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
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.28K+ 2.96% |
$1.16M - $1.29M
|
79.5K
$46M
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
8.86K+ 13.67% |
$4.49M - $4.99M
|
73.7K
$42.6M
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
539+ 10.22% |
$273K - $304K
|
5.81K
$3.36M
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-86- 12.08% |
$43.6K - $48.5K
|
626
$362K
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
26+ 1.02% |
$13.2K - $14.7K
|
2.58K
$1.49M
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
92+ 15.73% |
$46.6K - $51.9K
|
677
$391K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6.53K- 11.55% |
$3.31M - $3.68M
|
50K
$28.9M
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
SELL
|
- |
-529- 1.49% |
$268K - $298K
|
35.1K
$20.3M
|
|
May 13, 2025
Q1 2025
|
Independent Family Office, LLC
|
SELL
|
- |
-92- 0.63% |
$46.6K - $51.9K
|
14.4K
$8.35M
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
141+ 18.48% |
$71.5K - $79.5K
|
904
$523K
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-263- 3.51% |
$133K - $148K
|
7.22K
$4.17M
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
33+ 3.45% |
$16.7K - $18.6K
|
989
$572K
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
784+ 17.54% |
$398K - $442K
|
5.26K
$3.04M
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-127- 8.18% |
$64.4K - $71.6K
|
1.43K
$824K
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-5- 0.3% |
$2.54K - $2.82K
|
1.66K
$960K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
48.9K+ 8.94% |
$24.8M - $27.6M
|
596K
$344M
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
20+ 0.77% |
$10.1K - $11.3K
|
2.61K
$1.51M
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.39K- 12.27% |
$707K - $786K
|
9.96K
$5.76M
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-195- 5.39% |
$98.9K - $110K
|
3.42K
$1.98M
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
789+ 73.26% |
$400K - $445K
|
1.87K
$1.08M
|
|
May 13, 2025
Q1 2025
|
Call To Action Foundation
Salt Lake City, UT |
BUY
|
- |
2.64K+ 0.29% |
$1.34M - $1.49M
|
908K
$525M
|
|
May 13, 2025
Q1 2025
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
237K+ 14.28% |
$120M - $134M
|
1.9M
$1.1B
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
304+ 36.54% |
$154K - $171K
|
1.14K
$657K
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-2.21K- 11.6% |
$1.12M - $1.25M
|
16.8K
$9.73M
|
|
May 13, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
SELL
|
- |
-2.44K- 5.83% |
$1.23M - $1.37M
|
39.3K
$22.7M
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
SELL
|
- |
-987- 7.35% |
$500K - $556K
|
12.4K
$7.19M
|
|
May 13, 2025
Q1 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
503+ 3.04% |
$255K - $284K
|
17K
$9.85M
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
179+ 17.9% |
$90.8K - $101K
|
1.18K
$681K
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
254+ 33.16% |
$129K - $143K
|
1.02K
$590K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
67.2K+ 1.32% |
$34.1M - $37.9M
|
5.15M
$2.98B
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
100+ 50.0% |
$50.7K - $56.4K
|
300
$173K
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
387+ 15.97% |
$196K - $218K
|
2.81K
$1.62M
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
17+ 0.29% |
$8.62K - $9.58K
|
5.89K
$3.4M
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-784- 2.33% |
$398K - $442K
|
32.8K
$19M
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
18.2K+ 5.41% |
$9.24M - $10.3M
|
355K
$205M
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
706+ 2.22% |
$358K - $398K
|
32.5K
$18.8M
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-261- 4.1% |
$132K - $147K
|
6.1K
$3.53M
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
264+ 2.33% |
$134K - $149K
|
11.6K
$6.69M
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
31.7K+ 5.85% |
$16.1M - $17.8M
|
573K
$331M
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
138K+ 11.14% |
$70M - $77.8M
|
1.38M
$796M
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
150+ 29.01% |
$76.1K - $84.6K
|
667
$386K
|
|
May 13, 2025
Q1 2025
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-185- 9.66% |
$93.8K - $104K
|
1.73K
$1M
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
13.1K+ 18.08% |
$6.64M - $7.38M
|
85.5K
$49.4M
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.9K+ 4.63% |
$963K - $1.07M
|
42.9K
$24.8M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.3K+ 6.57% |
$7.77M - $8.64M
|
249K
$144M
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-221K- 42.88% |
$112M - $124M
|
294K
$170M
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
896+ 18.69% |
$454K - $505K
|
5.69K
$3.29M
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
98+ 20.04% |
$49.7K - $55.2K
|
587
$339K
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
16+ 1.46% |
$8.11K - $9.02K
|
1.11K
$641K
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1.69K- 4.19% |
$855K - $951K
|
38.5K
$22.3M
|