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 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
112+ 26.42% |
$56.8K - $63.1K
|
536
$310K
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
632+ 49.03% |
$320K - $356K
|
1.92K
$1.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
431+ 2.64% |
$219K - $243K
|
16.7K
$9.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-231- 34.84% |
$117K - $130K
|
432
$250K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
31+ 2.92% |
$15.7K - $17.5K
|
1.09K
$631K
|
|
|
Apr 17, 2025
Q1 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
45+ 1.69% |
$22.8K - $25.4K
|
2.71K
$1.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-54- 5.89% |
$27.4K - $30.4K
|
863
$499K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
931K+ 142.43% |
$472M - $525M
|
1.58M
$916M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.37K+ 17.26% |
$697K - $774K
|
9.33K
$5.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
783+ 2.93% |
$397K - $441K
|
27.5K
$15.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
198+ 4.6% |
$100K - $112K
|
4.51K
$2.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
31+ 2.47% |
$15.7K - $17.5K
|
1.29K
$743K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-2.01K- 5.84% |
$1.02M - $1.13M
|
32.3K
$18.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.79K+ 86.77% |
$908K - $1.01M
|
3.86K
$2.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.64K+ 1.76% |
$1.34M - $1.49M
|
152K
$88.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-6- 2.67% |
$3.04K - $3.38K
|
219
$127K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
227+ 72.99% |
$115K - $128K
|
538
$311K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1.97K+ 6.58% |
$998K - $1.11M
|
31.9K
$18.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
166+ 22.49% |
$84.2K - $93.6K
|
904
$523K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
465+ 3.12% |
$236K - $262K
|
15.4K
$8.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.14K+ 12.12% |
$1.08M - $1.21M
|
19.8K
$11.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-3.87K- 86.18% |
$1.96M - $2.18M
|
620
$358K
|
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-263- 7.6% |
$133K - $148K
|
3.2K
$1.85M
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-170- 5.13% |
$86.2K - $95.8K
|
3.15K
$1.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
909+ 5.04% |
$461K - $512K
|
18.9K
$10.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
1.32K+ 3.38% |
$671K - $746K
|
40.5K
$23.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.16K+ 28.82% |
$586K - $651K
|
5.16K
$2.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
20+ 4.43% |
$10.1K - $11.3K
|
471
$272K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-643- 6.55% |
$326K - $362K
|
9.17K
$5.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-284- 7.4% |
$144K - $160K
|
3.55K
$2.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-1.17K- 4.33% |
$591K - $657K
|
25.8K
$14.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
357+ 12.82% |
$181K - $201K
|
3.14K
$1.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-254- 6.4% |
$129K - $143K
|
3.71K
$2.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
1.82K+ 6.16% |
$923K - $1.03M
|
31.4K
$18.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.63K+ 15.72% |
$824K - $916K
|
12K
$6.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1+ 0.08% |
$507 - $564
|
1.3K
$750K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-26- 4.58% |
$13.2K - $14.7K
|
542
$313K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
475+ 14.92% |
$241K - $268K
|
3.66K
$2.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-182- 1.09% |
$92.3K - $103K
|
16.5K
$9.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-17.7K- 48.2% |
$8.98M - $9.99M
|
19K
$11M
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
1+ 0.2% |
$507 - $564
|
500
$289K
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-7- 0.55% |
$3.55K - $3.95K
|
1.26K
$729K
|
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
51+ 6.01% |
$25.9K - $28.7K
|
899
$520K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
98+ 6.52% |
$49.7K - $55.2K
|
1.6K
$925K
|
|
|
Apr 16, 2025
Q1 2025
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
28+ 0.45% |
$14.2K - $15.8K
|
6.32K
$3.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.3K+ 162.74% |
$658K - $731K
|
2.09K
$1.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-395- 21.12% |
$200K - $223K
|
1.48K
$853K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-13- 1.1% |
$6.59K - $7.33K
|
1.17K
$674K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.51K+ 24.62% |
$764K - $849K
|
7.63K
$4.41M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-127- 12.05% |
$64.4K - $71.6K
|
927
$536K
|