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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
4.05KNew |
$1.74M - $1.95M
|
4.05K
$2.33M
|
|
|
May 14, 2024
Q1 2024
|
X Square Capital, LLC
|
BUY
|
- |
439New |
$189K - $211K
|
439
$253K
|
|
|
May 14, 2024
Q1 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
2.53KNew |
$1.09M - $1.22M
|
2.53K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
63.7KNew |
$27.4M - $30.7M
|
63.7K
$36.6M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
11.5KNew |
$4.95M - $5.55M
|
11.5K
$6.64M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
5.1K+ 11.0% |
$2.19M - $2.45M
|
51.4K
$29.6M
|
|
|
May 14, 2024
Q1 2024
|
Mercer Investments LLC
|
SELL
|
- |
-19.5K- 48.4% |
$8.38M - $9.4M
|
20.8K
$12M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
59.3K+ 9.15% |
$25.5M - $28.5M
|
707K
$407M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
53.3K+ 24.2% |
$22.9M - $25.7M
|
274K
$157M
|
|
|
May 13, 2024
Q1 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
CALL |
100KNew |
$42.9M - $48.1M
|
100K
$57.5M
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
1.7K+ 2.79% |
$728K - $816K
|
62.6K
$36M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
133New |
$57.1K - $64K
|
133
$76.5K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
81+ 4.4% |
$34.8K - $39K
|
1.92K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-34- 85.0% |
$14.6K - $16.4K
|
6
$3.45K
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
28New |
$12K - $13.5K
|
28
$16.1K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
21.6K+ 15.4% |
$9.28M - $10.4M
|
162K
$93.1M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
21K+ 525.85% |
$9.01M - $10.1M
|
25K
$14.4M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
4.67K+ 2.61% |
$2M - $2.25M
|
184K
$106M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-323K- 45.62% |
$139M - $156M
|
385K
$222M
|
|
|
May 10, 2024
Q1 2024
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
736New |
$316K - $354K
|
736
$423K
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
423New |
$182K - $204K
|
423
$243K
|
|
|
May 09, 2024
Q1 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
1.46KNew |
$628K - $704K
|
1.46K
$842K
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
51+ 3.59% |
$21.9K - $24.5K
|
1.47K
$846K
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
739New |
$317K - $356K
|
739
$425K
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
23.7KNew |
$10.2M - $11.4M
|
23.7K
$13.6M
|
|
|
May 08, 2024
Q1 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
2.62KNew |
$1.12M - $1.26M
|
2.62K
$1.51M
|
|
|
May 08, 2024
Q1 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
4.52KNew |
$1.94M - $2.18M
|
4.52K
$2.6M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-65K- 5.16% |
$27.9M - $31.3M
|
1.19M
$687M
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
1.86K+ 65.68% |
$799K - $895K
|
4.69K
$2.7M
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2+ 1.72% |
$859 - $963
|
118
$67.9K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
5.4K+ 0.79% |
$2.32M - $2.6M
|
689K
$396M
|
|
|
May 07, 2024
Q1 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
74+ 9.87% |
$31.8K - $35.6K
|
824
$474K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
513New |
$220K - $247K
|
513
$295K
|
|
|
May 03, 2024
Q1 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-20- 2.79% |
$8.59K - $9.63K
|
697
$401K
|
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
5.15KNew |
$2.21M - $2.48M
|
5.15K
$2.96M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-505- 50.0% |
$217K - $243K
|
505
$290K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.43KNew |
$614K - $688K
|
1.43K
$822K
|
|
|
May 02, 2024
Q1 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
7New |
$3.01K - $3.37K
|
7
$4.03K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-11- 1.13% |
$4.72K - $5.29K
|
963
$554K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
17New |
$7.3K - $8.18K
|
17
$9.78K
|
|
|
May 02, 2024
Q1 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
33+ 4.41% |
$14.2K - $15.9K
|
781
$449K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
8New |
$3.44K - $3.85K
|
8
$4.6K
|
|
|
May 01, 2024
Q1 2024
|
Darrow Company, Inc.
|
BUY
|
- |
3KNew |
$1.29M - $1.45M
|
3K
$1.73M
|
|
|
May 01, 2024
Q1 2024
|
Cross Staff Investments Inc
|
SELL
|
- |
-85- 3.53% |
$36.5K - $40.9K
|
2.32K
$1.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
210+ 0.99% |
$90.2K - $101K
|
21.4K
$12.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
2.2K+ 53.14% |
$945K - $1.06M
|
6.34K
$3.65M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
27New |
$11.6K - $13K
|
27
$15.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
17.6KNew |
$7.57M - $8.49M
|
17.6K
$10.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-2.05K- 51.07% |
$880K - $986K
|
1.96K
$1.13M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
174+ 8.31% |
$74.7K - $83.8K
|
2.27K
$1.31M
|