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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
371New |
$169K - $211K
|
371
$213K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
301+ 51.9% |
$137K - $171K
|
881
$507K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-333- 4.62% |
$152K - $189K
|
6.87K
$3.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-167- 2.02% |
$76.3K - $94.9K
|
8.1K
$4.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-3- 0.16% |
$1.37K - $1.7K
|
1.88K
$1.08M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.04K+ 2.53% |
$475K - $591K
|
42.2K
$24.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
8+ 0.74% |
$3.65K - $4.54K
|
1.09K
$629K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
161+ 16.04% |
$73.5K - $91.5K
|
1.17K
$670K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-352- 4.45% |
$161K - $200K
|
7.57K
$4.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
13.4KNew |
$6.12M - $7.62M
|
13.4K
$7.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1.35K+ 2.7% |
$617K - $767K
|
51.5K
$29.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
375New |
$171K - $213K
|
375
$216K
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
5.4K+ 93.85% |
$2.47M - $3.07M
|
11.2K
$6.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
111+ 2.9% |
$50.7K - $63.1K
|
3.94K
$2.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.91K- 4.67% |
$871K - $1.08M
|
39K
$22.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
283+ 23.25% |
$129K - $161K
|
1.5K
$863K
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-329- 9.87% |
$150K - $187K
|
3.01K
$1.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
139+ 4.16% |
$63.5K - $79K
|
3.48K
$2M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.76KNew |
$802K - $997K
|
1.76K
$1.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-20- 5.0% |
$9.13K - $11.4K
|
380
$219K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
288+ 52.55% |
$132K - $164K
|
836
$481K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
90+ 5.45% |
$41.1K - $51.1K
|
1.74K
$1M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.26K+ 3.57% |
$1.03M - $1.28M
|
65.6K
$37.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
20.6K+ 48.46% |
$9.41M - $11.7M
|
63.1K
$36.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
377New |
$172K - $214K
|
377
$217K
|
|
|
Jul 15, 2025
Q2 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
2.92K+ 4.01% |
$1.33M - $1.66M
|
75.7K
$43.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
488+ 0.65% |
$223K - $277K
|
75.3K
$43.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-8- 0.9% |
$3.65K - $4.54K
|
881
$507K
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-18- 1.15% |
$8.22K - $10.2K
|
1.55K
$892K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-63- 6.56% |
$28.8K - $35.8K
|
897
$516K
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
BUY
|
- |
39+ 1.75% |
$17.8K - $22.2K
|
2.26K
$1.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
356New |
$163K - $202K
|
356
$205K
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
1.94KNew |
$888K - $1.1M
|
1.94K
$1.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
3.82K+ 6.12% |
$1.74M - $2.17M
|
66.2K
$38.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.17K+ 14.24% |
$992K - $1.23M
|
17.4K
$10M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.3K- 9.94% |
$5.17M - $6.44M
|
103K
$59.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-822- 32.07% |
$375K - $467K
|
1.74K
$1M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
101+ 7.37% |
$46.1K - $57.4K
|
1.47K
$847K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
275+ 17.09% |
$126K - $156K
|
1.88K
$1.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-2.57K- 45.56% |
$1.17M - $1.46M
|
3.07K
$1.76M
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-28- 0.44% |
$12.8K - $15.9K
|
6.38K
$3.67M
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-3- 0.49% |
$1.37K - $1.7K
|
612
$352K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
8.48K+ 26.13% |
$3.87M - $4.82M
|
40.9K
$23.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
102+ 9.73% |
$46.6K - $57.9K
|
1.15K
$662K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-59- 0.75% |
$26.9K - $33.5K
|
7.77K
$4.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.69K+ 6.39% |
$771K - $959K
|
28.1K
$16.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-24- 1.61% |
$11K - $13.6K
|
1.47K
$843K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-26- 4.32% |
$11.9K - $14.8K
|
576
$331K
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
270+ 0.73% |
$123K - $153K
|
37.1K
$21.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
711+ 6.58% |
$325K - $404K
|
11.5K
$6.63M
|