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 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
196+ 34.94% |
$102K - $110K
|
757
$421K
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
147+ 15.98% |
$76.7K - $82.1K
|
1.07K
$594K
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-40- 6.33% |
$20.9K - $22.4K
|
592
$330K
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
35+ 0.1% |
$18.3K - $19.6K
|
35.1K
$19.5M
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
131+ 1.9% |
$68.4K - $73.2K
|
7.03K
$3.91M
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.54K+ 14.64% |
$805K - $862K
|
12.1K
$6.72M
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
10+ 0.61% |
$5.22K - $5.59K
|
1.64K
$915K
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
437New |
$228K - $244K
|
437
$243K
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.57K+ 7.09% |
$1.34M - $1.44M
|
38.8K
$21.6M
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
SELL
|
- |
-770- 9.18% |
$402K - $430K
|
7.62K
$4.24M
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
21+ 3.3% |
$11K - $11.7K
|
657
$366K
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
281+ 0.45% |
$147K - $157K
|
62.3K
$34.7M
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-26- 4.46% |
$13.6K - $14.5K
|
557
$310K
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.09K- 49.86% |
$569K - $610K
|
1.1K
$611K
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
938+ 0.63% |
$489K - $524K
|
150K
$83.4M
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-3- 1.42% |
$1.57K - $1.68K
|
209
$116K
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-17- 4.27% |
$8.87K - $9.5K
|
381
$212K
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
4.6K+ 10.02% |
$2.4M - $2.57M
|
50.5K
$28.1M
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-190- 25.13% |
$99.1K - $106K
|
566
$315K
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.2K- 10.22% |
$628K - $672K
|
10.6K
$5.88M
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
449New |
$234K - $251K
|
449
$250K
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
52+ 19.26% |
$27.1K - $29.1K
|
322
$179K
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-70- 5.15% |
$36.5K - $39.1K
|
1.29K
$717K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.37K+ 10.99% |
$3.85M - $4.12M
|
74.5K
$41.4M
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-140- 4.66% |
$73.1K - $78.2K
|
2.87K
$1.59M
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
BUY
|
- |
307+ 0.65% |
$160K - $172K
|
47.6K
$26.5M
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1- 0.03% |
$522 - $559
|
3.37K
$1.88M
|
|
Jan 23, 2025
Q4 2024
|
Kearns & Associates LLC
|
SELL
|
- |
-147- 0.16% |
$76.7K - $82.1K
|
92.5K
$51.5M
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1- 0.08% |
$522 - $559
|
1.32K
$734K
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
495New |
$258K - $277K
|
495
$276K
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
4.09K+ 3.18% |
$2.14M - $2.29M
|
133K
$74M
|
|
Jan 23, 2025
Q4 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-4.12K- 3.32% |
$2.15M - $2.3M
|
120K
$66.8M
|
|
Jan 23, 2025
Q4 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
16K+ 12.43% |
$8.36M - $8.95M
|
145K
$80.6M
|
|
Jan 23, 2025
Q4 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-76- 4.54% |
$39.7K - $42.5K
|
1.6K
$890K
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
11+ 0.98% |
$5.74K - $6.15K
|
1.13K
$628K
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
29+ 2.49% |
$15.1K - $16.2K
|
1.2K
$665K
|
|
Jan 23, 2025
Q4 2024
|
Drystone LLC
|
SELL
|
- |
-15- 2.46% |
$7.83K - $8.38K
|
595
$331K
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.13K+ 22.36% |
$1.11M - $1.19M
|
11.7K
$6.49M
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-128- 3.34% |
$66.8K - $71.5K
|
3.71K
$2.07M
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
53+ 2.72% |
$27.7K - $29.6K
|
2K
$1.11M
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
1.52K+ 56.63% |
$792K - $848K
|
4.2K
$2.34M
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
3.56KNew |
$1.86M - $1.99M
|
3.56K
$1.98M
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
620+ 18.62% |
$324K - $346K
|
3.95K
$2.2M
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-4.97K- 3.24% |
$2.59M - $2.77M
|
148K
$82.5M
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
235New |
$123K - $131K
|
235
$131K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
567+ 14.61% |
$296K - $317K
|
4.45K
$2.48M
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
10K+ 2.01% |
$5.22M - $5.59M
|
507K
$282M
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
1.93K+ 3.29% |
$1.01M - $1.08M
|
60.8K
$33.8M
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-118- 0.7% |
$61.6K - $65.9K
|
16.8K
$9.36M
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
10+ 0.81% |
$5.22K - $5.59K
|
1.25K
$696K
|