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 |
---|---|---|---|---|---|---|---|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
87+ 0.62% |
$44.1K - $49K
|
14.2K
$8.21M
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
86+ 5.99% |
$43.6K - $48.5K
|
1.52K
$879K
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
86+ 0.18% |
$43.6K - $48.5K
|
46.9K
$27.1M
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
85+ 160.38% |
$43.1K - $47.9K
|
138
$79.8K
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
85+ 18.76% |
$43.1K - $47.9K
|
538
$311K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
84+ 1.89% |
$42.6K - $47.3K
|
4.53K
$2.62M
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
83+ 1.57% |
$42.1K - $46.8K
|
5.38K
$3.11M
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
83+ 2.31% |
$42.1K - $46.8K
|
3.68K
$2.12M
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
81+ 0.4% |
$41.1K - $45.7K
|
20.2K
$11.7M
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
81+ 207.69% |
$41.1K - $45.7K
|
120
$69.4K
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
81+ 14.41% |
$41.1K - $45.7K
|
643
$372K
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
80+ 12.62% |
$40.6K - $45.1K
|
714
$413K
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
78+ 0.23% |
$39.5K - $44K
|
34.1K
$19.7M
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
78+ 113.04% |
$39.5K - $44K
|
147
$85K
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
78+ 3.9% |
$39.5K - $44K
|
2.08K
$1.2M
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
78New |
$39.5K - $44K
|
78
$45.1K
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
78+ 14.74% |
$39.5K - $44K
|
607
$351K
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
78+ 1.63% |
$39.5K - $44K
|
4.85K
$2.8M
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
77+ 15.71% |
$39K - $43.4K
|
567
$328K
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
77+ 3.21% |
$39K - $43.4K
|
2.48K
$1.43M
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
76+ 3.31% |
$38.5K - $42.8K
|
2.37K
$1.37M
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
76+ 2.47% |
$38.5K - $42.8K
|
3.15K
$1.82M
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
75+ 2.57% |
$38K - $42.3K
|
2.99K
$1.73M
|
|
May 09, 2025
Q1 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
75+ 8.5% |
$38K - $42.3K
|
957
$553K
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
75+ 2.25% |
$38K - $42.3K
|
3.41K
$1.97M
|
|
May 15, 2025
Q1 2025
|
Tamar Securities, LLC
|
BUY
|
- |
74+ 2.52% |
$37.5K - $41.7K
|
3.01K
$1.74M
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
72+ 232.26% |
$36.5K - $40.6K
|
103
$59.5K
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
72+ 8.23% |
$36.5K - $40.6K
|
947
$547K
|
|
Apr 30, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
72+ 2.84% |
$36.5K - $40.6K
|
2.61K
$1.51M
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
71+ 1.77% |
$36K - $40K
|
4.09K
$2.36M
|
|
Apr 22, 2025
Q1 2025
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
71+ 1.06% |
$36K - $40K
|
6.76K
$3.91M
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
70+ 333.33% |
$35.5K - $39.5K
|
91
$52.6K
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
70+ 2.88% |
$35.5K - $39.5K
|
2.5K
$1.44M
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
70+ 4.1% |
$35.5K - $39.5K
|
1.78K
$1.03M
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
69+ 3.3% |
$35K - $38.9K
|
2.16K
$1.25M
|
|
May 09, 2025
Q1 2025
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
68+ 1.28% |
$34.5K - $38.3K
|
5.36K
$3.1M
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
68+ 0.18% |
$34.5K - $38.3K
|
37.3K
$21.5M
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
65+ 13.4% |
$33K - $36.6K
|
550
$318K
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
65+ 6.62% |
$33K - $36.6K
|
1.05K
$605K
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
65+ 98.48% |
$33K - $36.6K
|
131
$75.7K
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
64+ 1.6% |
$32.5K - $36.1K
|
4.05K
$2.34M
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
64+ 9.88% |
$32.5K - $36.1K
|
712
$412K
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
64+ 6.57% |
$32.5K - $36.1K
|
1.04K
$600K
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
63+ 1.32% |
$31.9K - $35.5K
|
4.83K
$2.79M
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
62+ 6.62% |
$31.4K - $34.9K
|
999
$577K
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
62+ 6.81% |
$31.4K - $34.9K
|
973
$562K
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
62+ 2.22% |
$31.4K - $34.9K
|
2.86K
$1.65M
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
61+ 0.11% |
$30.9K - $34.4K
|
56.2K
$32.5M
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
61+ 4.55% |
$30.9K - $34.4K
|
1.4K
$810K
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
60+ 8.44% |
$30.4K - $33.8K
|
771
$446K
|