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 |
|---|---|---|---|---|---|---|---|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
331New |
$173K - $185K
|
331
$172K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4.31K+ 7.67% |
$2.25M - $2.41M
|
60.5K
$31.5M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.28KNew |
$666K - $714K
|
1.28K
$664K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2K+ 5.09% |
$1.05M - $1.12M
|
41.4K
$21.5M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
19.3KNew |
$10.1M - $10.8M
|
19.3K
$10.1M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-40.6K- 61.66% |
$21.2M - $22.7M
|
25.2K
$13.1M
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-538K- 99.81% |
$281M - $300M
|
1K
$520K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.15K+ 53.68% |
$1.64M - $1.76M
|
9.01K
$4.69M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
14.5KNew |
$7.58M - $8.12M
|
14.5K
$7.56M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-13.5K- 22.84% |
$7.06M - $7.56M
|
45.7K
$23.8M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
73.3KNew |
$38.3M - $41M
|
73.3K
$38.1M
|
|
|
Feb 24, 2025
Q4 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
927+ 5.42% |
$484K - $518K
|
18K
$9.37M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-11- 0.01% |
$5.74K - $6.15K
|
77.9K
$40.5M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
5.49KNew |
$2.86M - $3.07M
|
5.49K
$2.85M
|
|
|
Feb 21, 2025
Q4 2024
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-288- 11.46% |
$150K - $161K
|
2.23K
$1.16M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
78New |
$40.7K - $43.6K
|
78
$40.6K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.33K+ 4.34% |
$696K - $745K
|
32K
$16.7M
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
7+ 8.24% |
$3.65K - $3.91K
|
92
$47.9K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.11K- 8.82% |
$577K - $618K
|
11.4K
$5.95M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
15.9K+ 32.72% |
$8.3M - $8.89M
|
64.5K
$33.6M
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
417+ 2.88% |
$218K - $233K
|
14.9K
$7.74M
|
|
|
Feb 20, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-242K- 99.81% |
$126M - $135M
|
450
$234K
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
12.7KNew |
$6.64M - $7.11M
|
12.7K
$6.62M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
4.21KNew |
$2.2M - $2.35M
|
4.21K
$2.19M
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
15KNew |
$7.84M - $8.39M
|
15K
$7.81M
|
|
|
Feb 20, 2025
Q4 2024
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
1.63KNew |
$850K - $910K
|
1.63K
$847K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
180+ 9.99% |
$93.9K - $101K
|
1.98K
$1.03M
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
974New |
$508K - $544K
|
974
$507K
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-1.11K- 7.74% |
$581K - $622K
|
13.3K
$6.9M
|
|
|
Feb 19, 2025
Q4 2024
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
936New |
$488K - $523K
|
936
$487K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-450- 25.63% |
$235K - $251K
|
1.31K
$679K
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
421New |
$220K - $235K
|
421
$219K
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
88+ 5.9% |
$45.9K - $49.2K
|
1.58K
$821K
|
|
|
Feb 19, 2025
Q4 2024
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
682New |
$356K - $381K
|
682
$355K
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
112K+ 18.81% |
$58.6M - $62.8M
|
710K
$369M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
431New |
$225K - $241K
|
431
$224K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
286+ 15.27% |
$149K - $160K
|
2.16K
$1.12M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
374+ 5.88% |
$195K - $209K
|
6.73K
$3.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
8+ 0.6% |
$4.17K - $4.47K
|
1.33K
$692K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-413- 5.89% |
$216K - $231K
|
6.6K
$3.43M
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
1.53KNew |
$798K - $855K
|
1.53K
$796K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-23- 0.74% |
$12K - $12.9K
|
3.09K
$1.61M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
530New |
$277K - $296K
|
530
$276K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-7.83K- 8.94% |
$4.08M - $4.37M
|
79.7K
$41.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
SELL
|
- |
-89- 9.04% |
$46.4K - $49.7K
|
896
$466K
|
|
|
Feb 18, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-158- 13.75% |
$82.5K - $88.3K
|
991
$515K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
220+ 3.9% |
$115K - $123K
|
5.86K
$3.05M
|
|
|
Feb 18, 2025
Q4 2024
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
126KNew |
$65.6M - $70.3M
|
126K
$65.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-40- 3.6% |
$20.9K - $22.4K
|
1.07K
$557K
|
|
|
Feb 18, 2025
Q4 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-15K- 37.71% |
$7.84M - $8.39M
|
24.8K
$12.9M
|