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 |
---|---|---|---|---|---|---|---|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
1.04K+ 0.71% |
$474K - $589K
|
146K
$84.3M
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
6+ 0.77% |
$2.74K - $3.41K
|
789
$454K
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
28+ 6.53% |
$12.8K - $15.9K
|
457
$263K
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-1- 1.64% |
$457 - $568
|
60
$34.5K
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.58K+ 159.21% |
$1.18M - $1.46M
|
4.19K
$2.41M
|
|
Jul 08, 2025
Q2 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
1.31K+ 222.7% |
$596K - $741K
|
1.89K
$1.09M
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.38K- 4.64% |
$631K - $785K
|
28.4K
$16.3M
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 9.52% |
$1.83K - $2.27K
|
46
$26.5K
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-113- 4.32% |
$51.6K - $64.2K
|
2.5K
$1.44M
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
555+ 3.28% |
$253K - $315K
|
17.5K
$10.1M
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
5+ 0.19% |
$2.28K - $2.84K
|
2.68K
$1.54M
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-6.14K- 40.07% |
$2.8M - $3.49M
|
9.18K
$5.28M
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
874+ 21.48% |
$399K - $496K
|
4.94K
$2.84M
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
196+ 2.86% |
$89.5K - $111K
|
7.05K
$4.06M
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
8+ 0.33% |
$3.65K - $4.54K
|
2.41K
$1.39M
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-140- 21.31% |
$63.9K - $79.5K
|
517
$297K
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-55- 2.47% |
$25.1K - $31.2K
|
2.17K
$1.25M
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-36- 0.98% |
$16.4K - $20.4K
|
3.63K
$2.09M
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-26- 1.23% |
$11.9K - $14.8K
|
2.09K
$1.2M
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-734- 1.05% |
$335K - $417K
|
68.8K
$39.6M
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
76+ 11.08% |
$34.7K - $43.2K
|
762
$438K
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
144+ 113.39% |
$65.8K - $81.8K
|
271
$156K
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
109+ 3.07% |
$49.8K - $61.9K
|
3.66K
$2.11M
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.06K- 25.47% |
$940K - $1.17M
|
6.02K
$3.46M
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-89- 0.89% |
$40.6K - $50.6K
|
9.96K
$5.73M
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
139+ 3.66% |
$63.5K - $79K
|
3.94K
$2.26M
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-2- 0.32% |
$913 - $1.14K
|
630
$362K
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
83+ 3.02% |
$37.9K - $47.1K
|
2.83K
$1.63M
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.14K+ 3.22% |
$519K - $646K
|
36.4K
$20.9M
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.52K- 5.99% |
$694K - $863K
|
23.9K
$13.7M
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-61- 0.5% |
$27.9K - $34.6K
|
12.1K
$6.95M
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.21K- 19.24% |
$1.01M - $1.25M
|
9.27K
$5.33M
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
2+ 0.35% |
$913 - $1.14K
|
567
$326K
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
1.82K+ 11.28% |
$833K - $1.04M
|
18K
$10.3M
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4.25K+ 75.65% |
$1.94M - $2.42M
|
9.88K
$5.68M
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
11+ 0.27% |
$5.02K - $6.25K
|
4.03K
$2.32M
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4.2K+ 1.78% |
$1.92M - $2.38M
|
239K
$138M
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-3- 0.04% |
$1.37K - $1.7K
|
8.38K
$4.82M
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-63- 5.46% |
$28.8K - $35.8K
|
1.09K
$627K
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-40- 3.58% |
$18.3K - $22.7K
|
1.08K
$620K
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-473- 1.11% |
$216K - $269K
|
42.1K
$24.2M
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
255+ 63.91% |
$116K - $145K
|
654
$376K
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-71- 2.48% |
$32.4K - $40.3K
|
2.79K
$1.6M
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
231+ 42.08% |
$106K - $131K
|
780
$449K
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
3.27K+ 42.12% |
$1.49M - $1.86M
|
11K
$6.35M
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
383+ 9.57% |
$175K - $218K
|
4.38K
$2.52M
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-106- 3.24% |
$48.4K - $60.2K
|
3.17K
$1.82M
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-156- 28.47% |
$71.3K - $88.6K
|
392
$225K
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-127- 3.26% |
$58K - $72.1K
|
3.77K
$2.17M
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
1.2KNew |
$547K - $680K
|
1.2K
$689K
|