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 |
---|---|---|---|---|---|---|---|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
102New |
$33.4K - $38.2K
|
102
$55.6K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
71+ 0.95% |
$23.3K - $26.6K
|
7.55K
$4.11M
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
68New |
$22.3K - $25.5K
|
68
$37.1K
|
|
Jan 25, 2023
Q4 2022
|
Parker Investment Management, LLC
|
BUY
|
- |
47+ 1.38% |
$15.4K - $17.6K
|
3.44K
$1.88M
|
|
Feb 10, 2023
Q4 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
34New |
$11.1K - $12.7K
|
34
$18.5K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
25New |
$8.19K - $9.36K
|
25
$13.6K
|
|
Feb 13, 2023
Q4 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
11+ 0.82% |
$3.6K - $4.12K
|
1.36K
$739K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
2New |
$655 - $749
|
2
$1.09K
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1New |
$328 - $375
|
1
$545
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
589K+ 107.01% |
$193M - $233M
|
1.14M
$621M
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
57.5KNew |
$18.9M - $22.7M
|
57.5K
$31.3M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
PUT |
57.2KNew |
$18.8M - $22.6M
|
57.2K
$31.2M
|
|
Oct 24, 2022
Q3 2022
|
Keeler T Homas Management LLC
|
BUY
|
- |
43.2KNew |
$14.2M - $17.1M
|
43.2K
$23.6M
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
35.2K+ 889.65% |
$11.6M - $13.9M
|
39.2K
$21.4M
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
34.4K+ 149.98% |
$11.3M - $13.6M
|
57.3K
$31.2M
|
|
Nov 08, 2022
Q3 2022
|
Divergent Wealth Advisors
|
BUY
|
- |
27.9KNew |
$9.16M - $11M
|
27.9K
$15.2M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
19.3K+ 9.68% |
$6.32M - $7.61M
|
218K
$119M
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
18.8K+ 24.33% |
$6.16M - $7.42M
|
95.9K
$52.3M
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
16.2K+ 12.28% |
$5.3M - $6.38M
|
148K
$80.5M
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
10.1KNew |
$3.33M - $4.01M
|
10.1K
$5.53M
|
|
Nov 14, 2022
Q3 2022
|
Peconic Partners LLC
New York, NY |
BUY
|
- |
10KNew |
$3.28M - $3.95M
|
10K
$5.45M
|
|
Nov 09, 2022
Q3 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
10K+ 333.33% |
$3.28M - $3.95M
|
13K
$7.09M
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
BUY
|
- |
7.85KNew |
$2.58M - $3.1M
|
7.85K
$4.28M
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.38K+ 16.88% |
$2.42M - $2.92M
|
51.1K
$27.9M
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
6.17K+ 31.47% |
$2.03M - $2.44M
|
25.8K
$14M
|
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
4.04KNew |
$1.33M - $1.6M
|
4.04K
$2.2M
|
|
Nov 04, 2022
Q3 2022
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
3.65K+ 1.8% |
$1.2M - $1.44M
|
207K
$113M
|
|
Oct 12, 2022
Q3 2022
|
Swm Advisors
|
BUY
|
- |
2.95K+ 2.34% |
$970K - $1.17M
|
129K
$70.4M
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
2.47K+ 2.99% |
$812K - $977K
|
85.1K
$46.4M
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
2.42KNew |
$794K - $956K
|
2.42K
$1.32M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.07K+ 92.92% |
$681K - $819K
|
4.3K
$2.35M
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
1.34K+ 4.14% |
$441K - $531K
|
33.8K
$18.4M
|
|
Nov 04, 2022
Q3 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
CALL |
1.18KNew |
$388K - $467K
|
1.18K
$644K
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
1.18KNew |
$388K - $467K
|
1.18K
$644K
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
879+ 8.17% |
$289K - $347K
|
11.6K
$6.35M
|
|
Nov 10, 2022
Q3 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
820New |
$269K - $324K
|
820
$447K
|
|
Oct 18, 2022
Q3 2022
|
Wallington Asset Management, LLC
|
BUY
|
- |
817New |
$268K - $323K
|
817
$445K
|
|
Nov 09, 2022
Q3 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
762New |
$250K - $301K
|
762
$415K
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
666New |
$219K - $263K
|
666
$363K
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
638New |
$209K - $252K
|
638
$348K
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
637+ 3.5% |
$209K - $252K
|
18.8K
$10.3M
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
609+ 8.71% |
$200K - $241K
|
7.6K
$4.14M
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
PUT |
300+ 50.0% |
$98.5K - $119K
|
900
$491K
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
292+ 0.74% |
$95.9K - $115K
|
39.8K
$21.7M
|
|
Nov 01, 2022
Q3 2022
|
Blooom, Inc.
|
BUY
|
- |
292+ 72.28% |
$95.9K - $115K
|
696
$379K
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
247New |
$81.1K - $97.6K
|
247
$135K
|
|
Nov 14, 2022
Q3 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
218+ 31.41% |
$71.6K - $86.1K
|
912
$497K
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
185+ 2.98% |
$60.7K - $73.1K
|
6.39K
$3.48M
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
175New |
$57.5K - $69.1K
|
175
$95.4K
|
|
Nov 14, 2022
Q3 2022
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
150+ 2.2% |
$49.2K - $59.3K
|
6.97K
$3.8M
|