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 22, 2025
Q1 2025
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
85K+ 19.14% |
$43.1M - $47.9M
|
529K
$306M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-52.1K- 2.81% |
$26.4M - $29.4M
|
1.8M
$1.04B
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
78+ 1.63% |
$39.5K - $44K
|
4.85K
$2.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
3+ 0.14% |
$1.52K - $1.69K
|
2.22K
$1.28M
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
1.18KNew |
$596K - $663K
|
1.18K
$680K
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
418New |
$212K - $236K
|
418
$242K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
43+ 2.33% |
$21.8K - $24.2K
|
1.89K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.88K+ 8.92% |
$954K - $1.06M
|
23K
$13.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
251+ 8.3% |
$127K - $141K
|
3.27K
$1.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
71+ 1.06% |
$36K - $40K
|
6.76K
$3.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
404+ 86.88% |
$205K - $228K
|
869
$502K
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
301+ 9.91% |
$153K - $170K
|
3.34K
$1.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-1.1K- 46.29% |
$559K - $622K
|
1.28K
$740K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.02K+ 13.05% |
$517K - $575K
|
8.84K
$5.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-712- 1.97% |
$361K - $401K
|
35.5K
$20.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-1.89K- 4.94% |
$958K - $1.07M
|
36.3K
$21M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-46- 3.43% |
$23.3K - $25.9K
|
1.29K
$748K
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
22.2K+ 281.53% |
$11.2M - $12.5M
|
30.1K
$17.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
2.08K+ 9.61% |
$1.06M - $1.17M
|
23.8K
$13.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-10.3K- 40.19% |
$5.2M - $5.78M
|
15.3K
$8.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
284+ 30.41% |
$144K - $160K
|
1.22K
$704K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-175- 0.61% |
$88.7K - $98.6K
|
28.4K
$16.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-105- 3.18% |
$53.2K - $59.2K
|
3.2K
$1.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
111+ 1.37% |
$56.3K - $62.6K
|
8.19K
$4.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.6K+ 21.01% |
$6.4M - $7.11M
|
72.7K
$42M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.46K+ 22.74% |
$1.24M - $1.38M
|
13.3K
$7.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
132+ 20.03% |
$66.9K - $74.4K
|
791
$457K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-486- 50.94% |
$246K - $274K
|
468
$270K
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
639New |
$324K - $360K
|
639
$369K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-344- 29.2% |
$174K - $194K
|
834
$482K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
28+ 2.59% |
$14.2K - $15.8K
|
1.11K
$642K
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
409New |
$207K - $231K
|
409
$236K
|
|
|
Apr 21, 2025
Q1 2025
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
157K+ 31.77% |
$79.7M - $88.6M
|
652K
$377M
|
|
|
Apr 21, 2025
Q1 2025
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
449+ 2.38% |
$228K - $253K
|
19.3K
$11.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
407New |
$206K - $229K
|
407
$235K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2.06K+ 2.49% |
$1.05M - $1.16M
|
85K
$49.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
4.47K+ 223.3% |
$2.26M - $2.52M
|
6.47K
$3.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
3.78K+ 2.49% |
$1.92M - $2.13M
|
155K
$89.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-6.81K- 0.78% |
$3.45M - $3.84M
|
871K
$503M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
185+ 4625.0% |
$93.8K - $104K
|
189
$109K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
20K+ 918.27% |
$10.1M - $11.3M
|
22.2K
$12.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
4+ 0.91% |
$2.03K - $2.25K
|
445
$257K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-27K- 7.34% |
$13.7M - $15.2M
|
341K
$197M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5.24K+ 11.31% |
$2.66M - $2.95M
|
51.6K
$29.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-110- 3.56% |
$55.8K - $62K
|
2.98K
$1.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
14.6K+ 60.87% |
$7.39M - $8.21M
|
38.5K
$22.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-273K- 13.02% |
$138M - $154M
|
1.82M
$1.05B
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-1- 0.18% |
$507 - $564
|
545
$315K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
5New |
$2.54K - $2.82K
|
5
$2.89K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
196+ 6.97% |
$99.4K - $110K
|
3.01K
$1.74M
|