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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-1.09KClosed |
$430K - $479K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
28+ 1.09% |
$11K - $12.3K
|
2.59K
$1.44M
|
|
Feb 14, 2022
Q4 2021
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
PUT |
1KNew |
$394K - $439K
|
1K
$554K
|
|
Feb 14, 2022
Q4 2021
|
Truvvo Partners LLC
New York, NY |
BUY
|
- |
2.13KNew |
$840K - $936K
|
2.13K
$1.18M
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
173New |
$68.2K - $75.9K
|
173
$95.9K
|
|
Feb 11, 2022
Q4 2021
|
Drystone LLC
|
BUY
|
- |
610New |
$240K - $268K
|
610
$338K
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-33Closed |
$13K - $14.5K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-823Closed |
$324K - $361K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-1.02KClosed |
$401K - $446K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Jbf Capital, Inc.
Aspen, CO |
SELL
|
- |
-24.1K- 4.51% |
$9.48M - $10.6M
|
509K
$282M
|
|
Feb 09, 2022
Q4 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.05KClosed |
$414K - $461K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-196Closed |
$77.3K - $86K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-537Closed |
$212K - $236K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
115New |
$45.3K - $50.5K
|
115
$63.7K
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-86Closed |
$33.9K - $37.8K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Concentrum Wealth Management
|
SELL
|
- |
-514Closed |
$203K - $226K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Investment Management Of Virginia LLC
|
BUY
|
- |
1.25KNew |
$491K - $547K
|
1.25K
$690K
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-212Closed |
$83.6K - $93.1K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Davis Rea Ltd.
|
SELL
|
- |
-6.41KClosed |
$2.53M - $2.81M
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
BUY
|
- |
14+ 82.35% |
$5.52K - $6.15K
|
31
$17.2K
|
|
Jan 21, 2022
Q4 2021
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-719Closed |
$283K - $316K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Private Wealth Group, LLC
|
SELL
|
- |
-463- 10.97% |
$183K - $203K
|
3.76K
$2.08M
|
|
Jan 12, 2022
Q4 2021
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-2.02KClosed |
$794K - $885K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-212- 2.23% |
$82.8K - $88.3K
|
9.28K
$5.14M
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
4.68K+ 4.2% |
$1.83M - $1.95M
|
116K
$64.4M
|
|
Nov 07, 2022
Q3 2021
|
Infini Capital Management LTD
Central, K3 |
BUY
|
- |
2.2KNew |
$859K - $917K
|
2.2K
$1.22M
|
|
Nov 15, 2021
Q3 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-2.33KClosed |
$910K - $970K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-30.3KClosed |
$11.8M - $12.6M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-11KClosed |
$4.3M - $4.58M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-12Closed |
$4.69K - $5K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-1.65KClosed |
$643K - $686K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Red Cedar Capital, LLC
|
BUY
|
- |
5New |
$1.95K - $2.08K
|
5
$2.77K
|
|
Nov 09, 2021
Q3 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
780New |
$305K - $325K
|
780
$432K
|
|
Nov 04, 2021
Q3 2021
|
Total Wealth Planning, LLC
|
SELL
|
- |
-696Closed |
$272K - $290K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Prism Advisors, Inc.
|
SELL
|
- |
-2.13KClosed |
$832K - $888K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Trellus Management Company, LLC
|
SELL
|
- |
-600Closed |
$234K - $250K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Calamos Advisors LLC
|
SELL
|
PUT |
-365KClosed |
$143M - $152M
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
63.6KNew |
$24.8M - $26.5M
|
63.6K
$35.2M
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-225Closed |
$87.9K - $93.8K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-27Closed |
$10.5K - $11.3K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Iam Advisory, LLC
|
SELL
|
- |
-65.6KClosed |
$25.6M - $27.4M
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-65.6KClosed |
$25.6M - $27.4M
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Renasant Bank
|
SELL
|
- |
-918Closed |
$359K - $383K
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-75Closed |
$29.3K - $31.3K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
76New |
$28K - $30K
|
76
$42.1K
|
|
Aug 17, 2021
Q2 2021
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Capital Advantage, Inc.
|
SELL
|
- |
-2.64KClosed |
$972K - $1.04M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Atmos Capital Gestao De Recursos Ltda.
Leblon Rio De Janeiro, D5 |
SELL
|
- |
-3.96KClosed |
$1.46M - $1.56M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-48.4KClosed |
$17.8M - $19.1M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-3.22KClosed |
$1.19M - $1.27M
|
0
$0
|