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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
48New |
$18.8K - $20.2K
|
48
$27.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-23.3K- 50.17% |
$9.15M - $9.8M
|
23.1K
$13.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
984+ 4.01% |
$386K - $414K
|
25.5K
$14.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
240New |
$94.2K - $101K
|
240
$138K
|
|
|
Oct 25, 2023
Q3 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-3- 3.9% |
$1.18K - $1.26K
|
74
$42.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
44+ 2.53% |
$17.3K - $18.5K
|
1.78K
$1.03M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
SELL
|
- |
-2.39K- 93.43% |
$938K - $1M
|
168
$96.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
100+ 6.07% |
$39.3K - $42.1K
|
1.75K
$1.01M
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
58+ 1.25% |
$22.8K - $24.4K
|
4.7K
$2.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
SELL
|
- |
-4.76K- 63.9% |
$1.87M - $2M
|
2.69K
$1.55M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-61- 0.27% |
$24K - $25.7K
|
22.4K
$12.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
3.12K+ 26.06% |
$1.23M - $1.31M
|
15.1K
$8.69M
|
|
|
Oct 16, 2023
Q3 2023
|
Mangham Associates,Llc
Charlottesville, VA |
SELL
|
- |
-3.56K- 8.91% |
$1.4M - $1.5M
|
36.3K
$20.9M
|
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
660New |
$259K - $278K
|
660
$380K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-980- 31.77% |
$385K - $412K
|
2.11K
$1.21M
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
BUY
|
- |
1New |
$393 - $421
|
1
$575
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
150+ 10.91% |
$58.9K - $63.1K
|
1.53K
$877K
|
|
| Q2 2023 | |||||||
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-2- 18.18% |
$743 - $815
|
9
$5.18K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.18M- 89.44% |
$440M - $482M
|
140K
$80.4M
|
|
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
SELL
|
- |
-24- 13.95% |
$8.91K - $9.77K
|
148
$85.1K
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.24K- 17.66% |
$459K - $503K
|
5.76K
$3.31M
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
48New |
$17.8K - $19.5K
|
48
$27.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
4.44KNew |
$1.65M - $1.81M
|
4.44K
$2.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-574- 3.23% |
$213K - $234K
|
17.2K
$9.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
11.6K+ 64.53% |
$4.3M - $4.72M
|
29.5K
$17M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Capital LTD
|
SELL
|
- |
-625- 7.72% |
$232K - $255K
|
7.48K
$4.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
15.3KNew |
$5.68M - $6.23M
|
15.3K
$8.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-51- 18.15% |
$18.9K - $20.8K
|
230
$132K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
14New |
$5.2K - $5.7K
|
14
$8.05K
|
|
|
Aug 14, 2023
Q2 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
1.88KNew |
$697K - $764K
|
1.88K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
60New |
$22.3K - $24.4K
|
60
$34.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-5.9K- 3.6% |
$2.19M - $2.4M
|
158K
$91M
|
|
|
Aug 14, 2023
Q2 2023
|
Progeny 3, Inc.
Seattle, WA |
SELL
|
- |
-12.3K- 8.95% |
$4.57M - $5.01M
|
125K
$72M
|
|
|
Aug 14, 2023
Q2 2023
|
Hound Partners, LLC
New York, NY |
BUY
|
- |
88.3KNew |
$32.8M - $35.9M
|
88.3K
$50.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
2.95KNew |
$1.1M - $1.2M
|
2.95K
$1.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
539New |
$200K - $220K
|
539
$310K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-5.31K- 6.12% |
$1.97M - $2.16M
|
81.4K
$46.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
32.8K+ 332.76% |
$12.2M - $13.4M
|
42.7K
$24.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
110+ 12.7% |
$40.9K - $44.8K
|
976
$561K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-145- 99.32% |
$53.9K - $59.1K
|
1
$575
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
BUY
|
- |
52New |
$19.3K - $21.2K
|
52
$29.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Avenir Corp
Washington, DC |
SELL
|
- |
-53- 2.67% |
$19.7K - $21.6K
|
1.93K
$1.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-15- 0.35% |
$5.57K - $6.11K
|
4.29K
$2.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
234+ 2.24% |
$86.9K - $95.3K
|
10.7K
$6.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-433- 1.75% |
$161K - $176K
|
24.4K
$14M
|
|
|
Aug 09, 2023
Q2 2023
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
16.7KNew |
$6.2M - $6.8M
|
16.7K
$9.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
20+ 0.13% |
$7.43K - $8.15K
|
14.9K
$8.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-888- 0.07% |
$330K - $362K
|
1.25M
$722M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
230+ 9.72% |
$85.4K - $93.7K
|
2.6K
$1.49M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
764New |
$284K - $311K
|
764
$439K
|
|