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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
69+ 3.73% |
$36K - $38.6K
|
1.92K
$949K
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
69+ 6.34% |
$36K - $38.6K
|
1.16K
$572K
|
|
Feb 27, 2025
Q4 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
68+ 0.69% |
$35.5K - $38K
|
9.92K
$4.9M
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
68+ 0.27% |
$35.5K - $38K
|
25.6K
$12.7M
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
67+ 6.6% |
$35K - $37.4K
|
1.08K
$535K
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
67+ 2.0% |
$35K - $37.4K
|
3.42K
$1.69M
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
67+ 1.5% |
$35K - $37.4K
|
4.54K
$2.24M
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
67+ 6.63% |
$35K - $37.4K
|
1.08K
$533K
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
66+ 1.94% |
$34.4K - $36.9K
|
3.47K
$1.71M
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
66+ 5.47% |
$34.4K - $36.9K
|
1.27K
$629K
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
65+ 5.39% |
$33.9K - $36.3K
|
1.27K
$628K
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
64+ 5.2% |
$33.4K - $35.8K
|
1.29K
$639K
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
63+ 4.59% |
$32.9K - $35.2K
|
1.44K
$709K
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
63+ 4.05% |
$32.9K - $35.2K
|
1.62K
$799K
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
60+ 0.11% |
$31.3K - $33.5K
|
54.1K
$26.7M
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
60+ 0.69% |
$31.3K - $33.5K
|
8.79K
$4.34M
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
60+ 4.04% |
$31.3K - $33.5K
|
1.55K
$763K
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
59+ 1.16% |
$30.8K - $33K
|
5.14K
$2.54M
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
59+ 2.06% |
$30.8K - $33K
|
2.92K
$1.44M
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
59+ 2.06% |
$30.8K - $33K
|
2.93K
$1.45M
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
59+ 10.02% |
$30.8K - $33K
|
648
$320K
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
59+ 1.94% |
$30.8K - $33K
|
3.09K
$1.53M
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
59+ 25.76% |
$30.8K - $33K
|
288
$142K
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
58+ 9.32% |
$30.3K - $32.4K
|
680
$336K
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
57+ 0.38% |
$29.7K - $31.9K
|
15.2K
$7.53M
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
56+ 1.46% |
$29.2K - $31.3K
|
3.88K
$1.92M
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
56+ 1.0% |
$29.2K - $31.3K
|
5.64K
$2.78M
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
56+ 2.3% |
$29.2K - $31.3K
|
2.5K
$1.23M
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
55+ 4.34% |
$28.7K - $30.7K
|
1.32K
$653K
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
54+ 0.35% |
$28.2K - $30.2K
|
15.6K
$7.7M
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
54+ 9.89% |
$28.2K - $30.2K
|
600
$296K
|
|
Feb 11, 2025
Q4 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
54+ 0.58% |
$28.2K - $30.2K
|
9.39K
$4.64M
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
54+ 6.28% |
$28.2K - $30.2K
|
914
$452K
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
54+ 1.19% |
$28.2K - $30.2K
|
4.61K
$2.28M
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
53New |
$27.7K - $29.6K
|
53
$26.2K
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
53+ 2.72% |
$27.7K - $29.6K
|
2K
$989K
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
53+ 6.7% |
$27.7K - $29.6K
|
844
$417K
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
52+ 0.57% |
$27.1K - $29.1K
|
9.25K
$4.57M
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
52+ 1.74% |
$27.1K - $29.1K
|
3.05K
$1.51M
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
52+ 10.1% |
$27.1K - $29.1K
|
567
$280K
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
52+ 6.11% |
$27.1K - $29.1K
|
903
$446K
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
52+ 19.26% |
$27.1K - $29.1K
|
322
$159K
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
52+ 2.25% |
$27.1K - $29.1K
|
2.36K
$1.17M
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
51+ 0.63% |
$26.6K - $28.5K
|
8.11K
$4.01M
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
51+ 4.08% |
$26.6K - $28.5K
|
1.3K
$643K
|
|
Feb 10, 2025
Q4 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
51+ 6.53% |
$26.6K - $28.5K
|
832
$411K
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
50+ 166.67% |
$26.1K - $27.9K
|
80
$39.5K
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
50+ 4.03% |
$26.1K - $27.9K
|
1.29K
$638K
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
50+ 7.33% |
$26.1K - $27.9K
|
732
$362K
|
|
Feb 10, 2025
Q4 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
49+ 0.17% |
$25.6K - $27.4K
|
29.4K
$14.5M
|