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 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-220- 11.04% |
$115K - $123K
|
1.77K
$984K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-19.3K- 9.41% |
$10.1M - $10.8M
|
186K
$103M
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
1.07K+ 12.68% |
$559K - $599K
|
9.53K
$5.29M
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
3+ 1.67% |
$1.57K - $1.68K
|
183
$102K
|
|
Feb 03, 2025
Q4 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-650- 46.43% |
$339K - $363K
|
750
$416K
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
2+ 0.3% |
$1.04K - $1.12K
|
660
$366K
|
|
Feb 03, 2025
Q4 2024
|
Suncoast Equity Management
|
BUY
|
- |
33+ 4.47% |
$17.2K - $18.4K
|
772
$428K
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
9+ 0.08% |
$4.7K - $5.03K
|
10.8K
$5.99M
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
4.7K+ 0.35% |
$2.45M - $2.63M
|
1.35M
$750M
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
4+ 0.16% |
$2.09K - $2.24K
|
2.55K
$1.42M
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
10+ 1.88% |
$5.22K - $5.59K
|
542
$301K
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-452- 0.21% |
$236K - $253K
|
216K
$120M
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
2+ 0.07% |
$1.04K - $1.12K
|
3.06K
$1.69M
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-7.07K- 54.89% |
$3.69M - $3.95M
|
5.81K
$3.22M
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
278+ 24.05% |
$145K - $155K
|
1.43K
$796K
|
|
Feb 03, 2025
Q4 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
16.3K+ 157.29% |
$8.49M - $9.09M
|
26.6K
$14.8M
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
493+ 13.74% |
$257K - $275K
|
4.08K
$2.26M
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-6.33K- 1.79% |
$3.3M - $3.54M
|
347K
$193M
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
9.35KNew |
$4.88M - $5.22M
|
9.35K
$5.19M
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
27.7KNew |
$14.4M - $15.5M
|
27.7K
$15.4M
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.35K+ 12.34% |
$707K - $757K
|
12.3K
$6.84M
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
9K+ 73.3% |
$4.69M - $5.03M
|
21.3K
$11.8M
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
23+ 0.16% |
$12K - $12.9K
|
14.8K
$8.18M
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
47+ 3.64% |
$24.5K - $26.3K
|
1.34K
$742K
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-16- 1.06% |
$8.35K - $8.94K
|
1.5K
$832K
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
448New |
$234K - $250K
|
448
$249K
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
820+ 34.7% |
$428K - $458K
|
3.18K
$1.77M
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
517New |
$270K - $289K
|
517
$287K
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
666New |
$348K - $372K
|
666
$370K
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
5+ 0.32% |
$2.61K - $2.79K
|
1.57K
$868K
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
5.34K+ 18.44% |
$2.79M - $2.99M
|
34.3K
$19M
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
40+ 1.45% |
$20.9K - $22.4K
|
2.8K
$1.56M
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-262- 2.67% |
$137K - $146K
|
9.54K
$5.29M
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.66K- 7.26% |
$866K - $928K
|
21.2K
$11.8M
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
19+ 1.96% |
$9.91K - $10.6K
|
988
$548K
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
209+ 28.71% |
$109K - $117K
|
937
$520K
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
432New |
$225K - $241K
|
432
$240K
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
73.9K+ 87.91% |
$38.6M - $41.3M
|
158K
$87.7M
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
105+ 26.99% |
$54.8K - $58.7K
|
494
$274K
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
2+ 0.24% |
$1.04K - $1.12K
|
833
$462K
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.32KNew |
$689K - $738K
|
1.32K
$732K
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
BUY
|
- |
3.88K+ 14.87% |
$2.03M - $2.17M
|
30K
$16.6M
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1K- 0.28% |
$524K - $561K
|
359K
$199M
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-18.3K- 42.85% |
$9.53M - $10.2M
|
24.4K
$13.5M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9- 0.01% |
$4.7K - $5.03K
|
97.6K
$54.2M
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
641+ 16.41% |
$334K - $358K
|
4.55K
$2.52M
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
104+ 25.18% |
$54.3K - $58.1K
|
517
$287K
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-242- 6.45% |
$126K - $135K
|
3.51K
$1.95M
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
6+ 4.48% |
$3.13K - $3.35K
|
140
$77.7K
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
445+ 8.2% |
$232K - $249K
|
5.87K
$3.26M
|