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 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.45% |
$950 - $1.06K
|
451
$249K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-29- 2.8% |
$13.8K - $15.3K
|
1.01K
$556K
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-6- 1.42% |
$2.85K - $3.17K
|
418
$231K
|
|
|
Oct 09, 2024
Q3 2024
|
Spence Asset Management
|
SELL
|
- |
-10.4K- 96.44% |
$4.95M - $5.5M
|
385
$213K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-584- 6.58% |
$278K - $308K
|
8.29K
$4.58M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-214- 5.53% |
$102K - $113K
|
3.66K
$2.02M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
100New |
$47.5K - $52.8K
|
100
$55.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
27+ 8.44% |
$12.8K - $14.2K
|
347
$192K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-42- 4.87% |
$20K - $22.2K
|
821
$453K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-38- 0.67% |
$18.1K - $20.1K
|
5.64K
$3.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
418New |
$199K - $221K
|
418
$231K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
28+ 5.42% |
$13.3K - $14.8K
|
545
$301K
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
513+ 66.97% |
$244K - $271K
|
1.28K
$706K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-316- 5.46% |
$150K - $167K
|
5.48K
$3.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
69+ 5.66% |
$32.8K - $36.4K
|
1.29K
$712K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
553+ 5.46% |
$263K - $292K
|
10.7K
$5.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
170New |
$80.8K - $89.7K
|
170
$93.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
220+ 24.31% |
$105K - $116K
|
1.13K
$621K
|
|
|
Oct 07, 2024
Q3 2024
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
32.3K+ 12.24% |
$15.3M - $17M
|
296K
$163M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
48+ 0.63% |
$22.8K - $25.3K
|
7.63K
$4.21M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-551- 1.69% |
$262K - $291K
|
32.1K
$17.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
16.5K+ 20.12% |
$7.85M - $8.72M
|
98.6K
$54.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
46+ 2.22% |
$21.9K - $24.3K
|
2.12K
$1.17M
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
1+ 0.05% |
$475 - $528
|
1.85K
$1.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
81+ 27.93% |
$38.5K - $42.7K
|
371
$205K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-24- 1.39% |
$11.4K - $12.7K
|
1.71K
$943K
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
SELL
|
- |
-27- 17.42% |
$12.8K - $14.2K
|
128
$70.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-108- 6.66% |
$51.3K - $57K
|
1.51K
$836K
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
792New |
$376K - $418K
|
792
$437K
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-21- 1.92% |
$9.98K - $11.1K
|
1.07K
$593K
|
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
BUY
|
- |
1+ 0.04% |
$475 - $528
|
2.22K
$1.23M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
2.05K+ 10.35% |
$975K - $1.08M
|
21.9K
$12.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-19- 2.55% |
$9.03K - $10K
|
725
$400K
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-14- 0.96% |
$6.65K - $7.39K
|
1.45K
$798K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-849- 11.33% |
$403K - $448K
|
6.64K
$3.67M
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
18+ 1.0% |
$8.55K - $9.5K
|
1.82K
$1.01M
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
405New |
$192K - $214K
|
405
$224K
|
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-24- 1.83% |
$11.4K - $12.7K
|
1.29K
$710K
|
|
|
Oct 01, 2024
Q3 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-725- 3.41% |
$345K - $383K
|
20.6K
$11.4M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
1+ 0.23% |
$475 - $528
|
427
$236K
|
|
| Q2 2024 | |||||||
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-14.2K- 10.91% |
$6.48M - $7.18M
|
116K
$64.2M
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
11+ 0.03% |
$5.01K - $5.55K
|
37.1K
$20.5M
|
|
|
Nov 25, 2024
Q2 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
1.13MNew |
$515M - $571M
|
1.13M
$625M
|
|
|
Nov 21, 2024
Q2 2024
|
Chelsea Counsel CO
|
BUY
|
- |
50+ 28.09% |
$22.8K - $25.2K
|
228
$126K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-4- 0.13% |
$1.82K - $2.02K
|
3.15K
$1.74M
|
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
41+ 1.94% |
$18.7K - $20.7K
|
2.15K
$1.19M
|
|
|
Sep 30, 2024
Q2 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-838Closed |
$381K - $423K
|
0
$0
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
47New |
$21.4K - $23.7K
|
47
$26K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
679New |
$309K - $342K
|
679
$375K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
641New |
$292K - $323K
|
641
$354K
|
|