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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-2.94K- 71.61% |
$1.11M - $1.29M
|
1.17K
$671K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-59- -0.0% |
$22.3K - $25.9K
|
1.64M
$946M
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
3.2KNew |
$1.21M - $1.4M
|
3.2K
$1.84M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
463New |
$175K - $203K
|
463
$266K
|
|
|
Jan 10, 2024
Q4 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-216- 30.04% |
$81.5K - $94.6K
|
503
$289K
|
|
|
Jan 10, 2024
Q4 2023
|
Moller Financial Services
|
BUY
|
- |
538New |
$203K - $236K
|
538
$309K
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
BUY
|
- |
9+ 0.8% |
$3.4K - $3.94K
|
1.14K
$653K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.02K+ 6.43% |
$385K - $447K
|
16.9K
$9.73M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
12.7K+ 711.35% |
$4.78M - $5.55M
|
14.4K
$8.31M
|
|
|
Jan 09, 2024
Q4 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
12+ 1.42% |
$4.53K - $5.26K
|
859
$494K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
5.36K+ 2.27% |
$2.02M - $2.35M
|
242K
$139M
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
105K+ 5408.73% |
$39.5M - $45.9M
|
107K
$61.3M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-25- 4.78% |
$9.43K - $11K
|
498
$286K
|
|
| Q3 2023 | |||||||
|
Jun 21, 2024
Q3 2023
|
Envoi LLC
Minneapolis, MN |
BUY
|
- |
766New |
$301K - $322K
|
766
$441K
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
BUY
|
- |
22+ 3.54% |
$8.64K - $9.25K
|
644
$370K
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
68.4K+ 279.65% |
$26.8M - $28.8M
|
92.8K
$53.4M
|
|
|
Nov 27, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-3.2K- 77.1% |
$1.26M - $1.35M
|
950
$546K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-26.2K- 84.62% |
$10.3M - $11M
|
4.76K
$2.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-949- 13.55% |
$373K - $399K
|
6.06K
$3.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-101- 12.53% |
$39.7K - $42.5K
|
705
$406K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-944- 1.58% |
$371K - $397K
|
58.6K
$33.7M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-2.31K- 4.12% |
$906K - $970K
|
53.6K
$30.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
13.2K+ 28.7% |
$5.19M - $5.56M
|
59.2K
$34.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-1.8K- 87.8% |
$707K - $757K
|
250
$144K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
20.1K+ 2.75% |
$7.89M - $8.45M
|
749K
$431M
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.09KNew |
$426K - $456K
|
1.09K
$624K
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-286- 5.48% |
$112K - $120K
|
4.94K
$2.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
969New |
$381K - $408K
|
969
$557K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
81New |
$31.8K - $34.1K
|
81
$46.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
3New |
$1.18K - $1.26K
|
3
$1.73K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
164+ 18.18% |
$64.4K - $69K
|
1.07K
$613K
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
2.61K+ 23.99% |
$1.02M - $1.1M
|
13.5K
$7.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Bishop Rock Capital, L.P.
New York, NY |
SELL
|
- |
-5.51K- 56.18% |
$2.16M - $2.32M
|
4.3K
$2.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
746New |
$293K - $314K
|
746
$429K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.58KNew |
$620K - $664K
|
1.58K
$908K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1.71K+ 5.75% |
$670K - $718K
|
31.4K
$18.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Tiff Advisory Services Inc
|
SELL
|
- |
-276K- 98.92% |
$108M - $116M
|
3.01K
$1.73M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
2.5KNew |
$982K - $1.05M
|
2.5K
$1.44M
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-462- 4.27% |
$181K - $194K
|
10.4K
$5.95M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
4.41K+ 10.95% |
$1.73M - $1.86M
|
44.7K
$25.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
5+ 0.85% |
$1.96K - $2.1K
|
596
$343K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-137K- 6.5% |
$53.9M - $57.7M
|
1.97M
$1.13B
|
|
|
Nov 03, 2023
Q3 2023
|
Daniels&Tansey,Llp
|
SELL
|
- |
-145K- 83.16% |
$56.9M - $60.9M
|
29.3K
$16.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 1.02% |
$393 - $421
|
97
$55.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-320K- 25.52% |
$126M - $135M
|
934K
$537M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
78.6KNew |
$30.9M - $33.1M
|
78.6K
$45.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-235K- 99.58% |
$92.3M - $98.9M
|
1K
$577K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
2.52KNew |
$989K - $1.06M
|
2.52K
$1.45M
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-547- 4.32% |
$215K - $230K
|
12.1K
$6.97M
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-25- 13.89% |
$9.82K - $10.5K
|
155
$89.2K
|
|