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 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-960- 3.0% |
$487K - $541K
|
31.1K
$17.9M
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-23- 0.22% |
$11.7K - $13K
|
10.5K
$6.03M
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
10+ 1.2% |
$5.07K - $5.64K
|
843
$485K
|
|
May 14, 2025
Q1 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
286+ 3.07% |
$145K - $161K
|
9.59K
$5.52M
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
734+ 8.79% |
$372K - $414K
|
9.08K
$5.22M
|
|
May 14, 2025
Q1 2025
|
Eisler Capital Management Ltd.
London, X0 |
SELL
|
- |
-25.9K- 96.85% |
$13.1M - $14.6M
|
841
$484K
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-125- 93.98% |
$63.4K - $70.5K
|
8
$4.6K
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6New |
$3.04K - $3.38K
|
6
$3.45K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-55.1KClosed |
$28M - $31.1M
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
20K+ 82.88% |
$10.1M - $11.3M
|
44.2K
$25.4M
|
|
May 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
2+ 0.08% |
$1.01K - $1.13K
|
2.61K
$1.5M
|
|
May 14, 2025
Q1 2025
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
4.72K+ 49.13% |
$2.4M - $2.66M
|
14.3K
$8.25M
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-55- 6.52% |
$27.9K - $31K
|
789
$454K
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
96+ 6.4% |
$48.7K - $54.1K
|
1.6K
$917K
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
- |
-295- 48.05% |
$150K - $166K
|
319
$183K
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
PUT |
-2.7K- 84.38% |
$1.37M - $1.52M
|
500
$288K
|
|
May 14, 2025
Q1 2025
|
Unconventional Investor, LLC
|
BUY
|
- |
2.59K+ 5.92% |
$1.31M - $1.46M
|
46.2K
$26.6M
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.93K+ 25.35% |
$1.99M - $2.22M
|
19.4K
$11.2M
|
|
May 14, 2025
Q1 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
1.5K+ 32.37% |
$758K - $843K
|
6.11K
$3.52M
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
1.15K+ 12.05% |
$585K - $650K
|
10.7K
$6.17M
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3+ 0.5% |
$1.52K - $1.69K
|
609
$350K
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-11K- 75.2% |
$5.59M - $6.21M
|
3.63K
$2.09M
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
179+ 8.01% |
$90.8K - $101K
|
2.42K
$1.39M
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
114+ 0.99% |
$57.8K - $64.3K
|
11.7K
$6.7M
|
|
May 14, 2025
Q1 2025
|
K2 Principal Fund, L.P.
Toronto, A6 |
SELL
|
PUT |
-3.5K- 18.92% |
$1.77M - $1.97M
|
15K
$8.63M
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
613+ 0.72% |
$311K - $346K
|
85.9K
$49.4M
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
228+ 8.73% |
$116K - $129K
|
2.84K
$1.63M
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-2- 0.17% |
$1.01K - $1.13K
|
1.16K
$666K
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-262- 1.45% |
$133K - $148K
|
17.8K
$10.2M
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
105+ 1.29% |
$53.2K - $59.2K
|
8.25K
$4.74M
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
2.58K+ 1.33% |
$1.31M - $1.45M
|
196K
$113M
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-273- 7.11% |
$138K - $154K
|
3.56K
$2.05M
|
|
May 14, 2025
Q1 2025
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
17.6KNew |
$8.93M - $9.93M
|
17.6K
$10.1M
|
|
May 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1.09K- 68.09% |
$552K - $613K
|
510
$293K
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-259- 8.6% |
$131K - $146K
|
2.75K
$1.58M
|
|
May 14, 2025
Q1 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-1.35K- 12.99% |
$687K - $763K
|
9.07K
$5.21M
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.34K+ 38.37% |
$677K - $753K
|
4.82K
$2.77M
|
|
May 14, 2025
Q1 2025
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
BUY
|
- |
682New |
$346K - $384K
|
682
$392K
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
42.5K+ 4.15% |
$21.6M - $24M
|
1.07M
$614M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.09K+ 70.38% |
$2.58M - $2.87M
|
12.3K
$7.08M
|
|
May 14, 2025
Q1 2025
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-1.39K- 4.77% |
$702K - $781K
|
27.6K
$15.9M
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-1.15K- 1.7% |
$583K - $648K
|
66.6K
$38.3M
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1+ 0.2% |
$507 - $564
|
509
$293K
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
1+ 0.19% |
$507 - $564
|
518
$298K
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-153- 1.94% |
$77.6K - $86.2K
|
7.73K
$4.45M
|
|
May 13, 2025
Q1 2025
|
Kensington Asset Management, LLC
Austin, TX |
SELL
|
- |
-549K- 72.44% |
$278M - $309M
|
209K
$120M
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
880+ 14.42% |
$446K - $496K
|
6.98K
$4.02M
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
1.41M+ 101.49% |
$712M - $792M
|
2.79M
$1.6B
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
7K+ 10.21% |
$3.55M - $3.95M
|
75.6K
$43.5M
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-19.2K- 18.17% |
$9.71M - $10.8M
|
86.3K
$49.6M
|