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 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
96+ 2.12% |
$45.6K - $50.7K
|
4.61K
$2.51M
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
96+ 2.07% |
$45.6K - $50.7K
|
4.73K
$2.58M
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
95+ 4.12% |
$45.1K - $50.1K
|
2.4K
$1.31M
|
|
Nov 12, 2024
Q3 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
93+ 3.2% |
$44.2K - $49.1K
|
3K
$1.63M
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
93+ 0.13% |
$44.2K - $49.1K
|
69.7K
$38M
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
92+ 7.35% |
$43.7K - $48.5K
|
1.34K
$732K
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
BUY
|
- |
92+ 0.67% |
$43.7K - $48.5K
|
13.8K
$7.5M
|
|
Dec 12, 2024
Q3 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
91+ 2.33% |
$43.2K - $48K
|
3.99K
$2.18M
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
90+ 1.37% |
$42.8K - $47.5K
|
6.68K
$3.64M
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
90+ 3.14% |
$42.8K - $47.5K
|
2.95K
$1.61M
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
90+ 1.31% |
$42.8K - $47.5K
|
6.98K
$3.81M
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
88+ 0.98% |
$41.8K - $46.4K
|
9.1K
$4.96M
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
88+ 0.82% |
$41.8K - $46.4K
|
10.8K
$5.87M
|
|
Oct 18, 2024
Q3 2024
|
Baker Boyer National Bank
|
BUY
|
- |
88+ 2.66% |
$41.8K - $46.4K
|
3.39K
$1.85M
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
88+ 2.77% |
$41.8K - $46.4K
|
3.26K
$1.78M
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
87New |
$41.3K - $45.9K
|
87
$47.4K
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
87+ 1.51% |
$41.3K - $45.9K
|
5.84K
$3.19M
|
|
Oct 29, 2024
Q3 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
86+ 2.68% |
$40.9K - $45.4K
|
3.3K
$1.8M
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
85+ 1.73% |
$40.4K - $44.9K
|
4.99K
$2.72M
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
84New |
$39.9K - $44.3K
|
84
$45.8K
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
83+ 11.89% |
$39.4K - $43.8K
|
781
$426K
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
83+ 6.88% |
$39.4K - $43.8K
|
1.29K
$703K
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
82+ 1.95% |
$39K - $43.3K
|
4.28K
$2.33M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
81+ 3.13% |
$38.5K - $42.7K
|
2.67K
$1.45M
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
81+ 3.32% |
$38.5K - $42.7K
|
2.52K
$1.37M
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
81+ 1.16% |
$38.5K - $42.7K
|
7.05K
$3.84M
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
81+ 27.93% |
$38.5K - $42.7K
|
371
$202K
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
80+ 4.16% |
$38K - $42.2K
|
2K
$1.09M
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
80+ 2.58% |
$38K - $42.2K
|
3.19K
$1.74M
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
79+ 9.0% |
$37.5K - $41.7K
|
957
$522K
|
|
Oct 21, 2024
Q3 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
79+ 0.31% |
$37.5K - $41.7K
|
25.6K
$13.9M
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
77+ 4.74% |
$36.6K - $40.6K
|
1.7K
$928K
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
76+ 4.73% |
$36.1K - $40.1K
|
1.68K
$917K
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
76+ 1.55% |
$36.1K - $40.1K
|
4.99K
$2.72M
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
76+ 6.33% |
$36.1K - $40.1K
|
1.28K
$695K
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
75+ 0.18% |
$35.6K - $39.6K
|
42.1K
$22.9M
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
75+ 3.83% |
$35.6K - $39.6K
|
2.04K
$1.11M
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
75+ 17.12% |
$35.6K - $39.6K
|
513
$280K
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
75+ 5.11% |
$35.6K - $39.6K
|
1.54K
$840K
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
74+ 8.08% |
$35.2K - $39K
|
990
$540K
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
74+ 0.74% |
$35.2K - $39K
|
10.1K
$5.49M
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
72+ 3.63% |
$34.2K - $38K
|
2.06K
$1.12M
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
72+ 0.05% |
$34.2K - $38K
|
139K
$75.5M
|
|
Oct 31, 2024
Q3 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
70+ 0.43% |
$33.3K - $36.9K
|
16.5K
$8.97M
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
69+ 1.65% |
$32.8K - $36.4K
|
4.26K
$2.32M
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
69+ 9.01% |
$32.8K - $36.4K
|
835
$455K
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
69New |
$32.8K - $36.4K
|
69
$37.6K
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
69+ 5.66% |
$32.8K - $36.4K
|
1.29K
$703K
|
|
Nov 01, 2024
Q3 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
68+ 15.14% |
$32.3K - $35.9K
|
517
$282K
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
67+ 2.2% |
$31.8K - $35.4K
|
3.12K
$1.7M
|