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
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-23- 1.13% |
$12K - $12.9K
|
2.01K
$1.12M
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.41K+ 7.75% |
$736K - $788K
|
19.6K
$10.9M
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
280+ 11.35% |
$146K - $156K
|
2.75K
$1.52M
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
112K+ 14.07% |
$58.3M - $62.4M
|
905K
$502M
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-81- 8.78% |
$42.3K - $45.3K
|
842
$467K
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
15+ 0.35% |
$7.83K - $8.38K
|
4.27K
$2.37M
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.38K- 9.17% |
$719K - $770K
|
13.6K
$7.57M
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
7.5K+ 4.37% |
$3.92M - $4.19M
|
179K
$99.4M
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
108+ 6.82% |
$56.4K - $60.4K
|
1.69K
$938K
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
441+ 1.18% |
$230K - $246K
|
37.7K
$20.9M
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
9K+ 74.14% |
$4.7M - $5.03M
|
21.1K
$11.7M
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.23K- 7.64% |
$1.17M - $1.25M
|
27K
$15M
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.09K+ 3.5% |
$570K - $611K
|
32.3K
$17.9M
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
435+ 16.3% |
$227K - $243K
|
3.1K
$1.72M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.97K+ 5.2% |
$1.55M - $1.66M
|
60.1K
$33.3M
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
24+ 5.41% |
$12.5K - $13.4K
|
468
$260K
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
4.95K+ 14.14% |
$2.58M - $2.76M
|
39.9K
$22.1M
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
185+ 1.63% |
$96.5K - $103K
|
11.5K
$6.4M
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-90- 16.1% |
$47K - $50.3K
|
469
$260K
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-579- 15.52% |
$302K - $324K
|
3.15K
$1.75M
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-529- 3.08% |
$276K - $296K
|
16.7K
$9.24M
|
|
Feb 04, 2025
Q4 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-183- 2.39% |
$95.5K - $102K
|
7.46K
$4.14M
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-108- 5.08% |
$56.4K - $60.4K
|
2.02K
$1.12M
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
195+ 43.05% |
$102K - $109K
|
648
$360K
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
5+ 0.31% |
$2.61K - $2.79K
|
1.62K
$898K
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
112+ 14.78% |
$58.4K - $62.6K
|
870
$483K
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
391New |
$204K - $218K
|
391
$217K
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.5KNew |
$3.91M - $4.19M
|
7.5K
$4.16M
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
3.12KNew |
$1.63M - $1.74M
|
3.12K
$1.73M
|
|
Feb 04, 2025
Q4 2024
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
13.3KNew |
$6.96M - $7.46M
|
13.3K
$7.4M
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
350New |
$183K - $196K
|
350
$194K
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
2.54KNew |
$1.32M - $1.42M
|
2.54K
$1.41M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-80- 0.77% |
$41.7K - $44.7K
|
10.3K
$5.74M
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-140- 26.87% |
$73.1K - $78.2K
|
381
$211K
|
|
Feb 03, 2025
Q4 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-172- 2.94% |
$89.8K - $96.1K
|
5.68K
$3.15M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3+ 0.18% |
$1.57K - $1.68K
|
1.71K
$947K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-5- 0.35% |
$2.61K - $2.79K
|
1.44K
$801K
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
5.28K+ 80.47% |
$2.76M - $2.95M
|
11.8K
$6.57M
|
|
Feb 03, 2025
Q4 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
447New |
$233K - $250K
|
447
$248K
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.51KNew |
$1.83M - $1.96M
|
3.51K
$1.94M
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
15K+ 478.39% |
$7.84M - $8.4M
|
18.2K
$10.1M
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
898+ 2.82% |
$469K - $502K
|
32.7K
$18.1M
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
21+ 2.29% |
$11K - $11.7K
|
940
$522K
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-1.82K- 0.67% |
$950K - $1.02M
|
271K
$151M
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
510+ 2.6% |
$266K - $285K
|
20.1K
$11.2M
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-550- 29.22% |
$287K - $307K
|
1.33K
$739K
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-643- 22.1% |
$336K - $359K
|
2.27K
$1.26M
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
466+ 7.62% |
$243K - $260K
|
6.59K
$3.65M
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.02K- 1.87% |
$531K - $569K
|
53.4K
$29.6M
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
992+ 2066.67% |
$518K - $554K
|
1.04K
$577K
|