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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Amica Mutual Insurance CO
|
BUY
|
- |
16.6KNew |
$6.15M - $6.75M
|
16.6K
$10.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
15.3KNew |
$5.68M - $6.23M
|
15.3K
$9.45M
|
|
|
Jul 31, 2023
Q2 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
9.93KNew |
$3.69M - $4.05M
|
9.93K
$6.14M
|
|
|
Jul 26, 2023
Q2 2023
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
9.37KNew |
$3.48M - $3.82M
|
9.37K
$5.79M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
6.53K+ 923.9% |
$2.43M - $2.66M
|
7.24K
$4.47M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
3.92KNew |
$1.46M - $1.6M
|
3.92K
$2.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
2.95KNew |
$1.1M - $1.2M
|
2.95K
$1.83M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
2K+ 51.85% |
$743K - $814K
|
5.85K
$3.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
1.88KNew |
$697K - $764K
|
1.88K
$1.16M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.81K+ 3.01% |
$673K - $738K
|
62.1K
$38.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
1.44K+ 5.75% |
$536K - $588K
|
26.5K
$16.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
1.36KNew |
$506K - $555K
|
1.36K
$841K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
1.11KNew |
$414K - $454K
|
1.11K
$688K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
764New |
$284K - $311K
|
764
$472K
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
724New |
$269K - $295K
|
724
$447K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
635+ 18.78% |
$236K - $259K
|
4.02K
$2.48M
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
622New |
$231K - $253K
|
622
$384K
|
|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
BUY
|
- |
573New |
$213K - $233K
|
573
$354K
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
539New |
$200K - $220K
|
539
$333K
|
|
|
Jul 12, 2023
Q2 2023
|
Patton Fund Management, Inc.
|
BUY
|
- |
530New |
$197K - $216K
|
530
$327K
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
506New |
$188K - $206K
|
506
$313K
|
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
498New |
$185K - $203K
|
498
$308K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
234+ 2.24% |
$86.9K - $95.3K
|
10.7K
$6.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
230+ 9.72% |
$85.4K - $93.7K
|
2.6K
$1.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
110+ 12.7% |
$40.9K - $44.8K
|
976
$603K
|
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
108+ 29.19% |
$40.1K - $44K
|
478
$295K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
60New |
$22.3K - $24.4K
|
60
$37.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
BUY
|
- |
52New |
$19.3K - $21.2K
|
52
$32.1K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
48New |
$17.8K - $19.5K
|
48
$29.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
33+ 1.45% |
$12.3K - $13.4K
|
2.3K
$1.42M
|
|
|
Jul 17, 2023
Q2 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
25+ 1.45% |
$9.29K - $10.2K
|
1.75K
$1.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
20+ 0.13% |
$7.43K - $8.15K
|
14.9K
$9.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
14New |
$5.2K - $5.7K
|
14
$8.65K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
5New |
$1.86K - $2.04K
|
5
$3.09K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
2+ 0.2% |
$743 - $815
|
1.01K
$625K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
565K+ 572.22% |
$197M - $216M
|
663K
$410M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
20.3K+ 81.31% |
$7.09M - $7.78M
|
45.3K
$28M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
17.2K+ 137.66% |
$6.01M - $6.6M
|
29.7K
$18.4M
|
|
|
May 12, 2023
Q1 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
6.74KNew |
$2.35M - $2.58M
|
6.74K
$4.16M
|
|
|
May 01, 2023
Q1 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
5.85KNew |
$2.04M - $2.24M
|
5.85K
$3.61M
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
2.59KNew |
$904K - $993K
|
2.59K
$1.6M
|
|
|
May 15, 2023
Q1 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
1.4KNew |
$488K - $536K
|
1.4K
$865K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
PUT |
1.3KNew |
$453K - $498K
|
1.3K
$803K
|
|
|
May 02, 2023
Q1 2023
|
Xr Securities LLC
|
BUY
|
PUT |
900New |
$314K - $345K
|
900
$556K
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
757New |
$264K - $290K
|
757
$468K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
693+ 1.91% |
$242K - $265K
|
36.9K
$22.8M
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
650+ 66.33% |
$227K - $249K
|
1.63K
$1.01M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
601New |
$210K - $230K
|
601
$371K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
576+ 17.81% |
$201K - $221K
|
3.81K
$2.35M
|
|
|
Apr 18, 2023
Q1 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
566New |
$197K - $217K
|
566
$350K
|
|