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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
5.19KNew |
$2.36M - $2.62M
|
5.19K
$2.99M
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-201- 4.8% |
$91.5K - $101K
|
3.99K
$2.3M
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
324+ 2.09% |
$147K - $163K
|
15.8K
$9.11M
|
|
Aug 13, 2024
Q2 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-11- 2.49% |
$5.01K - $5.55K
|
430
$247K
|
|
Aug 13, 2024
Q2 2024
|
Diana Davis Spencer Foundation
Bethesda, MD |
BUY
|
- |
49.7KNew |
$22.6M - $25.1M
|
49.7K
$28.6M
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3+ 8.82% |
$1.37K - $1.51K
|
37
$21.3K
|
|
Aug 13, 2024
Q2 2024
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
5.08KNew |
$2.31M - $2.56M
|
5.08K
$2.92M
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
793New |
$361K - $400K
|
793
$456K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
15.4K+ 7.71% |
$7.01M - $7.77M
|
215K
$124M
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-192- 16.3% |
$87.4K - $96.8K
|
986
$567K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
752+ 1.25% |
$342K - $379K
|
60.7K
$34.9M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
CALL |
100New |
$45.5K - $50.4K
|
100
$57.5K
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
21+ 8.94% |
$9.56K - $10.6K
|
256
$147K
|
|
Aug 12, 2024
Q2 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
4.71KNew |
$2.14M - $2.38M
|
4.71K
$2.71M
|
|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
13New |
$5.92K - $6.56K
|
13
$7.48K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
40New |
$18.2K - $20.2K
|
40
$23K
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-1.44K- 6.67% |
$655K - $726K
|
20.1K
$11.6M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
753+ 5.49% |
$343K - $380K
|
14.5K
$8.32M
|
|
Aug 09, 2024
Q2 2024
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-86- 2.79% |
$39.1K - $43.4K
|
3K
$1.72M
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
21+ 2.07% |
$9.56K - $10.6K
|
1.03K
$595K
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
332+ 7.45% |
$151K - $167K
|
4.79K
$2.75M
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-329- 5.13% |
$150K - $166K
|
6.08K
$3.5M
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
453New |
$206K - $228K
|
453
$261K
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-10- 5.75% |
$4.55K - $5.04K
|
164
$94.3K
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.3K- 4.65% |
$591K - $655K
|
26.6K
$15.3M
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
51+ 4.85% |
$23.2K - $25.7K
|
1.1K
$634K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.95K- 59.69% |
$2.25M - $2.49M
|
3.34K
$1.92M
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
423New |
$193K - $213K
|
423
$243K
|
|
Aug 05, 2024
Q2 2024
|
Xr Securities LLC
|
BUY
|
- |
332+ 7.23% |
$151K - $167K
|
4.93K
$2.83M
|
|
Aug 02, 2024
Q2 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
161+ 23.96% |
$73.3K - $81.2K
|
833
$479K
|
|
Aug 01, 2024
Q2 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
570New |
$259K - $287K
|
570
$328K
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-117- 11.7% |
$53.2K - $59K
|
883
$508K
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-211- 1.64% |
$96K - $106K
|
12.7K
$7.29M
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-71- 3.0% |
$32.3K - $35.8K
|
2.29K
$1.32M
|
|
Jul 31, 2024
Q2 2024
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
BUY
|
- |
98K+ 3.47% |
$44.6M - $49.4M
|
2.93M
$1.68B
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-6.86K- 6.67% |
$3.12M - $3.46M
|
96K
$55.2M
|
|
Jul 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-8- 0.72% |
$3.64K - $4.03K
|
1.1K
$632K
|
|
Jul 31, 2024
Q2 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
834New |
$380K - $421K
|
834
$480K
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-196- 21.97% |
$89.2K - $98.8K
|
696
$400K
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-35- 3.31% |
$15.9K - $17.6K
|
1.02K
$588K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
81+ 2.75% |
$36.9K - $40.8K
|
3.03K
$1.74M
|
|
Jul 29, 2024
Q2 2024
|
Tenret CO LLC
|
BUY
|
- |
449New |
$204K - $226K
|
449
$258K
|
|
Jul 29, 2024
Q2 2024
|
Highview Capital Management LLC
|
BUY
|
- |
585New |
$266K - $295K
|
585
$337K
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
SELL
|
- |
-230- 28.89% |
$105K - $116K
|
566
$326K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-227- 6.19% |
$103K - $114K
|
3.44K
$1.98M
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
10New |
$4.55K - $5.04K
|
10
$5.75K
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
661New |
$301K - $333K
|
661
$380K
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
145+ 1.02% |
$66K - $73.1K
|
14.4K
$8.27M
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
172+ 8.05% |
$78.3K - $86.7K
|
2.31K
$1.33M
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
2.23K+ 57.65% |
$1.01M - $1.12M
|
6.09K
$3.5M
|