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 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
2.21KNew |
$1.05M - $1.16M
|
2.21K
$1.18M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.2K+ 6.19% |
$1.05M - $1.16M
|
37.8K
$20.2M
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
2.2K+ 1.74% |
$1.04M - $1.16M
|
129K
$68.8M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.19K+ 0.69% |
$1.04M - $1.16M
|
318K
$170M
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2.18KNew |
$1.04M - $1.15M
|
2.18K
$1.17M
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.18K+ 1.85% |
$1.03M - $1.15M
|
120K
$64.1M
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2.18KNew |
$1.03M - $1.15M
|
2.18K
$1.16M
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.17K+ 13.53% |
$1.03M - $1.14M
|
18.2K
$9.71M
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
2.15K+ 48.0% |
$1.02M - $1.13M
|
6.62K
$3.54M
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.15K+ 20.8% |
$1.02M - $1.13M
|
12.5K
$6.66M
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
2.13K+ 12.54% |
$1.01M - $1.12M
|
19.1K
$10.2M
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.13K+ 6.78% |
$1.01M - $1.12M
|
33.5K
$17.9M
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
2.11K+ 8.8% |
$1M - $1.11M
|
26.1K
$13.9M
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.11K+ 28.58% |
$1M - $1.11M
|
9.48K
$5.06M
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
2.1K+ 2.48% |
$998K - $1.11M
|
87K
$46.4M
|
|
Nov 13, 2024
Q3 2024
|
Msa Advisors, LLC
Santa Monica, CA |
BUY
|
- |
2.09KNew |
$995K - $1.1M
|
2.09K
$1.12M
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
2.09K+ 27.51% |
$993K - $1.1M
|
9.69K
$5.17M
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
2.09K+ 35.18% |
$991K - $1.1M
|
8.02K
$4.28M
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.08K+ 10.12% |
$989K - $1.1M
|
22.7K
$12.1M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.08K+ 0.76% |
$989K - $1.1M
|
277K
$148M
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
2.07K+ 2.15% |
$982K - $1.09M
|
98.3K
$52.5M
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2.06K+ 162.95% |
$980K - $1.09M
|
3.33K
$1.78M
|
|
Nov 14, 2024
Q3 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
2.05KNew |
$976K - $1.08M
|
2.05K
$1.1M
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
2.05K+ 10.35% |
$975K - $1.08M
|
21.9K
$11.7M
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.04K+ 6.66% |
$970K - $1.08M
|
32.7K
$17.4M
|
|
Nov 04, 2024
Q3 2024
|
Trust CO Of Tennessee
Knoxville, TN |
BUY
|
- |
2.03K+ 2.37% |
$964K - $1.07M
|
87.5K
$46.7M
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
2.01KNew |
$957K - $1.06M
|
2.01K
$1.08M
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
2K+ 24.95% |
$952K - $1.06M
|
10K
$5.36M
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
2K+ 5.46% |
$951K - $1.06M
|
38.7K
$20.6M
|
|
Nov 15, 2024
Q3 2024
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
PUT |
2KNew |
$950K - $1.06M
|
2K
$1.07M
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.99K+ 17.42% |
$946K - $1.05M
|
13.4K
$7.16M
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.99K+ 95.67% |
$944K - $1.05M
|
4.06K
$2.17M
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
1.96K+ 52.68% |
$929K - $1.03M
|
5.67K
$3.03M
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.95K+ 3.85% |
$925K - $1.03M
|
52.5K
$28M
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.94K+ 96.66% |
$920K - $1.02M
|
3.94K
$2.1M
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
1.93KNew |
$918K - $1.02M
|
1.93K
$1.03M
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
1.93K+ 4.25% |
$915K - $1.02M
|
47.3K
$25.2M
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.92K+ 44.87% |
$910K - $1.01M
|
6.19K
$3.3M
|
|
Oct 21, 2024
Q3 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
1.91KNew |
$910K - $1.01M
|
1.91K
$1.02M
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.91K+ 0.37% |
$909K - $1.01M
|
517K
$276M
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.91K+ 218.19% |
$906K - $1.01M
|
2.78K
$1.48M
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.91K+ 29.62% |
$905K - $1.01M
|
8.34K
$4.45M
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.89K+ 100.0% |
$899K - $998K
|
3.78K
$2.02M
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
1.88K+ 13.59% |
$895K - $994K
|
15.8K
$8.41M
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.88K+ 40.58% |
$892K - $990K
|
6.5K
$3.47M
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.83K+ 15.79% |
$872K - $968K
|
13.4K
$7.18M
|
|
Nov 13, 2024
Q3 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
1.81K+ 409.5% |
$860K - $955K
|
2.25K
$1.2M
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.81K+ 111.08% |
$858K - $952K
|
3.43K
$1.83M
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.8K+ 109.49% |
$855K - $949K
|
3.44K
$1.84M
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.78K+ 6.93% |
$848K - $941K
|
27.5K
$14.7M
|