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 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
273+ 6.67% |
$130K - $144K
|
4.36K
$2.38M
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
272+ 9.14% |
$129K - $144K
|
3.25K
$1.77M
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
271+ 23.2% |
$129K - $143K
|
1.44K
$784K
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
269New |
$128K - $142K
|
269
$147K
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
269+ 15.34% |
$128K - $142K
|
2.02K
$1.1M
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
268+ 0.76% |
$127K - $141K
|
35.6K
$19.4M
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
266+ 23.54% |
$126K - $140K
|
1.4K
$761K
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
262+ 15.12% |
$125K - $138K
|
2K
$1.09M
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
262+ 0.49% |
$125K - $138K
|
53.3K
$29M
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
261+ 36.92% |
$124K - $138K
|
968
$528K
|
|
Oct 15, 2024
Q3 2024
|
Adams Asset Advisors, LLC
|
BUY
|
- |
259+ 50.68% |
$123K - $137K
|
770
$420K
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
257+ 11.82% |
$122K - $136K
|
2.43K
$1.33M
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
254+ 6.43% |
$121K - $134K
|
4.2K
$2.29M
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
254+ 12.22% |
$121K - $134K
|
2.33K
$1.27M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
251+ 0.78% |
$119K - $132K
|
32.3K
$17.6M
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
250+ 38.58% |
$119K - $132K
|
898
$489K
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
246+ 33.02% |
$117K - $130K
|
991
$540K
|
|
Nov 14, 2024
Q3 2024
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
245+ 0.31% |
$116K - $129K
|
80.3K
$43.8M
|
|
Oct 25, 2024
Q3 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
244+ 32.75% |
$116K - $129K
|
989
$539K
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
242+ 0.94% |
$115K - $128K
|
26K
$14.2M
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
241+ 36.52% |
$115K - $127K
|
901
$491K
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
241+ 9.69% |
$115K - $127K
|
2.73K
$1.49M
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
240+ 69.57% |
$114K - $127K
|
585
$319K
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
238+ 14.48% |
$113K - $126K
|
1.88K
$1.03M
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
235+ 2.83% |
$112K - $124K
|
8.54K
$4.65M
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
234+ 1.79% |
$111K - $123K
|
13.3K
$7.27M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
234+ 0.53% |
$111K - $123K
|
44.2K
$24.1M
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
BUY
|
- |
231+ 0.15% |
$110K - $122K
|
156K
$85.2M
|
|
Nov 06, 2024
Q3 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
230+ 0.36% |
$109K - $121K
|
64.9K
$35.3M
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
230+ 19.91% |
$109K - $121K
|
1.39K
$755K
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
229+ 4.32% |
$109K - $121K
|
5.53K
$3.01M
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
224+ 18.78% |
$106K - $118K
|
1.42K
$772K
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
223+ 3.77% |
$106K - $118K
|
6.14K
$3.34M
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
220+ 24.31% |
$105K - $116K
|
1.13K
$613K
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
219+ 17.37% |
$104K - $116K
|
1.48K
$807K
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
219+ 11.58% |
$104K - $116K
|
2.11K
$1.15M
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
218+ 4.04% |
$104K - $115K
|
5.62K
$3.06M
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
217+ 1808.33% |
$103K - $115K
|
229
$125K
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
215+ 13.06% |
$102K - $113K
|
1.86K
$1.01M
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
214+ 6.55% |
$102K - $113K
|
3.48K
$1.9M
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
213+ 4.3% |
$101K - $112K
|
5.16K
$2.81M
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
213+ 10.59% |
$101K - $112K
|
2.22K
$1.21M
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
212+ 45.11% |
$101K - $112K
|
682
$372K
|
|
Nov 14, 2024
Q3 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
211+ 0.44% |
$100K - $111K
|
48.4K
$26.4M
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
209+ 0.99% |
$99.3K - $110K
|
21.3K
$11.6M
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
209+ 13.04% |
$99.3K - $110K
|
1.81K
$988K
|
|
Nov 08, 2024
Q3 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
208+ 2.51% |
$98.8K - $110K
|
8.51K
$4.64M
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
206+ 10.15% |
$97.9K - $109K
|
2.24K
$1.22M
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
206+ 3.79% |
$97.9K - $109K
|
5.64K
$3.07M
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
205+ 2.21% |
$97.4K - $108K
|
9.47K
$5.16M
|