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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
187New |
$80.3K - $90K
|
187
$103K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-5- 0.06% |
$2.15K - $2.41K
|
8.98K
$4.96M
|
|
|
Apr 26, 2024
Q1 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
579New |
$249K - $279K
|
579
$320K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
454New |
$195K - $219K
|
454
$251K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
26+ 0.86% |
$11.2K - $12.5K
|
3.06K
$1.69M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
10.2K+ 9.96% |
$4.4M - $4.93M
|
113K
$62.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
2+ 7.14% |
$859 - $963
|
30
$16.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
89+ 14.08% |
$38.2K - $42.8K
|
721
$398K
|
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
BUY
|
- |
1+ 0.22% |
$429 - $481
|
463
$256K
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-350- 34.28% |
$150K - $168K
|
671
$371K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
564New |
$242K - $271K
|
564
$311K
|
|
|
Apr 25, 2024
Q1 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-100- 12.92% |
$42.9K - $48.1K
|
674
$372K
|
|
|
Apr 24, 2024
Q1 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-10- 1.48% |
$4.29K - $4.81K
|
667
$368K
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-198- 0.28% |
$85K - $95.3K
|
71.5K
$39.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-138- 4.19% |
$59.3K - $66.4K
|
3.15K
$1.74M
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-200- 39.92% |
$85.9K - $96.3K
|
301
$166K
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-102- 0.66% |
$43.8K - $49.1K
|
15.4K
$8.52M
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
445New |
$191K - $214K
|
445
$246K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
PUT |
-500- 16.67% |
$215K - $241K
|
2.5K
$1.38M
|
|
|
Apr 22, 2024
Q1 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-570- 50.22% |
$245K - $274K
|
565
$312K
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-473- 26.47% |
$203K - $228K
|
1.31K
$726K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-23- 3.0% |
$9.88K - $11.1K
|
744
$411K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-1.83K- 81.16% |
$784K - $879K
|
424
$234K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-28.5K- 62.64% |
$12.2M - $13.7M
|
17K
$9.39M
|
|
|
Apr 19, 2024
Q1 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-775- 8.06% |
$333K - $373K
|
8.84K
$4.88M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
2New |
$859 - $963
|
2
$1.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Better Wealth, LLC
|
BUY
|
- |
2.75KNew |
$1.18M - $1.32M
|
2.75K
$1.52M
|
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-23- 4.99% |
$9.88K - $11.1K
|
438
$242K
|
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
2.39K+ 26.15% |
$1.02M - $1.15M
|
11.5K
$6.36M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
112+ 1.61% |
$48.1K - $53.9K
|
7.08K
$3.91M
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
7.51KNew |
$3.23M - $3.62M
|
7.51K
$4.15M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
31.2K+ 52.11% |
$13.4M - $15M
|
91K
$50.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-9.74K- 7.42% |
$4.18M - $4.69M
|
121K
$67.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
SELL
|
- |
-328- 4.31% |
$141K - $158K
|
7.28K
$4.02M
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
758New |
$326K - $365K
|
758
$419K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
35.2KNew |
$15.1M - $16.9M
|
35.2K
$19.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-26- 0.71% |
$11.2K - $12.5K
|
3.64K
$2.01M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
172+ 1.32% |
$73.9K - $82.8K
|
13.2K
$7.26M
|
|
|
Apr 11, 2024
Q1 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-55- 9.27% |
$23.6K - $26.5K
|
538
$297K
|
|
|
Apr 11, 2024
Q1 2024
|
Meyer Handelman CO
|
SELL
|
- |
-227- 33.33% |
$97.5K - $109K
|
454
$251K
|
|
|
Apr 11, 2024
Q1 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-52- 5.37% |
$22.3K - $25K
|
917
$506K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
1+ 1.67% |
$429 - $481
|
61
$33.7K
|
|
|
Apr 05, 2024
Q1 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
395+ 26.78% |
$170K - $190K
|
1.87K
$1.03M
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
615+ 44.89% |
$264K - $296K
|
1.99K
$1.1M
|
|
| Q4 2023 | |||||||
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-14- 2.0% |
$5.28K - $6.13K
|
687
$379K
|
|
|
Dec 02, 2024
Q4 2023
|
Cypress Capital, LLC
|
BUY
|
- |
9+ 1.07% |
$3.4K - $3.94K
|
852
$470K
|
|
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-1.05K- 18.0% |
$397K - $461K
|
4.8K
$2.65M
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
5+ 0.58% |
$1.89K - $2.19K
|
872
$482K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
10New |
$3.77K - $4.38K
|
10
$5.52K
|
|
|
Apr 11, 2024
Q4 2023
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
541New |
$204K - $237K
|
541
$299K
|
|