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 23, 2024
Q3 2024
|
Coerente Capital Management
|
SELL
|
- |
-500- 3.79% |
$238K - $264K
|
12.7K
$7.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
8+ 0.76% |
$3.8K - $4.22K
|
1.06K
$584K
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-3- 0.25% |
$1.43K - $1.58K
|
1.22K
$671K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
2.23KNew |
$1.06M - $1.18M
|
2.23K
$1.23M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
373+ 27.11% |
$177K - $197K
|
1.75K
$966K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
11+ 28.95% |
$5.23K - $5.8K
|
49
$27.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
400New |
$190K - $211K
|
400
$221K
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
BUY
|
- |
3.43KNew |
$1.63M - $1.81M
|
3.43K
$1.89M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-244- 11.64% |
$116K - $129K
|
1.85K
$1.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
12+ 2.01% |
$5.7K - $6.33K
|
610
$337K
|
|
|
Oct 22, 2024
Q3 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
4.53K+ 15.86% |
$2.15M - $2.39M
|
33K
$18.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
BUY
|
- |
1+ 0.25% |
$475 - $528
|
407
$225K
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
383+ 3.96% |
$182K - $202K
|
10.1K
$5.56M
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
509+ 87.61% |
$242K - $269K
|
1.09K
$602K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-90- 7.87% |
$42.8K - $47.5K
|
1.05K
$582K
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-242- 78.57% |
$115K - $128K
|
66
$36.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
BUY
|
- |
50+ 9.09% |
$23.8K - $26.4K
|
600
$331K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
262+ 0.49% |
$125K - $138K
|
53.3K
$29.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.5K- 6.66% |
$712K - $791K
|
21K
$11.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
234+ 0.53% |
$111K - $123K
|
44.2K
$24.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
212+ 45.11% |
$101K - $112K
|
682
$377K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
174New |
$82.7K - $91.8K
|
174
$96.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-27- 12.74% |
$12.8K - $14.2K
|
185
$102K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
2+ 0.39% |
$950 - $1.06K
|
515
$284K
|
|
|
Oct 21, 2024
Q3 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-108- 14.01% |
$51.3K - $57K
|
663
$366K
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
547New |
$260K - $289K
|
547
$302K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
215+ 13.06% |
$102K - $113K
|
1.86K
$1.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.86K+ 7.14% |
$1.36M - $1.51M
|
42.9K
$23.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-547- 34.73% |
$260K - $289K
|
1.03K
$568K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
155+ 44.41% |
$73.7K - $81.8K
|
504
$278K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
278K+ 1.2% |
$132M - $147M
|
23.4M
$12.9B
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-11- 2.38% |
$5.23K - $5.8K
|
451
$249K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-21.2K- 0.7% |
$10.1M - $11.2M
|
3.02M
$1.67B
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
25New |
$11.9K - $13.2K
|
25
$13.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2New |
$950 - $1.06K
|
2
$1.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-75- 4.59% |
$35.6K - $39.6K
|
1.56K
$861K
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
569+ 62.87% |
$270K - $300K
|
1.47K
$814K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-25.4K- 46.96% |
$12.1M - $13.4M
|
28.6K
$15.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
174+ 4.36% |
$82.7K - $91.8K
|
4.17K
$2.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-745- 20.86% |
$354K - $393K
|
2.83K
$1.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-52- 1.2% |
$24.7K - $27.4K
|
4.29K
$2.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
6.71K+ 476.28% |
$3.19M - $3.54M
|
8.11K
$4.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
12+ 1.06% |
$5.7K - $6.33K
|
1.15K
$634K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
581+ 13.93% |
$276K - $307K
|
4.75K
$2.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
230+ 19.91% |
$109K - $121K
|
1.39K
$765K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
65+ 0.93% |
$30.9K - $34.3K
|
7.02K
$3.87M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
61+ 0.77% |
$29K - $32.2K
|
8.01K
$4.42M
|
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
1.43KNew |
$680K - $755K
|
1.43K
$790K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
15New |
$7.13K - $7.92K
|
15
$8.28K
|