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 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.14K+ 12.64% |
$578K - $642K
|
10.2K
$5.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
198+ 16.65% |
$100K - $112K
|
1.39K
$802K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.24K+ 10.63% |
$1.13M - $1.26M
|
23.3K
$13.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
55+ 3.41% |
$27.9K - $31K
|
1.67K
$965K
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
17+ 0.68% |
$8.62K - $9.58K
|
2.52K
$1.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
166+ 93.79% |
$84.2K - $93.6K
|
343
$198K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
137+ 3.5% |
$69.5K - $77.2K
|
4.05K
$2.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-17- 0.19% |
$8.62K - $9.58K
|
9.15K
$5.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
155K+ 110.6% |
$78.4M - $87.2M
|
295K
$170M
|
|
|
Apr 21, 2025
Q1 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
379New |
$192K - $214K
|
379
$219K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-6.36K- 19.58% |
$3.23M - $3.59M
|
26.1K
$15.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-43- 0.66% |
$21.8K - $24.2K
|
6.51K
$3.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-10- 1.42% |
$5.07K - $5.64K
|
694
$401K
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
6+ 1.53% |
$3.04K - $3.38K
|
397
$229K
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
429+ 17.28% |
$218K - $242K
|
2.91K
$1.68M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
1.6K+ 14.15% |
$810K - $901K
|
12.9K
$7.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-200- 9.95% |
$101K - $113K
|
1.81K
$1.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
351+ 46.06% |
$178K - $198K
|
1.11K
$643K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
20.9KNew |
$10.6M - $11.8M
|
20.9K
$12.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
54+ 2.06% |
$27.4K - $30.4K
|
2.68K
$1.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-40- 3.53% |
$20.3K - $22.5K
|
1.09K
$632K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-951- 22.88% |
$482K - $536K
|
3.21K
$1.85M
|
|
|
Apr 18, 2025
Q1 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
2.5K+ 5.55% |
$1.27M - $1.41M
|
47.6K
$27.5M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
60+ 8.44% |
$30.4K - $33.8K
|
771
$446K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
59+ 1.56% |
$29.9K - $33.3K
|
3.84K
$2.22M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
9.85K+ 13.1% |
$4.99M - $5.55M
|
85K
$49.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-72- 3.38% |
$36.5K - $40.6K
|
2.06K
$1.19M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-14.8K- 36.63% |
$7.53M - $8.37M
|
25.7K
$14.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
156+ 4.75% |
$79.1K - $87.9K
|
3.44K
$1.99M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
6+ 1.34% |
$3.04K - $3.38K
|
454
$262K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-81- 1.34% |
$41.1K - $45.7K
|
5.99K
$3.46M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
885+ 34.0% |
$449K - $499K
|
3.49K
$2.02M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.42K+ 12.82% |
$721K - $801K
|
12.5K
$7.23M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
319+ 31.12% |
$162K - $180K
|
1.34K
$777K
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-10- 0.85% |
$5.07K - $5.64K
|
1.17K
$677K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-116- 1.71% |
$58.8K - $65.4K
|
6.67K
$3.85M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
205+ 50.0% |
$104K - $116K
|
615
$355K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-35- 4.57% |
$17.7K - $19.7K
|
731
$423K
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-44- 6.32% |
$22.3K - $24.8K
|
652
$377K
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
21+ 1.77% |
$10.6K - $11.8K
|
1.21K
$699K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
50+ 1.97% |
$25.4K - $28.2K
|
2.59K
$1.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.06K- 11.86% |
$1.55M - $1.72M
|
22.7K
$13.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-94- 15.96% |
$47.7K - $53K
|
495
$286K
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-45- 5.96% |
$22.8K - $25.4K
|
710
$410K
|
|
|
Apr 17, 2025
Q1 2025
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
48.2KNew |
$24.4M - $27.2M
|
48.2K
$27.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3- 0.32% |
$1.52K - $1.69K
|
935
$540K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-159- 5.24% |
$80.6K - $89.6K
|
2.88K
$1.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
BUY
|
- |
388+ 31.21% |
$197K - $219K
|
1.63K
$943K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.66K+ 4.8% |
$840K - $933K
|
36.2K
$20.9M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
10+ 0.08% |
$5.07K - $5.64K
|
12.3K
$7.1M
|