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 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
48+ 0.4% |
$25K - $26.8K
|
11.9K
$5.9M
|
|
Feb 14, 2025
Q4 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
48+ 0.57% |
$25K - $26.8K
|
8.49K
$4.2M
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
47+ 0.3% |
$24.5K - $26.3K
|
15.5K
$7.65M
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
47+ 5.35% |
$24.5K - $26.3K
|
926
$458K
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
47+ 0.87% |
$24.5K - $26.3K
|
5.47K
$2.7M
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
47+ 9.94% |
$24.5K - $26.3K
|
520
$257K
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
47+ 3.64% |
$24.5K - $26.3K
|
1.34K
$661K
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
46+ 3.04% |
$24K - $25.7K
|
1.56K
$771K
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
46+ 2.02% |
$24K - $25.7K
|
2.32K
$1.15M
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
46+ 1.48% |
$24K - $25.7K
|
3.16K
$1.56M
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
45+ 4.52% |
$23.5K - $25.1K
|
1.04K
$514K
|
|
Jan 28, 2025
Q4 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
45+ 0.27% |
$23.5K - $25.1K
|
16.7K
$8.23M
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
43+ 0.91% |
$22.4K - $24K
|
4.77K
$2.36M
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
43+ 1.2% |
$22.4K - $24K
|
3.62K
$1.79M
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
43+ 5.34% |
$22.4K - $24K
|
848
$419K
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
43+ 0.1% |
$22.4K - $24K
|
43.8K
$21.7M
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
42+ 9.98% |
$21.9K - $23.5K
|
463
$229K
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
42+ 1.35% |
$21.9K - $23.5K
|
3.16K
$1.56M
|
|
Jan 27, 2025
Q4 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
42New |
$21.9K - $23.5K
|
42
$20.8K
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
41+ 6.32% |
$21.4K - $22.9K
|
690
$341K
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
41+ 6.18% |
$21.4K - $22.9K
|
704
$348K
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
40+ 1.39% |
$20.9K - $22.4K
|
2.92K
$1.44M
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
40+ 0.5% |
$20.9K - $22.4K
|
7.96K
$3.93M
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
40+ 6.29% |
$20.9K - $22.4K
|
676
$334K
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
40+ 8.85% |
$20.9K - $22.4K
|
492
$243K
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
40+ 3.48% |
$20.9K - $22.4K
|
1.19K
$587K
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
40+ 4.62% |
$20.9K - $22.4K
|
905
$447K
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
39New |
$20.4K - $21.8K
|
39
$19.3K
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
39+ 3.84% |
$20.4K - $21.8K
|
1.06K
$521K
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
37+ 2.44% |
$19.3K - $20.7K
|
1.55K
$767K
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
37+ 5.49% |
$19.3K - $20.7K
|
711
$351K
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
37+ 185.0% |
$19.3K - $20.7K
|
57
$28.2K
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
37+ 9.44% |
$19.3K - $20.7K
|
429
$212K
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
36+ 0.99% |
$18.8K - $20.1K
|
3.67K
$1.81M
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
36+ 600.0% |
$18.8K - $20.1K
|
42
$20.8K
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
35+ 27.56% |
$18.3K - $19.6K
|
162
$80K
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
35+ 5.02% |
$18.3K - $19.6K
|
732
$362K
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
35+ 0.1% |
$18.3K - $19.6K
|
35.1K
$17.3M
|
|
Feb 14, 2025
Q4 2024
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
34+ 0.63% |
$17.7K - $19K
|
5.47K
$2.7M
|
|
Feb 03, 2025
Q4 2024
|
Suncoast Equity Management
|
BUY
|
- |
33+ 4.47% |
$17.2K - $18.4K
|
772
$381K
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
33+ 0.25% |
$17.2K - $18.4K
|
13.4K
$6.61M
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
32+ 14.22% |
$16.7K - $17.9K
|
257
$127K
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
32+ 0.17% |
$16.7K - $17.9K
|
19.2K
$9.47M
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
32+ 0.55% |
$16.7K - $17.9K
|
5.82K
$2.87M
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
32+ 1.9% |
$16.7K - $17.9K
|
1.72K
$850K
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
31+ 6.7% |
$16.2K - $17.3K
|
494
$244K
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
31+ 4.38% |
$16.2K - $17.3K
|
738
$365K
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
31+ 7.43% |
$16.2K - $17.3K
|
448
$221K
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
30+ 0.02% |
$15.7K - $16.8K
|
193K
$95.6M
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
30+ 3.46% |
$15.7K - $16.8K
|
896
$443K
|