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
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
41+ 1.94% |
$18.7K - $20.7K
|
2.15K
$1.17M
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
41+ 2.88% |
$18.7K - $20.7K
|
1.46K
$797K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
40New |
$18.2K - $20.2K
|
40
$21.8K
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
BUY
|
- |
37+ 1.12% |
$16.8K - $18.7K
|
3.33K
$1.81M
|
|
Jul 10, 2024
Q2 2024
|
Madden Securities Corp
|
BUY
|
- |
33+ 1.35% |
$15K - $16.6K
|
2.47K
$1.35M
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
30New |
$13.7K - $15.1K
|
30
$16.4K
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
30+ 5.46% |
$13.7K - $15.1K
|
579
$316K
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
30+ 2.72% |
$13.7K - $15.1K
|
1.13K
$618K
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
28+ 3.87% |
$12.7K - $14.1K
|
752
$410K
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
25+ 1.74% |
$11.4K - $12.6K
|
1.46K
$795K
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
25+ 1.79% |
$11.4K - $12.6K
|
1.42K
$776K
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
25+ 3.4% |
$11.4K - $12.6K
|
761
$415K
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
23+ 3.46% |
$10.5K - $11.6K
|
687
$374K
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
22New |
$10K - $11.1K
|
22
$12K
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
21+ 8.94% |
$9.56K - $10.6K
|
256
$140K
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
21+ 2.07% |
$9.56K - $10.6K
|
1.03K
$564K
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
20+ 3.26% |
$9.1K - $10.1K
|
634
$346K
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
17New |
$7.74K - $8.57K
|
17
$9.27K
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
16+ 3.02% |
$7.28K - $8.07K
|
546
$298K
|
|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
13New |
$5.92K - $6.56K
|
13
$7.09K
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
11+ 0.03% |
$5.01K - $5.55K
|
37.1K
$20.2M
|
|
Jul 18, 2024
Q2 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
11+ 1.63% |
$5.01K - $5.55K
|
685
$373K
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
10New |
$4.55K - $5.04K
|
10
$5.45K
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
10+ 0.7% |
$4.55K - $5.04K
|
1.45K
$789K
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
10+ 35.71% |
$4.55K - $5.04K
|
38
$20.7K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
8+ 9.52% |
$3.64K - $4.03K
|
92
$50.1K
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
8+ 0.73% |
$3.64K - $4.03K
|
1.11K
$603K
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
7+ 0.33% |
$3.19K - $3.53K
|
2.13K
$1.16M
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
7+ 1.33% |
$3.19K - $3.53K
|
532
$290K
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
6New |
$2.73K - $3.03K
|
6
$3.27K
|
|
Aug 09, 2024
Q2 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
6+ 0.16% |
$2.73K - $3.03K
|
3.68K
$2.01M
|
|
Aug 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
6+ 0.77% |
$2.73K - $3.03K
|
788
$429K
|
|
Jul 18, 2024
Q2 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
5+ 0.99% |
$2.28K - $2.52K
|
508
$277K
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
5New |
$2.28K - $2.52K
|
5
$2.73K
|
|
Aug 06, 2024
Q2 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
4+ 0.26% |
$1.82K - $2.02K
|
1.55K
$847K
|
|
Jul 24, 2024
Q2 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
4+ 0.87% |
$1.82K - $2.02K
|
465
$253K
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3+ 8.82% |
$1.37K - $1.51K
|
37
$20.2K
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
3New |
$1.37K - $1.51K
|
3
$1.64K
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
BUY
|
- |
3+ 0.08% |
$1.37K - $1.51K
|
3.58K
$1.95M
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2+ 0.06% |
$910 - $1.01K
|
3.25K
$1.77M
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2+ 0.69% |
$910 - $1.01K
|
292
$159K
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
2+ 0.1% |
$910 - $1.01K
|
2K
$1.09M
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 1.6% |
$910 - $1.01K
|
127
$69.2K
|
|
Jul 15, 2024
Q2 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
2+ 0.14% |
$910 - $1.01K
|
1.47K
$802K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
900KNew |
$386M - $433M
|
900K
$491M
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
900KNew |
$386M - $433M
|
900K
$491M
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
275KNew |
$118M - $132M
|
275K
$150M
|
|
May 01, 2024
Q1 2024
|
Axis Capital Holdings LTD
|
BUY
|
- |
106K+ 41.57% |
$45.4M - $50.9M
|
360K
$196M
|
|
May 13, 2024
Q1 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
CALL |
100KNew |
$42.9M - $48.1M
|
100K
$54.5M
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
63.7KNew |
$27.4M - $30.7M
|
63.7K
$34.7M
|