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 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.66KNew |
$868K - $930K
|
1.66K
$923K
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
12+ 0.27% |
$6.26K - $6.71K
|
4.49K
$2.49M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.51K+ 8.28% |
$1.83M - $1.96M
|
46K
$25.5M
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
667+ 15.72% |
$348K - $373K
|
4.91K
$2.72M
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.57K+ 5.02% |
$1.34M - $1.44M
|
53.9K
$29.9M
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-221- 1.32% |
$115K - $123K
|
16.5K
$9.16M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
160K+ 212.3% |
$83.3M - $89.2M
|
235K
$130M
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-376- 20.99% |
$196K - $210K
|
1.42K
$785K
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
259+ 4.19% |
$135K - $145K
|
6.44K
$3.57M
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
73+ 1.06% |
$38.1K - $40.8K
|
6.98K
$3.87M
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-135- 0.68% |
$70.4K - $75.4K
|
19.8K
$11M
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-83- 0.51% |
$43.3K - $46.4K
|
16K
$8.9M
|
|
Feb 04, 2025
Q4 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
12.1K+ 5.08% |
$6.32M - $6.77M
|
251K
$139M
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-368- 22.6% |
$192K - $206K
|
1.26K
$699K
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
2.4K+ 0.82% |
$1.25M - $1.34M
|
295K
$163M
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
468+ 3.22% |
$244K - $262K
|
15K
$8.32M
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
549+ 7.57% |
$286K - $307K
|
7.8K
$4.33M
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
209New |
$109K - $117K
|
209
$116K
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
15.5KNew |
$8.08M - $8.65M
|
15.5K
$8.59M
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-18- 3.47% |
$9.39K - $10.1K
|
500
$277K
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-6.77K- 5.62% |
$3.53M - $3.78M
|
114K
$63M
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
56+ 2.3% |
$29.2K - $31.3K
|
2.5K
$1.38M
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-308- 17.71% |
$161K - $172K
|
1.43K
$794K
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
3.07K+ 198.77% |
$1.6M - $1.72M
|
4.62K
$2.56M
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-41- 6.39% |
$21.4K - $22.9K
|
601
$333K
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
91+ 8.77% |
$47.5K - $50.9K
|
1.13K
$626K
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
21+ 6.18% |
$11K - $11.7K
|
361
$200K
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
509+ 1.21% |
$266K - $284K
|
42.6K
$23.6M
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
1.25K+ 5.9% |
$650K - $696K
|
22.4K
$12.4M
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-4.4K- 7.81% |
$2.3M - $2.46M
|
52K
$28.8M
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
968New |
$505K - $541K
|
968
$537K
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
37+ 5.49% |
$19.3K - $20.7K
|
711
$394K
|
|
Feb 04, 2025
Q4 2024
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
38.4KNew |
$20M - $21.5M
|
38.4K
$21.3M
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-116- 15.93% |
$60.5K - $64.8K
|
612
$340K
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-2.81K- 9.37% |
$1.46M - $1.57M
|
27.1K
$15.1M
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-67- 0.88% |
$35K - $37.4K
|
7.53K
$4.17M
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
903+ 48.01% |
$471K - $505K
|
2.78K
$1.54M
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
974+ 12.05% |
$508K - $544K
|
9.06K
$5.02M
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-35.5K- 3.5% |
$18.5M - $19.8M
|
977K
$542M
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-401- 1.47% |
$209K - $224K
|
26.9K
$14.9M
|
|
Feb 04, 2025
Q4 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
95+ 4.96% |
$49.6K - $53.1K
|
2.01K
$1.11M
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
19+ 0.61% |
$9.91K - $10.6K
|
3.14K
$1.74M
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
78+ 78.79% |
$40.7K - $43.6K
|
177
$98.2K
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-371- 13.34% |
$194K - $207K
|
2.41K
$1.34M
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.38K+ 1.16% |
$721K - $772K
|
121K
$66.9M
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2.89K+ 0.63% |
$1.51M - $1.62M
|
465K
$258M
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
1.13K+ 82.42% |
$587K - $629K
|
2.49K
$1.38M
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-1- 0.58% |
$522 - $559
|
172
$95.4K
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-399- 3.9% |
$208K - $223K
|
9.82K
$5.45M
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6.27K+ 3.27% |
$3.27M - $3.5M
|
198K
$110M
|