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 |
---|---|---|---|---|---|---|---|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
21+ 1.26% |
$11K - $11.7K
|
1.69K
$935K
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
297+ 23.28% |
$155K - $166K
|
1.57K
$869K
|
|
Jan 02, 2025
Q4 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
277+ 30.85% |
$145K - $155K
|
1.18K
$649K
|
|
Q3 2024 | |||||||
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
435+ 28.83% |
$207K - $230K
|
1.94K
$1.07M
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3+ 0.46% |
$1.43K - $1.58K
|
660
$364K
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-477- 2.44% |
$227K - $252K
|
19.1K
$10.5M
|
|
Jan 16, 2025
Q3 2024
|
Cim, LLC
|
BUY
|
- |
189+ 37.57% |
$89.8K - $99.7K
|
692
$382K
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 50.0% |
$475 - $528
|
3
$1.66K
|
|
Jan 14, 2025
Q3 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-159- 0.57% |
$75.6K - $83.9K
|
28K
$15.4M
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.08K+ 10.12% |
$989K - $1.1M
|
22.7K
$12.5M
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-16- 0.63% |
$7.6K - $8.44K
|
2.54K
$1.4M
|
|
Jan 03, 2025
Q3 2024
|
Allie Family Office LLC
|
SELL
|
- |
-10- 0.09% |
$4.75K - $5.28K
|
10.7K
$5.9M
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.88M+ 13.68% |
$1.37B - $1.52B
|
23.9M
$13.2B
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
13New |
$6.18K - $6.86K
|
13
$7.18K
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.52K- 3.69% |
$1.2M - $1.33M
|
65.8K
$36.4M
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
5.19K+ 9.26% |
$2.47M - $2.74M
|
61.2K
$33.8M
|
|
Dec 12, 2024
Q3 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
91+ 2.33% |
$43.2K - $48K
|
3.99K
$2.2M
|
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-58- 2.34% |
$27.6K - $30.6K
|
2.42K
$1.34M
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-470- 8.84% |
$223K - $248K
|
4.85K
$2.68M
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
274New |
$130K - $145K
|
274
$151K
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-368- 0.47% |
$175K - $194K
|
77.9K
$43M
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-634- 0.18% |
$301K - $335K
|
353K
$195M
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
7.06K+ 3.48% |
$3.35M - $3.73M
|
210K
$116M
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-126K- 36.39% |
$59.8M - $66.4M
|
220K
$121M
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
4.9KNew |
$2.33M - $2.59M
|
4.9K
$2.71M
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- 0.02% |
$475 - $528
|
5.57K
$3.07M
|
|
Nov 25, 2024
Q3 2024
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-791- 23.93% |
$376K - $417K
|
2.51K
$1.39M
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
335+ 3.41% |
$159K - $177K
|
10.2K
$5.62M
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
1.88K+ 13.59% |
$895K - $994K
|
15.8K
$8.7M
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-255- 0.77% |
$121K - $135K
|
32.9K
$18.2M
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
18+ 0.12% |
$8.55K - $9.5K
|
14.7K
$8.14M
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-759- 29.65% |
$361K - $401K
|
1.8K
$995K
|
|
Nov 18, 2024
Q3 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
92.1K+ 18.22% |
$43.8M - $48.6M
|
598K
$330M
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
1.16K+ 112.36% |
$553K - $614K
|
2.2K
$1.21M
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-264- 19.21% |
$125K - $139K
|
1.11K
$613K
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-28- 1.39% |
$13.3K - $14.8K
|
1.98K
$1.09M
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-318- 0.97% |
$151K - $168K
|
32.3K
$17.8M
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
451New |
$214K - $238K
|
451
$249K
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
69+ 1.65% |
$32.8K - $36.4K
|
4.26K
$2.35M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13K+ 2.16% |
$6.18M - $6.86M
|
614K
$339M
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
120+ 1.07% |
$57K - $63.3K
|
11.3K
$6.27M
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
171+ 24.57% |
$81.3K - $90.2K
|
867
$479K
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-93- 3.23% |
$44.2K - $49.1K
|
2.79K
$1.54M
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-95- 1.56% |
$45.1K - $50.1K
|
5.98K
$3.3M
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
55.1K+ 5.44% |
$26.2M - $29.1M
|
1.07M
$590M
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
9.55K+ 24.43% |
$4.54M - $5.04M
|
48.6K
$26.8M
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
59+ 0.92% |
$28K - $31.1K
|
6.47K
$3.57M
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
15.9K+ 3.44% |
$7.55M - $8.39M
|
477K
$264M
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.63K+ 19.36% |
$772K - $858K
|
10K
$5.53M
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
635+ 58.85% |
$302K - $335K
|
1.71K
$946K
|