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 |
---|---|---|---|---|---|---|---|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
9+ 0.41% |
$3.4K - $3.94K
|
2.19K
$1.2M
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
BUY
|
- |
9+ 0.8% |
$3.4K - $3.94K
|
1.14K
$619K
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
6+ 0.7% |
$2.26K - $2.63K
|
868
$473K
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
5+ 0.58% |
$1.89K - $2.19K
|
872
$475K
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
5+ 8.62% |
$1.89K - $2.19K
|
63
$34.3K
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
3+ 0.07% |
$1.13K - $1.31K
|
4.07K
$2.22M
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
2+ 28.57% |
$755 - $876
|
9
$4.91K
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
2New |
$755 - $876
|
2
$1.09K
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 2.86% |
$377 - $438
|
36
$19.6K
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1+ 0.12% |
$377 - $438
|
823
$449K
|
|
Feb 05, 2024
Q4 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1+ 0.01% |
$377 - $438
|
16.6K
$9.07M
|
|
Jan 22, 2024
Q4 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
1+ 0.16% |
$377 - $438
|
613
$334K
|
|
Q3 2023 | |||||||
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
78.6KNew |
$30.9M - $33.1M
|
78.6K
$42.8M
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
68.4K+ 279.65% |
$26.8M - $28.8M
|
92.8K
$50.6M
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
20.1K+ 2.75% |
$7.89M - $8.45M
|
749K
$408M
|
|
Nov 14, 2023
Q3 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
13.2K+ 28.7% |
$5.19M - $5.56M
|
59.2K
$32.3M
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
4.41K+ 10.95% |
$1.73M - $1.86M
|
44.7K
$24.4M
|
|
Nov 09, 2023
Q3 2023
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
3.85K+ 7.42% |
$1.51M - $1.62M
|
55.7K
$30.4M
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
3.12K+ 26.06% |
$1.23M - $1.31M
|
15.1K
$8.24M
|
|
Nov 07, 2023
Q3 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
2.79KNew |
$1.1M - $1.17M
|
2.79K
$1.52M
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
2.61K+ 23.99% |
$1.02M - $1.1M
|
13.5K
$7.35M
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
2.52KNew |
$989K - $1.06M
|
2.52K
$1.37M
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
2.5KNew |
$982K - $1.05M
|
2.5K
$1.36M
|
|
Oct 19, 2023
Q3 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
2.41KNew |
$944K - $1.01M
|
2.41K
$1.31M
|
|
Nov 14, 2023
Q3 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
2.08K+ 12.73% |
$816K - $874K
|
18.4K
$10M
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1.71K+ 5.75% |
$670K - $718K
|
31.4K
$17.1M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.58KNew |
$620K - $664K
|
1.58K
$860K
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.09KNew |
$426K - $456K
|
1.09K
$591K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
984+ 4.01% |
$386K - $414K
|
25.5K
$13.9M
|
|
Nov 14, 2023
Q3 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
969New |
$381K - $408K
|
969
$528K
|
|
Jun 21, 2024
Q3 2023
|
Envoi LLC
Minneapolis, MN |
BUY
|
- |
766New |
$301K - $322K
|
766
$418K
|
|
Nov 13, 2023
Q3 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
746New |
$293K - $314K
|
746
$407K
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
660New |
$259K - $278K
|
660
$360K
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
574New |
$225K - $241K
|
574
$313K
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
BUY
|
- |
551New |
$216K - $232K
|
551
$300K
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
275+ 17.27% |
$108K - $116K
|
1.87K
$1.02M
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
240New |
$94.2K - $101K
|
240
$131K
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
164+ 18.18% |
$64.4K - $69K
|
1.07K
$581K
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
156+ 26.22% |
$61.3K - $65.6K
|
751
$409K
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
150+ 10.91% |
$58.9K - $63.1K
|
1.53K
$831K
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
100+ 6.07% |
$39.3K - $42.1K
|
1.75K
$953K
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
81New |
$31.8K - $34.1K
|
81
$44.1K
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
58+ 1.25% |
$22.8K - $24.4K
|
4.7K
$2.56M
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
48New |
$18.8K - $20.2K
|
48
$26.2K
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
48New |
$18.8K - $20.2K
|
48
$26.2K
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
44+ 2.53% |
$17.3K - $18.5K
|
1.78K
$972K
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
43+ 172.0% |
$16.9K - $18.1K
|
68
$37.1K
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
BUY
|
- |
22+ 3.54% |
$8.64K - $9.25K
|
644
$351K
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
5+ 0.85% |
$1.96K - $2.1K
|
596
$325K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
3New |
$1.18K - $1.26K
|
3
$1.64K
|