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 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-48- 6.58% |
$24.3K - $27.1K
|
682
$394K
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
7.03K+ 278.02% |
$3.57M - $3.96M
|
9.56K
$5.53M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
9.07KNew |
$4.6M - $5.11M
|
9.07K
$5.24M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-92- 5.08% |
$46.6K - $51.9K
|
1.72K
$994K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
5+ 0.42% |
$2.54K - $2.82K
|
1.2K
$692K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
458+ 42.92% |
$232K - $258K
|
1.53K
$881K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-29.5K- 25.52% |
$14.9M - $16.6M
|
86K
$49.7M
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.04K+ 8.47% |
$527K - $586K
|
13.3K
$7.7M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
10+ 1.58% |
$5.07K - $5.64K
|
641
$370K
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
443New |
$225K - $250K
|
443
$256K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
39+ 0.14% |
$19.8K - $22K
|
27.4K
$15.9M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.96K- 6.63% |
$993K - $1.1M
|
27.6K
$15.9M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$507 - $564
|
2.32K
$1.34M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-364- 3.21% |
$185K - $205K
|
11K
$6.35M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-54- 4.09% |
$27.4K - $30.4K
|
1.27K
$731K
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.3K- 28.72% |
$1.17M - $1.3M
|
5.71K
$3.3M
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
11+ 0.38% |
$5.58K - $6.2K
|
2.91K
$1.68M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.19K- 8.01% |
$1.11M - $1.23M
|
25.1K
$14.5M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-810- 2.04% |
$411K - $457K
|
38.9K
$22.5M
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
847New |
$429K - $477K
|
847
$490K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
177+ 0.62% |
$89.7K - $99.8K
|
28.9K
$16.7M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2.47KNew |
$1.25M - $1.39M
|
2.47K
$1.43M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
49+ 3.47% |
$24.8K - $27.6K
|
1.46K
$844K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
383+ 1.14% |
$194K - $216K
|
33.9K
$19.6M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
900+ 15.37% |
$456K - $507K
|
6.76K
$3.9M
|
|
|
May 08, 2025
Q1 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
35+ 5.56% |
$17.7K - $19.7K
|
665
$384K
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-139- 12.76% |
$70.5K - $78.4K
|
950
$549K
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
19K+ 203.04% |
$9.62M - $10.7M
|
28.3K
$16.4M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
203+ 1.9% |
$103K - $114K
|
10.9K
$6.29M
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
8+ 0.6% |
$4.06K - $4.51K
|
1.35K
$779K
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
589+ 13.95% |
$299K - $332K
|
4.81K
$2.78M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.48K+ 58.07% |
$752K - $836K
|
4.04K
$2.33M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
31K+ 2.46% |
$15.7M - $17.5M
|
1.29M
$746M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
8.58KNew |
$4.35M - $4.83M
|
8.58K
$4.96M
|
|
|
May 08, 2025
Q1 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
BUY
|
- |
1.26KNew |
$641K - $712K
|
1.26K
$731K
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
3+ 0.4% |
$1.52K - $1.69K
|
750
$433K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
49+ 1.84% |
$24.8K - $27.6K
|
2.71K
$1.57M
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
2+ 0.1% |
$1.01K - $1.13K
|
2.05K
$1.19M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
31.7K+ 9.78% |
$16M - $17.8M
|
355K
$205M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
926+ 0.73% |
$470K - $522K
|
128K
$73.8M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-5.4K- 9.11% |
$2.74M - $3.04M
|
53.9K
$31.1M
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
93+ 12.16% |
$47.2K - $52.4K
|
858
$496K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-942- 2.11% |
$478K - $531K
|
43.8K
$25.3M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
238+ 9.32% |
$121K - $134K
|
2.79K
$1.61M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
532+ 6.05% |
$270K - $300K
|
9.33K
$5.39M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
599+ 4.98% |
$304K - $338K
|
12.6K
$7.29M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-106- 13.78% |
$53.7K - $59.7K
|
663
$383K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
813+ 15.53% |
$412K - $458K
|
6.05K
$3.5M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.16K+ 7.06% |
$589K - $655K
|
17.6K
$10.2M
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
1.33K+ 4.78% |
$676K - $752K
|
29.2K
$16.9M
|