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 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
20.5K+ 8.11% |
$10.7M - $11.4M
|
273K
$152M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
5.71K+ 10.3% |
$2.98M - $3.19M
|
61.2K
$34M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
430New |
$224K - $240K
|
430
$239K
|
|
|
Jan 16, 2025
Q4 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-306- 29.48% |
$160K - $171K
|
732
$406K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-56- 11.5% |
$29.2K - $31.3K
|
431
$239K
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
251+ 5.66% |
$131K - $140K
|
4.68K
$2.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-1.91K- 14.45% |
$998K - $1.07M
|
11.3K
$6.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-36- 3.12% |
$18.8K - $20.1K
|
1.12K
$620K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.14% |
$1.57K - $1.68K
|
2.11K
$1.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-143- 5.16% |
$74.6K - $79.9K
|
2.63K
$1.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-67- 22.95% |
$35K - $37.4K
|
225
$125K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
740+ 3.93% |
$386K - $414K
|
19.6K
$10.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-9- 0.68% |
$4.7K - $5.03K
|
1.31K
$725K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
195+ 19.5% |
$102K - $109K
|
1.2K
$663K
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
347+ 55.17% |
$181K - $194K
|
976
$541K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.03K+ 8.5% |
$4.19M - $4.49M
|
103K
$56.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-525- 3.05% |
$274K - $293K
|
16.7K
$9.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
50+ 1.49% |
$26.1K - $27.9K
|
3.41K
$1.89M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
2.72K+ 255.26% |
$1.42M - $1.52M
|
3.78K
$2.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-360- 8.67% |
$188K - $201K
|
3.79K
$2.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-316- 3.24% |
$165K - $177K
|
9.45K
$5.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
8+ 1.83% |
$4.17K - $4.47K
|
445
$247K
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-261- 6.17% |
$136K - $146K
|
3.97K
$2.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
705+ 63.74% |
$368K - $394K
|
1.81K
$1M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-47.7K- 47.7% |
$24.9M - $26.7M
|
52.3K
$29M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.25K+ 1.23% |
$650K - $696K
|
103K
$57M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
98New |
$51.1K - $54.8K
|
98
$54.4K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-99- 0.56% |
$51.7K - $55.3K
|
17.7K
$9.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-8.01K- 4.52% |
$4.18M - $4.48M
|
169K
$93.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.61K- 1.05% |
$839K - $899K
|
152K
$84.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
553New |
$289K - $309K
|
553
$307K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
126+ 4.21% |
$65.8K - $70.4K
|
3.12K
$1.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.25KNew |
$652K - $699K
|
1.25K
$694K
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
1.61K+ 3.77% |
$842K - $901K
|
44.4K
$24.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-754- 5.7% |
$393K - $421K
|
12.5K
$6.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
46.4K+ 2034.38% |
$24.2M - $26M
|
48.7K
$27M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
609New |
$318K - $340K
|
609
$338K
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-45- 3.36% |
$23.5K - $25.1K
|
1.3K
$719K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.55K+ 27.14% |
$1.85M - $1.98M
|
16.6K
$9.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
390+ 69.64% |
$204K - $218K
|
950
$527K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
406New |
$212K - $227K
|
406
$225K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
23.6K+ 72.39% |
$12.3M - $13.2M
|
56.1K
$31.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
230+ 30.34% |
$120K - $129K
|
988
$548K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-46- 4.49% |
$24K - $25.7K
|
979
$543K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-23- 3.36% |
$12K - $12.9K
|
662
$367K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
609+ 3.65% |
$318K - $340K
|
17.3K
$9.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-9- 0.05% |
$4.7K - $5.03K
|
17.7K
$9.83M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
4+ 0.57% |
$2.09K - $2.24K
|
701
$389K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-493- 39.5% |
$257K - $275K
|
755
$419K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
6.91K+ 19.04% |
$3.61M - $3.86M
|
43.2K
$24M
|