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 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-70- 1.07% |
$35.5K - $39.5K
|
6.47K
$3.74M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
60+ 0.13% |
$30.4K - $33.8K
|
47.8K
$27.6M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
476+ 1.64% |
$241K - $268K
|
29.5K
$17.1M
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-2.35K- 58.88% |
$1.19M - $1.32M
|
1.64K
$948K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-217- 35.28% |
$110K - $122K
|
398
$230K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
337New |
$176K - $188K
|
337
$195K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-106K- 38.36% |
$55.5M - $59.4M
|
171K
$98.8M
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
75K+ 8.59% |
$39.1M - $41.9M
|
949K
$548M
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
2.59KNew |
$1.35M - $1.45M
|
2.59K
$1.5M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
35.6K+ 3.56% |
$18.6M - $19.9M
|
1.04M
$599M
|
|
|
May 28, 2025
Q4 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
1.26MNew |
$656M - $703M
|
1.26M
$727M
|
|
|
May 19, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-158- 13.75% |
$82.5K - $88.3K
|
991
$573K
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-12.9K- 81.02% |
$6.72M - $7.2M
|
3.02K
$1.74M
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
116New |
$60.5K - $64.8K
|
116
$67K
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-818- 13.53% |
$427K - $457K
|
5.23K
$3.02M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
67.8KNew |
$35.4M - $37.9M
|
67.8K
$39.2M
|
|
|
May 13, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-44- 2.86% |
$23K - $24.6K
|
1.5K
$865K
|
|
|
May 12, 2025
Q4 2024
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
4KNew |
$2.09M - $2.24M
|
4K
$2.31M
|
|
|
Apr 11, 2025
Q4 2024
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
685New |
$357K - $383K
|
685
$396K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
6New |
$3.13K - $3.35K
|
6
$3.47K
|
|
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
2.98KNew |
$1.55M - $1.66M
|
2.98K
$1.72M
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
957New |
$499K - $535K
|
957
$553K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-171- 20.83% |
$89.2K - $95.6K
|
650
$376K
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
906New |
$473K - $506K
|
906
$524K
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
622New |
$325K - $348K
|
622
$360K
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
155+ 10.73% |
$80.9K - $86.6K
|
1.6K
$925K
|
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
685New |
$357K - $383K
|
685
$396K
|
|
|
Mar 11, 2025
Q4 2024
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
862New |
$450K - $482K
|
862
$498K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
1.42KNew |
$739K - $792K
|
1.42K
$819K
|
|
|
Mar 06, 2025
Q4 2024
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
623New |
$325K - $348K
|
623
$360K
|
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-93- 4.58% |
$48.5K - $52K
|
1.94K
$1.12M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
333New |
$174K - $186K
|
333
$192K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4.31K+ 7.67% |
$2.25M - $2.41M
|
60.5K
$35M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-40.6K- 61.66% |
$21.2M - $22.7M
|
25.2K
$14.6M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
78New |
$40.7K - $43.6K
|
78
$45.1K
|
|
|
Feb 20, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-242K- 99.81% |
$126M - $135M
|
450
$260K
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
12.7KNew |
$6.64M - $7.11M
|
12.7K
$7.35M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
530New |
$277K - $296K
|
530
$306K
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
SELL
|
- |
-89- 9.04% |
$46.4K - $49.7K
|
896
$518K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
220+ 3.9% |
$115K - $123K
|
5.86K
$3.39M
|
|
|
Feb 18, 2025
Q4 2024
|
University Of Texas
|
BUY
|
- |
166+ 830.0% |
$86.6K - $92.8K
|
186
$108K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-343- 3.28% |
$179K - $192K
|
10.1K
$5.84M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
183New |
$95.5K - $102K
|
183
$106K
|
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-3.05K- 27.91% |
$1.59M - $1.71M
|
7.88K
$4.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
47+ 0.3% |
$24.5K - $26.3K
|
15.5K
$8.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
115New |
$60K - $64.3K
|
115
$66.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1- 1.19% |
$522 - $559
|
83
$48K
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
4+ 6.56% |
$2.09K - $2.24K
|
65
$37.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.34K+ 8.07% |
$700K - $750K
|
18K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
868New |
$453K - $485K
|
868
$502K
|
|