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 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
23+ 1.08% |
$8.02K - $8.81K
|
2.14K
$1.11M
|
|
May 15, 2023
Q1 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
1.4KNew |
$488K - $536K
|
1.4K
$728K
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 50.0% |
$349 - $383
|
1
$520
|
|
May 15, 2023
Q1 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-40.7K- 96.19% |
$14.2M - $15.6M
|
1.61K
$839K
|
|
May 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
684New |
$238K - $262K
|
684
$356K
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
693+ 1.91% |
$242K - $265K
|
36.9K
$19.2M
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
58New |
$20.2K - $22.2K
|
58
$30.2K
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
58New |
$20.2K - $22.2K
|
58
$30.2K
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
125+ 17.46% |
$43.6K - $47.9K
|
841
$438K
|
|
May 12, 2023
Q1 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
6.74KNew |
$2.35M - $2.58M
|
6.74K
$3.51M
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
8New |
$2.79K - $3.06K
|
8
$4.16K
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
17.2K+ 137.66% |
$6.01M - $6.6M
|
29.7K
$15.5M
|
|
May 11, 2023
Q1 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
565K+ 572.22% |
$197M - $216M
|
663K
$345M
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
4+ 0.19% |
$1.39K - $1.53K
|
2.06K
$1.07M
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
200New |
$69.7K - $76.6K
|
200
$104K
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
3.01KNew |
$1.05M - $1.15M
|
3.01K
$1.57M
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-763- 99.61% |
$266K - $292K
|
3
$1.56K
|
|
May 08, 2023
Q1 2023
|
Private Capital Advisors, Inc.
|
BUY
|
- |
535New |
$187K - $205K
|
535
$278K
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-292- 88.48% |
$102K - $112K
|
38
$19.8K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
PUT |
1.3KNew |
$453K - $498K
|
1.3K
$676K
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
20.3K+ 81.31% |
$7.09M - $7.78M
|
45.3K
$23.6M
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
576+ 17.81% |
$201K - $221K
|
3.81K
$1.98M
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
650+ 66.33% |
$227K - $249K
|
1.63K
$848K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
10New |
$3.49K - $3.83K
|
10
$5.2K
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
102+ 7.91% |
$35.6K - $39.1K
|
1.39K
$724K
|
|
May 02, 2023
Q1 2023
|
Xr Securities LLC
|
BUY
|
PUT |
900New |
$314K - $345K
|
900
$468K
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
1+ 0.1% |
$349 - $383
|
965
$502K
|
|
May 01, 2023
Q1 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
5.85KNew |
$2.04M - $2.24M
|
5.85K
$3.04M
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
757New |
$264K - $290K
|
757
$394K
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-16.7K- 95.17% |
$5.81M - $6.39M
|
847
$441K
|
|
Apr 24, 2023
Q1 2023
|
Marion Wealth Management
|
SELL
|
- |
-88- 4.01% |
$30.7K - $33.7K
|
2.11K
$1.1M
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-48- 12.37% |
$16.7K - $18.4K
|
340
$177K
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1New |
$349 - $383
|
1
$520
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
173New |
$60.3K - $66.2K
|
173
$90K
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-25- 0.54% |
$8.72K - $9.57K
|
4.63K
$2.41M
|
|
Apr 20, 2023
Q1 2023
|
Schwab Charitable Fund
|
BUY
|
- |
533New |
$186K - $204K
|
533
$277K
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
235New |
$81.9K - $90K
|
235
$122K
|
|
Apr 18, 2023
Q1 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
566New |
$197K - $217K
|
566
$294K
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-392- 0.16% |
$137K - $150K
|
246K
$128M
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
8New |
$2.79K - $3.06K
|
8
$4.16K
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
601New |
$210K - $230K
|
601
$313K
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
1+ 0.98% |
$349 - $383
|
103
$53.6K
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
2.59KNew |
$904K - $993K
|
2.59K
$1.35M
|
|
Apr 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
400New |
$139K - $153K
|
400
$208K
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
SELL
|
- |
-122- 18.51% |
$42.5K - $46.7K
|
537
$279K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-169- 9.47% |
$58.9K - $64.7K
|
1.62K
$840K
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2New |
$697 - $766
|
2
$1.04K
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
BUY
|
- |
9New |
$3.14K - $3.45K
|
9
$4.68K
|
|
Q4 2022 | |||||||
Mar 13, 2025
Q4 2022
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
3.8K+ 10.86% |
$1.25M - $1.42M
|
38.8K
$20.2M
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
CALL |
700New |
$229K - $262K
|
700
$364K
|