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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
150+ 0.75% |
$64.4K - $72.2K
|
20.1K
$9.72M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
133New |
$57.1K - $64K
|
133
$64.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
112+ 1.61% |
$48.1K - $53.9K
|
7.08K
$3.43M
|
|
|
Apr 10, 2025
Q1 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
95+ 1.86% |
$40.8K - $45.7K
|
5.2K
$2.52M
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
89+ 14.08% |
$38.2K - $42.8K
|
721
$349K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
88+ 15.8% |
$37.8K - $42.4K
|
645
$312K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
81+ 4.4% |
$34.8K - $39K
|
1.92K
$930K
|
|
|
May 07, 2024
Q1 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
74+ 9.87% |
$31.8K - $35.6K
|
824
$399K
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
51+ 3.59% |
$21.9K - $24.5K
|
1.47K
$712K
|
|
|
May 02, 2024
Q1 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
33+ 4.41% |
$14.2K - $15.9K
|
781
$378K
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
28New |
$12K - $13.5K
|
28
$13.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
27New |
$11.6K - $13K
|
27
$13.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
26+ 0.86% |
$11.2K - $12.5K
|
3.06K
$1.48M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
17New |
$7.3K - $8.18K
|
17
$8.23K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
16New |
$6.87K - $7.7K
|
16
$7.74K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
12New |
$5.15K - $5.78K
|
12
$5.81K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
8New |
$3.44K - $3.85K
|
8
$3.87K
|
|
|
May 02, 2024
Q1 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
7New |
$3.01K - $3.37K
|
7
$3.39K
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
3+ 0.28% |
$1.29K - $1.44K
|
1.08K
$523K
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
3+ 3.57% |
$1.29K - $1.44K
|
87
$42.1K
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
BUY
|
- |
3+ 0.15% |
$1.29K - $1.44K
|
2.07K
$1M
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2+ 1.72% |
$859 - $963
|
118
$57.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
2New |
$859 - $963
|
2
$968
|
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
BUY
|
- |
1+ 0.22% |
$429 - $481
|
463
$224K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
1+ 1.67% |
$429 - $481
|
61
$29.5K
|
|
| Q4 2023 | |||||||
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
105K+ 5408.73% |
$39.5M - $45.9M
|
107K
$51.6M
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
92.9K+ 94.7% |
$35M - $40.7M
|
191K
$92.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
41.5KNew |
$15.7M - $18.2M
|
41.5K
$20.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
24K+ 751.27% |
$9.07M - $10.5M
|
27.2K
$13.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
19.7KNew |
$7.45M - $8.65M
|
19.7K
$9.56M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
16.2K+ 6.61% |
$6.11M - $7.1M
|
261K
$126M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
12.7K+ 711.35% |
$4.78M - $5.55M
|
14.4K
$6.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
9.67KNew |
$3.65M - $4.24M
|
9.67K
$4.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
7.43KNew |
$2.8M - $3.26M
|
7.43K
$3.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Eagle Capital Management LLC
New York, NY |
BUY
|
- |
6.23KNew |
$2.35M - $2.73M
|
6.23K
$3.02M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
6.08K+ 44.18% |
$2.29M - $2.66M
|
19.8K
$9.59M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
5.36K+ 2.27% |
$2.02M - $2.35M
|
242K
$117M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
4KNew |
$1.51M - $1.75M
|
4K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
3.5KNew |
$1.32M - $1.53M
|
3.5K
$1.69M
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
3.2KNew |
$1.21M - $1.4M
|
3.2K
$1.55M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
3.17K+ 4.03% |
$1.2M - $1.39M
|
81.9K
$39.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
PUT |
2.5KNew |
$943K - $1.1M
|
2.5K
$1.21M
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.68K+ 77.0% |
$633K - $735K
|
3.86K
$1.87M
|
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
1.5KNew |
$564K - $656K
|
1.5K
$724K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.47KNew |
$554K - $643K
|
1.47K
$710K
|
|
|
Feb 21, 2024
Q4 2023
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
1.44KNew |
$542K - $630K
|
1.44K
$695K
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
1.19KNew |
$449K - $521K
|
1.19K
$576K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.02K+ 6.43% |
$385K - $447K
|
16.9K
$8.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
876New |
$331K - $384K
|
876
$424K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
828+ 2.23% |
$312K - $363K
|
38K
$18.4M
|
|