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 13, 2025
Q1 2025
|
Hikari Tsushin, Inc.
Tokyo, M0 |
SELL
|
- |
-5.95K- 6.72% |
$3.02M - $3.35M
|
82.6K
$47.5M
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-9.61K- 67.43% |
$4.87M - $5.42M
|
4.64K
$2.67M
|
|
May 13, 2025
Q1 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-62- 8.09% |
$31.4K - $34.9K
|
704
$405K
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.47K+ 7.7% |
$744K - $827K
|
20.5K
$11.8M
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-17- 1.33% |
$8.62K - $9.58K
|
1.27K
$728K
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.64K+ 11.08% |
$829K - $922K
|
16.4K
$9.42M
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.72K- 0.49% |
$2.9M - $3.22M
|
1.17M
$672M
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
296+ 27.23% |
$150K - $167K
|
1.38K
$796K
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-9.84K- 1.33% |
$4.99M - $5.55M
|
732K
$421M
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
45+ 2.89% |
$22.8K - $25.4K
|
1.6K
$922K
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
120+ 14.55% |
$60.8K - $67.6K
|
945
$544K
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-45.8K- 12.76% |
$23.2M - $25.8M
|
313K
$180M
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-4.63K- 3.07% |
$2.35M - $2.61M
|
147K
$84.3M
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
123KNew |
$62.4M - $69.4M
|
123K
$70.8M
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-166- 3.24% |
$84.2K - $93.6K
|
4.95K
$2.85M
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-110- 1.48% |
$55.8K - $62K
|
7.31K
$4.21M
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
870+ 8.89% |
$441K - $490K
|
10.7K
$6.13M
|
|
May 13, 2025
Q1 2025
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
14.2K+ 434.91% |
$7.21M - $8.02M
|
17.5K
$10.1M
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-212K- 14.42% |
$108M - $120M
|
1.26M
$725M
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
256+ 8.63% |
$130K - $144K
|
3.22K
$1.85M
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
43.7K+ 18.71% |
$22.2M - $24.6M
|
277K
$160M
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-3.04K- 1.15% |
$1.54M - $1.71M
|
260K
$150M
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
9New |
$4.56K - $5.07K
|
9
$5.18K
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-6.14K- 55.22% |
$3.11M - $3.46M
|
4.98K
$2.86M
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.28K+ 2.96% |
$1.16M - $1.29M
|
79.5K
$45.7M
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
8.86K+ 13.67% |
$4.49M - $4.99M
|
73.7K
$42.4M
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
539+ 10.22% |
$273K - $304K
|
5.81K
$3.34M
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-86- 12.08% |
$43.6K - $48.5K
|
626
$360K
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
26+ 1.02% |
$13.2K - $14.7K
|
2.58K
$1.48M
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
92+ 15.73% |
$46.6K - $51.9K
|
677
$389K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6.53K- 11.55% |
$3.31M - $3.68M
|
50K
$28.8M
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
SELL
|
- |
-529- 1.49% |
$268K - $298K
|
35.1K
$20.2M
|
|
May 13, 2025
Q1 2025
|
Independent Family Office, LLC
|
SELL
|
- |
-92- 0.63% |
$46.6K - $51.9K
|
14.4K
$8.31M
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
141+ 18.48% |
$71.5K - $79.5K
|
904
$520K
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-263- 3.51% |
$133K - $148K
|
7.22K
$4.15M
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
33+ 3.45% |
$16.7K - $18.6K
|
989
$569K
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
784+ 17.54% |
$398K - $442K
|
5.26K
$3.02M
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-127- 8.18% |
$64.4K - $71.6K
|
1.43K
$820K
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-5- 0.3% |
$2.54K - $2.82K
|
1.66K
$955K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
48.9K+ 8.94% |
$24.8M - $27.6M
|
596K
$343M
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
20+ 0.77% |
$10.1K - $11.3K
|
2.61K
$1.5M
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.39K- 12.27% |
$707K - $786K
|
9.96K
$5.73M
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-195- 5.39% |
$98.9K - $110K
|
3.42K
$1.97M
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
789+ 73.26% |
$400K - $445K
|
1.87K
$1.07M
|
|
May 13, 2025
Q1 2025
|
Call To Action Foundation
Salt Lake City, UT |
BUY
|
- |
2.64K+ 0.29% |
$1.34M - $1.49M
|
908K
$523M
|
|
May 13, 2025
Q1 2025
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
237K+ 14.28% |
$120M - $134M
|
1.9M
$1.09B
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
304+ 36.54% |
$154K - $171K
|
1.14K
$653K
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-2.21K- 11.6% |
$1.12M - $1.25M
|
16.8K
$9.69M
|
|
May 13, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
SELL
|
- |
-2.44K- 5.83% |
$1.23M - $1.37M
|
39.3K
$22.6M
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
SELL
|
- |
-987- 7.35% |
$500K - $556K
|
12.4K
$7.15M
|