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 15, 2024
Q2 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
98+ 5.26% |
$44.6K - $49.4K
|
1.96K
$1.05M
|
|
Aug 12, 2024
Q2 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
97+ 7.75% |
$44.1K - $48.9K
|
1.35K
$720K
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
97+ 2.56% |
$44.1K - $48.9K
|
3.88K
$2.07M
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
96+ 0.23% |
$43.7K - $48.4K
|
42K
$22.4M
|
|
Jul 17, 2024
Q2 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
96+ 4.25% |
$43.7K - $48.4K
|
2.36K
$1.26M
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
96+ 4.0% |
$43.7K - $48.4K
|
2.5K
$1.33M
|
|
Jul 22, 2024
Q2 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
96+ 4.44% |
$43.7K - $48.4K
|
2.26K
$1.2M
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
95+ 4.54% |
$43.2K - $47.9K
|
2.19K
$1.17M
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
95+ 4.44% |
$43.2K - $47.9K
|
2.24K
$1.19M
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
95+ 0.35% |
$43.2K - $47.9K
|
27K
$14.4M
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
95+ 10.44% |
$43.2K - $47.9K
|
1.01K
$537K
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
94+ 19.22% |
$42.8K - $47.4K
|
583
$311K
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
93+ 0.37% |
$42.3K - $46.9K
|
25K
$13.4M
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
92+ 0.53% |
$41.9K - $46.4K
|
17.4K
$9.27M
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
92+ 3.23% |
$41.9K - $46.4K
|
2.94K
$1.57M
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
91+ 21.98% |
$41.4K - $45.9K
|
505
$270K
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
90+ 16.39% |
$41K - $45.4K
|
639
$341K
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
90+ 4.1% |
$41K - $45.4K
|
2.29K
$1.22M
|
|
Jul 15, 2024
Q2 2024
|
Brave Asset Management Inc
|
BUY
|
- |
89+ 0.26% |
$40.5K - $44.9K
|
33.9K
$18.1M
|
|
Aug 07, 2024
Q2 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
89+ 14.61% |
$40.5K - $44.9K
|
698
$373K
|
|
Jul 08, 2024
Q2 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
88+ 1.91% |
$40K - $44.4K
|
4.69K
$2.51M
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
88+ 8800.0% |
$40K - $44.4K
|
89
$47.5K
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
88+ 6.8% |
$40K - $44.4K
|
1.38K
$738K
|
|
Aug 14, 2024
Q2 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
88+ 10.49% |
$40K - $44.4K
|
927
$495K
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
87+ 5.74% |
$39.6K - $43.9K
|
1.6K
$855K
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
87+ 21.43% |
$39.6K - $43.9K
|
493
$263K
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
86+ 3.38% |
$39.1K - $43.4K
|
2.63K
$1.4M
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
83+ 9.43% |
$37.8K - $41.9K
|
963
$514K
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
82+ 5.43% |
$37.3K - $41.4K
|
1.59K
$849K
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
82+ 7.01% |
$37.3K - $41.4K
|
1.25K
$668K
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
82+ 1.45% |
$37.3K - $41.4K
|
5.72K
$3.05M
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
81+ 2.75% |
$36.9K - $40.8K
|
3.03K
$1.62M
|
|
Aug 14, 2024
Q2 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
81+ 1.27% |
$36.9K - $40.8K
|
6.48K
$3.46M
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
80+ 0.17% |
$36.4K - $40.3K
|
47.1K
$25.1M
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
80+ 3.37% |
$36.4K - $40.3K
|
2.45K
$1.31M
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
80+ 444.44% |
$36.4K - $40.3K
|
98
$52.3K
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
80+ 4.36% |
$36.4K - $40.3K
|
1.91K
$1.02M
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
80+ 6.94% |
$36.4K - $40.3K
|
1.23K
$658K
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
79+ 14.44% |
$36K - $39.8K
|
626
$334K
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
79+ 1.9% |
$36K - $39.8K
|
4.24K
$2.26M
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
79+ 23.03% |
$36K - $39.8K
|
422
$225K
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
77+ 0.93% |
$35K - $38.8K
|
8.37K
$4.47M
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
77+ 1.95% |
$35K - $38.8K
|
4.02K
$2.15M
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
77+ 0.94% |
$35K - $38.8K
|
8.26K
$4.41M
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
77+ 9.53% |
$35K - $38.8K
|
885
$472K
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
76+ 2.31% |
$34.6K - $38.3K
|
3.37K
$1.8M
|
|
Jul 26, 2024
Q2 2024
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
75+ 0.42% |
$34.1K - $37.8K
|
17.9K
$9.57M
|
|
Aug 12, 2024
Q2 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
75+ 3.28% |
$34.1K - $37.8K
|
2.36K
$1.26M
|
|
Sep 23, 2024
Q2 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
75+ 17.99% |
$34.1K - $37.8K
|
492
$263K
|
|
Jul 10, 2024
Q2 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
74+ 3.85% |
$33.7K - $37.3K
|
2K
$1.07M
|