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 |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
501+ 12.05% |
$238K - $264K
|
4.66K
$2.49M
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
500New |
$238K - $264K
|
500
$267K
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
500New |
$238K - $264K
|
500
$267K
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
500+ 1.67% |
$238K - $264K
|
30.4K
$16.3M
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
498+ 0.69% |
$237K - $263K
|
72.8K
$38.9M
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
498+ 6.4% |
$237K - $263K
|
8.28K
$4.42M
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
497+ 17.94% |
$236K - $262K
|
3.27K
$1.74M
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
495+ 4.31% |
$235K - $261K
|
12K
$6.39M
|
|
Oct 29, 2024
Q3 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
494+ 15.91% |
$235K - $261K
|
3.6K
$1.92M
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
494+ 1.63% |
$235K - $261K
|
30.9K
$16.5M
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
494+ 44.11% |
$235K - $261K
|
1.61K
$862K
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
493+ 38.28% |
$234K - $260K
|
1.78K
$951K
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
492+ 122.39% |
$234K - $260K
|
894
$477K
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
490+ 1.45% |
$233K - $259K
|
34.3K
$18.3M
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
489+ 0.83% |
$232K - $258K
|
59.7K
$31.9M
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
485New |
$230K - $256K
|
485
$259K
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
480+ 4.42% |
$228K - $253K
|
11.3K
$6.06M
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
479+ 1.32% |
$228K - $253K
|
36.8K
$19.6M
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
478+ 3.87% |
$227K - $252K
|
12.8K
$6.85M
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
477+ 47.0% |
$227K - $252K
|
1.49K
$797K
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
472+ 3.0% |
$224K - $249K
|
16.2K
$8.66M
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
472+ 17.9% |
$224K - $249K
|
3.11K
$1.66M
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
472+ 0.67% |
$224K - $249K
|
71.3K
$38.1M
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
470New |
$223K - $248K
|
470
$251K
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
465New |
$221K - $245K
|
465
$248K
|
|
Oct 15, 2024
Q3 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
463+ 4.14% |
$220K - $244K
|
11.6K
$6.21M
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
461New |
$219K - $243K
|
461
$246K
|
|
Oct 16, 2024
Q3 2024
|
Tamar Securities, LLC
|
BUY
|
- |
458+ 46.5% |
$218K - $242K
|
1.44K
$770K
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
456+ 4.79% |
$217K - $241K
|
9.97K
$5.32M
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
456+ 25.69% |
$217K - $241K
|
2.23K
$1.19M
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
454+ 2.34% |
$216K - $240K
|
19.9K
$10.6M
|
|
Oct 15, 2024
Q3 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
454+ 13.42% |
$216K - $240K
|
3.84K
$2.05M
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
452+ 0.61% |
$215K - $239K
|
74.2K
$39.6M
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
452+ 3.55% |
$215K - $239K
|
13.2K
$7.03M
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
451New |
$214K - $238K
|
451
$241K
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
444+ 1.96% |
$211K - $234K
|
23.1K
$12.3M
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
BUY
|
- |
440+ 83.49% |
$209K - $232K
|
967
$516K
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
438+ 35.01% |
$208K - $231K
|
1.69K
$902K
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
437New |
$208K - $231K
|
437
$233K
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
432+ 0.92% |
$205K - $228K
|
47.5K
$25.4M
|
|
Oct 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
430New |
$204K - $227K
|
430
$230K
|
|
Nov 13, 2024
Q3 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
429+ 858.0% |
$204K - $226K
|
479
$256K
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
428New |
$203K - $226K
|
428
$229K
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
425+ 2.17% |
$202K - $224K
|
20K
$10.7M
|
|
Nov 12, 2024
Q3 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
423New |
$201K - $223K
|
423
$226K
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
418New |
$199K - $221K
|
418
$223K
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
418New |
$199K - $221K
|
418
$223K
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
417New |
$198K - $220K
|
417
$223K
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
415+ 62.13% |
$197K - $219K
|
1.08K
$578K
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
413+ 3.6% |
$196K - $218K
|
11.9K
$6.35M
|