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 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
256+ 19.29% |
$134K - $143K
|
1.58K
$915K
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-12- 2.09% |
$6.26K - $6.71K
|
562
$325K
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-91.9K- 99.23% |
$48M - $51.4M
|
714
$413K
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
91+ 20.97% |
$47.5K - $50.9K
|
525
$303K
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
719+ 1.67% |
$375K - $402K
|
43.7K
$25.3M
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.16KNew |
$607K - $650K
|
1.16K
$672K
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-22- 0.66% |
$11.5K - $12.3K
|
3.32K
$1.92M
|
|
Feb 10, 2025
Q4 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
1.94KNew |
$1.01M - $1.09M
|
1.94K
$1.12M
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-159- 2.53% |
$83K - $88.9K
|
6.14K
$3.55M
|
|
Feb 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
100+ 13.25% |
$52.2K - $55.9K
|
855
$494K
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-2.15K- 16.65% |
$1.12M - $1.2M
|
10.8K
$6.22M
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-225- 15.81% |
$117K - $126K
|
1.2K
$692K
|
|
Feb 07, 2025
Q4 2024
|
Zeit Capital LLC
|
BUY
|
- |
22+ 27.5% |
$11.5K - $12.3K
|
102
$59K
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
401New |
$209K - $224K
|
401
$232K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
93.2KNew |
$48.6M - $52.1M
|
93.2K
$53.9M
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
386+ 38.99% |
$201K - $216K
|
1.38K
$795K
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
140+ 2800.0% |
$73.1K - $78.2K
|
145
$83.8K
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-17- 3.56% |
$8.87K - $9.5K
|
460
$266K
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
2.91KNew |
$1.52M - $1.62M
|
2.91K
$1.68M
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
1+ 0.06% |
$522 - $559
|
1.55K
$894K
|
|
Feb 06, 2025
Q4 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
6.46KNew |
$3.37M - $3.61M
|
6.46K
$3.74M
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
18+ 2.67% |
$9.39K - $10.1K
|
693
$401K
|
|
Feb 06, 2025
Q4 2024
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
430New |
$224K - $240K
|
430
$249K
|
|
Feb 06, 2025
Q4 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
433New |
$226K - $242K
|
433
$250K
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-312- 42.51% |
$163K - $174K
|
422
$244K
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
3.63KNew |
$1.89M - $2.03M
|
3.63K
$2.1M
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
341New |
$178K - $191K
|
341
$197K
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
2.35KNew |
$1.22M - $1.31M
|
2.35K
$1.36M
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
10.6KNew |
$5.52M - $5.92M
|
10.6K
$6.12M
|
|
Feb 06, 2025
Q4 2024
|
Seizert Capital Partners, LLC
|
BUY
|
- |
600New |
$313K - $335K
|
600
$347K
|
|
Feb 06, 2025
Q4 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
SELL
|
- |
-36- 8.09% |
$18.8K - $20.1K
|
409
$236K
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
141New |
$73.6K - $78.8K
|
141
$81.5K
|
|
Feb 06, 2025
Q4 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
19+ 380.0% |
$9.91K - $10.6K
|
24
$13.9K
|
|
Feb 05, 2025
Q4 2024
|
University Of Chicago
Chicago, IL |
SELL
|
- |
-7.52K- 10.99% |
$3.93M - $4.2M
|
60.9K
$35.2M
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-221- 35.76% |
$115K - $123K
|
397
$229K
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
1.02KNew |
$530K - $567K
|
1.02K
$587K
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
63.6KNew |
$33.2M - $35.5M
|
63.6K
$36.8M
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
35+ 5.02% |
$18.3K - $19.6K
|
732
$423K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-25- 20.16% |
$13K - $14K
|
99
$57.2K
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
276New |
$144K - $154K
|
276
$160K
|
|
Feb 05, 2025
Q4 2024
|
Poplar Forest Capital LLC
|
BUY
|
- |
546New |
$285K - $305K
|
546
$316K
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
SELL
|
- |
-445- 13.97% |
$232K - $249K
|
2.74K
$1.58M
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
230+ 15.83% |
$120K - $129K
|
1.68K
$973K
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-4- 1.01% |
$2.09K - $2.24K
|
394
$228K
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.66KNew |
$868K - $930K
|
1.66K
$962K
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-368- 22.6% |
$192K - $206K
|
1.26K
$728K
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
2.4K+ 0.82% |
$1.25M - $1.34M
|
295K
$170M
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
468+ 3.22% |
$244K - $262K
|
15K
$8.67M
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
56+ 2.3% |
$29.2K - $31.3K
|
2.5K
$1.44M
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
37+ 5.49% |
$19.3K - $20.7K
|
711
$411K
|