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 17, 2025
Q2 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
24.1K+ 26.94% |
$11M - $13.7M
|
114K
$65.4M
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
846+ 4.34% |
$386K - $481K
|
20.3K
$11.7M
|
|
Jul 17, 2025
Q2 2025
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
405+ 11.09% |
$185K - $230K
|
4.06K
$2.33M
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
14+ 1.74% |
$6.39K - $7.95K
|
817
$470K
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
381New |
$174K - $216K
|
381
$219K
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
382+ 14.01% |
$174K - $217K
|
3.11K
$1.79M
|
|
Jul 17, 2025
Q2 2025
|
Refined Wealth Management
|
BUY
|
- |
2+ 0.1% |
$913 - $1.14K
|
1.96K
$1.13M
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
5+ 0.88% |
$2.28K - $2.84K
|
574
$330K
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-34- 0.55% |
$15.5K - $19.3K
|
6.12K
$3.52M
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-438- 4.51% |
$200K - $249K
|
9.27K
$5.33M
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
BUY
|
- |
349+ 5.44% |
$159K - $198K
|
6.76K
$3.89M
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-118- 0.52% |
$53.9K - $67K
|
22.6K
$13M
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
13.5K+ 13.9% |
$6.14M - $7.64M
|
110K
$63.4M
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-273- 14.6% |
$125K - $155K
|
1.6K
$919K
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
46.3K+ 26758.96% |
$21.1M - $26.3M
|
46.5K
$26.7M
|
|
Jul 17, 2025
Q2 2025
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
350+ 4.69% |
$160K - $199K
|
7.81K
$4.49M
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1.23K+ 16.41% |
$561K - $698K
|
8.71K
$5.01M
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
665New |
$304K - $378K
|
665
$383K
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
63+ 6.53% |
$28.8K - $35.8K
|
1.03K
$591K
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-1.35K- 45.91% |
$618K - $769K
|
1.6K
$917K
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
3.64KNew |
$1.66M - $2.06M
|
3.64K
$2.09M
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
BUY
|
- |
173+ 15.73% |
$79K - $98.3K
|
1.27K
$732K
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.38K- 7.36% |
$1.09M - $1.35M
|
29.9K
$17.2M
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.41K+ 11.04% |
$644K - $800K
|
14.2K
$8.15M
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
197+ 6.52% |
$90K - $112K
|
3.22K
$1.85M
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-597- 1.24% |
$273K - $339K
|
47.7K
$27.4M
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
102K+ 40.54% |
$46.8M - $58.2M
|
355K
$204M
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.26K+ 1.36% |
$1.03M - $1.29M
|
169K
$97.3M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.4K+ 2.69% |
$4.74M - $5.89M
|
395K
$227M
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
515+ 4.3% |
$235K - $293K
|
12.5K
$7.19M
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
5.02K+ 160.46% |
$2.29M - $2.85M
|
8.16K
$4.69M
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
20+ 0.98% |
$9.13K - $11.4K
|
2.07K
$1.19M
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
33.6KNew |
$15.4M - $19.1M
|
33.6K
$19.3M
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.01KNew |
$459K - $571K
|
1.01K
$579K
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
54+ 5.55% |
$24.7K - $30.7K
|
1.03K
$591K
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
468+ 7.84% |
$214K - $266K
|
6.44K
$3.7M
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
27+ 3.19% |
$12.3K - $15.3K
|
873
$502K
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
6.76K+ 9.23% |
$3.09M - $3.84M
|
80K
$46M
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-106- 1.38% |
$48.4K - $60.2K
|
7.56K
$4.35M
|
|
Jul 17, 2025
Q2 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
1.03K+ 60.35% |
$470K - $585K
|
2.73K
$1.57M
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-366- 38.57% |
$167K - $208K
|
583
$335K
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
16.3K+ 627.84% |
$7.47M - $9.29M
|
19K
$10.9M
|
|
Jul 17, 2025
Q2 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
199+ 4.23% |
$90.9K - $113K
|
4.9K
$2.82M
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
431+ 2.97% |
$197K - $245K
|
15K
$8.6M
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-4.96K- 37.42% |
$2.26M - $2.82M
|
8.29K
$4.77M
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-371- 9.75% |
$169K - $211K
|
3.43K
$1.98M
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
208+ 0.16% |
$95K - $118K
|
132K
$75.7M
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
993+ 14.99% |
$454K - $564K
|
7.62K
$4.38M
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-13- 1.84% |
$5.94K - $7.38K
|
695
$400K
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
13+ 2.13% |
$5.94K - $7.38K
|
624
$359K
|