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 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1- 1.19% |
$522 - $559
|
83
$45.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.39K+ 16.42% |
$4.38M - $4.69M
|
59.5K
$32.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.09K+ 6.54% |
$571K - $611K
|
17.8K
$9.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
52K+ 189.7% |
$27.1M - $29M
|
79.4K
$43.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
54+ 0.35% |
$28.2K - $30.2K
|
15.6K
$8.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
4+ 6.56% |
$2.09K - $2.24K
|
65
$35.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-130K- 74.8% |
$67.8M - $72.6M
|
43.8K
$23.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
273+ 1.49% |
$142K - $153K
|
18.6K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.34K+ 8.07% |
$700K - $750K
|
18K
$9.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-7.32K- 14.51% |
$3.82M - $4.09M
|
43.1K
$23.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-38- 0.38% |
$19.8K - $21.2K
|
10K
$5.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2- 0.14% |
$1.04K - $1.12K
|
1.45K
$791K
|
|
|
Feb 14, 2025
Q4 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-66- 11.11% |
$34.4K - $36.9K
|
528
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
535+ 4.06% |
$279K - $299K
|
13.7K
$7.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
47.7K+ 69.76% |
$24.9M - $26.6M
|
116K
$63.4M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
18K+ 10.48% |
$9.4M - $10.1M
|
190K
$104M
|
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
26.7KNew |
$13.9M - $14.9M
|
26.7K
$14.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
868New |
$453K - $485K
|
868
$474K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-14.1K- 9.99% |
$7.34M - $7.86M
|
127K
$69.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
505K+ 2.16% |
$263M - $282M
|
23.9M
$13.1B
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
5.58K+ 3.54% |
$2.91M - $3.12M
|
163K
$89.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.14K+ 1.55% |
$1.12M - $1.2M
|
141K
$76.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
SELL
|
- |
-9- 1.35% |
$4.7K - $5.03K
|
660
$361K
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-21- 1.85% |
$11K - $11.7K
|
1.12K
$610K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-2- 0.28% |
$1.04K - $1.12K
|
712
$389K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-18- 0.67% |
$9.39K - $10.1K
|
2.66K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
2+ 0.08% |
$1.04K - $1.12K
|
2.39K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-656- 21.35% |
$342K - $367K
|
2.42K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
42.4K+ 54.65% |
$22.1M - $23.7M
|
120K
$65.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-27K- 6.83% |
$14.1M - $15.1M
|
368K
$201M
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-284- 2.34% |
$148K - $159K
|
11.8K
$6.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
3.97KNew |
$2.07M - $2.22M
|
3.97K
$2.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.47K+ 7.27% |
$767K - $821K
|
21.7K
$11.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
680+ 66.02% |
$355K - $380K
|
1.71K
$934K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
1.96K+ 0.56% |
$1.02M - $1.1M
|
350K
$191M
|
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
SELL
|
- |
-34.6K- 68.4% |
$18M - $19.3M
|
16K
$8.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
4.72K+ 30.47% |
$2.46M - $2.64M
|
20.2K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
40.9K+ 73.35% |
$21.3M - $22.8M
|
96.6K
$52.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
447+ 4.72% |
$233K - $250K
|
9.91K
$5.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
9.77K+ 3.39% |
$5.1M - $5.46M
|
298K
$163M
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
8.8KNew |
$4.59M - $4.92M
|
8.8K
$4.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Fidato Wealth LLC
|
BUY
|
- |
481+ 0.43% |
$251K - $269K
|
112K
$61.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-4.62K- 2.97% |
$2.41M - $2.58M
|
151K
$82.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-6.94K- 33.77% |
$3.62M - $3.88M
|
13.6K
$7.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.21K+ 22.97% |
$1.67M - $1.79M
|
17.2K
$9.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
67+ 6.6% |
$35K - $37.4K
|
1.08K
$591K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
496+ 16.82% |
$259K - $277K
|
3.45K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
845+ 10.08% |
$441K - $472K
|
9.23K
$5.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
429+ 6.26% |
$224K - $240K
|
7.28K
$3.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-21.9K- 26.94% |
$11.4M - $12.2M
|
59.3K
$32.4M
|