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 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
39.2KNew |
$17.9M - $22.3M
|
39.2K
$22.6M
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
143+ 4.78% |
$65.3K - $81.2K
|
3.13K
$1.8M
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
231+ 11.85% |
$106K - $131K
|
2.18K
$1.25M
|
|
Jul 01, 2025
Q2 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-225- 1.18% |
$103K - $128K
|
18.9K
$10.9M
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
365+ 8.44% |
$167K - $207K
|
4.69K
$2.7M
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-4.72K- 10.11% |
$2.16M - $2.68M
|
42K
$24.1M
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-79- 32.64% |
$36.1K - $44.9K
|
163
$93.8K
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
SELL
|
- |
-28- 0.2% |
$12.8K - $15.9K
|
13.8K
$7.97M
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
235+ 2.27% |
$107K - $133K
|
10.6K
$6.08M
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
984+ 5.02% |
$449K - $559K
|
20.6K
$11.8M
|
|
Q1 2025 | |||||||
Jul 18, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
32+ 4.46% |
$16.2K - $18K
|
750
$431K
|
|
Jul 15, 2025
Q1 2025
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-2.41K- 16.24% |
$1.22M - $1.36M
|
12.4K
$7.14M
|
|
Jul 15, 2025
Q1 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
4.53K+ 15.07% |
$2.29M - $2.55M
|
34.6K
$19.9M
|
|
Jul 08, 2025
Q1 2025
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-263- 37.04% |
$133K - $148K
|
447
$257K
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
313+ 223.57% |
$159K - $176K
|
453
$261K
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
128KNew |
$64.7M - $71.9M
|
128K
$73.4M
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.5K- 1.22% |
$761K - $846K
|
121K
$69.9M
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
3.76K+ 13.58% |
$1.91M - $2.12M
|
31.5K
$18.1M
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
225+ 17.27% |
$114K - $127K
|
1.53K
$879K
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
87+ 4.67% |
$44.1K - $49K
|
1.95K
$1.12M
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-40- 1.71% |
$20.3K - $22.5K
|
2.3K
$1.32M
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
8+ 0.36% |
$4.06K - $4.51K
|
2.22K
$1.28M
|
|
Jun 04, 2025
Q1 2025
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-2- 0.09% |
$1.01K - $1.13K
|
2.22K
$1.28M
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-424- 10.24% |
$215K - $239K
|
3.72K
$2.14M
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.29KNew |
$655K - $728K
|
1.29K
$743K
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
116+ 5.86% |
$58.8K - $65.4K
|
2.1K
$1.21M
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
16+ 0.02% |
$8.11K - $9.02K
|
77.5K
$44.6M
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-745- 13.34% |
$378K - $420K
|
4.84K
$2.78M
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
31New |
$15.7K - $17.5K
|
31
$17.8K
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-64- 3.25% |
$32.5K - $36.1K
|
1.91K
$1.1M
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-55- 1.48% |
$27.9K - $31K
|
3.67K
$2.11M
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
127+ 10.35% |
$64.4K - $71.6K
|
1.35K
$779K
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
125+ 6.06% |
$63.4K - $70.5K
|
2.19K
$1.26M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
79.5K+ 0.75% |
$40.3M - $44.8M
|
10.7M
$6.15B
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-94- 0.91% |
$47.7K - $53K
|
10.2K
$5.89M
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-416- 4.84% |
$211K - $234K
|
8.18K
$4.7M
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-23- 2.44% |
$11.7K - $13K
|
920
$529K
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
10+ 1.23% |
$5.07K - $5.64K
|
822
$473K
|
|
May 23, 2025
Q1 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
12+ 2.58% |
$6.08K - $6.76K
|
478
$275K
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
393New |
$199K - $222K
|
393
$226K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12.8K- 16.72% |
$6.47M - $7.2M
|
63.6K
$36.6M
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-48- 5.34% |
$24.3K - $27.1K
|
851
$490K
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-249- 2.33% |
$126K - $140K
|
10.4K
$6.01M
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
160+ 3.06% |
$81.1K - $90.2K
|
5.4K
$3.1M
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-747- 2.55% |
$379K - $421K
|
28.5K
$16.4M
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
12.7K+ 150.25% |
$6.43M - $7.15M
|
21.1K
$12.2M
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-37- 0.36% |
$18.8K - $20.9K
|
10.3K
$5.91M
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2New |
$1.01K - $1.13K
|
2
$1.15K
|
|
May 20, 2025
Q1 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-1.25K- 35.04% |
$632K - $703K
|
2.31K
$1.33M
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
300K+ 3.68% |
$152M - $169M
|
8.45M
$4.86B
|