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 13, 2025
Q4 2024
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-110- 0.49% |
$57.4K - $61.5K
|
22.3K
$12.2M
|
|
Feb 13, 2025
Q4 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
21+ 0.44% |
$11K - $11.7K
|
4.76K
$2.6M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.94K+ 12.04% |
$2.06M - $2.2M
|
36.7K
$20M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.4K- 3.56% |
$6.99M - $7.49M
|
363K
$198M
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
75+ 0.06% |
$39.1K - $41.9K
|
123K
$67.2M
|
|
Feb 13, 2025
Q4 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
547+ 41.72% |
$285K - $306K
|
1.86K
$1.02M
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
77+ 27.21% |
$40.2K - $43K
|
360
$197K
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
189+ 4.44% |
$98.6K - $106K
|
4.45K
$2.43M
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
3.33K+ 3.26% |
$1.74M - $1.86M
|
105K
$57.6M
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
722New |
$377K - $403K
|
722
$394K
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-36.6K- 6.99% |
$19.1M - $20.4M
|
487K
$266M
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1- 0.11% |
$522 - $559
|
897
$490K
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
59+ 1.16% |
$30.8K - $33K
|
5.14K
$2.81M
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-10- 0.19% |
$5.22K - $5.59K
|
5.23K
$2.86M
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-241- 1.72% |
$126K - $135K
|
13.8K
$7.54M
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
508+ 9.19% |
$265K - $284K
|
6.04K
$3.3M
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-437- 22.74% |
$228K - $244K
|
1.49K
$811K
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
5.33K+ 5.83% |
$2.78M - $2.98M
|
96.8K
$52.9M
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
780New |
$407K - $436K
|
780
$426K
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-4.02K- 71.4% |
$2.1M - $2.25M
|
1.61K
$881K
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.67K+ 10.49% |
$873K - $935K
|
17.6K
$9.63M
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
152+ 2.94% |
$79.3K - $84.9K
|
5.32K
$2.9M
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-243- 1.01% |
$127K - $136K
|
23.9K
$13M
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
52+ 0.57% |
$27.1K - $29.1K
|
9.25K
$5.05M
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
58K+ 184.24% |
$30.3M - $32.4M
|
89.5K
$48.9M
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
36+ 0.99% |
$18.8K - $20.1K
|
3.67K
$2M
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-60- 2.76% |
$31.3K - $33.5K
|
2.12K
$1.16M
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
129+ 8.39% |
$67.3K - $72.1K
|
1.67K
$910K
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-595- 3.95% |
$310K - $332K
|
14.5K
$7.9M
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-2.65K- 12.72% |
$1.38M - $1.48M
|
18.2K
$9.92M
|
|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
26+ 2.01% |
$13.6K - $14.5K
|
1.32K
$722K
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-7.82K- 1.04% |
$4.08M - $4.37M
|
742K
$405M
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.56K+ 22.86% |
$814K - $871K
|
8.38K
$4.58M
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.35K+ 22.56% |
$1.23M - $1.32M
|
12.8K
$6.99M
|
|
Feb 13, 2025
Q4 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
995+ 4.15% |
$519K - $556K
|
24.9K
$13.6M
|
|
Feb 13, 2025
Q4 2024
|
Kensington Asset Management, LLC
Austin, TX |
SELL
|
- |
-211K- 21.81% |
$110M - $118M
|
758K
$414M
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
9.55K+ 15.77% |
$4.99M - $5.34M
|
70.1K
$38.3M
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
287+ 0.57% |
$150K - $160K
|
50.8K
$27.7M
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
12+ 0.85% |
$6.26K - $6.71K
|
1.43K
$781K
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
13.4KNew |
$7M - $7.5M
|
13.4K
$7.33M
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
8.77KNew |
$4.57M - $4.9M
|
8.77K
$4.79M
|
|
Feb 13, 2025
Q4 2024
|
Mcia Inc
|
BUY
|
- |
65.9K+ 223.09% |
$34.4M - $36.8M
|
95.5K
$52.2M
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.22K- 4.22% |
$636K - $681K
|
27.6K
$15.1M
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
20+ 1.33% |
$10.4K - $11.2K
|
1.52K
$832K
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-266- 7.53% |
$139K - $149K
|
3.27K
$1.78M
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
123+ 29.01% |
$64.2K - $68.7K
|
547
$299K
|
|
Feb 13, 2025
Q4 2024
|
Fortune 45 LLC
|
BUY
|
- |
4.93K+ 4.36% |
$2.57M - $2.75M
|
118K
$64.5M
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.57K+ 47.65% |
$819K - $877K
|
4.86K
$2.66M
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
535+ 28.75% |
$279K - $299K
|
2.4K
$1.31M
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-26- 0.3% |
$13.6K - $14.5K
|
8.52K
$4.65M
|