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 17, 2023
Q4 2022
|
Ami Asset Management Corp
|
BUY
|
- |
24.9KNew |
$8.17M - $9.34M
|
24.9K
$14.3M
|
|
|
Jan 13, 2023
Q4 2022
|
Copeland Capital Management, LLC
|
SELL
|
- |
-225- 93.75% |
$73.7K - $84.3K
|
15
$8.63K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-103- 19.66% |
$33.7K - $38.6K
|
421
$242K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
1.21K+ 6.37% |
$395K - $452K
|
20.1K
$11.6M
|
|
|
Jan 13, 2023
Q4 2022
|
Wealth Cmt
|
BUY
|
- |
886New |
$290K - $332K
|
886
$510K
|
|
|
Jan 13, 2023
Q4 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
1.11KNew |
$365K - $417K
|
1.11K
$641K
|
|
|
Jan 12, 2023
Q4 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
7.54K+ 3.61% |
$2.47M - $2.82M
|
216K
$125M
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
835+ 127.48% |
$274K - $313K
|
1.49K
$857K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
68New |
$22.3K - $25.5K
|
68
$39.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
155+ 4.57% |
$50.8K - $58.1K
|
3.55K
$2.04M
|
|
|
Jan 10, 2023
Q4 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
578New |
$189K - $216K
|
578
$332K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
292+ 0.74% |
$95.9K - $115K
|
39.8K
$22.9M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-24.4K- 18.36% |
$8.02M - $9.65M
|
109K
$62.5M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.79K- 11.56% |
$588K - $708K
|
13.7K
$7.89M
|
|
|
Nov 21, 2022
Q3 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-150- 15.43% |
$49.2K - $59.3K
|
822
$473K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
879+ 8.17% |
$289K - $347K
|
11.6K
$6.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-2.43K- 6.88% |
$796K - $958K
|
32.8K
$18.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-19.3K- 17.46% |
$6.33M - $7.62M
|
91.1K
$52.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
11+ 0.19% |
$3.61K - $4.35K
|
5.78K
$3.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-97- 1.21% |
$31.8K - $38.3K
|
7.9K
$4.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
35.2K+ 889.65% |
$11.6M - $13.9M
|
39.2K
$22.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-18.1KClosed |
$5.94M - $7.14M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-98- 3.87% |
$32.2K - $38.7K
|
2.44K
$1.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Crosspoint Capital Strategies, LLC
Orinda, CA |
SELL
|
- |
-2.53K- 50.05% |
$831K - $999K
|
2.53K
$1.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
589K+ 107.01% |
$193M - $233M
|
1.14M
$655M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
19.3K+ 9.68% |
$6.32M - $7.61M
|
218K
$126M
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
10.1KNew |
$3.33M - $4.01M
|
10.1K
$5.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Peconic Partners LLC
New York, NY |
BUY
|
- |
10KNew |
$3.28M - $3.95M
|
10K
$5.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
18.8K+ 24.33% |
$6.16M - $7.42M
|
95.9K
$55.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
175New |
$57.5K - $69.1K
|
175
$101K
|
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
6.17K+ 31.47% |
$2.03M - $2.44M
|
25.8K
$14.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
637+ 3.5% |
$209K - $252K
|
18.8K
$10.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-2.38K- 35.95% |
$782K - $941K
|
4.24K
$2.44M
|
|
|
Nov 10, 2022
Q3 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
30+ 3.46% |
$9.85K - $11.9K
|
897
$516K
|
|
|
Nov 10, 2022
Q3 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
820New |
$269K - $324K
|
820
$472K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.18K- 2.3% |
$388K - $467K
|
50.1K
$28.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-1.5K- 10.0% |
$492K - $593K
|
13.5K
$7.77M
|
|
|
Nov 09, 2022
Q3 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
762New |
$250K - $301K
|
762
$438K
|
|
|
Nov 09, 2022
Q3 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
10K+ 333.33% |
$3.28M - $3.95M
|
13K
$7.48M
|
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
26New |
$8.54K - $10.3K
|
26
$15K
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
SELL
|
- |
-66- 3.68% |
$21.7K - $26.1K
|
1.73K
$993K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$657 - $790
|
3.05K
$1.76M
|
|
|
Nov 08, 2022
Q3 2022
|
Divergent Wealth Advisors
|
BUY
|
- |
27.9KNew |
$9.16M - $11M
|
27.9K
$16.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
4.04KNew |
$1.33M - $1.6M
|
4.04K
$2.32M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-336- 10.1% |
$110K - $133K
|
2.99K
$1.72M
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
185+ 2.98% |
$60.7K - $73.1K
|
6.39K
$3.67M
|
|
|
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-2.11K- 70.02% |
$694K - $835K
|
905
$521K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-29- 17.47% |
$9.52K - $11.5K
|
137
$78.8K
|
|
|
Nov 04, 2022
Q3 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
CALL |
1.18KNew |
$388K - $467K
|
1.18K
$680K
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
1+ 0.0% |
$328 - $395
|
22.2K
$12.8M
|
|