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 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
10New |
$4.55K - $5.04K
|
10
$6.18K
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
661New |
$301K - $333K
|
661
$408K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
145+ 1.02% |
$66K - $73.1K
|
14.4K
$8.88M
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
172+ 8.05% |
$78.3K - $86.7K
|
2.31K
$1.43M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
2.23K+ 57.65% |
$1.01M - $1.12M
|
6.09K
$3.76M
|
|
|
Jul 24, 2024
Q2 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
4+ 0.87% |
$1.82K - $2.02K
|
465
$287K
|
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
506New |
$230K - $255K
|
506
$313K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
321New |
$146K - $162K
|
321
$198K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
22New |
$10K - $11.1K
|
22
$13.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.23K+ 4.02% |
$561K - $622K
|
31.9K
$19.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
460New |
$209K - $232K
|
460
$284K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
50.2KNew |
$22.9M - $25.3M
|
50.2K
$31M
|
|
|
Jul 18, 2024
Q2 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
641New |
$292K - $323K
|
641
$396K
|
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-10- 1.77% |
$4.55K - $5.04K
|
555
$343K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-213- 12.36% |
$96.9K - $107K
|
1.51K
$933K
|
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
854New |
$389K - $431K
|
854
$528K
|
|
|
Jul 16, 2024
Q2 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
514New |
$234K - $259K
|
514
$318K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
17New |
$7.74K - $8.57K
|
17
$10.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
394+ 32.08% |
$179K - $199K
|
1.62K
$1M
|
|
|
Jul 15, 2024
Q2 2024
|
American Asset Management Inc.
|
BUY
|
- |
1.5KNew |
$683K - $756K
|
1.5K
$927K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
8.76K+ 868.55% |
$3.98M - $4.41M
|
9.76K
$6.03M
|
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-90- 12.03% |
$41K - $45.4K
|
658
$407K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-42- 7.38% |
$19.1K - $21.2K
|
527
$326K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
172New |
$78.3K - $86.7K
|
172
$106K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
5.01K+ 6.24% |
$2.28M - $2.53M
|
85.3K
$52.7M
|
|
| Q1 2024 | |||||||
|
Dec 17, 2025
Q1 2024
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
SELL
|
- |
-21- 3.98% |
$9.02K - $10.1K
|
507
$313K
|
|
|
Sep 27, 2024
Q1 2024
|
Sage Advisors, LLC
Boulder, CO |
SELL
|
- |
-63- 12.0% |
$27.1K - $30.3K
|
462
$285K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
4.68KNew |
$2.01M - $2.25M
|
4.68K
$2.89M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
88+ 15.8% |
$37.8K - $42.4K
|
645
$399K
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
3+ 0.28% |
$1.29K - $1.44K
|
1.08K
$667K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.78K+ 41.69% |
$1.19M - $1.34M
|
9.45K
$5.84M
|
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
252+ 29.44% |
$108K - $121K
|
1.11K
$685K
|
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
606New |
$260K - $292K
|
606
$374K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-15- 12.3% |
$6.44K - $7.22K
|
107
$66.1K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
12New |
$5.15K - $5.78K
|
12
$7.41K
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
150+ 0.75% |
$64.4K - $72.2K
|
20.1K
$12.4M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
16New |
$6.87K - $7.7K
|
16
$9.89K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
5.46K+ 11.33% |
$2.34M - $2.63M
|
53.6K
$33.1M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
900KNew |
$386M - $433M
|
900K
$556M
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-623- 4.25% |
$268K - $300K
|
14K
$8.67M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
900KNew |
$386M - $433M
|
900K
$556M
|
|
|
May 15, 2024
Q1 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.19K+ 76.92% |
$1.8M - $2.01M
|
9.63K
$5.95M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
305+ 2.23% |
$131K - $147K
|
14K
$8.64M
|
|
|
May 14, 2024
Q1 2024
|
X Square Capital, LLC
|
BUY
|
- |
439New |
$189K - $211K
|
439
$271K
|
|
|
May 14, 2024
Q1 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
2.53KNew |
$1.09M - $1.22M
|
2.53K
$1.56M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
11.5KNew |
$4.95M - $5.55M
|
11.5K
$7.13M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
5.1K+ 11.0% |
$2.19M - $2.45M
|
51.4K
$31.8M
|
|
|
May 14, 2024
Q1 2024
|
Mercer Investments LLC
|
SELL
|
- |
-19.5K- 48.4% |
$8.38M - $9.4M
|
20.8K
$12.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
59.3K+ 9.15% |
$25.5M - $28.5M
|
707K
$437M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
53.3K+ 24.2% |
$22.9M - $25.7M
|
274K
$169M
|
|