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 27, 2025
Q4 2024
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
903New |
$471K - $505K
|
903
$503K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
409+ 43.93% |
$213K - $229K
|
1.34K
$746K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
1.44K+ 14.91% |
$754K - $807K
|
11.1K
$6.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
347+ 23.15% |
$181K - $194K
|
1.85K
$1.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
149+ 19.45% |
$77.8K - $83.3K
|
915
$509K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
528+ 5.57% |
$276K - $295K
|
10K
$5.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
12+ 0.29% |
$6.26K - $6.71K
|
4.12K
$2.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.2K+ 18.17% |
$1.15M - $1.23M
|
14.3K
$7.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
3.18K+ 2.92% |
$1.66M - $1.78M
|
112K
$62.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-158- 4.56% |
$82.5K - $88.3K
|
3.31K
$1.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
5.14KNew |
$2.68M - $2.87M
|
5.14K
$2.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
336+ 0.82% |
$175K - $188K
|
41.2K
$22.9M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
1.15K+ 21.08% |
$601K - $644K
|
6.62K
$3.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-7.58K- 93.7% |
$3.96M - $4.24M
|
510
$284K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-42- 37.84% |
$21.9K - $23.5K
|
69
$38.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
39.3K+ 16.96% |
$20.5M - $21.9M
|
271K
$151M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-93- 14.98% |
$48.5K - $52K
|
528
$294K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-3.85K- 40.96% |
$2.01M - $2.15M
|
5.55K
$3.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
14+ 0.27% |
$7.31K - $7.82K
|
5.27K
$2.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-335- 45.58% |
$175K - $187K
|
400
$223K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
46+ 1.48% |
$24K - $25.7K
|
3.16K
$1.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.21K- 6.43% |
$1.15M - $1.23M
|
32.1K
$17.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
595New |
$310K - $332K
|
595
$331K
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-2.41K- 19.86% |
$1.26M - $1.34M
|
9.71K
$5.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-356- 2.83% |
$186K - $199K
|
12.2K
$6.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
2.02K+ 1.17% |
$1.05M - $1.13M
|
174K
$97.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-67- 3.58% |
$35K - $37.4K
|
1.81K
$1M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
3.42K+ 3.07% |
$1.78M - $1.91M
|
115K
$63.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.72K+ 463.82% |
$1.42M - $1.52M
|
3.3K
$1.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
2.27K+ 18.64% |
$1.19M - $1.27M
|
14.5K
$8.05M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
183+ 20.04% |
$95.5K - $102K
|
1.1K
$610K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.08K+ 109.56% |
$2.65M - $2.84M
|
9.72K
$5.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-352- 4.56% |
$184K - $197K
|
7.36K
$4.1M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.65K+ 5.94% |
$859K - $920K
|
29.4K
$16.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
104+ 0.15% |
$54.3K - $58.1K
|
71.4K
$39.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-13- 4.69% |
$6.78K - $7.26K
|
264
$147K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-93- 7.35% |
$48.5K - $52K
|
1.17K
$652K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.14K- 1.49% |
$595K - $637K
|
75.2K
$41.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
6+ 3.97% |
$3.13K - $3.35K
|
157
$87.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
435+ 6.17% |
$227K - $243K
|
7.48K
$4.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
54+ 1.19% |
$28.2K - $30.2K
|
4.61K
$2.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2+ 0.36% |
$1.04K - $1.12K
|
560
$312K
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
2.55KNew |
$1.33M - $1.42M
|
2.55K
$1.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
185+ 2.33% |
$96.5K - $103K
|
8.14K
$4.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
531+ 65.64% |
$277K - $297K
|
1.34K
$746K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
49+ 1.91% |
$25.6K - $27.4K
|
2.61K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$522 - $559
|
3.6K
$2M
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
9.22K+ 8.75% |
$4.81M - $5.15M
|
114K
$63.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
917+ 5.97% |
$479K - $512K
|
16.3K
$9.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
8+ 0.05% |
$4.17K - $4.47K
|
15K
$8.37M
|