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
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
160+ 38.46% |
$76K - $84.4K
|
576
$314K
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
160+ 6.79% |
$76K - $84.4K
|
2.52K
$1.37M
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
160+ 6.65% |
$76K - $84.4K
|
2.57K
$1.4M
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
160+ 1.53% |
$76K - $84.4K
|
10.6K
$5.79M
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
157+ 5.67% |
$74.6K - $82.8K
|
2.93K
$1.6M
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
156+ 1.62% |
$74.1K - $82.3K
|
9.77K
$5.32M
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
155+ 44.41% |
$73.7K - $81.8K
|
504
$275K
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
154+ 216.9% |
$73.2K - $81.3K
|
225
$123K
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
153+ 24.84% |
$72.7K - $80.7K
|
769
$419K
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
153+ 17.17% |
$72.7K - $80.7K
|
1.04K
$569K
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
150+ 22.09% |
$71.3K - $79.2K
|
829
$452K
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
150+ 10.54% |
$71.3K - $79.2K
|
1.57K
$857K
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
150+ 4.77% |
$71.3K - $79.2K
|
3.3K
$1.8M
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
149+ 36.61% |
$70.8K - $78.6K
|
556
$303K
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
148+ 2.6% |
$70.3K - $78.1K
|
5.84K
$3.18M
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
147+ 16.1% |
$69.9K - $77.6K
|
1.06K
$578K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
146New |
$69.4K - $77K
|
146
$79.6K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
146New |
$69.4K - $77K
|
146
$79.6K
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
146+ 1.3% |
$69.4K - $77K
|
11.4K
$6.19M
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
142New |
$67.5K - $74.9K
|
142
$77.4K
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
142+ 22.68% |
$67.5K - $74.9K
|
768
$419K
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
142+ 1.82% |
$67.5K - $74.9K
|
7.95K
$4.33M
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
141+ 0.85% |
$67K - $74.4K
|
16.7K
$9.09M
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
140+ 0.82% |
$66.5K - $73.9K
|
17.3K
$9.42M
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
140+ 35.0% |
$66.5K - $73.9K
|
540
$294K
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
139+ 33.9% |
$66.1K - $73.4K
|
549
$299K
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
138+ 5.11% |
$65.6K - $72.8K
|
2.84K
$1.55M
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
138+ 36.41% |
$65.6K - $72.8K
|
517
$282K
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
138+ 1.31% |
$65.6K - $72.8K
|
10.7K
$5.82M
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
137+ 3.0% |
$65.1K - $72.3K
|
4.71K
$2.57M
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
137+ 8.16% |
$65.1K - $72.3K
|
1.82K
$989K
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
137+ 7.69% |
$65.1K - $72.3K
|
1.92K
$1.05M
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
136+ 2.36% |
$64.6K - $71.8K
|
5.89K
$3.21M
|
|
Oct 21, 2024
Q3 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
136+ 1.79% |
$64.6K - $71.8K
|
7.72K
$4.21M
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
135+ 2.86% |
$64.2K - $71.2K
|
4.85K
$2.65M
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
135+ 8.98% |
$64.2K - $71.2K
|
1.64K
$893K
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
133+ 5.11% |
$63.2K - $70.2K
|
2.73K
$1.49M
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
129+ 1.67% |
$61.3K - $68.1K
|
7.84K
$4.27M
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
126+ 1.54% |
$59.9K - $66.5K
|
8.29K
$4.52M
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
BUY
|
- |
126+ 4.3% |
$59.9K - $66.5K
|
3.05K
$1.66M
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
125+ 1.03% |
$59.4K - $66K
|
12.3K
$6.68M
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
124+ 2.57% |
$58.9K - $65.4K
|
4.95K
$2.7M
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
124+ 7.79% |
$58.9K - $65.4K
|
1.72K
$935K
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
123+ 1.27% |
$58.4K - $64.9K
|
9.8K
$5.34M
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
122New |
$58K - $64.4K
|
122
$66.5K
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
122+ 1.8% |
$58K - $64.4K
|
6.91K
$3.76M
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
122+ 1.33% |
$58K - $64.4K
|
9.28K
$5.06M
|
|
Oct 21, 2024
Q3 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
121+ 12.19% |
$57.5K - $63.9K
|
1.11K
$607K
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
121+ 5.37% |
$57.5K - $63.9K
|
2.38K
$1.29M
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
120+ 1.07% |
$57K - $63.3K
|
11.3K
$6.18M
|