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
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
115+ 10.32% |
$60K - $64.3K
|
1.23K
$682K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
2.23KNew |
$1.16M - $1.24M
|
2.23K
$1.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
954New |
$498K - $533K
|
954
$529K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
32+ 0.17% |
$16.7K - $17.9K
|
19.2K
$10.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-7- 0.07% |
$3.65K - $3.91K
|
9.94K
$5.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.28K- 0.91% |
$1.19M - $1.28M
|
248K
$137M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
130+ 5.04% |
$67.8K - $72.6K
|
2.71K
$1.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.06K- 0.79% |
$1.07M - $1.15M
|
260K
$144M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.5K+ 2.96% |
$782K - $837K
|
52.2K
$28.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
6.83K+ 1121.67% |
$3.56M - $3.82M
|
7.44K
$4.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-20- 1.36% |
$10.4K - $11.2K
|
1.45K
$805K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
4.43K+ 4.66% |
$2.31M - $2.47M
|
99.4K
$55.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
916+ 55.89% |
$478K - $512K
|
2.56K
$1.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.95K+ 0.68% |
$4.15M - $4.44M
|
1.17M
$650M
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
4.62K+ 3.63% |
$2.41M - $2.58M
|
132K
$73.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-266- 18.49% |
$139K - $149K
|
1.17K
$651K
|
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
29.8K+ 343.35% |
$15.6M - $16.7M
|
38.5K
$21.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
53New |
$27.7K - $29.6K
|
53
$29.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-20- 0.71% |
$10.4K - $11.2K
|
2.8K
$1.55M
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
2+ 0.43% |
$1.04K - $1.12K
|
467
$259K
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
150+ 6.59% |
$78.3K - $83.8K
|
2.43K
$1.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
396New |
$207K - $221K
|
396
$220K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
2.45KNew |
$1.28M - $1.37M
|
2.45K
$1.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
3+ 0.18% |
$1.57K - $1.68K
|
1.69K
$936K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
771New |
$402K - $431K
|
771
$428K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-7.8K- 2.81% |
$4.07M - $4.36M
|
270K
$150M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-18.9K- 38.54% |
$9.85M - $10.5M
|
30.1K
$16.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
65.2KNew |
$34M - $36.4M
|
65.2K
$36.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
75K+ 8.59% |
$39.1M - $41.9M
|
949K
$526M
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-47- 6.75% |
$24.5K - $26.3K
|
649
$360K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
12.1K+ 5.08% |
$6.32M - $6.77M
|
251K
$139M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3.3K+ 8.71% |
$1.72M - $1.84M
|
41.1K
$22.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
375+ 8.74% |
$196K - $210K
|
4.67K
$2.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-13.2K- 3.6% |
$6.87M - $7.36M
|
352K
$195M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
9.7K+ 3.55% |
$5.06M - $5.42M
|
283K
$157M
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-180- 0.2% |
$93.9K - $101K
|
87.9K
$48.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-297K- 36.35% |
$155M - $166M
|
520K
$288M
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
3.47K+ 288.06% |
$1.81M - $1.94M
|
4.68K
$2.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
977+ 1.5% |
$510K - $546K
|
66K
$36.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-53.3K- 2.59% |
$27.8M - $29.8M
|
2.01M
$1.11B
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-24.8K- 3.33% |
$13M - $13.9M
|
722K
$401M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
7+ 1.28% |
$3.65K - $3.91K
|
552
$306K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-810- 4.73% |
$423K - $453K
|
16.3K
$9.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-671- 4.33% |
$350K - $375K
|
14.8K
$8.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-78- 7.98% |
$40.7K - $43.6K
|
900
$499K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.02K+ 1.39% |
$1.58M - $1.69M
|
220K
$122M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.07K- 2.52% |
$3.17M - $3.39M
|
234K
$130M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
19+ 0.58% |
$9.91K - $10.6K
|
3.32K
$1.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
455+ 1750.0% |
$237K - $254K
|
481
$267K
|
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
SELL
|
- |
-3.47K- 13.47% |
$1.81M - $1.94M
|
22.3K
$12.3M
|