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 |
---|---|---|---|---|---|---|---|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
22New |
$10K - $11.1K
|
22
$12.7K
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
21+ 8.94% |
$9.56K - $10.6K
|
256
$147K
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
21+ 2.07% |
$9.56K - $10.6K
|
1.03K
$595K
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
17New |
$7.74K - $8.57K
|
17
$9.78K
|
|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
13New |
$5.92K - $6.56K
|
13
$7.48K
|
|
Jul 18, 2024
Q2 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
11+ 1.63% |
$5.01K - $5.55K
|
685
$394K
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
10New |
$4.55K - $5.04K
|
10
$5.75K
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
10+ 0.7% |
$4.55K - $5.04K
|
1.45K
$832K
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
10+ 35.71% |
$4.55K - $5.04K
|
38
$21.9K
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
6New |
$2.73K - $3.03K
|
6
$3.45K
|
|
Jul 24, 2024
Q2 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
4+ 0.87% |
$1.82K - $2.02K
|
465
$267K
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3+ 8.82% |
$1.37K - $1.51K
|
37
$21.3K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
900KNew |
$386M - $433M
|
900K
$518M
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
900KNew |
$386M - $433M
|
900K
$518M
|
|
May 13, 2024
Q1 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
CALL |
100KNew |
$42.9M - $48.1M
|
100K
$57.5M
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
63.7KNew |
$27.4M - $30.7M
|
63.7K
$36.6M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
59.3K+ 9.15% |
$25.5M - $28.5M
|
707K
$407M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
53.3K+ 24.2% |
$22.9M - $25.7M
|
274K
$157M
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
35.2KNew |
$15.1M - $16.9M
|
35.2K
$20.3M
|
|
May 15, 2024
Q1 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
28.5KNew |
$12.2M - $13.7M
|
28.5K
$16.4M
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
23.7KNew |
$10.2M - $11.4M
|
23.7K
$13.6M
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
21.6K+ 15.4% |
$9.28M - $10.4M
|
162K
$93.1M
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
21K+ 525.85% |
$9.01M - $10.1M
|
25K
$14.4M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
17.6KNew |
$7.57M - $8.49M
|
17.6K
$10.1M
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
11.5KNew |
$4.95M - $5.55M
|
11.5K
$6.64M
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
10.2K+ 9.96% |
$4.4M - $4.93M
|
113K
$65M
|
|
Apr 26, 2024
Q1 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
6.83KNew |
$2.93M - $3.29M
|
6.83K
$3.93M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
5.46K+ 11.33% |
$2.34M - $2.63M
|
53.6K
$30.8M
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
5.4K+ 0.79% |
$2.32M - $2.6M
|
689K
$396M
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
5.15KNew |
$2.21M - $2.48M
|
5.15K
$2.96M
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
5.1K+ 11.0% |
$2.19M - $2.45M
|
51.4K
$29.6M
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
4.68KNew |
$2.01M - $2.25M
|
4.68K
$2.69M
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
4.67K+ 2.61% |
$2M - $2.25M
|
184K
$106M
|
|
May 08, 2024
Q1 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
4.52KNew |
$1.94M - $2.18M
|
4.52K
$2.6M
|
|
May 15, 2024
Q1 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.19K+ 76.92% |
$1.8M - $2.01M
|
9.63K
$5.54M
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
4.05KNew |
$1.74M - $1.95M
|
4.05K
$2.33M
|
|
May 01, 2024
Q1 2024
|
Darrow Company, Inc.
|
BUY
|
- |
3KNew |
$1.29M - $1.45M
|
3K
$1.73M
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.78K+ 41.69% |
$1.19M - $1.34M
|
9.45K
$5.43M
|
|
May 08, 2024
Q1 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
2.62KNew |
$1.12M - $1.26M
|
2.62K
$1.51M
|
|
May 14, 2024
Q1 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
2.53KNew |
$1.09M - $1.22M
|
2.53K
$1.45M
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
2.39K+ 26.15% |
$1.02M - $1.15M
|
11.5K
$6.62M
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
2.2K+ 53.14% |
$945K - $1.06M
|
6.34K
$3.65M
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
1.86K+ 65.68% |
$799K - $895K
|
4.69K
$2.7M
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
1.7K+ 2.79% |
$728K - $816K
|
62.6K
$36M
|
|
May 09, 2024
Q1 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
1.46KNew |
$628K - $704K
|
1.46K
$842K
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.43KNew |
$614K - $688K
|
1.43K
$822K
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
739New |
$317K - $356K
|
739
$425K
|
|
May 10, 2024
Q1 2024
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
736New |
$316K - $354K
|
736
$423K
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
615+ 44.89% |
$264K - $296K
|
1.99K
$1.14M
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
606New |
$260K - $292K
|
606
$349K
|