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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
6.83KNew |
$2.93M - $3.29M
|
6.83K
$3.93M
|
|
|
Apr 26, 2024
Q1 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
579New |
$249K - $279K
|
579
$333K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
454New |
$195K - $219K
|
454
$261K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
26+ 0.86% |
$11.2K - $12.5K
|
3.06K
$1.76M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
10.2K+ 9.96% |
$4.4M - $4.93M
|
113K
$65M
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
89+ 14.08% |
$38.2K - $42.8K
|
721
$415K
|
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
BUY
|
- |
1+ 0.22% |
$429 - $481
|
463
$266K
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-350- 34.28% |
$150K - $168K
|
671
$386K
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-198- 0.28% |
$85K - $95.3K
|
71.5K
$41.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-200- 39.92% |
$85.9K - $96.3K
|
301
$173K
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
445New |
$191K - $214K
|
445
$256K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
PUT |
-500- 16.67% |
$215K - $241K
|
2.5K
$1.44M
|
|
|
Apr 22, 2024
Q1 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-570- 50.22% |
$245K - $274K
|
565
$325K
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-473- 26.47% |
$203K - $228K
|
1.31K
$756K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-23- 3.0% |
$9.88K - $11.1K
|
744
$428K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-1.83K- 81.16% |
$784K - $879K
|
424
$244K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-28.5K- 62.64% |
$12.2M - $13.7M
|
17K
$9.78M
|
|
|
Apr 19, 2024
Q1 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-775- 8.06% |
$333K - $373K
|
8.84K
$5.08M
|
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
2.39K+ 26.15% |
$1.02M - $1.15M
|
11.5K
$6.62M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
112+ 1.61% |
$48.1K - $53.9K
|
7.08K
$4.07M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-9.74K- 7.42% |
$4.18M - $4.69M
|
121K
$69.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
35.2KNew |
$15.1M - $16.9M
|
35.2K
$20.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
172+ 1.32% |
$73.9K - $82.8K
|
13.2K
$7.57M
|
|
|
Apr 11, 2024
Q1 2024
|
Meyer Handelman CO
|
SELL
|
- |
-227- 33.33% |
$97.5K - $109K
|
454
$261K
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
615+ 44.89% |
$264K - $296K
|
1.99K
$1.14M
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
24.7KNew |
$9.33M - $10.8M
|
24.7K
$14.2M
|
|
|
Feb 11, 2025
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
560New |
$211K - $245K
|
560
$322K
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
5+ 0.58% |
$1.89K - $2.19K
|
872
$502K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
10New |
$3.77K - $4.38K
|
10
$5.75K
|
|
|
Apr 11, 2024
Q4 2023
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
541New |
$204K - $237K
|
541
$311K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-478- 36.38% |
$180K - $209K
|
836
$481K
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
BUY
|
- |
539New |
$203K - $236K
|
539
$310K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
25New |
$9.43K - $11K
|
25
$14.4K
|
|
|
Feb 21, 2024
Q4 2023
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
1.44KNew |
$542K - $630K
|
1.44K
$827K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
9.67KNew |
$3.65M - $4.24M
|
9.67K
$5.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
876New |
$331K - $384K
|
876
$504K
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
32+ 2.09% |
$12.1K - $14K
|
1.57K
$900K
|
|
|
Feb 14, 2024
Q4 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
62+ 12.02% |
$23.4K - $27.2K
|
578
$332K
|
|
|
Feb 14, 2024
Q4 2023
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
500New |
$189K - $219K
|
500
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
3.5KNew |
$1.32M - $1.53M
|
3.5K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
461New |
$174K - $202K
|
461
$265K
|
|
|
Feb 14, 2024
Q4 2023
|
Eagle Capital Management LLC
New York, NY |
BUY
|
- |
6.23KNew |
$2.35M - $2.73M
|
6.23K
$3.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-175- 23.43% |
$66K - $76.7K
|
572
$329K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
PUT |
2.5KNew |
$943K - $1.1M
|
2.5K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-2.14K- 21.03% |
$806K - $936K
|
8.02K
$4.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
828+ 2.23% |
$312K - $363K
|
38K
$21.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
10New |
$3.77K - $4.38K
|
10
$5.75K
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
7.43KNew |
$2.8M - $3.26M
|
7.43K
$4.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-9.81K- 92.3% |
$3.7M - $4.3M
|
818
$471K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
41.5KNew |
$15.7M - $18.2M
|
41.5K
$23.9M
|
|