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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
41New |
$15.5K - $18K
|
41
$25.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
69+ 0.79% |
$26K - $30.2K
|
8.76K
$5.41M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
121New |
$45.7K - $53K
|
121
$74.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-30.5K- 3.15% |
$11.5M - $13.4M
|
936K
$579M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-364- 0.29% |
$137K - $160K
|
123K
$76.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
750New |
$283K - $329K
|
750
$463K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-14- 0.96% |
$5.28K - $6.13K
|
1.44K
$890K
|
|
|
Jan 29, 2024
Q4 2023
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
19.7KNew |
$7.45M - $8.65M
|
19.7K
$12.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
811New |
$306K - $355K
|
811
$501K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
6+ 0.7% |
$2.26K - $2.63K
|
868
$536K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-65- 32.5% |
$24.5K - $28.5K
|
135
$83.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
BUY
|
- |
430+ 21.13% |
$162K - $188K
|
2.47K
$1.52M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-712- 0.89% |
$269K - $312K
|
79.4K
$49M
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-3.79K- 8.33% |
$1.43M - $1.66M
|
41.7K
$25.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-10.8K- 6.16% |
$4.09M - $4.75M
|
165K
$102M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-42- 0.53% |
$15.8K - $18.4K
|
7.84K
$4.84M
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
1.19KNew |
$449K - $521K
|
1.19K
$735K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-27.9K- 74.07% |
$10.5M - $12.2M
|
9.77K
$6.04M
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
3+ 0.07% |
$1.13K - $1.31K
|
4.07K
$2.52M
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
713New |
$269K - $312K
|
713
$441K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
18New |
$6.79K - $7.89K
|
18
$11.1K
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
92.9K+ 94.7% |
$35M - $40.7M
|
191K
$118M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
3.17K+ 4.03% |
$1.2M - $1.39M
|
81.9K
$50.6M
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-8- 0.04% |
$3.02K - $3.51K
|
20K
$12.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
6.08K+ 44.18% |
$2.29M - $2.66M
|
19.8K
$12.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-2.94K- 71.61% |
$1.11M - $1.29M
|
1.17K
$721K
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
3.2KNew |
$1.21M - $1.4M
|
3.2K
$1.98M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
463New |
$175K - $203K
|
463
$286K
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
BUY
|
- |
9+ 0.8% |
$3.4K - $3.94K
|
1.14K
$702K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.02K+ 6.43% |
$385K - $447K
|
16.9K
$10.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
12.7K+ 711.35% |
$4.78M - $5.55M
|
14.4K
$8.92M
|
|
|
Jan 09, 2024
Q4 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
12+ 1.42% |
$4.53K - $5.26K
|
859
$531K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
5.36K+ 2.27% |
$2.02M - $2.35M
|
242K
$149M
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
105K+ 5408.73% |
$39.5M - $45.9M
|
107K
$65.9M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-25- 4.78% |
$9.43K - $11K
|
498
$308K
|
|
| Q3 2023 | |||||||
|
Jun 21, 2024
Q3 2023
|
Envoi LLC
Minneapolis, MN |
BUY
|
- |
766New |
$301K - $322K
|
766
$473K
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
BUY
|
- |
22+ 3.54% |
$8.64K - $9.25K
|
644
$398K
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
68.4K+ 279.65% |
$26.8M - $28.8M
|
92.8K
$57.3M
|
|
|
Nov 27, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-3.2K- 77.1% |
$1.26M - $1.35M
|
950
$587K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-26.2K- 84.62% |
$10.3M - $11M
|
4.76K
$2.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-949- 13.55% |
$373K - $399K
|
6.06K
$3.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-101- 12.53% |
$39.7K - $42.5K
|
705
$436K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-944- 1.58% |
$371K - $397K
|
58.6K
$36.2M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-2.31K- 4.12% |
$906K - $970K
|
53.6K
$33.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
13.2K+ 28.7% |
$5.19M - $5.56M
|
59.2K
$36.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-1.8K- 87.8% |
$707K - $757K
|
250
$154K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
20.1K+ 2.75% |
$7.89M - $8.45M
|
749K
$463M
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.09KNew |
$426K - $456K
|
1.09K
$670K
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-286- 5.48% |
$112K - $120K
|
4.94K
$3.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
969New |
$381K - $408K
|
969
$599K
|
|