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 |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-27- 1.77% |
$14.1K - $15.1K
|
1.5K
$836K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
26.1K+ 17.06% |
$13.6M - $14.6M
|
179K
$99.8M
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
430+ 4.03% |
$224K - $240K
|
11.1K
$6.19M
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-362- 3.31% |
$189K - $202K
|
10.6K
$5.88M
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
2+ 0.51% |
$1.04K - $1.12K
|
398
$222K
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
934New |
$487K - $522K
|
934
$520K
|
|
Jan 30, 2025
Q4 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-52- 0.09% |
$27.1K - $29.1K
|
58.7K
$32.7M
|
|
Jan 30, 2025
Q4 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-968- 21.87% |
$505K - $541K
|
3.46K
$1.93M
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
4+ 0.77% |
$2.09K - $2.24K
|
526
$293K
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
72+ 6.45% |
$37.6K - $40.2K
|
1.19K
$661K
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2.43KNew |
$1.27M - $1.36M
|
2.43K
$1.35M
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-40- 1.76% |
$20.9K - $22.4K
|
2.23K
$1.24M
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
30.3K+ 467.22% |
$15.8M - $16.9M
|
36.8K
$20.5M
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-45- 3.32% |
$23.5K - $25.1K
|
1.31K
$730K
|
|
Jan 29, 2025
Q4 2024
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
684New |
$357K - $382K
|
684
$381K
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-5- 0.04% |
$2.61K - $2.79K
|
11.3K
$6.3M
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
275+ 1.92% |
$144K - $154K
|
14.6K
$8.14M
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
6.87K+ 298.44% |
$3.58M - $3.84M
|
9.17K
$5.1M
|
|
Jan 29, 2025
Q4 2024
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
444KNew |
$232M - $248M
|
444K
$247M
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
242KNew |
$126M - $135M
|
242K
$135M
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-8- 0.12% |
$4.17K - $4.47K
|
6.91K
$3.84M
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2+ 0.52% |
$1.04K - $1.12K
|
390
$217K
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
340+ 6.58% |
$177K - $190K
|
5.51K
$3.07M
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-4.81K- 2.78% |
$2.51M - $2.69M
|
169K
$93.8M
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
1.25K+ 23.32% |
$653K - $700K
|
6.62K
$3.69M
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
6.13K+ 25.4% |
$3.2M - $3.43M
|
30.3K
$16.8M
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
60+ 0.69% |
$31.3K - $33.5K
|
8.79K
$4.89M
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-9- 0.18% |
$4.7K - $5.03K
|
5.08K
$2.83M
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
56.1K+ 157.76% |
$29.3M - $31.3M
|
91.6K
$51M
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-481- 14.15% |
$251K - $269K
|
2.92K
$1.62M
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
10K+ 96.48% |
$5.22M - $5.59M
|
20.4K
$11.3M
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-168- 12.64% |
$87.7K - $93.9K
|
1.16K
$646K
|
|
Jan 29, 2025
Q4 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
102+ 0.54% |
$53.2K - $57K
|
18.9K
$10.5M
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.9K+ 13.07% |
$3.08M - $3.3M
|
51.1K
$28.4M
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
4New |
$2.09K - $2.24K
|
4
$2.23K
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
138+ 7.6% |
$72K - $77.1K
|
1.95K
$1.09M
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
9.79KNew |
$5.11M - $5.47M
|
9.79K
$5.45M
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
4.59KNew |
$2.4M - $2.56M
|
4.59K
$2.56M
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.11K+ 50.52% |
$579K - $620K
|
3.31K
$1.84M
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
4.58KNew |
$2.39M - $2.56M
|
4.58K
$2.55M
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
2.28KNew |
$1.19M - $1.27M
|
2.28K
$1.27M
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
SELL
|
- |
-25- 0.76% |
$13K - $14K
|
3.27K
$1.82M
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-15K- 97.13% |
$7.85M - $8.41M
|
445
$248K
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
28+ 0.61% |
$14.6K - $15.6K
|
4.65K
$2.59M
|
|
Jan 29, 2025
Q4 2024
|
Shaker Investments LLC
|
BUY
|
- |
12+ 0.72% |
$6.26K - $6.71K
|
1.68K
$937K
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-473- 1.72% |
$247K - $264K
|
27K
$15.1M
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.08K- 31.58% |
$564K - $604K
|
2.34K
$1.3M
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
22+ 3.96% |
$11.5K - $12.3K
|
578
$322K
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.32KNew |
$1.73M - $1.86M
|
3.32K
$1.85M
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-282- 3.49% |
$147K - $158K
|
7.79K
$4.34M
|