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, 2022
Q3 2022
|
Crosspoint Capital Strategies, LLC
Orinda, CA |
SELL
|
- |
-2.53K- 50.05% |
$831K - $999K
|
2.53K
$1.4M
|
|
Nov 14, 2022
Q3 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
218+ 31.41% |
$71.6K - $86.1K
|
912
$506K
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.38K+ 16.88% |
$2.42M - $2.92M
|
51.1K
$28.3M
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
589K+ 107.01% |
$193M - $233M
|
1.14M
$631M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
19.3K+ 9.68% |
$6.32M - $7.61M
|
218K
$121M
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
10.1KNew |
$3.33M - $4.01M
|
10.1K
$5.62M
|
|
Nov 14, 2022
Q3 2022
|
Peconic Partners LLC
New York, NY |
BUY
|
- |
10KNew |
$3.28M - $3.95M
|
10K
$5.54M
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
666New |
$219K - $263K
|
666
$369K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
18.8K+ 24.33% |
$6.16M - $7.42M
|
95.9K
$53.2M
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
175New |
$57.5K - $69.1K
|
175
$97K
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
6.17K+ 31.47% |
$2.03M - $2.44M
|
25.8K
$14.3M
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
637+ 3.5% |
$209K - $252K
|
18.8K
$10.4M
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-2.38K- 35.95% |
$782K - $941K
|
4.24K
$2.35M
|
|
Nov 10, 2022
Q3 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
30+ 3.46% |
$9.85K - $11.9K
|
897
$497K
|
|
Nov 10, 2022
Q3 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
820New |
$269K - $324K
|
820
$455K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.18K- 2.3% |
$388K - $467K
|
50.1K
$27.8M
|
|
Nov 09, 2022
Q3 2022
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-1.5K- 10.0% |
$492K - $593K
|
13.5K
$7.48M
|
|
Nov 09, 2022
Q3 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
762New |
$250K - $301K
|
762
$422K
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
638New |
$209K - $252K
|
638
$354K
|
|
Nov 09, 2022
Q3 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
10K+ 333.33% |
$3.28M - $3.95M
|
13K
$7.21M
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
26New |
$8.54K - $10.3K
|
26
$14.4K
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
SELL
|
- |
-66- 3.68% |
$21.7K - $26.1K
|
1.73K
$957K
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$657 - $790
|
3.05K
$1.69M
|
|
Nov 08, 2022
Q3 2022
|
Divergent Wealth Advisors
|
BUY
|
- |
27.9KNew |
$9.16M - $11M
|
27.9K
$15.5M
|
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
4.04KNew |
$1.33M - $1.6M
|
4.04K
$2.24M
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-336- 10.1% |
$110K - $133K
|
2.99K
$1.66M
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
185+ 2.98% |
$60.7K - $73.1K
|
6.39K
$3.54M
|
|
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-2.11K- 70.02% |
$694K - $835K
|
905
$502K
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-29- 17.47% |
$9.52K - $11.5K
|
137
$75.9K
|
|
Nov 04, 2022
Q3 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
CALL |
1.18KNew |
$388K - $467K
|
1.18K
$655K
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
1+ 0.0% |
$328 - $395
|
22.2K
$12.3M
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.12K- 97.22% |
$368K - $443K
|
32
$17.7K
|
|
Nov 04, 2022
Q3 2022
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
3.65K+ 1.8% |
$1.2M - $1.44M
|
207K
$115M
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
247New |
$81.1K - $97.6K
|
247
$137K
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
57.5KNew |
$18.9M - $22.7M
|
57.5K
$31.9M
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-394- 2.01% |
$129K - $156K
|
19.2K
$10.7M
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
16.2K+ 12.28% |
$5.3M - $6.38M
|
148K
$81.9M
|
|
Nov 01, 2022
Q3 2022
|
Blooom, Inc.
|
BUY
|
- |
292+ 72.28% |
$95.9K - $115K
|
696
$386K
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
7New |
$2.3K - $2.77K
|
7
$3.88K
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
SELL
|
- |
-154- 6.79% |
$50.6K - $60.8K
|
2.11K
$1.17M
|
|
Oct 28, 2022
Q3 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-13- 1.88% |
$4.27K - $5.14K
|
680
$377K
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-64- 2.61% |
$21K - $25.3K
|
2.39K
$1.32M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.07K+ 92.92% |
$681K - $819K
|
4.3K
$2.39M
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
34.4K+ 149.98% |
$11.3M - $13.6M
|
57.3K
$31.8M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
PUT |
57.2KNew |
$18.8M - $22.6M
|
57.2K
$31.7M
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
BUY
|
- |
75New |
$24.6K - $29.6K
|
75
$41.6K
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
2.42KNew |
$794K - $956K
|
2.42K
$1.34M
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
609+ 8.71% |
$200K - $241K
|
7.6K
$4.21M
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
103+ 4.36% |
$33.8K - $40.7K
|
2.47K
$1.37M
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-162- 59.34% |
$53.2K - $64K
|
111
$61.5K
|