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 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1+ 0.19% |
$507 - $564
|
535
$309K
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
1.22K+ 1.62% |
$620K - $689K
|
76.5K
$44.2M
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-371- 4.18% |
$188K - $209K
|
8.5K
$4.91M
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-683- 8.05% |
$346K - $385K
|
7.8K
$4.51M
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-200- 10.05% |
$101K - $113K
|
1.79K
$1.03M
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-6- 0.51% |
$3.04K - $3.38K
|
1.16K
$672K
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
878+ 2.53% |
$445K - $495K
|
35.5K
$20.5M
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
33+ 4.79% |
$16.7K - $18.6K
|
722
$417K
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.64K+ 78.27% |
$1.85M - $2.05M
|
8.3K
$4.79M
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-113- 0.69% |
$57.3K - $63.7K
|
16.3K
$9.44M
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-2.61K- 4.73% |
$1.32M - $1.47M
|
52.6K
$30.4M
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-17- 10.83% |
$8.62K - $9.58K
|
140
$80.9K
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-18- 1.9% |
$9.13K - $10.1K
|
928
$536K
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-10- 1.02% |
$5.07K - $5.64K
|
966
$558K
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
86+ 0.18% |
$43.6K - $48.5K
|
46.9K
$27.1M
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-8- 8.25% |
$4.06K - $4.51K
|
89
$51.4K
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
349+ 5.8% |
$177K - $197K
|
6.37K
$3.68M
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-579- 20.66% |
$294K - $326K
|
2.22K
$1.29M
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-2.38K- 12.59% |
$1.21M - $1.34M
|
16.5K
$9.56M
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-406- 99.75% |
$206K - $229K
|
1
$578
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
62+ 2.22% |
$31.4K - $34.9K
|
2.86K
$1.65M
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
80+ 12.62% |
$40.6K - $45.1K
|
714
$413K
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-13- 4.92% |
$6.59K - $7.33K
|
251
$145K
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-7- 3.35% |
$3.55K - $3.95K
|
202
$117K
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-36K- 27.23% |
$18.2M - $20.3M
|
96.1K
$55.6M
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-3- 0.04% |
$1.52K - $1.69K
|
8.2K
$4.74M
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
236+ 4.81% |
$120K - $133K
|
5.14K
$2.97M
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-723- 5.01% |
$367K - $408K
|
13.7K
$7.92M
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
238+ 2.34% |
$121K - $134K
|
10.4K
$6.01M
|
|
Apr 14, 2025
Q1 2025
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-181- 22.29% |
$91.8K - $102K
|
631
$365K
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-19- 1.34% |
$9.63K - $10.7K
|
1.4K
$807K
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
25+ 4.22% |
$12.7K - $14.1K
|
618
$357K
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.45K+ 16.59% |
$737K - $819K
|
10.2K
$5.9M
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
BUY
|
- |
442+ 68.95% |
$224K - $249K
|
1.08K
$626K
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-37- 0.66% |
$18.8K - $20.9K
|
5.55K
$3.21M
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-47- 9.27% |
$23.8K - $26.5K
|
460
$266K
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-66- 10.33% |
$33.5K - $37.2K
|
573
$331K
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
3.09K+ 71.69% |
$1.57M - $1.74M
|
7.4K
$4.28M
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-25- 4.84% |
$12.7K - $14.1K
|
491
$284K
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-299- 3.75% |
$152K - $169K
|
7.68K
$4.44M
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
3+ 0.32% |
$1.52K - $1.69K
|
935
$540K
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
46+ 2.76% |
$23.3K - $25.9K
|
1.71K
$989K
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
495+ 32.08% |
$251K - $279K
|
2.04K
$1.18M
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-77- 9.64% |
$39K - $43.4K
|
722
$417K
|
|
Apr 11, 2025
Q1 2025
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-790- 35.89% |
$401K - $445K
|
1.41K
$816K
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-7- 0.16% |
$3.55K - $3.95K
|
4.33K
$2.5M
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-1.28K- 22.64% |
$646K - $719K
|
4.36K
$2.52M
|
|
Apr 11, 2025
Q1 2025
|
Hoese & CO LLP
|
SELL
|
- |
-140- 1.24% |
$71K - $78.9K
|
11.2K
$6.47M
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-50- 2.04% |
$25.4K - $28.2K
|
2.41K
$1.39M
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
3.05K+ 7.94% |
$1.55M - $1.72M
|
41.5K
$24M
|