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 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
2.52KNew |
$989K - $1.06M
|
2.52K
$1.45M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
2.5KNew |
$982K - $1.05M
|
2.5K
$1.44M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1.71K+ 5.75% |
$670K - $718K
|
31.4K
$18.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.58KNew |
$620K - $664K
|
1.58K
$908K
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.09KNew |
$426K - $456K
|
1.09K
$624K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
984+ 4.01% |
$386K - $414K
|
25.5K
$14.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
969New |
$381K - $408K
|
969
$557K
|
|
|
Jun 21, 2024
Q3 2023
|
Envoi LLC
Minneapolis, MN |
BUY
|
- |
766New |
$301K - $322K
|
766
$441K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
746New |
$293K - $314K
|
746
$429K
|
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
660New |
$259K - $278K
|
660
$380K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
240New |
$94.2K - $101K
|
240
$138K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
164+ 18.18% |
$64.4K - $69K
|
1.07K
$613K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
150+ 10.91% |
$58.9K - $63.1K
|
1.53K
$877K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
100+ 6.07% |
$39.3K - $42.1K
|
1.75K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
81New |
$31.8K - $34.1K
|
81
$46.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
58+ 1.25% |
$22.8K - $24.4K
|
4.7K
$2.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
48New |
$18.8K - $20.2K
|
48
$27.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
44+ 2.53% |
$17.3K - $18.5K
|
1.78K
$1.03M
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
BUY
|
- |
22+ 3.54% |
$8.64K - $9.25K
|
644
$370K
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
5+ 0.85% |
$1.96K - $2.1K
|
596
$343K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
3New |
$1.18K - $1.26K
|
3
$1.73K
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
BUY
|
- |
1New |
$393 - $421
|
1
$575
|
|
| Q2 2023 | |||||||
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
135K+ 55.6% |
$50M - $54.9M
|
377K
$217M
|
|
|
Aug 14, 2023
Q2 2023
|
Hound Partners, LLC
New York, NY |
BUY
|
- |
88.3KNew |
$32.8M - $35.9M
|
88.3K
$50.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
32.8K+ 332.76% |
$12.2M - $13.4M
|
42.7K
$24.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
16.7KNew |
$6.2M - $6.8M
|
16.7K
$9.61M
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Mutual Insurance CO
|
BUY
|
- |
16.6KNew |
$6.15M - $6.75M
|
16.6K
$9.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
15.3KNew |
$5.68M - $6.23M
|
15.3K
$8.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
11.6K+ 64.53% |
$4.3M - $4.72M
|
29.5K
$17M
|
|
|
Jul 31, 2023
Q2 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
9.93KNew |
$3.69M - $4.05M
|
9.93K
$5.71M
|
|
|
Jul 26, 2023
Q2 2023
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
9.37KNew |
$3.48M - $3.82M
|
9.37K
$5.39M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
6.53K+ 923.9% |
$2.43M - $2.66M
|
7.24K
$4.16M
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
4.44KNew |
$1.65M - $1.81M
|
4.44K
$2.56M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
3.92KNew |
$1.46M - $1.6M
|
3.92K
$2.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
2.95KNew |
$1.1M - $1.2M
|
2.95K
$1.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
2K+ 51.85% |
$743K - $814K
|
5.85K
$3.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
1.88KNew |
$697K - $764K
|
1.88K
$1.08M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.81K+ 3.01% |
$673K - $738K
|
62.1K
$35.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
1.44K+ 5.75% |
$536K - $588K
|
26.5K
$15.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
1.36KNew |
$506K - $555K
|
1.36K
$783K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
1.11KNew |
$414K - $454K
|
1.11K
$641K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
764New |
$284K - $311K
|
764
$439K
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
724New |
$269K - $295K
|
724
$416K
|
|
|
Jul 06, 2023
Q2 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
672New |
$250K - $274K
|
672
$387K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
635+ 18.78% |
$236K - $259K
|
4.02K
$2.31M
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
622New |
$231K - $253K
|
622
$358K
|
|
|
Jul 27, 2023
Q2 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
579New |
$215K - $236K
|
579
$333K
|
|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
BUY
|
- |
573New |
$213K - $233K
|
573
$330K
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
539New |
$200K - $220K
|
539
$310K
|
|
|
Jul 12, 2023
Q2 2023
|
Patton Fund Management, Inc.
|
BUY
|
- |
530New |
$197K - $216K
|
530
$305K
|
|