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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Schwab Charitable Fund
|
BUY
|
- |
533New |
$186K - $204K
|
533
$296K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
235New |
$81.9K - $90K
|
235
$131K
|
|
|
Apr 18, 2023
Q1 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
566New |
$197K - $217K
|
566
$314K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-392- 0.16% |
$137K - $150K
|
246K
$137M
|
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
8New |
$2.79K - $3.06K
|
8
$4.45K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
601New |
$210K - $230K
|
601
$334K
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
1+ 0.98% |
$349 - $383
|
103
$57.2K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
2.59KNew |
$904K - $993K
|
2.59K
$1.44M
|
|
|
Apr 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
400New |
$139K - $153K
|
400
$222K
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
SELL
|
- |
-122- 18.51% |
$42.5K - $46.7K
|
537
$298K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-169- 9.47% |
$58.9K - $64.7K
|
1.62K
$897K
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2New |
$697 - $766
|
2
$1.11K
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
BUY
|
- |
9New |
$3.14K - $3.45K
|
9
$5K
|
|
| Q4 2022 | |||||||
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
CALL |
700New |
$229K - $262K
|
700
$389K
|
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-484- 76.34% |
$159K - $181K
|
150
$83.3K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
102New |
$33.4K - $38.2K
|
102
$56.7K
|
|
|
Jun 14, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
3.23KNew |
$1.06M - $1.21M
|
3.23K
$1.8M
|
|
|
May 17, 2023
Q4 2022
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
6.9KNew |
$2.26M - $2.58M
|
6.9K
$3.83M
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1New |
$328 - $375
|
1
$556
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
596New |
$195K - $223K
|
596
$331K
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.79K- 33.7% |
$585K - $669K
|
3.51K
$1.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
1.25K+ 54.02% |
$410K - $468K
|
3.56K
$1.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
71+ 0.95% |
$23.3K - $26.6K
|
7.55K
$4.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-289- 4.41% |
$94.7K - $108K
|
6.26K
$3.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.65MNew |
$1.2B - $1.37B
|
3.65M
$2.03B
|
|
|
Feb 14, 2023
Q4 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
97.2K+ 445.87% |
$31.8M - $36.4M
|
119K
$66.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
275New |
$90.1K - $103K
|
275
$153K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
2New |
$655 - $749
|
2
$1.11K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-6.1M- 99.72% |
$2B - $2.29B
|
17.4K
$9.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
287+ 0.53% |
$94K - $107K
|
54.5K
$30.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-3.3K- 16.99% |
$1.08M - $1.23M
|
16.1K
$8.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
188New |
$61.6K - $70.4K
|
188
$104K
|
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
2.5KNew |
$819K - $936K
|
2.5K
$1.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-2.45K- 10.12% |
$803K - $918K
|
21.8K
$12.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
11+ 0.82% |
$3.6K - $4.12K
|
1.36K
$753K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
210+ 12.86% |
$68.8K - $78.7K
|
1.84K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-103- 74.1% |
$33.7K - $38.6K
|
36
$20K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.48K+ 73.9% |
$484K - $554K
|
3.48K
$1.93M
|
|
|
Feb 10, 2023
Q4 2022
|
American Family Insurance Mutual Holding CO
|
BUY
|
- |
69.5K+ 88.85% |
$22.8M - $26M
|
148K
$82.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
34New |
$11.1K - $12.7K
|
34
$18.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
110New |
$36K - $41.2K
|
110
$61.1K
|
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
1.05KNew |
$344K - $393K
|
1.05K
$583K
|
|
|
Feb 10, 2023
Q4 2022
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-299K- 70.51% |
$98M - $112M
|
125K
$69.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
BUY
|
- |
981New |
$321K - $367K
|
981
$545K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
603New |
$198K - $226K
|
603
$335K
|
|
|
Feb 09, 2023
Q4 2022
|
Summitry LLC
Foster City, CA |
BUY
|
- |
3.46KNew |
$1.13M - $1.29M
|
3.46K
$1.92M
|
|
|
Feb 08, 2023
Q4 2022
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
552+ 47.79% |
$181K - $207K
|
1.71K
$948K
|
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
190+ 6.25% |
$62.3K - $71.2K
|
3.23K
$1.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
14.2K+ 172.95% |
$4.65M - $5.31M
|
22.4K
$12.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
972New |
$318K - $364K
|
972
$540K
|
|