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 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
284New |
$107K - $124K
|
284
$158K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
6+ 0.7% |
$2.26K - $2.63K
|
868
$482K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-65- 32.5% |
$24.5K - $28.5K
|
135
$75K
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
BUY
|
- |
436+ 17.57% |
$165K - $191K
|
2.92K
$1.62M
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
BUY
|
- |
430+ 21.13% |
$162K - $188K
|
2.47K
$1.37M
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.68K+ 77.0% |
$633K - $735K
|
3.86K
$2.14M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-712- 0.89% |
$269K - $312K
|
79.4K
$44.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-3.79K- 8.33% |
$1.43M - $1.66M
|
41.7K
$23.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-10.8K- 6.16% |
$4.09M - $4.75M
|
165K
$91.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Mcdaniel Terry & CO
|
BUY
|
- |
2.57KNew |
$969K - $1.12M
|
2.57K
$1.43M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
631New |
$238K - $276K
|
631
$351K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-42- 0.53% |
$15.8K - $18.4K
|
7.84K
$4.36M
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
1.19KNew |
$449K - $521K
|
1.19K
$661K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-27.9K- 74.07% |
$10.5M - $12.2M
|
9.77K
$5.43M
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
3+ 0.07% |
$1.13K - $1.31K
|
4.07K
$2.26M
|
|
|
Jan 22, 2024
Q4 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
1+ 0.16% |
$377 - $438
|
613
$341K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-733- 92.67% |
$277K - $321K
|
58
$32.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Sicart Associates LLC
|
BUY
|
- |
371+ 60.72% |
$140K - $163K
|
982
$546K
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
713New |
$269K - $312K
|
713
$396K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
18New |
$6.79K - $7.89K
|
18
$10K
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
17+ 1.79% |
$6.41K - $7.45K
|
969
$538K
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
92.9K+ 94.7% |
$35M - $40.7M
|
191K
$106M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
3.17K+ 4.03% |
$1.2M - $1.39M
|
81.9K
$45.5M
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-8- 0.04% |
$3.02K - $3.51K
|
20K
$11.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
6.08K+ 44.18% |
$2.29M - $2.66M
|
19.8K
$11M
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-2.94K- 71.61% |
$1.11M - $1.29M
|
1.17K
$648K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-59- -0.0% |
$22.3K - $25.9K
|
1.64M
$914M
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
3.2KNew |
$1.21M - $1.4M
|
3.2K
$1.78M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
463New |
$175K - $203K
|
463
$257K
|
|
|
Jan 10, 2024
Q4 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-216- 30.04% |
$81.5K - $94.6K
|
503
$279K
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
SELL
|
- |
-8- 0.63% |
$3.02K - $3.51K
|
1.26K
$697K
|
|
|
Jan 10, 2024
Q4 2023
|
Moller Financial Services
|
BUY
|
- |
538New |
$203K - $236K
|
538
$299K
|
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
509New |
$192K - $223K
|
509
$283K
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
BUY
|
- |
9+ 0.8% |
$3.4K - $3.94K
|
1.14K
$631K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
2New |
$755 - $876
|
2
$1.11K
|
|
|
Jan 09, 2024
Q4 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
837New |
$316K - $367K
|
837
$465K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.02K+ 6.43% |
$385K - $447K
|
16.9K
$9.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
12.7K+ 711.35% |
$4.78M - $5.55M
|
14.4K
$8.02M
|
|
|
Jan 09, 2024
Q4 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
12+ 1.42% |
$4.53K - $5.26K
|
859
$477K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
5.36K+ 2.27% |
$2.02M - $2.35M
|
242K
$134M
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
105K+ 5408.73% |
$39.5M - $45.9M
|
107K
$59.3M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-25- 4.78% |
$9.43K - $11K
|
498
$277K
|
|
| Q3 2023 | |||||||
|
Jun 21, 2024
Q3 2023
|
Envoi LLC
Minneapolis, MN |
BUY
|
- |
766New |
$301K - $322K
|
766
$426K
|
|
|
May 17, 2024
Q3 2023
|
Cim, LLC
|
SELL
|
- |
-503Closed |
$198K - $212K
|
0
$0
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
BUY
|
- |
22+ 3.54% |
$8.64K - $9.25K
|
644
$358K
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
68.4K+ 279.65% |
$26.8M - $28.8M
|
92.8K
$51.6M
|
|
|
Nov 27, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-3.2K- 77.1% |
$1.26M - $1.35M
|
950
$528K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-26.2K- 84.62% |
$10.3M - $11M
|
4.76K
$2.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
BUY
|
- |
551New |
$216K - $232K
|
551
$306K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-949- 13.55% |
$373K - $399K
|
6.06K
$3.37M
|
|