|
2.38K
$1.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
BUY
|
- |
26+ 0.44% |
$13.6K - $14.5K
|
5.91K
$3.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-24.4K- 2.06% |
$12.7M - $13.6M
|
1.16M
$642M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.59K+ 24.86% |
$827K - $886K
|
7.96K
$4.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-73- 7.84% |
$38.1K - $40.8K
|
858
$476K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.94K+ 2.44% |
$1.53M - $1.64M
|
123K
$68.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
34.8KNew |
$18.2M - $19.4M
|
34.8K
$19.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
433New |
$226K - $242K
|
433
$240K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-83- 2.04% |
$43.3K - $46.4K
|
3.98K
$2.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
719+ 1.8% |
$375K - $402K
|
40.6K
$22.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-312- 42.51% |
$163K - $174K
|
422
$234K
|
|
|
Feb 06, 2025
Q4 2024
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
276+ 3.06% |
$144K - $154K
|
9.31K
$5.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-1.63K- 0.57% |
$850K - $910K
|
284K
$158M
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
3.63KNew |
$1.89M - $2.03M
|
3.63K
$2.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.54K+ 10.46% |
$1.85M - $1.98M
|
37.4K
$20.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
10.8K+ 6.95% |
$5.63M - $6.02M
|
166K
$92M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
6.85K+ 1.22% |
$3.58M - $3.83M
|
567K
$315M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-24- 0.5% |
$12.5K - $13.4K
|
4.73K
$2.62M
|