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 17, 2024
Q3 2024
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-47- 9.71% |
$22.3K - $24.8K
|
437
$241K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-436- 5.06% |
$207K - $230K
|
8.19K
$4.52M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-324- 6.71% |
$154K - $171K
|
4.51K
$2.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-600- 23.17% |
$285K - $317K
|
1.99K
$1.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-6.84K- 76.91% |
$3.25M - $3.61M
|
2.05K
$1.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
13+ 185.71% |
$6.18K - $6.86K
|
20
$11K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
626+ 21.25% |
$297K - $330K
|
3.57K
$1.97M
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-225- 34.25% |
$107K - $119K
|
432
$239K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-66- 5.35% |
$31.4K - $34.8K
|
1.17K
$645K
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-6- 50.0% |
$2.85K - $3.17K
|
6
$3.31K
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
8+ 1.88% |
$3.8K - $4.22K
|
434
$240K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-157- 1.19% |
$74.6K - $82.8K
|
13K
$7.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-442- 27.59% |
$210K - $233K
|
1.16K
$641K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-3.85K- 2.25% |
$1.83M - $2.03M
|
168K
$92.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-39- 68.42% |
$18.5K - $20.6K
|
18
$9.94K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
40+ 15.69% |
$19K - $21.1K
|
295
$163K
|
|
|
Oct 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
6+ 0.27% |
$2.85K - $3.17K
|
2.21K
$1.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-58- 59.18% |
$27.6K - $30.6K
|
40
$22.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
14+ 0.74% |
$6.65K - $7.39K
|
1.91K
$1.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
527+ 3.65% |
$250K - $278K
|
15K
$8.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
133+ 5.11% |
$63.2K - $70.2K
|
2.73K
$1.51M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2+ 0.25% |
$950 - $1.06K
|
803
$443K
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-72- 14.63% |
$34.2K - $38K
|
420
$232K
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
1.09K+ 2732.5% |
$519K - $577K
|
1.13K
$626K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
389+ 60.69% |
$185K - $205K
|
1.03K
$569K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2.36K+ 3.84% |
$1.12M - $1.25M
|
63.9K
$35.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
5+ 0.18% |
$2.38K - $2.64K
|
2.81K
$1.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
398New |
$189K - $210K
|
398
$220K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10+ 0.03% |
$4.75K - $5.28K
|
31.6K
$17.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-21- 2.59% |
$9.98K - $11.1K
|
789
$436K
|
|
|
Oct 15, 2024
Q3 2024
|
Adams Asset Advisors, LLC
|
BUY
|
- |
259+ 50.68% |
$123K - $137K
|
770
$425K
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
186+ 6.4% |
$88.4K - $98.2K
|
3.09K
$1.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-30- 5.0% |
$14.3K - $15.8K
|
570
$315K
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
311+ 52.62% |
$148K - $164K
|
902
$498K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
167+ 19.24% |
$79.4K - $88.1K
|
1.04K
$572K
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
952New |
$452K - $502K
|
952
$526K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
500New |
$238K - $264K
|
500
$276K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
108+ 4.11% |
$51.3K - $57K
|
2.73K
$1.51M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.11K- 0.33% |
$1.95M - $2.17M
|
1.25M
$693M
|
|
|
Oct 11, 2024
Q3 2024
|
Stegner Investment Associates Inc.
|
BUY
|
- |
568+ 5.87% |
$270K - $300K
|
10.2K
$5.66M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.32K+ 31.03% |
$629K - $698K
|
5.59K
$3.09M
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
987New |
$469K - $521K
|
987
$545K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-24- 0.97% |
$11.4K - $12.7K
|
2.44K
$1.35M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-905- 1.65% |
$430K - $478K
|
54K
$29.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
312+ 16.21% |
$148K - $165K
|
2.24K
$1.24M
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-49- 10.38% |
$23.3K - $25.9K
|
423
$234K
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
SELL
|
- |
-72- 5.84% |
$34.2K - $38K
|
1.16K
$641K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
5.08K+ 6.16% |
$2.41M - $2.68M
|
87.5K
$48.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
385+ 33.71% |
$183K - $203K
|
1.53K
$843K
|
|
|
Oct 09, 2024
Q3 2024
|
Trb Advisors LP
New York, NY |
BUY
|
- |
250K+ 55.56% |
$119M - $132M
|
700K
$387M
|