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 |
|---|---|---|---|---|---|---|---|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
2.05K+ 10.35% |
$975K - $1.08M
|
21.9K
$12.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
2.01KNew |
$957K - $1.06M
|
2.01K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
2K+ 5.46% |
$951K - $1.06M
|
38.7K
$21.5M
|
|
|
Nov 15, 2024
Q3 2024
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
PUT |
2KNew |
$950K - $1.06M
|
2K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.99K+ 17.42% |
$946K - $1.05M
|
13.4K
$7.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
1.96K+ 52.68% |
$929K - $1.03M
|
5.67K
$3.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.94K+ 96.66% |
$920K - $1.02M
|
3.94K
$2.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
1.93KNew |
$918K - $1.02M
|
1.93K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
1.93K+ 4.25% |
$915K - $1.02M
|
47.3K
$26.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
1.91KNew |
$910K - $1.01M
|
1.91K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.91K+ 0.37% |
$909K - $1.01M
|
517K
$287M
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.91K+ 218.19% |
$906K - $1.01M
|
2.78K
$1.55M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.91K+ 29.62% |
$905K - $1.01M
|
8.34K
$4.63M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.89K+ 100.0% |
$899K - $998K
|
3.78K
$2.1M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
1.88K+ 13.59% |
$895K - $994K
|
15.8K
$8.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.88K+ 40.58% |
$892K - $990K
|
6.5K
$3.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
1.81K+ 409.5% |
$860K - $955K
|
2.25K
$1.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.8K+ 109.49% |
$855K - $949K
|
3.44K
$1.91M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.78K+ 6.93% |
$848K - $941K
|
27.5K
$15.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
1.78K+ 12.98% |
$845K - $938K
|
15.5K
$8.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.77K+ 15.96% |
$841K - $934K
|
12.9K
$7.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1.75K+ 12.14% |
$833K - $925K
|
16.2K
$8.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.74K+ 2.49% |
$829K - $920K
|
71.8K
$39.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1.74KNew |
$827K - $918K
|
1.74K
$967K
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.71K+ 8.73% |
$814K - $903K
|
21.3K
$11.8M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
1.69K+ 4.88% |
$805K - $894K
|
36.4K
$20.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.69K+ 4.07% |
$804K - $892K
|
43.2K
$24M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.69K+ 5.25% |
$803K - $891K
|
33.9K
$18.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
1.67K+ 0.57% |
$793K - $880K
|
292K
$162M
|
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
1.66K+ 2.9% |
$788K - $875K
|
58.7K
$32.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.65K+ 4.0% |
$782K - $869K
|
42.8K
$23.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.63K+ 19.36% |
$772K - $858K
|
10K
$5.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
1.62K+ 6.29% |
$769K - $854K
|
27.3K
$15.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
1.61KNew |
$766K - $851K
|
1.61K
$896K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.61K+ 37.85% |
$765K - $850K
|
5.86K
$3.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.58K+ 30.88% |
$749K - $832K
|
6.68K
$3.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1.58K+ 5.97% |
$748K - $831K
|
28K
$15.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.58K+ 3.37% |
$748K - $831K
|
48.3K
$26.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.57K+ 11.09% |
$747K - $830K
|
15.8K
$8.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.57K+ 8.89% |
$745K - $827K
|
19.2K
$10.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.56K+ 5.63% |
$740K - $822K
|
29.2K
$16.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.53K+ 2.35% |
$726K - $806K
|
66.6K
$37M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.51K+ 11.45% |
$719K - $798K
|
14.7K
$8.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
1.48K+ 1.18% |
$702K - $780K
|
126K
$70.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.48KNew |
$702K - $780K
|
1.48K
$822K
|
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
1.43KNew |
$680K - $755K
|
1.43K
$795K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.43K+ 8.7% |
$679K - $754K
|
17.8K
$9.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.41K+ 8.56% |
$671K - $745K
|
17.9K
$9.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
BUY
|
- |
1.41K+ 10.46% |
$668K - $742K
|
14.8K
$8.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
1.37K+ 7.87% |
$650K - $722K
|
18.8K
$10.4M
|