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 07, 2023
Q2 2023
|
Amica Mutual Insurance CO
|
BUY
|
- |
16.6KNew |
$6.15M - $6.75M
|
16.6K
$9.53M
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-10.7K- 83.25% |
$3.98M - $4.36M
|
2.15K
$1.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
506New |
$188K - $206K
|
506
$291K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
1.36KNew |
$506K - $555K
|
1.36K
$783K
|
|
|
Aug 04, 2023
Q2 2023
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
1.44K+ 5.75% |
$536K - $588K
|
26.5K
$15.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
103+ 10.5% |
$38.3K - $41.9K
|
1.08K
$624K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
6.53K+ 923.9% |
$2.43M - $2.66M
|
7.24K
$4.16M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-513- 1.09% |
$191K - $209K
|
46.4K
$26.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
108+ 29.19% |
$40.1K - $44K
|
478
$275K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-17.9K- 2.03% |
$6.65M - $7.29M
|
864K
$497M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-27- 2.45% |
$10K - $11K
|
1.07K
$617K
|
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
498New |
$185K - $203K
|
498
$286K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
5New |
$1.86K - $2.04K
|
5
$2.88K
|
|
|
Jul 31, 2023
Q2 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
9.93KNew |
$3.69M - $4.05M
|
9.93K
$5.71M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
33+ 1.45% |
$12.3K - $13.4K
|
2.3K
$1.32M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-19- 1.31% |
$7.06K - $7.74K
|
1.43K
$823K
|
|
|
Jul 28, 2023
Q2 2023
|
Taiyo Life Insurance CO
|
SELL
|
- |
-123K- 29.69% |
$45.5M - $49.9M
|
290K
$167M
|
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
279+ 1328.57% |
$104K - $114K
|
300
$173K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
3.92KNew |
$1.46M - $1.6M
|
3.92K
$2.25M
|
|
|
Jul 27, 2023
Q2 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
579New |
$215K - $236K
|
579
$333K
|
|
|
Jul 26, 2023
Q2 2023
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
9.37KNew |
$3.48M - $3.82M
|
9.37K
$5.39M
|
|
|
Jul 26, 2023
Q2 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-5- 0.16% |
$1.86K - $2.04K
|
3.17K
$1.83M
|
|
|
Jul 25, 2023
Q2 2023
|
Nat West Group PLC
|
SELL
|
- |
-247- 32.29% |
$91.7K - $101K
|
518
$298K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
2K+ 51.85% |
$743K - $814K
|
5.85K
$3.37M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.81K+ 3.01% |
$673K - $738K
|
62.1K
$35.7M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-5.1K- 10.09% |
$1.9M - $2.08M
|
45.5K
$26.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
635+ 18.78% |
$236K - $259K
|
4.02K
$2.31M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-5.1K- 10.09% |
$1.9M - $2.08M
|
45.5K
$26.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Amtrust Financial Services, Inc.
New York, NY |
SELL
|
- |
-12K- 8.82% |
$4.46M - $4.89M
|
124K
$71.3M
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
2+ 0.2% |
$743 - $815
|
1.01K
$582K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
135K+ 55.6% |
$50M - $54.9M
|
377K
$217M
|
|
|
Jul 19, 2023
Q2 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-435- 41.12% |
$162K - $177K
|
623
$358K
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
20+ 1.89% |
$7.43K - $8.15K
|
1.08K
$620K
|
|
|
Jul 18, 2023
Q2 2023
|
Ckw Financial Group
|
BUY
|
- |
7New |
$2.6K - $2.85K
|
7
$4.03K
|
|
|
Jul 17, 2023
Q2 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
25+ 1.45% |
$9.29K - $10.2K
|
1.75K
$1.01M
|
|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
BUY
|
- |
573New |
$213K - $233K
|
573
$330K
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-258- 20.96% |
$95.8K - $105K
|
973
$560K
|
|
|
Jul 17, 2023
Q2 2023
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-72- 0.72% |
$26.7K - $29.3K
|
9.9K
$5.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
1.11KNew |
$414K - $454K
|
1.11K
$641K
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
724New |
$269K - $295K
|
724
$416K
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
622New |
$231K - $253K
|
622
$358K
|
|
|
Jul 12, 2023
Q2 2023
|
Patton Fund Management, Inc.
|
BUY
|
- |
530New |
$197K - $216K
|
530
$305K
|
|
|
Jul 06, 2023
Q2 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
672New |
$250K - $274K
|
672
$387K
|
|
| Q1 2023 | |||||||
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-4.21K- 83.48% |
$1.47M - $1.61M
|
834
$480K
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-11.9K- 35.97% |
$4.16M - $4.56M
|
21.2K
$12.2M
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
23+ 1.08% |
$8.02K - $8.81K
|
2.14K
$1.23M
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-1.96K- 12.04% |
$684K - $752K
|
14.3K
$8.25M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-8.91K- 25.12% |
$3.11M - $3.41M
|
26.6K
$15.3M
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-4- 12.9% |
$1.39K - $1.53K
|
27
$15.5K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-15- 0.26% |
$5.23K - $5.74K
|
5.78K
$3.32M
|
|