Latest Institutional Purchases 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 buys. 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 purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Msa Advisors, LLC
Santa Monica, CA |
BUY
|
- |
2.09KNew |
$995K - $1.1M
|
2.09K
$1.24M
|
|
Nov 14, 2024
Q3 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
2.05KNew |
$976K - $1.08M
|
2.05K
$1.21M
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
2.05K+ 10.35% |
$975K - $1.08M
|
21.9K
$12.9M
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.32K+ 31.03% |
$629K - $698K
|
5.59K
$3.3M
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
987New |
$469K - $521K
|
987
$584K
|
|
Nov 14, 2024
Q3 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
970New |
$461K - $512K
|
970
$574K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
838+ 16.91% |
$398K - $442K
|
5.79K
$3.43M
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
821+ 60.06% |
$390K - $433K
|
2.19K
$1.29M
|
|
Nov 14, 2024
Q3 2024
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
749New |
$356K - $395K
|
749
$443K
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
677New |
$322K - $357K
|
677
$400K
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
581+ 13.93% |
$276K - $307K
|
4.75K
$2.81M
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
579New |
$275K - $306K
|
579
$342K
|
|
Oct 11, 2024
Q3 2024
|
Stegner Investment Associates Inc.
|
BUY
|
- |
568+ 5.87% |
$270K - $300K
|
10.2K
$6.06M
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
547New |
$260K - $289K
|
547
$323K
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
513+ 66.97% |
$244K - $271K
|
1.28K
$756K
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
501+ 3.75% |
$238K - $264K
|
13.9K
$8.2M
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
492+ 122.39% |
$234K - $260K
|
894
$529K
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
485New |
$230K - $256K
|
485
$287K
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
456+ 4.79% |
$217K - $241K
|
9.97K
$5.89M
|
|
Oct 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
430New |
$204K - $227K
|
430
$254K
|
|
Nov 13, 2024
Q3 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
429+ 858.0% |
$204K - $226K
|
479
$283K
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
425+ 2.17% |
$202K - $224K
|
20K
$11.8M
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
418New |
$199K - $221K
|
418
$247K
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
418New |
$199K - $221K
|
418
$247K
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
412New |
$196K - $217K
|
412
$244K
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
411New |
$195K - $217K
|
411
$243K
|
|
Nov 14, 2024
Q3 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
402+ 10.23% |
$191K - $212K
|
4.33K
$2.56M
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
400New |
$190K - $211K
|
400
$237K
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
398New |
$189K - $210K
|
398
$235K
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
398New |
$189K - $210K
|
398
$235K
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
BUY
|
- |
395New |
$188K - $208K
|
395
$234K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
318New |
$151K - $168K
|
318
$188K
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
290+ 2.61% |
$138K - $153K
|
11.4K
$6.75M
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
262+ 0.49% |
$125K - $138K
|
53.3K
$31.5M
|
|
Oct 15, 2024
Q3 2024
|
Adams Asset Advisors, LLC
|
BUY
|
- |
259+ 50.68% |
$123K - $137K
|
770
$455K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
174New |
$82.7K - $91.8K
|
174
$103K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
170New |
$80.8K - $89.7K
|
170
$101K
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
167+ 19.24% |
$79.4K - $88.1K
|
1.04K
$612K
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
142New |
$67.5K - $74.9K
|
142
$84K
|
|
Nov 07, 2024
Q3 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
112+ 24.62% |
$53.2K - $59.1K
|
567
$335K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
108+ 4.11% |
$51.3K - $57K
|
2.73K
$1.62M
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
100New |
$47.5K - $52.8K
|
100
$59.1K
|
|
Aug 15, 2025
Q3 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
95+ 2.03% |
$45.1K - $50.1K
|
4.77K
$2.82M
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
87New |
$41.3K - $45.9K
|
87
$51.4K
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
59+ 84.29% |
$28K - $31.1K
|
129
$76.3K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
50+ 4.47% |
$23.8K - $26.4K
|
1.17K
$691K
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
BUY
|
- |
50+ 9.09% |
$23.8K - $26.4K
|
600
$355K
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
47+ 10.71% |
$22.3K - $24.8K
|
486
$287K
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
46+ 5.38% |
$21.9K - $24.3K
|
901
$533K
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
40+ 0.62% |
$19K - $21.1K
|
6.48K
$3.83M
|