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, 2021
Q2 2021
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-3.22KClosed |
$1.19M - $1.27M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-700Closed |
$258K - $276K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-586KClosed |
$216M - $231M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-4.6KClosed |
$1.69M - $1.81M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-1.26KClosed |
$464K - $497K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Rwq Financial Management Services, Inc.
|
SELL
|
- |
-1Closed |
$368 - $394
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
F3 Logic, LLC
|
SELL
|
- |
-1.64KClosed |
$603K - $646K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-5.71KClosed |
$2.1M - $2.25M
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-868Closed |
$320K - $342K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-1.24KClosed |
$458K - $491K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-6Closed |
$2.21K - $2.37K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
PUT |
600New |
$221K - $237K
|
600
$333K
|
|
Aug 03, 2021
Q2 2021
|
Poplar Forest Capital LLC
|
SELL
|
- |
-886Closed |
$326K - $349K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-81Closed |
$29.8K - $31.9K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
73New |
$26.9K - $28.8K
|
73
$40.6K
|
|
Jul 19, 2021
Q2 2021
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-42- 0.52% |
$15.5K - $16.6K
|
8.1K
$4.5M
|
|
Jul 16, 2021
Q2 2021
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-100- 4.09% |
$36.8K - $39.4K
|
2.34K
$1.3M
|
|
Q1 2021 | |||||||
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-21.4KClosed |
$7.26M - $7.82M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
American Capital Management Inc
New York, NY |
SELL
|
- |
-723Closed |
$245K - $264K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-301Closed |
$102K - $110K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-2.16KClosed |
$731K - $787K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-2.24KClosed |
$759K - $818K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
B&D White Capital Company, LLC
|
SELL
|
- |
-40Closed |
$13.6K - $14.6K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-147KClosed |
$49.7M - $53.5M
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-798Closed |
$271K - $291K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-453Closed |
$154K - $165K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-7Closed |
$2.37K - $2.56K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-96Closed |
$32.5K - $35.1K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
5.96K+ 61.2% |
$2.02M - $2.18M
|
15.7K
$8.72M
|
|
May 06, 2021
Q1 2021
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-35KClosed |
$11.9M - $12.8M
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-37Closed |
$12.5K - $13.5K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-1.85KClosed |
$626K - $674K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-52Closed |
$17.6K - $19K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-4KClosed |
$1.36M - $1.46M
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Nippon Life Insurance CO
|
SELL
|
- |
-1.94MClosed |
$658M - $709M
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Dudley & Shanley, Inc.
|
SELL
|
- |
-2.13KClosed |
$723K - $779K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Cmh Wealth Management LLC
|
SELL
|
- |
-4KClosed |
$1.36M - $1.46M
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-4.04KClosed |
$1.37M - $1.48M
|
0
$0
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-50Closed |
$17K - $18.3K
|
0
$0
|
|
Q4 2020 | |||||||
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-969- 57.2% |
$291K - $333K
|
725
$403K
|
|
Feb 28, 2023
Q4 2020
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
1.98K+ 35.87% |
$595K - $682K
|
7.51K
$4.17M
|
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-111Closed |
$33.3K - $38.1K
|
0
$0
|
|
Feb 17, 2021
Q4 2020
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-904Closed |
$271K - $311K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-1.58KClosed |
$473K - $542K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-579Closed |
$174K - $199K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
10.5KNew |
$3.15M - $3.61M
|
10.5K
$5.84M
|
|
Feb 11, 2021
Q4 2020
|
Wells Financial Advisors Inc
|
BUY
|
- |
400New |
$120K - $137K
|
400
$222K
|
|
Feb 09, 2021
Q4 2020
|
360 Financial, Inc.
|
SELL
|
- |
-917- 44.82% |
$275K - $315K
|
1.13K
$627K
|
|
Feb 05, 2021
Q4 2020
|
Fosun International LTD
|
BUY
|
- |
1.63K+ 16.04% |
$490K - $562K
|
11.8K
$6.57M
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-245Closed |
$73.5K - $84.2K
|
0
$0
|