Latest Institutional Sells of Vanguard Index Fds S&P 500 ETF (VOO)
This list provides information on the latest institutional transactions involving Vanguard Index Fds S&P 500 ETF (VOO) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-19- 1.31% |
$7.06K - $7.74K
|
1.43K
$792K
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-15- 0.35% |
$5.57K - $6.11K
|
4.29K
$2.38M
|
|
Jul 26, 2023
Q2 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-5- 0.16% |
$1.86K - $2.04K
|
3.17K
$1.76M
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-2- 18.18% |
$743 - $815
|
9
$4.98K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-40.7K- 96.19% |
$14.2M - $15.6M
|
1.61K
$892K
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-16.7K- 95.17% |
$5.81M - $6.39M
|
847
$469K
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-11.9K- 35.97% |
$4.16M - $4.56M
|
21.2K
$11.7M
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-8.91K- 25.12% |
$3.11M - $3.41M
|
26.6K
$14.7M
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-5.92K- 22.05% |
$2.07M - $2.27M
|
20.9K
$11.6M
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-4.21K- 83.48% |
$1.47M - $1.61M
|
834
$461K
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-1.96K- 12.04% |
$684K - $752K
|
14.3K
$7.94M
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-763- 99.61% |
$266K - $292K
|
3
$1.66K
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-392- 0.16% |
$137K - $150K
|
246K
$136M
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-292- 88.48% |
$102K - $112K
|
38
$21K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-169- 9.47% |
$58.9K - $64.7K
|
1.62K
$894K
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
SELL
|
- |
-122- 18.51% |
$42.5K - $46.7K
|
537
$297K
|
|
Apr 24, 2023
Q1 2023
|
Marion Wealth Management
|
SELL
|
- |
-88- 4.01% |
$30.7K - $33.7K
|
2.11K
$1.17M
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-48- 12.37% |
$16.7K - $18.4K
|
340
$188K
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-25- 0.54% |
$8.72K - $9.57K
|
4.63K
$2.56M
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-15- 0.26% |
$5.23K - $5.74K
|
5.78K
$3.2M
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-4- 12.9% |
$1.39K - $1.53K
|
27
$14.9K
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 40.0% |
$697 - $766
|
3
$1.66K
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 50.0% |
$349 - $383
|
1
$553
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-6.1M- 99.72% |
$2B - $2.29B
|
17.4K
$9.64M
|
|
Feb 10, 2023
Q4 2022
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-299K- 70.51% |
$98M - $112M
|
125K
$69.2M
|
|
Jan 25, 2023
Q4 2022
|
Wall Capital Group, Inc.
|
SELL
|
- |
-107K- 78.7% |
$35M - $40M
|
28.9K
$16M
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-15.5K- 99.63% |
$5.07M - $5.8M
|
58
$32.1K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-3.3K- 16.99% |
$1.08M - $1.23M
|
16.1K
$8.91M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.99K- 12.33% |
$979K - $1.12M
|
21.2K
$11.8M
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-2.45K- 10.12% |
$803K - $918K
|
21.8K
$12.1M
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.79K- 33.7% |
$585K - $669K
|
3.51K
$1.94M
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-484- 76.34% |
$159K - $181K
|
150
$83K
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-362- 29.75% |
$119K - $136K
|
855
$473K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-341- 5.24% |
$112K - $128K
|
6.17K
$3.41M
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-289- 4.41% |
$94.7K - $108K
|
6.26K
$3.46M
|
|
Jan 13, 2023
Q4 2022
|
Copeland Capital Management, LLC
|
SELL
|
- |
-225- 93.75% |
$73.7K - $84.3K
|
15
$8.3K
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-103- 74.1% |
$33.7K - $38.6K
|
36
$19.9K
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-103- 19.66% |
$33.7K - $38.6K
|
421
$233K
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-40- 6.2% |
$13.1K - $15K
|
605
$335K
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-22- 0.06% |
$7.21K - $8.24K
|
39.2K
$21.7M
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-20- 1.25% |
$6.55K - $7.49K
|
1.58K
$871K
|
|
Jan 20, 2023
Q4 2022
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-18- 10.17% |
$5.9K - $6.74K
|
159
$88K
|
|
Q3 2022 | |||||||
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-60K- 99.94% |
$19.7M - $23.7M
|
36
$19.9K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-24.4K- 18.36% |
$8.02M - $9.65M
|
109K
$60.1M
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-19.3K- 17.46% |
$6.33M - $7.62M
|
91.1K
$50.4M
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-18.1KClosed |
$5.94M - $7.14M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Crosspoint Capital Strategies, LLC
Orinda, CA |
SELL
|
- |
-2.53K- 50.05% |
$831K - $999K
|
2.53K
$1.4M
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-2.43K- 6.88% |
$796K - $958K
|
32.8K
$18.2M
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-2.38K- 35.95% |
$782K - $941K
|
4.24K
$2.35M
|
|
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-2.11K- 70.02% |
$694K - $835K
|
905
$501K
|