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
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-4- 0.77% |
$2.03K - $2.25K
|
515
$298K
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
83.1K+ 2454.21% |
$42.1M - $46.8M
|
86.5K
$50M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-15.1K- 4.46% |
$7.65M - $8.51M
|
324K
$187M
|
|
|
May 13, 2025
Q1 2025
|
Trans Canada Capital Inc.
Montreal, A8 |
BUY
|
- |
194K+ 13.69% |
$98.4M - $109M
|
1.61M
$932M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
1.51KNew |
$765K - $851K
|
1.51K
$872K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
216+ 1.1% |
$110K - $122K
|
19.8K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-5.71K- 7.44% |
$2.89M - $3.22M
|
71K
$41M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-15.2K- 39.85% |
$7.68M - $8.54M
|
22.9K
$13.2M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
767+ 76700.0% |
$389K - $432K
|
768
$444K
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
SELL
|
- |
-1.7K- 7.82% |
$862K - $959K
|
20K
$11.6M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-17.7K- 6.81% |
$8.96M - $9.96M
|
242K
$140M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
814+ 7.33% |
$413K - $459K
|
11.9K
$6.89M
|
|
|
May 13, 2025
Q1 2025
|
Fidato Wealth LLC
|
BUY
|
- |
2.58K+ 2.3% |
$1.31M - $1.46M
|
115K
$66.4M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
4.1K+ 2.84% |
$2.08M - $2.31M
|
149K
$85.9M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-36.4K- 7.91% |
$18.4M - $20.5M
|
423K
$245M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
377+ 3.17% |
$191K - $213K
|
12.3K
$7.1M
|
|
|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-514K- 98.28% |
$261M - $290M
|
8.99K
$5.19M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
216K+ 29.92% |
$110M - $122M
|
938K
$542M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-32- 2.63% |
$16.2K - $18K
|
1.18K
$684K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
11.1K+ 25.25% |
$5.62M - $6.25M
|
55K
$31.8M
|
|
|
May 13, 2025
Q1 2025
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
4.87M+ 28.53% |
$2.47B - $2.75B
|
22M
$12.7B
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
150+ 25.91% |
$76.1K - $84.6K
|
729
$421K
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
283+ 25.75% |
$143K - $160K
|
1.38K
$799K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11.1K- 0.67% |
$5.6M - $6.23M
|
1.65M
$951M
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
1.17K+ 4.97% |
$595K - $662K
|
24.8K
$14.3M
|
|
|
May 13, 2025
Q1 2025
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-409- 7.2% |
$207K - $231K
|
5.27K
$3.04M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
216+ 10.65% |
$110K - $122K
|
2.24K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
214+ 7.32% |
$109K - $121K
|
3.14K
$1.81M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
288+ 24.24% |
$146K - $162K
|
1.48K
$853K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.91K+ 38.19% |
$968K - $1.08M
|
6.91K
$3.99M
|
|
|
May 13, 2025
Q1 2025
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
25+ 0.09% |
$12.7K - $14.1K
|
29.3K
$16.9M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
32.5K+ 7.64% |
$16.5M - $18.3M
|
457K
$264M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.19K+ 3.68% |
$602K - $669K
|
33.4K
$19.3M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
450KNew |
$228M - $254M
|
450K
$260M
|
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-58.2K- 93.09% |
$29.5M - $32.8M
|
4.32K
$2.5M
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
207+ 7.95% |
$105K - $117K
|
2.81K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
238K+ 0.9% |
$121M - $134M
|
26.7M
$15.4B
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
316+ 4.43% |
$160K - $178K
|
7.45K
$4.3M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
356+ 11.05% |
$181K - $201K
|
3.58K
$2.07M
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
550New |
$279K - $310K
|
550
$318K
|
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
SELL
|
- |
-84- 15.56% |
$42.6K - $47.3K
|
456
$264K
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
504+ 13.0% |
$256K - $284K
|
4.38K
$2.53M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
726New |
$368K - $409K
|
726
$420K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
11.7K+ 12.26% |
$5.96M - $6.62M
|
108K
$62.2M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
153K+ 3.97% |
$77.5M - $86.2M
|
4M
$2.31B
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
CALL |
10.5K+ 234.28% |
$5.34M - $5.93M
|
15K
$8.68M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.89K- 2.01% |
$960K - $1.07M
|
92.4K
$53.4M
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
399New |
$202K - $225K
|
399
$231K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-40- 1.03% |
$20.3K - $22.5K
|
3.86K
$2.23M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
30+ 0.32% |
$15.2K - $16.9K
|
9.28K
$5.36M
|