Latest Institutional Sells of Vanguard Index Fds S&P 500 ETF (VOO)
This list provides information on the latest institutional transactions involving Vanguard Index Fds S&P 500 ETF (VOO) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 09, 2024
Q3 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-1.98K- 61.83% |
$939K - $1.04M
|
1.22K
$656K
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-1.97K- 25.22% |
$938K - $1.04M
|
5.85K
$3.14M
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.94K- 11.89% |
$921K - $1.02M
|
14.4K
$7.72M
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.92K- 29.25% |
$911K - $1.01M
|
4.64K
$2.49M
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.9K- 87.42% |
$901K - $1M
|
273
$147K
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-1.89K- 1.41% |
$900K - $999K
|
133K
$71.3M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.89K- 1.45% |
$896K - $995K
|
128K
$68.7M
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.86K- 6.17% |
$884K - $982K
|
28.3K
$15.2M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.85K- 3.22% |
$880K - $977K
|
55.7K
$29.9M
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-1.84K- 2.73% |
$876K - $973K
|
65.7K
$35.3M
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.8K- 9.78% |
$857K - $951K
|
16.6K
$8.94M
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-1.79K- 11.09% |
$853K - $947K
|
14.4K
$7.73M
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.79K- 9.31% |
$852K - $946K
|
17.5K
$9.39M
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-1.78K- 2.28% |
$844K - $938K
|
76.1K
$40.9M
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-1.75K- 58.38% |
$830K - $921K
|
1.25K
$669K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.73K- 2.94% |
$821K - $912K
|
57.1K
$30.7M
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.72K- 47.82% |
$819K - $910K
|
1.88K
$1.01M
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-1.7K- 64.86% |
$807K - $896K
|
920
$494K
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.66K- 2.95% |
$787K - $874K
|
54.4K
$29.3M
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.63K- 11.07% |
$776K - $862K
|
13.1K
$7.05M
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-1.63K- 1.11% |
$773K - $859K
|
145K
$77.7M
|
|
Nov 07, 2024
Q3 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-1.63K- 9.57% |
$772K - $858K
|
15.4K
$8.25M
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-1.6K- 1.03% |
$758K - $842K
|
153K
$82.3M
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-1.58K- 33.53% |
$751K - $834K
|
3.13K
$1.68M
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-1.56K- 2.03% |
$742K - $824K
|
75.4K
$40.5M
|
|
Nov 13, 2024
Q3 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-1.53K- 37.62% |
$726K - $806K
|
2.53K
$1.36M
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-1.53K- 36.28% |
$725K - $805K
|
2.68K
$1.44M
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.53K- 7.99% |
$725K - $805K
|
17.6K
$9.44M
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
SELL
|
- |
-1.52K- 0.55% |
$723K - $803K
|
273K
$147M
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.52K- 28.91% |
$720K - $799K
|
3.73K
$2M
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.51K- 5.61% |
$719K - $798K
|
25.5K
$13.7M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.5K- 6.66% |
$712K - $791K
|
21K
$11.3M
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-1.49K- 23.88% |
$707K - $785K
|
4.74K
$2.55M
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-1.48K- 0.49% |
$705K - $783K
|
301K
$162M
|
|
Nov 13, 2024
Q3 2024
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-1.48K- 2.1% |
$703K - $781K
|
69.1K
$37.1M
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-1.48K- 6.06% |
$701K - $778K
|
22.9K
$12.3M
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.47K- 24.29% |
$696K - $773K
|
4.57K
$2.45M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.45K- 1.89% |
$687K - $763K
|
75.2K
$40.4M
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.42K- 11.08% |
$676K - $751K
|
11.4K
$6.14M
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.42K- 3.38% |
$675K - $750K
|
40.6K
$21.8M
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.4K- 2.03% |
$666K - $739K
|
67.7K
$36.4M
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.39K- 1.32% |
$661K - $734K
|
104K
$56M
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-1.38K- 3.92% |
$656K - $728K
|
33.9K
$18.2M
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
SELL
|
- |
-1.36K- 1.51% |
$644K - $715K
|
88.2K
$47.4M
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.34K- 12.23% |
$635K - $706K
|
9.6K
$5.16M
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.31K- 3.89% |
$624K - $693K
|
32.4K
$17.4M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.29K- 2.81% |
$613K - $681K
|
44.6K
$24M
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.27K- 23.02% |
$605K - $672K
|
4.26K
$2.29M
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.23K- 1.91% |
$586K - $651K
|
63.3K
$34M
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.22K- 0.35% |
$581K - $645K
|
348K
$187M
|