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 |
---|---|---|---|---|---|---|---|
Aug 05, 2024
Q2 2024
|
Xr Securities LLC
|
BUY
|
- |
332+ 7.23% |
$151K - $167K
|
4.93K
$2.56M
|
|
Aug 02, 2024
Q2 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
161+ 23.96% |
$73.3K - $81.2K
|
833
$433K
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
103+ 18.23% |
$46.9K - $51.9K
|
668
$348K
|
|
Aug 01, 2024
Q2 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
570New |
$259K - $287K
|
570
$297K
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-117- 11.7% |
$53.2K - $59K
|
883
$459K
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
BUY
|
- |
126New |
$57.3K - $63.5K
|
126
$65.6K
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-211- 1.64% |
$96K - $106K
|
12.7K
$6.59M
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
16+ 3.02% |
$7.28K - $8.07K
|
546
$284K
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-71- 3.0% |
$32.3K - $35.8K
|
2.29K
$1.19M
|
|
Jul 31, 2024
Q2 2024
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
BUY
|
- |
98K+ 3.47% |
$44.6M - $49.4M
|
2.93M
$1.52B
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
88+ 8800.0% |
$40K - $44.4K
|
89
$46.3K
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-6.86K- 6.67% |
$3.12M - $3.46M
|
96K
$49.9M
|
|
Jul 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-8- 0.72% |
$3.64K - $4.03K
|
1.1K
$572K
|
|
Jul 31, 2024
Q2 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
834New |
$380K - $421K
|
834
$434K
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-196- 21.97% |
$89.2K - $98.8K
|
696
$362K
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.17K- 73.99% |
$532K - $590K
|
411
$214K
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-35- 3.31% |
$15.9K - $17.6K
|
1.02K
$532K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
81+ 2.75% |
$36.9K - $40.8K
|
3.03K
$1.57M
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-64- 6.65% |
$29.1K - $32.3K
|
899
$468K
|
|
Jul 29, 2024
Q2 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-21- 8.2% |
$9.56K - $10.6K
|
235
$122K
|
|
Jul 29, 2024
Q2 2024
|
Tenret CO LLC
|
BUY
|
- |
449New |
$204K - $226K
|
449
$234K
|
|
Jul 29, 2024
Q2 2024
|
Highview Capital Management LLC
|
BUY
|
- |
585New |
$266K - $295K
|
585
$304K
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
SELL
|
- |
-230- 28.89% |
$105K - $116K
|
566
$294K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-227- 6.19% |
$103K - $114K
|
3.44K
$1.79M
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
10New |
$4.55K - $5.04K
|
10
$5.2K
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
661New |
$301K - $333K
|
661
$344K
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
145+ 1.02% |
$66K - $73.1K
|
14.4K
$7.48M
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
172+ 8.05% |
$78.3K - $86.7K
|
2.31K
$1.2M
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
2.23K+ 57.65% |
$1.01M - $1.12M
|
6.09K
$3.17M
|
|
Jul 24, 2024
Q2 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
4+ 0.87% |
$1.82K - $2.02K
|
465
$242K
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
506New |
$230K - $255K
|
506
$263K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
321New |
$146K - $162K
|
321
$167K
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
787New |
$358K - $397K
|
787
$409K
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
22New |
$10K - $11.1K
|
22
$11.4K
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
30+ 2.72% |
$13.7K - $15.1K
|
1.13K
$590K
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
429New |
$195K - $216K
|
429
$223K
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
120+ 5.7% |
$54.6K - $60.5K
|
2.23K
$1.16M
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.04K- 59.77% |
$473K - $524K
|
700
$364K
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.23K+ 4.02% |
$561K - $622K
|
31.9K
$16.6M
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
502New |
$228K - $253K
|
502
$261K
|
|
Jul 19, 2024
Q2 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
460New |
$209K - $232K
|
460
$239K
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
50.2KNew |
$22.9M - $25.3M
|
50.2K
$26.1M
|
|
Jul 18, 2024
Q2 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
5+ 0.99% |
$2.28K - $2.52K
|
508
$264K
|
|
Jul 18, 2024
Q2 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
11+ 1.63% |
$5.01K - $5.55K
|
685
$356K
|
|
Jul 18, 2024
Q2 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
641New |
$292K - $323K
|
641
$333K
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-10- 1.77% |
$4.55K - $5.04K
|
555
$289K
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-213- 12.36% |
$96.9K - $107K
|
1.51K
$786K
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-31- 3.5% |
$14.1K - $15.6K
|
854
$444K
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
854New |
$389K - $431K
|
854
$444K
|
|
Jul 17, 2024
Q2 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-9- 0.63% |
$4.1K - $4.54K
|
1.43K
$744K
|