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 |
---|---|---|---|---|---|---|---|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-70- 0.18% |
$35.5K - $39.5K
|
38.9K
$19.9M
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
BUY
|
- |
702+ 1.48% |
$356K - $396K
|
48.1K
$24.6M
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
903+ 2.07% |
$458K - $509K
|
44.4K
$22.7M
|
|
Apr 10, 2025
Q1 2025
|
Orser Capital Management, LLC
|
SELL
|
- |
-928- 4.18% |
$471K - $523K
|
21.3K
$10.9M
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
4.26K+ 4.83% |
$2.16M - $2.4M
|
92.5K
$47.3M
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
76+ 5.26% |
$38.5K - $42.8K
|
1.52K
$777K
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-194- 3.68% |
$98.4K - $109K
|
5.07K
$2.59M
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
441New |
$224K - $249K
|
441
$225K
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
141+ 20.77% |
$71.5K - $79.5K
|
820
$419K
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
17.3K+ 188.26% |
$8.77M - $9.75M
|
26.5K
$13.5M
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-23- 0.03% |
$11.7K - $13K
|
90.4K
$46.2M
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.85% |
$9.13K - $10.1K
|
2.12K
$1.09M
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.13% |
$507 - $564
|
753
$385K
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
122+ 2.53% |
$61.9K - $68.8K
|
4.95K
$2.53M
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
4.03K+ 80.66% |
$2.05M - $2.27M
|
9.04K
$4.62M
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1- 0.06% |
$507 - $564
|
1.71K
$872K
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-44- 0.13% |
$22.3K - $24.8K
|
33.1K
$16.9M
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.41K+ 4.24% |
$1.22M - $1.36M
|
59.2K
$30.2M
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
412New |
$209K - $232K
|
412
$211K
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
52+ 8.15% |
$26.4K - $29.3K
|
690
$353K
|
|
Apr 10, 2025
Q1 2025
|
Platt Investment Counsel, LLC
|
BUY
|
- |
441New |
$224K - $249K
|
441
$225K
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
SELL
|
- |
-23- 7.37% |
$11.7K - $13K
|
289
$148K
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-602- 2.3% |
$305K - $339K
|
25.6K
$13.1M
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-90- 14.52% |
$45.6K - $50.7K
|
530
$271K
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-778- 1.87% |
$394K - $439K
|
40.8K
$20.9M
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-72- 8.42% |
$36.5K - $40.6K
|
783
$400K
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
753New |
$382K - $424K
|
753
$385K
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
120+ 2.82% |
$60.8K - $67.6K
|
4.37K
$2.23M
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
685+ 6.25% |
$347K - $386K
|
11.6K
$5.95M
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
545+ 27.41% |
$276K - $307K
|
2.53K
$1.29M
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-517- 13.63% |
$262K - $291K
|
3.28K
$1.67M
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
211+ 0.6% |
$107K - $119K
|
35.3K
$18M
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.19K+ 2.36% |
$605K - $672K
|
51.8K
$26.5M
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-238- 30.28% |
$121K - $134K
|
548
$280K
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
464+ 19.89% |
$235K - $262K
|
2.8K
$1.43M
|
|
Apr 10, 2025
Q1 2025
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-2.08K- 3.19% |
$1.05M - $1.17M
|
63.2K
$32.3M
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
6.24K+ 4.48% |
$3.16M - $3.52M
|
146K
$74.4M
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-89.8K- 71.16% |
$45.5M - $50.6M
|
36.4K
$18.6M
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
SELL
|
- |
-164- 0.38% |
$83.2K - $92.4K
|
43.2K
$22.1M
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
114+ 1.74% |
$57.8K - $64.3K
|
6.66K
$3.41M
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
SELL
|
- |
-56- 5.39% |
$28.4K - $31.6K
|
983
$502K
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-759- 3.5% |
$385K - $428K
|
20.9K
$10.7M
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
BUY
|
- |
6+ 0.9% |
$3.04K - $3.38K
|
675
$345K
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.18K- 8.19% |
$596K - $663K
|
13.2K
$6.74M
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
773+ 1.98% |
$392K - $436K
|
39.8K
$20.4M
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.21K- 6.98% |
$614K - $683K
|
16.1K
$8.24M
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-696- 46.12% |
$353K - $392K
|
813
$416K
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1.01K- 10.44% |
$514K - $571K
|
8.69K
$4.44M
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-62- 1.09% |
$31.4K - $34.9K
|
5.62K
$2.87M
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-127- 4.08% |
$64.4K - $71.6K
|
2.99K
$1.53M
|