Latest Institutional Sells of Vanguard Index Fds S&P 500 ETF (VOO)
This list provides information on the latest institutional transactions involving Vanguard Index Fds S&P 500 ETF (VOO) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
SELL
|
- |
-122- 18.51% |
$42.5K - $46.7K
|
537
$318K
|
|
Apr 24, 2023
Q1 2023
|
Marion Wealth Management
|
SELL
|
- |
-88- 4.01% |
$30.7K - $33.7K
|
2.11K
$1.25M
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-48- 12.37% |
$16.7K - $18.4K
|
340
$201K
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-25- 0.54% |
$8.72K - $9.57K
|
4.63K
$2.74M
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-15- 0.26% |
$5.23K - $5.74K
|
5.78K
$3.42M
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-4- 12.9% |
$1.39K - $1.53K
|
27
$16K
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 40.0% |
$697 - $766
|
3
$1.77K
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 50.0% |
$349 - $383
|
1
$591
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-6.1M- 99.72% |
$2B - $2.29B
|
17.4K
$10.3M
|
|
Jan 25, 2023
Q4 2022
|
Wall Capital Group, Inc.
|
SELL
|
- |
-107K- 78.7% |
$35M - $40M
|
28.9K
$17.1M
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-15.5K- 99.63% |
$5.07M - $5.8M
|
58
$34.3K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-3.3K- 16.99% |
$1.08M - $1.23M
|
16.1K
$9.52M
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-2.45K- 10.12% |
$803K - $918K
|
21.8K
$12.9M
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.79K- 33.7% |
$585K - $669K
|
3.51K
$2.08M
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-484- 76.34% |
$159K - $181K
|
150
$88.7K
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-362- 29.75% |
$119K - $136K
|
855
$506K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-341- 5.24% |
$112K - $128K
|
6.17K
$3.65M
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-289- 4.41% |
$94.7K - $108K
|
6.26K
$3.7M
|
|
Jan 13, 2023
Q4 2022
|
Copeland Capital Management, LLC
|
SELL
|
- |
-225- 93.75% |
$73.7K - $84.3K
|
15
$8.87K
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-103- 74.1% |
$33.7K - $38.6K
|
36
$21.3K
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-103- 19.66% |
$33.7K - $38.6K
|
421
$249K
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-40- 6.2% |
$13.1K - $15K
|
605
$358K
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-22- 0.06% |
$7.21K - $8.24K
|
39.2K
$23.2M
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-20- 1.25% |
$6.55K - $7.49K
|
1.58K
$931K
|
|
Q3 2022 | |||||||
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-60K- 99.94% |
$19.7M - $23.7M
|
36
$21.3K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-24.4K- 18.36% |
$8.02M - $9.65M
|
109K
$64.3M
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-19.3K- 17.46% |
$6.33M - $7.62M
|
91.1K
$53.9M
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-18.1KClosed |
$5.94M - $7.14M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Crosspoint Capital Strategies, LLC
Orinda, CA |
SELL
|
- |
-2.53K- 50.05% |
$831K - $999K
|
2.53K
$1.49M
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-2.43K- 6.88% |
$796K - $958K
|
32.8K
$19.4M
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-2.38K- 35.95% |
$782K - $941K
|
4.24K
$2.51M
|
|
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-2.11K- 70.02% |
$694K - $835K
|
905
$535K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.79K- 11.56% |
$588K - $708K
|
13.7K
$8.11M
|
|
Nov 09, 2022
Q3 2022
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-1.5K- 10.0% |
$492K - $593K
|
13.5K
$7.98M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.18K- 2.3% |
$388K - $467K
|
50.1K
$29.6M
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.12K- 97.22% |
$368K - $443K
|
32
$18.9K
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-394- 2.01% |
$129K - $156K
|
19.2K
$11.4M
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-336- 10.1% |
$110K - $133K
|
2.99K
$1.77M
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-162- 59.34% |
$53.2K - $64K
|
111
$65.6K
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
SELL
|
- |
-154- 6.79% |
$50.6K - $60.8K
|
2.11K
$1.25M
|
|
Nov 21, 2022
Q3 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-150- 15.43% |
$49.2K - $59.3K
|
822
$486K
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-98- 3.87% |
$32.2K - $38.7K
|
2.44K
$1.44M
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-97- 1.21% |
$31.8K - $38.3K
|
7.9K
$4.67M
|
|
Oct 12, 2022
Q3 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-86- 9.74% |
$28.2K - $34K
|
797
$471K
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
SELL
|
- |
-66- 3.68% |
$21.7K - $26.1K
|
1.73K
$1.02M
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-64- 2.61% |
$21K - $25.3K
|
2.39K
$1.41M
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-29- 17.47% |
$9.52K - $11.5K
|
137
$81K
|
|
Oct 06, 2022
Q3 2022
|
Greenfield Savings Bank
|
SELL
|
- |
-3- 0.36% |
$985 - $1.19K
|
827
$489K
|
|
Q2 2022 | |||||||
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-1.04MClosed |
$350M - $436M
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Sbb Research Group LLC
|
SELL
|
- |
-165K- 59.57% |
$55.6M - $69.3M
|
112K
$66.2M
|