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 |
|---|---|---|---|---|---|---|---|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2New |
$697 - $766
|
2
$1.15K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
1+ 0.1% |
$349 - $383
|
965
$555K
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1New |
$349 - $383
|
1
$575
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
1+ 0.98% |
$349 - $383
|
103
$59.2K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.65MNew |
$1.2B - $1.37B
|
3.65M
$2.1B
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Advisors LLC
|
BUY
|
- |
1.34MNew |
$439M - $502M
|
1.34M
$771M
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
138KNew |
$45.2M - $51.7M
|
138K
$79.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
97.2K+ 445.87% |
$31.8M - $36.4M
|
119K
$68.5M
|
|
|
Feb 10, 2023
Q4 2022
|
American Family Insurance Mutual Holding CO
|
BUY
|
- |
69.5K+ 88.85% |
$22.8M - $26M
|
148K
$85M
|
|
|
Jan 17, 2023
Q4 2022
|
Ami Asset Management Corp
|
BUY
|
- |
24.9KNew |
$8.17M - $9.34M
|
24.9K
$14.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
14.2K+ 172.95% |
$4.65M - $5.31M
|
22.4K
$12.9M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
11.2K+ 6.38% |
$3.68M - $4.21M
|
187K
$108M
|
|
|
Jan 12, 2023
Q4 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
7.54K+ 3.61% |
$2.47M - $2.82M
|
216K
$125M
|
|
|
Jan 27, 2023
Q4 2022
|
Equius Partners, Inc.
|
BUY
|
- |
4.9KNew |
$1.61M - $1.84M
|
4.9K
$2.82M
|
|
|
Feb 09, 2023
Q4 2022
|
Summitry LLC
Foster City, CA |
BUY
|
- |
3.46KNew |
$1.13M - $1.29M
|
3.46K
$1.99M
|
|
|
Jun 14, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
3.23KNew |
$1.06M - $1.21M
|
3.23K
$1.86M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
2.55KNew |
$835K - $955K
|
2.55K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
2.5KNew |
$819K - $936K
|
2.5K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.48K+ 73.9% |
$484K - $554K
|
3.48K
$2M
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
1.42K+ 90.03% |
$464K - $531K
|
2.99K
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
1.25K+ 54.02% |
$410K - $468K
|
3.56K
$2.05M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
1.21K+ 6.37% |
$395K - $452K
|
20.1K
$11.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
PUT |
1.2KNew |
$393K - $449K
|
1.2K
$690K
|
|
|
Jan 13, 2023
Q4 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
1.11KNew |
$365K - $417K
|
1.11K
$641K
|
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
1.05KNew |
$344K - $393K
|
1.05K
$604K
|
|
|
Feb 09, 2023
Q4 2022
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
BUY
|
- |
981New |
$321K - $367K
|
981
$564K
|
|
|
Jan 13, 2023
Q4 2022
|
Wealth Cmt
|
BUY
|
- |
886New |
$290K - $332K
|
886
$510K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
835+ 127.48% |
$274K - $313K
|
1.49K
$857K
|
|
|
Jan 26, 2023
Q4 2022
|
Capital Planning LLC
|
BUY
|
- |
745New |
$244K - $279K
|
745
$429K
|
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
CALL |
700New |
$229K - $262K
|
700
$403K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
688+ 9.56% |
$225K - $258K
|
7.89K
$4.54M
|
|
|
Jan 25, 2023
Q4 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
666New |
$218K - $249K
|
666
$383K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
596New |
$195K - $223K
|
596
$343K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
596New |
$195K - $223K
|
596
$343K
|
|
|
Jan 10, 2023
Q4 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
578New |
$189K - $216K
|
578
$332K
|
|
|
Feb 08, 2023
Q4 2022
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
552+ 47.79% |
$181K - $207K
|
1.71K
$982K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
500+ 3.57% |
$164K - $187K
|
14.5K
$8.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
287+ 0.53% |
$94K - $107K
|
54.5K
$31.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
275New |
$90.1K - $103K
|
275
$158K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
210+ 12.86% |
$68.8K - $78.7K
|
1.84K
$1.06M
|
|
|
Feb 06, 2023
Q4 2022
|
Arjuna Capital
|
BUY
|
- |
207New |
$67.8K - $77.5K
|
207
$119K
|
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
190+ 6.25% |
$62.3K - $71.2K
|
3.23K
$1.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
188New |
$61.6K - $70.4K
|
188
$108K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
155+ 4.57% |
$50.8K - $58.1K
|
3.55K
$2.04M
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
102New |
$33.4K - $38.2K
|
102
$58.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
71+ 0.95% |
$23.3K - $26.6K
|
7.55K
$4.34M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
68New |
$22.3K - $25.5K
|
68
$39.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Parker Investment Management, LLC
|
BUY
|
- |
47+ 1.38% |
$15.4K - $17.6K
|
3.44K
$1.98M
|
|
|
Feb 10, 2023
Q4 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
34New |
$11.1K - $12.7K
|
34
$19.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
11+ 0.82% |
$3.6K - $4.12K
|
1.36K
$780K
|
|