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 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
767+ 4.9% |
$400K - $429K
|
16.4K
$9.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1+ 0.24% |
$522 - $559
|
415
$231K
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
464New |
$242K - $259K
|
464
$258K
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-306- 5.14% |
$160K - $171K
|
5.65K
$3.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
251+ 46.92% |
$131K - $140K
|
786
$438K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-56- 0.31% |
$29.2K - $31.3K
|
18.1K
$10.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
57+ 0.38% |
$29.7K - $31.9K
|
15.2K
$8.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
393New |
$205K - $220K
|
393
$219K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
144+ 4.58% |
$75.1K - $80.5K
|
3.29K
$1.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.4K- 3.45% |
$733K - $785K
|
39.3K
$21.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1+ 0.01% |
$522 - $559
|
16.7K
$9.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
31+ 7.43% |
$16.2K - $17.3K
|
448
$249K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-665- 2.04% |
$347K - $372K
|
32K
$17.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
5+ 0.54% |
$2.61K - $2.79K
|
932
$519K
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-9- 1.36% |
$4.7K - $5.03K
|
654
$364K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
557+ 7.67% |
$291K - $311K
|
7.82K
$4.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
112+ 8.92% |
$58.4K - $62.6K
|
1.37K
$761K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.85K- 2.65% |
$966K - $1.03M
|
67.9K
$37.8M
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
906New |
$473K - $506K
|
906
$504K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
8+ 0.21% |
$4.17K - $4.47K
|
3.78K
$2.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.33K- 3.91% |
$695K - $744K
|
32.8K
$18.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.16K+ 8.72% |
$607K - $650K
|
14.5K
$8.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
2.92K+ 8.16% |
$1.52M - $1.63M
|
38.7K
$21.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
189+ 4.5% |
$98.6K - $106K
|
4.39K
$2.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-140- 0.17% |
$73.1K - $78.2K
|
82.6K
$46M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-275- 5.18% |
$144K - $154K
|
5.03K
$2.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
12+ 1.34% |
$6.26K - $6.71K
|
907
$505K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.83KNew |
$957K - $1.02M
|
1.83K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
2.67K+ 7.58% |
$1.39M - $1.49M
|
38K
$21.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
32+ 1.19% |
$16.7K - $17.9K
|
2.72K
$1.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
893New |
$466K - $499K
|
893
$497K
|
|
|
Jan 17, 2025
Q4 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-3.07K- 3.71% |
$1.6M - $1.71M
|
79.5K
$44.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.47K+ 7.54% |
$2.33M - $2.5M
|
63.7K
$35.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
11K+ 10.42% |
$5.76M - $6.17M
|
117K
$65.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
194+ 0.81% |
$101K - $108K
|
24.2K
$13.5M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
549New |
$286K - $307K
|
549
$306K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-44.3K- 7.45% |
$23.1M - $24.8M
|
551K
$306M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-789- 1.97% |
$412K - $441K
|
39.3K
$21.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
45K+ 25.98% |
$23.5M - $25.1M
|
218K
$121M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
2.71K+ 87.31% |
$1.42M - $1.52M
|
5.82K
$3.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
192+ 0.77% |
$100K - $107K
|
25.1K
$14M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-3- 1.73% |
$1.57K - $1.68K
|
170
$94.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
137+ 3.05% |
$71.5K - $76.6K
|
4.63K
$2.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-141- 0.19% |
$73.6K - $78.8K
|
75.3K
$41.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
622+ 14.52% |
$325K - $348K
|
4.91K
$2.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-7.36K- 2.45% |
$3.84M - $4.11M
|
293K
$163M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.56K+ 9.48% |
$813K - $871K
|
18K
$10M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 116.98% |
$626K - $670K
|
2.22K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.83K+ 53.16% |
$2.52M - $2.7M
|
13.9K
$7.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
8.5K+ 6.87% |
$4.43M - $4.75M
|
132K
$73.5M
|