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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
14+ 0.69% |
$7.1K - $7.89K
|
2.03K
$1.17M
|
|
May 15, 2025
Q1 2025
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
100+ 14.75% |
$50.7K - $56.4K
|
778
$448K
|
|
May 15, 2025
Q1 2025
|
Scientech Research LLC
Jersey City, NJ |
SELL
|
- |
-569- 51.54% |
$289K - $321K
|
535
$308K
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
678+ 698.97% |
$344K - $382K
|
775
$446K
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
15.4K+ 5.99% |
$7.83M - $8.7M
|
273K
$157M
|
|
May 15, 2025
Q1 2025
|
Common Fund For Nonprofit Organizations
Wilton, CT |
SELL
|
- |
-2.3K- 1.75% |
$1.17M - $1.3M
|
129K
$74.2M
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
70+ 333.33% |
$35.5K - $39.5K
|
91
$52.3K
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
2.87K+ 7.8% |
$1.46M - $1.62M
|
39.7K
$22.8M
|
|
May 15, 2025
Q1 2025
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
915KNew |
$464M - $516M
|
915K
$526M
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
125+ 1.41% |
$63.4K - $70.5K
|
8.99K
$5.17M
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-508- 31.09% |
$258K - $286K
|
1.13K
$648K
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.41K+ 207.35% |
$715K - $795K
|
2.09K
$1.2M
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-31- 0.74% |
$15.7K - $17.5K
|
4.14K
$2.38M
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-35.8K- 51.22% |
$18.2M - $20.2M
|
34.1K
$19.6M
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
177K+ 375.56% |
$89.5M - $99.5M
|
224K
$129M
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
99.2K+ 48.77% |
$50.3M - $55.9M
|
303K
$174M
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
34+ 3.65% |
$17.2K - $19.2K
|
966
$556K
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
170+ 1.24% |
$86.2K - $95.8K
|
13.9K
$7.98M
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-933- 7.01% |
$473K - $526K
|
12.4K
$7.12M
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
1.67KNew |
$847K - $941K
|
1.67K
$961K
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
43+ 10.07% |
$21.8K - $24.2K
|
470
$270K
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-212K- 12.17% |
$108M - $120M
|
1.53M
$881M
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-719K- 97.67% |
$365M - $405M
|
17.1K
$9.86M
|
|
May 14, 2025
Q1 2025
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
15.8K+ 36.13% |
$8.02M - $8.91M
|
59.6K
$34.3M
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
400KNew |
$203M - $225M
|
400K
$230M
|
|
May 14, 2025
Q1 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.23K+ 7.07% |
$625K - $694K
|
18.7K
$10.7M
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-14- 1.79% |
$7.1K - $7.89K
|
766
$441K
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
7.05K+ 4.97% |
$3.57M - $3.97M
|
149K
$85.6M
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1+ 0.07% |
$507 - $564
|
1.39K
$800K
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.94K- 28.88% |
$986K - $1.1M
|
4.79K
$2.75M
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
803+ 13.3% |
$407K - $453K
|
6.84K
$3.93M
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6.7K- 12.07% |
$3.4M - $3.77M
|
48.8K
$28.1M
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
563New |
$285K - $317K
|
563
$324K
|
|
May 14, 2025
Q1 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
349+ 1.29% |
$177K - $197K
|
27.5K
$15.8M
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-20- 0.51% |
$10.1K - $11.3K
|
3.9K
$2.24M
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
396New |
$201K - $223K
|
396
$228K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
298K+ 55.73% |
$151M - $168M
|
832K
$479M
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
305+ 1.55% |
$155K - $172K
|
20K
$11.5M
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.44K+ 5.58% |
$731K - $813K
|
27.3K
$15.7M
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
635+ 2.86% |
$322K - $358K
|
22.8K
$13.1M
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
41+ 83.67% |
$20.8K - $23.1K
|
90
$51.8K
|
|
May 14, 2025
Q1 2025
|
Annie E. Casey Foundation, Inc.
Baltimore, MD |
BUY
|
- |
11.5KNew |
$5.84M - $6.49M
|
11.5K
$6.62M
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
20+ 10.26% |
$10.1K - $11.3K
|
215
$124K
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
52+ 12.35% |
$26.4K - $29.3K
|
473
$272K
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
2.58K+ 157.19% |
$1.31M - $1.45M
|
4.22K
$2.43M
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
6+ 0.56% |
$3.04K - $3.38K
|
1.07K
$617K
|
|
May 14, 2025
Q1 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
331+ 17.81% |
$168K - $187K
|
2.19K
$1.26M
|
|
May 14, 2025
Q1 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
447New |
$227K - $252K
|
447
$257K
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.01K+ 148.05% |
$1.02M - $1.13M
|
3.37K
$1.94M
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.94K+ 7.3% |
$984K - $1.09M
|
28.5K
$16.4M
|