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 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
35+ 27.56% |
$18.3K - $19.6K
|
162
$90.8K
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.78K+ 43.41% |
$1.97M - $2.11M
|
12.5K
$7M
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-900- 0.95% |
$470K - $503K
|
94.3K
$52.9M
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
20+ 0.16% |
$10.4K - $11.2K
|
12.3K
$6.89M
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
29K+ 2075.14% |
$15.1M - $16.2M
|
30.4K
$17M
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
6.23KNew |
$3.25M - $3.48M
|
6.23K
$3.49M
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.04K+ 0.53% |
$542K - $581K
|
197K
$110M
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-3.03K- 34.99% |
$1.58M - $1.69M
|
5.63K
$3.16M
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
4.42K+ 154.65% |
$2.31M - $2.47M
|
7.28K
$4.08M
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
644+ 20.79% |
$336K - $360K
|
3.74K
$2.1M
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-95- 4.66% |
$49.6K - $53.1K
|
1.94K
$1.09M
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
675+ 8.14% |
$352K - $377K
|
8.97K
$5.03M
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.78K+ 19.52% |
$929K - $995K
|
10.9K
$6.11M
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
30.5K+ 18.38% |
$15.9M - $17.1M
|
197K
$110M
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.33K+ 6.76% |
$695K - $744K
|
21K
$11.8M
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
131+ 4.08% |
$68.4K - $73.2K
|
3.34K
$1.87M
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
590+ 12.7% |
$308K - $330K
|
5.24K
$2.94M
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-19.7K- 25.93% |
$10.3M - $11M
|
56.1K
$31.5M
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-73- 4.99% |
$38.1K - $40.8K
|
1.39K
$779K
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-5.15K- 41.58% |
$2.69M - $2.88M
|
7.24K
$4.06M
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
906New |
$473K - $506K
|
906
$508K
|
|
Feb 06, 2025
Q4 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
19+ 380.0% |
$9.91K - $10.6K
|
24
$13.5K
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
993New |
$518K - $555K
|
993
$557K
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-1.26K- 14.31% |
$658K - $704K
|
7.54K
$4.23M
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.97K+ 59.67% |
$2.6M - $2.78M
|
13.3K
$7.46M
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
413+ 6.63% |
$216K - $231K
|
6.64K
$3.72M
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
878New |
$458K - $491K
|
878
$492K
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
1.17KNew |
$612K - $655K
|
1.17K
$657K
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
175+ 3.4% |
$91.3K - $97.8K
|
5.32K
$2.98M
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
194+ 28.36% |
$101K - $108K
|
878
$492K
|
|
Feb 05, 2025
Q4 2024
|
University Of Chicago
Chicago, IL |
SELL
|
- |
-7.52K- 10.99% |
$3.93M - $4.2M
|
60.9K
$34.1M
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.38K- 3.35% |
$722K - $773K
|
40K
$22.4M
|
|
Feb 05, 2025
Q4 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
4+ 0.02% |
$2.09K - $2.24K
|
25.6K
$14.4M
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-75- 1.86% |
$39.1K - $41.9K
|
3.96K
$2.22M
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.48K+ 7.21% |
$1.82M - $1.95M
|
51.8K
$29M
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
437+ 2.03% |
$228K - $244K
|
22K
$12.3M
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
8+ 0.56% |
$4.17K - $4.47K
|
1.45K
$811K
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-25- 3.17% |
$13K - $14K
|
763
$428K
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.52KNew |
$794K - $851K
|
1.52K
$853K
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-221- 35.76% |
$115K - $123K
|
397
$223K
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
1.02KNew |
$530K - $567K
|
1.02K
$569K
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
508+ 2.48% |
$265K - $284K
|
21K
$11.8M
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
50+ 4.03% |
$26.1K - $27.9K
|
1.29K
$724K
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.86K- 29.36% |
$970K - $1.04M
|
4.47K
$2.51M
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-94- 2.27% |
$49.1K - $52.5K
|
4.06K
$2.27M
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.62K+ 8.42% |
$844K - $904K
|
20.8K
$11.7M
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
154+ 0.98% |
$80.4K - $86.1K
|
15.9K
$8.92M
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-9.16K- 25.99% |
$4.78M - $5.12M
|
26.1K
$14.6M
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
97+ 142.65% |
$50.6K - $54.2K
|
165
$92.5K
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
133+ 1.12% |
$69.4K - $74.3K
|
12K
$6.74M
|