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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-5.94K- 48.8% |
$2.82M - $3.14M
|
6.24K
$3.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
47+ 10.71% |
$22.3K - $24.8K
|
486
$268K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
374+ 90.34% |
$178K - $197K
|
788
$435K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
456+ 4.79% |
$217K - $241K
|
9.97K
$5.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-1.89K- 1.41% |
$900K - $999K
|
133K
$73.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
182+ 16.34% |
$86.5K - $96K
|
1.3K
$716K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
412New |
$196K - $217K
|
412
$228K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
72+ 0.05% |
$34.2K - $38K
|
139K
$76.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
203+ 2.37% |
$96.5K - $107K
|
8.79K
$4.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
BUY
|
- |
3.13K+ 4.35% |
$1.49M - $1.65M
|
75.1K
$41.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
583+ 5.83% |
$277K - $308K
|
10.6K
$5.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
882+ 0.42% |
$419K - $465K
|
210K
$116M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
10+ 0.34% |
$4.75K - $5.28K
|
2.95K
$1.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
7New |
$3.33K - $3.69K
|
7
$3.87K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
579New |
$275K - $306K
|
579
$320K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-247- 7.44% |
$117K - $130K
|
3.07K
$1.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
828New |
$393K - $437K
|
828
$457K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
7.14K+ 154.76% |
$3.39M - $3.77M
|
11.7K
$6.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-38- 0.81% |
$18.1K - $20.1K
|
4.63K
$2.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-150- 2.99% |
$71.3K - $79.2K
|
4.86K
$2.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
413+ 3.6% |
$196K - $218K
|
11.9K
$6.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
2.42K+ 7.21% |
$1.15M - $1.27M
|
35.9K
$19.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1.58K+ 5.97% |
$748K - $831K
|
28K
$15.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-152- 2.47% |
$72.2K - $80.2K
|
6K
$3.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-40- 1.92% |
$19K - $21.1K
|
2.04K
$1.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
647+ 24.41% |
$307K - $341K
|
3.3K
$1.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
16+ 0.96% |
$7.6K - $8.44K
|
1.68K
$929K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-396- 7.01% |
$188K - $209K
|
5.25K
$2.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
254+ 12.22% |
$121K - $134K
|
2.33K
$1.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
470New |
$223K - $248K
|
470
$260K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
20+ 0.46% |
$9.5K - $10.6K
|
4.34K
$2.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-20- 1.91% |
$9.5K - $10.6K
|
1.03K
$566K
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
10+ 1.03% |
$4.75K - $5.28K
|
985
$544K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
789+ 2.71% |
$375K - $416K
|
29.9K
$16.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.8K+ 109.49% |
$855K - $949K
|
3.44K
$1.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
104New |
$49.4K - $54.9K
|
104
$57.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.6K+ 4.64% |
$1.71M - $1.9M
|
81.1K
$44.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
398New |
$189K - $210K
|
398
$220K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
251+ 0.78% |
$119K - $132K
|
32.3K
$17.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
740+ 2.83% |
$352K - $390K
|
26.9K
$14.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-22- 1.54% |
$10.5K - $11.6K
|
1.4K
$775K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-63- 7.19% |
$29.9K - $33.2K
|
813
$449K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.61K+ 37.85% |
$765K - $850K
|
5.86K
$3.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
7.51K+ 2.19% |
$3.57M - $3.96M
|
351K
$194M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-3- 0.7% |
$1.43K - $1.58K
|
428
$236K
|
|
|
Oct 30, 2024
Q3 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
523New |
$249K - $276K
|
523
$289K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.47K- 24.29% |
$696K - $773K
|
4.57K
$2.52M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.16K- 37.97% |
$552K - $613K
|
1.9K
$1.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
5.36K+ 3.52% |
$2.54M - $2.83M
|
158K
$87M
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-1.16K- 5.81% |
$549K - $609K
|
18.7K
$10.3M
|