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 |
---|---|---|---|---|---|---|---|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
SELL
|
- |
-230- 28.89% |
$105K - $116K
|
566
$313K
|
|
Jul 26, 2024
Q2 2024
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
75+ 0.42% |
$34.1K - $37.8K
|
17.9K
$9.9M
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
25+ 3.4% |
$11.4K - $12.6K
|
761
$420K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-227- 6.19% |
$103K - $114K
|
3.44K
$1.9M
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
10New |
$4.55K - $5.04K
|
10
$5.52K
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
661New |
$301K - $333K
|
661
$365K
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
145+ 1.02% |
$66K - $73.1K
|
14.4K
$7.94M
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
172+ 8.05% |
$78.3K - $86.7K
|
2.31K
$1.27M
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
2.23K+ 57.65% |
$1.01M - $1.12M
|
6.09K
$3.36M
|
|
Jul 24, 2024
Q2 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
4+ 0.87% |
$1.82K - $2.02K
|
465
$257K
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
506New |
$230K - $255K
|
506
$279K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
321New |
$146K - $162K
|
321
$177K
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
787New |
$358K - $397K
|
787
$435K
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
22New |
$10K - $11.1K
|
22
$12.1K
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
30+ 2.72% |
$13.7K - $15.1K
|
1.13K
$626K
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
429New |
$195K - $216K
|
429
$237K
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
120+ 5.7% |
$54.6K - $60.5K
|
2.23K
$1.23M
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.04K- 59.77% |
$473K - $524K
|
700
$387K
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.23K+ 4.02% |
$561K - $622K
|
31.9K
$17.6M
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
502New |
$228K - $253K
|
502
$277K
|
|
Jul 19, 2024
Q2 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
460New |
$209K - $232K
|
460
$254K
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
50.2KNew |
$22.9M - $25.3M
|
50.2K
$27.7M
|
|
Jul 18, 2024
Q2 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
5+ 0.99% |
$2.28K - $2.52K
|
508
$281K
|
|
Jul 18, 2024
Q2 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
11+ 1.63% |
$5.01K - $5.55K
|
685
$378K
|
|
Jul 18, 2024
Q2 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
641New |
$292K - $323K
|
641
$354K
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-10- 1.77% |
$4.55K - $5.04K
|
555
$306K
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-213- 12.36% |
$96.9K - $107K
|
1.51K
$834K
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-31- 3.5% |
$14.1K - $15.6K
|
854
$472K
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
854New |
$389K - $431K
|
854
$472K
|
|
Jul 17, 2024
Q2 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-9- 0.63% |
$4.1K - $4.54K
|
1.43K
$790K
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
10+ 0.7% |
$4.55K - $5.04K
|
1.45K
$799K
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-4- 0.58% |
$1.82K - $2.02K
|
684
$378K
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
733New |
$334K - $370K
|
733
$405K
|
|
Jul 16, 2024
Q2 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
514New |
$234K - $259K
|
514
$284K
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
17New |
$7.74K - $8.57K
|
17
$9.39K
|
|
Jul 15, 2024
Q2 2024
|
Ashford Advisors, LLC
|
SELL
|
- |
-150- 9.66% |
$68.3K - $75.6K
|
1.4K
$774K
|
|
Jul 15, 2024
Q2 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
394+ 32.08% |
$179K - $199K
|
1.62K
$896K
|
|
Jul 15, 2024
Q2 2024
|
American Asset Management Inc.
|
BUY
|
- |
1.5KNew |
$683K - $756K
|
1.5K
$828K
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
20+ 3.26% |
$9.1K - $10.1K
|
634
$350K
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-383- 38.57% |
$174K - $193K
|
610
$337K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
8.76K+ 868.55% |
$3.98M - $4.41M
|
9.76K
$5.39M
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
597New |
$272K - $301K
|
597
$330K
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-90- 12.03% |
$41K - $45.4K
|
658
$363K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-998- 93.62% |
$454K - $503K
|
68
$37.5K
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-286- 12.2% |
$130K - $144K
|
2.06K
$1.14M
|
|
Jul 10, 2024
Q2 2024
|
Madden Securities Corp
|
BUY
|
- |
33+ 1.35% |
$15K - $16.6K
|
2.47K
$1.36M
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-42- 7.38% |
$19.1K - $21.2K
|
527
$291K
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
211+ 28.28% |
$96K - $106K
|
957
$528K
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
10+ 35.71% |
$4.55K - $5.04K
|
38
$21K
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
172New |
$78.3K - $86.7K
|
172
$95K
|