Purchases and Sales Made in Q2 2024 in Vanguard Index Fds S&P 500 ETF (VOO)
This table provides information about the institutional ownership of Vanguard Index Fds S&P 500 ETF (VOO) during Q2 2024. The information is specifically focused on institutions that hold shares of VANGUARD INDEX FDS S&P 500 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
164+ 8.88% |
$74.6K - $82.7K
|
2.01K
$1.07M
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
163+ 10.4% |
$74.2K - $82.2K
|
1.73K
$924K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
163+ 14.78% |
$74.2K - $82.2K
|
1.27K
$676K
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
BUY
|
- |
161+ 14.31% |
$73.3K - $81.2K
|
1.29K
$687K
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
161+ 2.46% |
$73.3K - $81.2K
|
6.7K
$3.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Elm Partners Management LLC
|
BUY
|
- |
161+ 0.53% |
$73.3K - $81.2K
|
30.7K
$16.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
161+ 23.96% |
$73.3K - $81.2K
|
833
$445K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
161+ 7.07% |
$73.3K - $81.2K
|
2.44K
$1.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
159+ 4.74% |
$72.4K - $80.2K
|
3.51K
$1.87M
|
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
BUY
|
- |
158+ 0.5% |
$71.9K - $79.7K
|
31.6K
$16.9M
|
|
|
Oct 18, 2024
Q2 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
158+ 0.84% |
$71.9K - $79.7K
|
18.9K
$10.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
157+ 1.34% |
$71.5K - $79.2K
|
11.9K
$6.34M
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
BUY
|
- |
155+ 7.43% |
$70.5K - $78.2K
|
2.24K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
154+ 1.86% |
$70.1K - $77.7K
|
8.45K
$4.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
153+ 1.31% |
$69.6K - $77.2K
|
11.8K
$6.3M
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
153+ 19.03% |
$69.6K - $77.2K
|
957
$511K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
150+ 7500.0% |
$68.3K - $75.6K
|
152
$81.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
150+ 7.86% |
$68.3K - $75.6K
|
2.06K
$1.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
148+ 1.34% |
$67.4K - $74.6K
|
11.2K
$5.96M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
147+ 9.2% |
$66.9K - $74.1K
|
1.74K
$931K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
145+ 1.02% |
$66K - $73.1K
|
14.4K
$7.68M
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
144+ 117.07% |
$65.5K - $72.6K
|
267
$143K
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
143+ 0.94% |
$65.1K - $72.1K
|
15.4K
$8.2M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
142+ 94.04% |
$64.6K - $71.6K
|
293
$156K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
142+ 0.56% |
$64.6K - $71.6K
|
25.4K
$13.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
141+ 10.84% |
$64.2K - $71.1K
|
1.44K
$770K
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
139+ 8.99% |
$63.3K - $70.1K
|
1.69K
$900K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
139+ 2.09% |
$63.3K - $70.1K
|
6.8K
$3.63M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
138+ 5.55% |
$62.8K - $69.6K
|
2.63K
$1.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
137+ 4.51% |
$62.3K - $69.1K
|
3.17K
$1.69M
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
136New |
$61.9K - $68.6K
|
136
$72.6K
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
BUY
|
- |
136+ 0.31% |
$61.9K - $68.6K
|
43.7K
$23.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
136+ 8.35% |
$61.9K - $68.6K
|
1.77K
$942K
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
136+ 22.33% |
$61.9K - $68.6K
|
745
$398K
|
|
|
Jul 11, 2024
Q2 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
135+ 9.1% |
$61.4K - $68.1K
|
1.62K
$864K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
135+ 1.03% |
$61.4K - $68.1K
|
13.2K
$7.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
134+ 3.1% |
$61K - $67.6K
|
4.45K
$2.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
134+ 2.98% |
$61K - $67.6K
|
4.63K
$2.47M
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
132+ 3.07% |
$60.1K - $66.6K
|
4.43K
$2.36M
|
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
132+ 2.39% |
$60.1K - $66.6K
|
5.65K
$3.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
132+ 11.42% |
$60.1K - $66.6K
|
1.29K
$688K
|
|
|
Aug 14, 2024
Q2 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
131+ 1.22% |
$59.6K - $66.1K
|
10.9K
$5.79M
|
|
|
Jul 19, 2024
Q2 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
130+ 12.04% |
$59.2K - $65.6K
|
1.21K
$646K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
129+ 3.19% |
$58.7K - $65.1K
|
4.17K
$2.22M
|
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
BUY
|
- |
127+ 16.8% |
$57.8K - $64K
|
883
$471K
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
127+ 3.0% |
$57.8K - $64K
|
4.36K
$2.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
127+ 4.64% |
$57.8K - $64K
|
2.87K
$1.53M
|
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
127+ 2.11% |
$57.8K - $64K
|
6.16K
$3.29M
|
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
126+ 0.75% |
$57.3K - $63.5K
|
16.8K
$8.98M
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
BUY
|
- |
126New |
$57.3K - $63.5K
|
126
$67.3K
|