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 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
54+ 6.28% |
$28.2K - $30.2K
|
914
$509K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
565+ 1.07% |
$295K - $316K
|
53.6K
$29.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-3.4K- 33.7% |
$1.77M - $1.9M
|
6.69K
$3.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
117+ 2.3% |
$61.1K - $65.4K
|
5.21K
$2.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
3.48K+ 13.36% |
$1.82M - $1.95M
|
29.5K
$16.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
BUY
|
- |
19K+ 6.65% |
$9.9M - $10.6M
|
304K
$169M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.49K+ 15.07% |
$779K - $834K
|
11.4K
$6.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-31- 0.09% |
$16.2K - $17.3K
|
35.3K
$19.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
6.61K+ 23.13% |
$3.45M - $3.69M
|
35.2K
$19.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
261+ 4.08% |
$136K - $146K
|
6.66K
$3.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.98% |
$12.5K - $13.4K
|
2.49K
$1.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-2.72K- 6.4% |
$1.42M - $1.52M
|
39.8K
$22.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
66+ 5.47% |
$34.4K - $36.9K
|
1.27K
$709K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
1.09K+ 3.41% |
$568K - $609K
|
33K
$18.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
52+ 10.1% |
$27.1K - $29.1K
|
567
$316K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
16+ 0.13% |
$8.35K - $8.94K
|
12.3K
$6.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
9+ 1.19% |
$4.7K - $5.03K
|
766
$426K
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-97- 1.39% |
$50.6K - $54.2K
|
6.87K
$3.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.47K+ 2.79% |
$1.29M - $1.38M
|
91.1K
$50.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.94K+ 4.52% |
$1.01M - $1.08M
|
44.8K
$24.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
159+ 23.84% |
$83K - $88.9K
|
826
$460K
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
699+ 11.29% |
$365K - $391K
|
6.89K
$3.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
117+ 0.17% |
$61.1K - $65.4K
|
68.5K
$38.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
420+ 19.24% |
$219K - $235K
|
2.6K
$1.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-31.5K- 80.1% |
$16.4M - $17.6M
|
7.82K
$4.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
99.5K+ 144.13% |
$51.9M - $55.6M
|
168K
$93.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
7+ 0.41% |
$3.65K - $3.91K
|
1.72K
$960K
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
58.6KNew |
$30.6M - $32.7M
|
58.6K
$32.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
865+ 33.31% |
$451K - $483K
|
3.46K
$1.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
154+ 33.41% |
$80.4K - $86.1K
|
615
$342K
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
28+ 2.65% |
$14.6K - $15.6K
|
1.09K
$605K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
40+ 8.85% |
$20.9K - $22.4K
|
492
$274K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-360- 1.04% |
$188K - $201K
|
34.3K
$19.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
1+ 0.2% |
$522 - $559
|
513
$286K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
36K+ 45.29% |
$18.8M - $20.1M
|
115K
$64.2M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-10- 1.17% |
$5.22K - $5.59K
|
845
$470K
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
17.9KNew |
$9.32M - $9.98M
|
17.9K
$9.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
40+ 3.48% |
$20.9K - $22.4K
|
1.19K
$662K
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
642New |
$335K - $359K
|
642
$357K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
BUY
|
- |
10+ 0.6% |
$5.22K - $5.59K
|
1.67K
$931K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-58- 1.4% |
$30.3K - $32.4K
|
4.08K
$2.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-324- 13.21% |
$169K - $181K
|
2.13K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
815New |
$425K - $455K
|
815
$454K
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
BUY
|
- |
27K+ 35.14% |
$14.1M - $15.1M
|
104K
$57.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
198+ 6.31% |
$103K - $111K
|
3.34K
$1.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-31- 3.95% |
$16.2K - $17.3K
|
754
$420K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-292- 5.85% |
$152K - $163K
|
4.7K
$2.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-376- 22.77% |
$196K - $210K
|
1.28K
$710K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
36.1K+ 48.3% |
$18.9M - $20.2M
|
111K
$61.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
390New |
$204K - $218K
|
390
$217K
|