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 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
4.45K+ 17.17% |
$2.32M - $2.49M
|
30.4K
$16.8M
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
10.2K+ 6.75% |
$5.32M - $5.69M
|
161K
$88.9M
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-2- 0.28% |
$1.04K - $1.12K
|
708
$391K
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
145+ 16.96% |
$75.7K - $81K
|
1K
$552K
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
SELL
|
- |
-414- 0.95% |
$216K - $231K
|
43.3K
$23.9M
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-765- 6.89% |
$399K - $427K
|
10.3K
$5.71M
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-7.9M- 99.79% |
$4.12B - $4.41B
|
16.4K
$9.06M
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-597- 3.74% |
$312K - $334K
|
15.4K
$8.49M
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
16.8K+ 44.67% |
$8.75M - $9.37M
|
54.3K
$30M
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
1.06K+ 11.72% |
$552K - $591K
|
10.1K
$5.56M
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-488- 10.25% |
$255K - $273K
|
4.27K
$2.36M
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
509+ 50.9% |
$266K - $284K
|
1.51K
$833K
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
794+ 4.1% |
$414K - $444K
|
20.2K
$11.1M
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-59- 0.12% |
$30.8K - $33K
|
47.8K
$26.4M
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-306- 0.68% |
$160K - $171K
|
44.8K
$24.8M
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-1.42K- 0.84% |
$743K - $796K
|
169K
$93.2M
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-168- 18.65% |
$87.7K - $93.9K
|
733
$405K
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
205+ 7.91% |
$107K - $115K
|
2.8K
$1.55M
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.21K+ 4.96% |
$629K - $673K
|
25.5K
$14.1M
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
320+ 3.19% |
$167K - $179K
|
10.4K
$5.72M
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-2.18K- 5.28% |
$1.14M - $1.22M
|
39.2K
$21.6M
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
3.89K+ 0.48% |
$2.03M - $2.17M
|
813K
$449M
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
10+ 0.66% |
$5.22K - $5.59K
|
1.53K
$847K
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
BUY
|
- |
30+ 0.38% |
$15.7K - $16.8K
|
7.92K
$4.37M
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
2.62K+ 85.1% |
$1.36M - $1.46M
|
5.69K
$3.14M
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
45+ 0.12% |
$23.5K - $25.1K
|
37.9K
$20.9M
|
|
Jan 07, 2025
Q4 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
747New |
$390K - $417K
|
747
$412K
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
3New |
$1.57K - $1.68K
|
3
$1.66K
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
4.38KNew |
$2.29M - $2.45M
|
4.38K
$2.42M
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
830+ 18.52% |
$433K - $464K
|
5.31K
$2.93M
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-150- 3.77% |
$78.3K - $83.8K
|
3.83K
$2.12M
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
123+ 0.95% |
$64.2K - $68.7K
|
13.1K
$7.25M
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
6+ 2.64% |
$3.13K - $3.35K
|
233
$129K
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
5.17KNew |
$2.7M - $2.89M
|
5.17K
$2.85M
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
2.04K+ 6.25% |
$1.06M - $1.14M
|
34.6K
$19.1M
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
200+ 190.48% |
$104K - $112K
|
305
$168K
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1- 4.35% |
$522 - $559
|
22
$12.1K
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.29K- 53.74% |
$674K - $722K
|
1.11K
$614K
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
9+ 0.54% |
$4.7K - $5.03K
|
1.68K
$928K
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-14- 0.32% |
$7.31K - $7.82K
|
4.4K
$2.43M
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-137- 16.79% |
$71.5K - $76.6K
|
679
$375K
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-882- 9.31% |
$460K - $493K
|
8.59K
$4.75M
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
4.37K+ 38.93% |
$2.28M - $2.44M
|
15.6K
$8.61M
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-160- 4.44% |
$83.5K - $89.4K
|
3.45K
$1.9M
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
610+ 5.78% |
$318K - $341K
|
11.2K
$6.16M
|
|
Jan 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-663- 54.52% |
$346K - $370K
|
553
$305K
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
468New |
$244K - $262K
|
468
$258K
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3.14K+ 1.42% |
$1.64M - $1.75M
|
225K
$124M
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
257+ 0.5% |
$134K - $144K
|
52K
$28.7M
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
4+ 0.15% |
$2.09K - $2.24K
|
2.73K
$1.51M
|