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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
2.08K+ 12.73% |
$816K - $874K
|
18.4K
$10.2M
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-101- 12.53% |
$39.7K - $42.5K
|
705
$392K
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-944- 1.58% |
$371K - $397K
|
58.6K
$32.6M
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-2.31K- 4.12% |
$906K - $970K
|
53.6K
$29.8M
|
|
Nov 14, 2023
Q3 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
13.2K+ 28.7% |
$5.19M - $5.56M
|
59.2K
$32.9M
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-2.79K- 10.14% |
$1.1M - $1.17M
|
24.7K
$13.7M
|
|
Nov 14, 2023
Q3 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-1.8K- 87.8% |
$707K - $757K
|
250
$139K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
20.1K+ 2.75% |
$7.89M - $8.45M
|
749K
$416M
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.09KNew |
$426K - $456K
|
1.09K
$603K
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-286- 5.48% |
$112K - $120K
|
4.94K
$2.74M
|
|
Nov 14, 2023
Q3 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
969New |
$381K - $408K
|
969
$538K
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
81New |
$31.8K - $34.1K
|
81
$45K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
3New |
$1.18K - $1.26K
|
3
$1.67K
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
164+ 18.18% |
$64.4K - $69K
|
1.07K
$592K
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
2.61K+ 23.99% |
$1.02M - $1.1M
|
13.5K
$7.5M
|
|
Nov 13, 2023
Q3 2023
|
Bishop Rock Capital, L.P.
New York, NY |
SELL
|
- |
-5.51K- 56.18% |
$2.16M - $2.32M
|
4.3K
$2.39M
|
|
Nov 13, 2023
Q3 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
746New |
$293K - $314K
|
746
$415K
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.58KNew |
$620K - $664K
|
1.58K
$877K
|
|
Nov 09, 2023
Q3 2023
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
3.85K+ 7.42% |
$1.51M - $1.62M
|
55.7K
$31M
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1.71K+ 5.75% |
$670K - $718K
|
31.4K
$17.5M
|
|
Nov 08, 2023
Q3 2023
|
Tiff Advisory Services Inc
|
SELL
|
- |
-276K- 98.92% |
$108M - $116M
|
3.01K
$1.67M
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
2.5KNew |
$982K - $1.05M
|
2.5K
$1.39M
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
275+ 17.27% |
$108K - $116K
|
1.87K
$1.04M
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-462- 4.27% |
$181K - $194K
|
10.4K
$5.75M
|
|
Nov 07, 2023
Q3 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
2.79KNew |
$1.1M - $1.17M
|
2.79K
$1.55M
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
4.41K+ 10.95% |
$1.73M - $1.86M
|
44.7K
$24.8M
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
5+ 0.85% |
$1.96K - $2.1K
|
596
$331K
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
43+ 172.0% |
$16.9K - $18.1K
|
68
$37.8K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-137K- 6.5% |
$53.9M - $57.7M
|
1.97M
$1.1B
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
574New |
$225K - $241K
|
574
$319K
|
|
Nov 03, 2023
Q3 2023
|
Daniels&Tansey,Llp
|
SELL
|
- |
-145K- 83.16% |
$56.9M - $60.9M
|
29.3K
$16.3M
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 1.02% |
$393 - $421
|
97
$53.9K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-320K- 25.52% |
$126M - $135M
|
934K
$519M
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
48New |
$18.8K - $20.2K
|
48
$26.7K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
78.6KNew |
$30.9M - $33.1M
|
78.6K
$43.7M
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-235K- 99.58% |
$92.3M - $98.9M
|
1K
$557K
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
2.52KNew |
$989K - $1.06M
|
2.52K
$1.4M
|
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-547- 4.32% |
$215K - $230K
|
12.1K
$6.74M
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-25- 13.89% |
$9.82K - $10.5K
|
155
$86.1K
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
48New |
$18.8K - $20.2K
|
48
$26.7K
|
|
Oct 27, 2023
Q3 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-23.3K- 50.17% |
$9.15M - $9.8M
|
23.1K
$12.9M
|
|
Oct 27, 2023
Q3 2023
|
Southern Farm Bureau Life Insurance
|
SELL
|
- |
-121K- 41.2% |
$47.7M - $51.1M
|
173K
$96.3M
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
984+ 4.01% |
$386K - $414K
|
25.5K
$14.2M
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
240New |
$94.2K - $101K
|
240
$133K
|
|
Oct 25, 2023
Q3 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-3- 3.9% |
$1.18K - $1.26K
|
74
$41.1K
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
44+ 2.53% |
$17.3K - $18.5K
|
1.78K
$991K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
SELL
|
- |
-2.39K- 93.43% |
$938K - $1M
|
168
$93.3K
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
100+ 6.07% |
$39.3K - $42.1K
|
1.75K
$971K
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
58+ 1.25% |
$22.8K - $24.4K
|
4.7K
$2.61M
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
SELL
|
- |
-4.76K- 63.9% |
$1.87M - $2M
|
2.69K
$1.49M
|