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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1New |
$328 - $375
|
1
$553
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
596New |
$195K - $223K
|
596
$330K
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.79K- 33.7% |
$585K - $669K
|
3.51K
$1.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
1.25K+ 54.02% |
$410K - $468K
|
3.56K
$1.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
71+ 0.95% |
$23.3K - $26.6K
|
7.55K
$4.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-289- 4.41% |
$94.7K - $108K
|
6.26K
$3.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.65MNew |
$1.2B - $1.37B
|
3.65M
$2.02B
|
|
|
Feb 14, 2023
Q4 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
97.2K+ 445.87% |
$31.8M - $36.4M
|
119K
$65.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
275New |
$90.1K - $103K
|
275
$152K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
2New |
$655 - $749
|
2
$1.11K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-6.1M- 99.72% |
$2B - $2.29B
|
17.4K
$9.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
287+ 0.53% |
$94K - $107K
|
54.5K
$30.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-3.3K- 16.99% |
$1.08M - $1.23M
|
16.1K
$8.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
188New |
$61.6K - $70.4K
|
188
$104K
|
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
2.5KNew |
$819K - $936K
|
2.5K
$1.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-2.45K- 10.12% |
$803K - $918K
|
21.8K
$12.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
11+ 0.82% |
$3.6K - $4.12K
|
1.36K
$750K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
210+ 12.86% |
$68.8K - $78.7K
|
1.84K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-103- 74.1% |
$33.7K - $38.6K
|
36
$19.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.48K+ 73.9% |
$484K - $554K
|
3.48K
$1.92M
|
|
|
Feb 10, 2023
Q4 2022
|
American Family Insurance Mutual Holding CO
|
BUY
|
- |
69.5K+ 88.85% |
$22.8M - $26M
|
148K
$81.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
34New |
$11.1K - $12.7K
|
34
$18.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
110New |
$36K - $41.2K
|
110
$60.9K
|
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
1.05KNew |
$344K - $393K
|
1.05K
$581K
|
|
|
Feb 10, 2023
Q4 2022
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-299K- 70.51% |
$98M - $112M
|
125K
$69.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
BUY
|
- |
981New |
$321K - $367K
|
981
$543K
|
|
|
Feb 09, 2023
Q4 2022
|
Summitry LLC
Foster City, CA |
BUY
|
- |
3.46KNew |
$1.13M - $1.29M
|
3.46K
$1.91M
|
|
|
Feb 08, 2023
Q4 2022
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
552+ 47.79% |
$181K - $207K
|
1.71K
$945K
|
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
190+ 6.25% |
$62.3K - $71.2K
|
3.23K
$1.79M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
14.2K+ 172.95% |
$4.65M - $5.31M
|
22.4K
$12.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
972New |
$318K - $364K
|
972
$538K
|
|
|
Feb 06, 2023
Q4 2022
|
Arjuna Capital
|
BUY
|
- |
207New |
$67.8K - $77.5K
|
207
$115K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.99K- 12.33% |
$979K - $1.12M
|
21.2K
$11.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
9.49K+ 7.45% |
$3.11M - $3.55M
|
137K
$75.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
596New |
$195K - $223K
|
596
$330K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-22- 0.06% |
$7.21K - $8.24K
|
39.2K
$21.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
2.55KNew |
$835K - $955K
|
2.55K
$1.41M
|
|
|
Jan 27, 2023
Q4 2022
|
Equius Partners, Inc.
|
BUY
|
- |
4.9KNew |
$1.61M - $1.84M
|
4.9K
$2.71M
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
191New |
$62.6K - $71.5K
|
191
$106K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
1.42K+ 90.03% |
$464K - $531K
|
2.99K
$1.66M
|
|
|
Jan 26, 2023
Q4 2022
|
Capital Planning LLC
|
BUY
|
- |
745New |
$244K - $279K
|
745
$412K
|
|
|
Jan 25, 2023
Q4 2022
|
Wall Capital Group, Inc.
|
SELL
|
- |
-107K- 78.7% |
$35M - $40M
|
28.9K
$16M
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
PUT |
1.2KNew |
$393K - $449K
|
1.2K
$664K
|
|
|
Jan 25, 2023
Q4 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
666New |
$218K - $249K
|
666
$369K
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-20- 1.25% |
$6.55K - $7.49K
|
1.58K
$871K
|
|
|
Jan 25, 2023
Q4 2022
|
Parker Investment Management, LLC
|
BUY
|
- |
47+ 1.38% |
$15.4K - $17.6K
|
3.44K
$1.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-341- 5.24% |
$112K - $128K
|
6.17K
$3.41M
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Advisors LLC
|
BUY
|
- |
1.34MNew |
$439M - $502M
|
1.34M
$742M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
11.2K+ 6.38% |
$3.68M - $4.21M
|
187K
$104M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
500+ 3.57% |
$164K - $187K
|
14.5K
$8.04M
|