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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
1.86K+ 65.68% |
$799K - $895K
|
4.69K
$2.71M
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
1.7K+ 2.79% |
$728K - $816K
|
62.6K
$36.2M
|
|
|
May 09, 2024
Q1 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
1.46KNew |
$628K - $704K
|
1.46K
$846K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.43KNew |
$614K - $688K
|
1.43K
$826K
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
739New |
$317K - $356K
|
739
$427K
|
|
|
May 10, 2024
Q1 2024
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
736New |
$316K - $354K
|
736
$425K
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
615+ 44.89% |
$264K - $296K
|
1.99K
$1.15M
|
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
606New |
$260K - $292K
|
606
$350K
|
|
|
Apr 26, 2024
Q1 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
579New |
$249K - $279K
|
579
$335K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
513New |
$220K - $247K
|
513
$297K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
454New |
$195K - $219K
|
454
$262K
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
445New |
$191K - $214K
|
445
$257K
|
|
|
May 14, 2024
Q1 2024
|
X Square Capital, LLC
|
BUY
|
- |
439New |
$189K - $211K
|
439
$254K
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
423New |
$182K - $204K
|
423
$244K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
305+ 2.23% |
$131K - $147K
|
14K
$8.09M
|
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
252+ 29.44% |
$108K - $121K
|
1.11K
$640K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
210+ 0.99% |
$90.2K - $101K
|
21.4K
$12.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
174+ 8.31% |
$74.7K - $83.8K
|
2.27K
$1.31M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
172+ 1.32% |
$73.9K - $82.8K
|
13.2K
$7.6M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
150+ 0.75% |
$64.4K - $72.2K
|
20.1K
$11.6M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
133New |
$57.1K - $64K
|
133
$76.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
112+ 1.61% |
$48.1K - $53.9K
|
7.08K
$4.09M
|
|
|
Apr 10, 2025
Q1 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
95+ 1.86% |
$40.8K - $45.7K
|
5.2K
$3.01M
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
89+ 14.08% |
$38.2K - $42.8K
|
721
$417K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
88+ 15.8% |
$37.8K - $42.4K
|
645
$373K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
81+ 4.4% |
$34.8K - $39K
|
1.92K
$1.11M
|
|
|
May 07, 2024
Q1 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
74+ 9.87% |
$31.8K - $35.6K
|
824
$476K
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
51+ 3.59% |
$21.9K - $24.5K
|
1.47K
$850K
|
|
|
May 02, 2024
Q1 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
33+ 4.41% |
$14.2K - $15.9K
|
781
$451K
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
28New |
$12K - $13.5K
|
28
$16.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
27New |
$11.6K - $13K
|
27
$15.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
26+ 0.86% |
$11.2K - $12.5K
|
3.06K
$1.77M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
17New |
$7.3K - $8.18K
|
17
$9.83K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
16New |
$6.87K - $7.7K
|
16
$9.25K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
12New |
$5.15K - $5.78K
|
12
$6.94K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
8New |
$3.44K - $3.85K
|
8
$4.62K
|
|
|
May 02, 2024
Q1 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
7New |
$3.01K - $3.37K
|
7
$4.05K
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
3+ 0.28% |
$1.29K - $1.44K
|
1.08K
$624K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2+ 1.72% |
$859 - $963
|
118
$68.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
BUY
|
- |
1+ 0.22% |
$429 - $481
|
463
$268K
|
|
| Q4 2023 | |||||||
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
105K+ 5408.73% |
$39.5M - $45.9M
|
107K
$61.6M
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
92.9K+ 94.7% |
$35M - $40.7M
|
191K
$110M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
41.5KNew |
$15.7M - $18.2M
|
41.5K
$24M
|
|
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
24.7KNew |
$9.33M - $10.8M
|
24.7K
$14.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
24K+ 751.27% |
$9.07M - $10.5M
|
27.2K
$15.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
19.7KNew |
$7.45M - $8.65M
|
19.7K
$11.4M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
16.2K+ 6.61% |
$6.11M - $7.1M
|
261K
$151M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
12.7K+ 711.35% |
$4.78M - $5.55M
|
14.4K
$8.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
9.67KNew |
$3.65M - $4.24M
|
9.67K
$5.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
7.43KNew |
$2.8M - $3.26M
|
7.43K
$4.3M
|
|