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
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
241+ 0.37% |
$110K - $137K
|
65.6K
$37.7M
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-133- 9.06% |
$60.7K - $75.5K
|
1.34K
$768K
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-58- 9.91% |
$26.5K - $32.9K
|
527
$303K
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-2.24K- 37.37% |
$1.02M - $1.27M
|
3.76K
$2.16M
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
13.9K+ 1740.6% |
$6.34M - $7.89M
|
14.7K
$8.45M
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
BUY
|
- |
4+ 0.07% |
$1.83K - $2.27K
|
5.92K
$3.4M
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
64+ 6.82% |
$29.2K - $36.4K
|
1K
$577K
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
235+ 23.11% |
$107K - $133K
|
1.25K
$720K
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.52K+ 32.22% |
$1.61M - $2M
|
14.4K
$8.31M
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.7K+ 63.48% |
$777K - $967K
|
4.38K
$2.52M
|
|
Jul 17, 2025
Q2 2025
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
307+ 36.46% |
$140K - $174K
|
1.15K
$661K
|
|
Jul 16, 2025
Q2 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
1.54K+ 9.94% |
$703K - $875K
|
17K
$9.8M
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
243+ 2.53% |
$111K - $138K
|
9.85K
$5.66M
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-218- 1.21% |
$99.6K - $124K
|
17.8K
$10.2M
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
66+ 0.09% |
$30.1K - $37.5K
|
76.3K
$43.9M
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-63- 3.16% |
$28.8K - $35.8K
|
1.93K
$1.11M
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
70+ 33.82% |
$32K - $39.8K
|
277
$159K
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-4.46K- 9.34% |
$2.04M - $2.53M
|
43.2K
$24.9M
|
|
Jul 16, 2025
Q2 2025
|
William Marsh Rice University
|
SELL
|
- |
-176K- 60.05% |
$80.2M - $99.7M
|
117K
$67.2M
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
165+ 0.94% |
$75.4K - $93.7K
|
17.7K
$10.2M
|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
4.29K+ 21.05% |
$1.96M - $2.44M
|
24.7K
$14.2M
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-52- 0.16% |
$23.8K - $29.5K
|
33.1K
$19M
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
260+ 38.24% |
$119K - $148K
|
940
$541K
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-118- 0.3% |
$53.9K - $67K
|
38.6K
$22.2M
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
1.82K+ 169.37% |
$831K - $1.03M
|
2.89K
$1.66M
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
21+ 3.49% |
$9.59K - $11.9K
|
622
$358K
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
838+ 205.9% |
$383K - $476K
|
1.25K
$716K
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
4.02K+ 2.79% |
$1.84M - $2.28M
|
148K
$85.3M
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
19.1KNew |
$8.72M - $10.8M
|
19.1K
$11M
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
SELL
|
- |
-317- 41.88% |
$145K - $180K
|
440
$253K
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-5.97K- 15.63% |
$2.72M - $3.39M
|
32.2K
$18.5M
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.07K- 8.91% |
$490K - $609K
|
11K
$6.31M
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.02K+ 142.44% |
$465K - $578K
|
1.73K
$996K
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
775+ 16.4% |
$354K - $440K
|
5.5K
$3.16M
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-718- 3.43% |
$328K - $408K
|
20.2K
$11.6M
|
|
Jul 16, 2025
Q2 2025
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
368New |
$168K - $209K
|
368
$212K
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-315- 33.62% |
$144K - $179K
|
622
$358K
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
70+ 2.27% |
$32K - $39.8K
|
3.15K
$1.81M
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-12- 0.19% |
$5.48K - $6.82K
|
6.23K
$3.58M
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
6+ 0.19% |
$2.74K - $3.41K
|
3.2K
$1.84M
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
14+ 2.77% |
$6.39K - $7.95K
|
519
$299K
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-11- 0.07% |
$5.02K - $6.25K
|
15.1K
$8.71M
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-44- 5.88% |
$20.1K - $25K
|
704
$405K
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.27K+ 40.35% |
$578K - $719K
|
4.4K
$2.53M
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$457 - $568
|
3.1K
$1.78M
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
5.66K+ 10.93% |
$2.59M - $3.22M
|
57.5K
$33.1M
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-34- 0.62% |
$15.5K - $19.3K
|
5.43K
$3.12M
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
309+ 2.76% |
$141K - $176K
|
11.5K
$6.63M
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
316+ 62.7% |
$144K - $179K
|
820
$472K
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-10- 1.66% |
$4.57K - $5.68K
|
593
$341K
|