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 05, 2024
Q3 2024
|
Edgehill Endowment Partners, LLC
|
SELL
|
- |
-59.8K- 19.11% |
$28.4M - $31.6M
|
253K
$146M
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
407New |
$193K - $215K
|
407
$235K
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-179- 4.4% |
$85.1K - $94.5K
|
3.89K
$2.25M
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
425+ 2.17% |
$202K - $224K
|
20K
$11.5M
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-122- 96.06% |
$58K - $64.4K
|
5
$2.89K
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
5.4K+ 119.84% |
$2.57M - $2.85M
|
9.91K
$5.73M
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-191- 31.16% |
$90.8K - $101K
|
422
$244K
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-25- 11.26% |
$11.9K - $13.2K
|
197
$114K
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
18New |
$8.55K - $9.5K
|
18
$10.4K
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
3+ 0.43% |
$1.43K - $1.58K
|
706
$408K
|
|
Nov 04, 2024
Q3 2024
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-5- 1.08% |
$2.38K - $2.64K
|
460
$266K
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-5.94K- 48.8% |
$2.82M - $3.14M
|
6.24K
$3.6M
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
47+ 10.71% |
$22.3K - $24.8K
|
486
$281K
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
456+ 4.79% |
$217K - $241K
|
9.97K
$5.76M
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
412New |
$196K - $217K
|
412
$238K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
7New |
$3.33K - $3.69K
|
7
$4.05K
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
579New |
$275K - $306K
|
579
$335K
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-150- 2.99% |
$71.3K - $79.2K
|
4.86K
$2.81M
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
104New |
$49.4K - $54.9K
|
104
$60.1K
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
398New |
$189K - $210K
|
398
$230K
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-63- 7.19% |
$29.9K - $33.2K
|
813
$470K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-16- 0.25% |
$7.6K - $8.44K
|
6.34K
$3.66M
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
6+ 0.33% |
$2.85K - $3.17K
|
1.83K
$1.06M
|
|
Oct 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
430New |
$204K - $227K
|
430
$249K
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
27+ 1.73% |
$12.8K - $14.2K
|
1.59K
$917K
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
46+ 5.38% |
$21.9K - $24.3K
|
901
$521K
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-77- 15.65% |
$36.6K - $40.6K
|
415
$240K
|
|
Oct 25, 2024
Q3 2024
|
Toews Corp
|
SELL
|
- |
-14.2K- 6.34% |
$6.77M - $7.51M
|
211K
$122M
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
50+ 4.47% |
$23.8K - $26.4K
|
1.17K
$676K
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-4- 0.59% |
$1.9K - $2.11K
|
671
$388K
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
846+ 193.15% |
$402K - $446K
|
1.28K
$742K
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
677New |
$322K - $357K
|
677
$391K
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-10- 18.87% |
$4.75K - $5.28K
|
43
$24.9K
|
|
Oct 23, 2024
Q3 2024
|
Libra Wealth LLC
|
BUY
|
- |
25+ 0.89% |
$11.9K - $13.2K
|
2.85K
$1.65M
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
1New |
$475 - $528
|
1
$578
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-3- 1.94% |
$1.43K - $1.58K
|
152
$87.9K
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-3- 0.25% |
$1.43K - $1.58K
|
1.22K
$702K
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
11+ 28.95% |
$5.23K - $5.8K
|
49
$28.3K
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
400New |
$190K - $211K
|
400
$231K
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
BUY
|
- |
3.43KNew |
$1.63M - $1.81M
|
3.43K
$1.98M
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
BUY
|
- |
50+ 9.09% |
$23.8K - $26.4K
|
600
$347K
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
262+ 0.49% |
$125K - $138K
|
53.3K
$30.8M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
174New |
$82.7K - $91.8K
|
174
$101K
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
547New |
$260K - $289K
|
547
$316K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-547- 34.73% |
$260K - $289K
|
1.03K
$594K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
278K+ 1.2% |
$132M - $147M
|
23.4M
$13.5B
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-11- 2.38% |
$5.23K - $5.8K
|
451
$261K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-21.2K- 0.7% |
$10.1M - $11.2M
|
3.02M
$1.75B
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
6.71K+ 476.28% |
$3.19M - $3.54M
|
8.11K
$4.69M
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
12+ 1.06% |
$5.7K - $6.33K
|
1.15K
$664K
|