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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.46K+ 1.57% |
$739K - $821K
|
94.2K
$54.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-28- 0.28% |
$14.2K - $15.8K
|
9.89K
$5.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
440New |
$223K - $248K
|
440
$254K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-101- 3.51% |
$51.2K - $56.9K
|
2.78K
$1.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
87+ 0.62% |
$44.1K - $49K
|
14.2K
$8.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Nri Wealth Management Lc
Santa Clara, CA |
SELL
|
- |
-15- 1.28% |
$7.61K - $8.46K
|
1.16K
$670K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
247+ 52.0% |
$125K - $139K
|
722
$417K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-3.2KClosed |
$1.62M - $1.8M
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.56K+ 14.52% |
$2.82M - $3.13M
|
43.8K
$25.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-173- 3.55% |
$87.7K - $97.5K
|
4.7K
$2.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-216- 9.31% |
$110K - $122K
|
2.11K
$1.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-33- 1.2% |
$16.7K - $18.6K
|
2.72K
$1.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
325+ 1.32% |
$165K - $183K
|
24.9K
$14.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
2.17K+ 0.24% |
$1.1M - $1.22M
|
907K
$524M
|
|
|
Apr 23, 2025
Q1 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
4.53K+ 368.27% |
$2.29M - $2.55M
|
5.76K
$3.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
55New |
$27.9K - $31K
|
55
$31.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
14+ 0.48% |
$7.1K - $7.89K
|
2.96K
$1.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.24K- 1.09% |
$631K - $701K
|
113K
$65.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-1.62K- 2.77% |
$823K - $915K
|
57.1K
$33M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
3.34K+ 73.77% |
$1.69M - $1.88M
|
7.86K
$4.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-23.8K- 25.93% |
$12M - $13.4M
|
67.9K
$39.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
23+ 3.39% |
$11.7K - $13K
|
701
$405K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.45K+ 10.48% |
$736K - $818K
|
15.3K
$8.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
314+ 14.48% |
$159K - $177K
|
2.48K
$1.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
149+ 27.29% |
$75.6K - $84K
|
695
$402K
|
|
|
Apr 22, 2025
Q1 2025
|
Trb Advisors LP
New York, NY |
SELL
|
- |
-600K- 92.31% |
$304M - $338M
|
50K
$28.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
20.7K+ 12.46% |
$10.5M - $11.6M
|
187K
$108M
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
289+ 5.74% |
$147K - $163K
|
5.32K
$3.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.09K- 49.06% |
$553K - $615K
|
1.13K
$655K
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
64+ 6.57% |
$32.5K - $36.1K
|
1.04K
$600K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-463- 6.15% |
$235K - $261K
|
7.06K
$4.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Suncoast Equity Management
|
SELL
|
- |
-49- 6.35% |
$24.8K - $27.6K
|
723
$418K
|
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
15+ 0.03% |
$7.61K - $8.46K
|
52K
$30M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
6+ 0.28% |
$3.04K - $3.38K
|
2.18K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-292- 38.73% |
$148K - $165K
|
462
$267K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
21+ 7.61% |
$10.6K - $11.8K
|
297
$172K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
126+ 3.9% |
$63.9K - $71K
|
3.35K
$1.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
445+ 19.52% |
$226K - $251K
|
2.73K
$1.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-95- 22.04% |
$48.2K - $53.5K
|
336
$194K
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.25K+ 11.17% |
$1.14M - $1.27M
|
22.4K
$12.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
26+ 3.31% |
$13.2K - $14.7K
|
812
$469K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
55+ 1.94% |
$27.9K - $31K
|
2.89K
$1.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
9+ 1.47% |
$4.56K - $5.07K
|
623
$360K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-12.9K- 98.61% |
$6.56M - $7.29M
|
183
$106K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-3.95K- 56.01% |
$2M - $2.22M
|
3.1K
$1.79M
|
|
|
Apr 22, 2025
Q1 2025
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-1.1K- 48.59% |
$557K - $619K
|
1.16K
$672K
|
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
914New |
$463K - $515K
|
914
$528K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
4.62K+ 0.88% |
$2.34M - $2.6M
|
531K
$307M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
606+ 40.48% |
$307K - $342K
|
2.1K
$1.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
21.3K+ 15.99% |
$10.8M - $12M
|
154K
$89.1M
|