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 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
74+ 0.42% |
$33.7K - $37.3K
|
17.9K
$9.54M
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
BUY
|
- |
73+ 0.54% |
$33.2K - $36.8K
|
13.5K
$7.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
72+ 10.75% |
$32.8K - $36.3K
|
742
$396K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
70New |
$31.9K - $35.3K
|
70
$37.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
69+ 6.5% |
$31.4K - $34.8K
|
1.13K
$603K
|
|
|
Jul 12, 2024
Q2 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
68+ 16.31% |
$30.9K - $34.3K
|
485
$259K
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
68+ 0.58% |
$30.9K - $34.3K
|
11.8K
$6.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
68+ 11.79% |
$30.9K - $34.3K
|
645
$344K
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
67+ 5.31% |
$30.5K - $33.8K
|
1.33K
$709K
|
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
BUY
|
- |
67+ 3.69% |
$30.5K - $33.8K
|
1.88K
$1M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
67+ 1.36% |
$30.5K - $33.8K
|
5.01K
$2.67M
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
BUY
|
- |
66+ 0.79% |
$30K - $33.3K
|
8.43K
$4.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
BUY
|
- |
65+ 4.05% |
$29.6K - $32.8K
|
1.67K
$892K
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
65+ 1.77% |
$29.6K - $32.8K
|
3.73K
$1.99M
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
64+ 5.62% |
$29.1K - $32.3K
|
1.2K
$642K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
64+ 0.63% |
$29.1K - $32.3K
|
10.2K
$5.46M
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
64+ 5.97% |
$29.1K - $32.3K
|
1.14K
$606K
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
64+ 1.45% |
$29.1K - $32.3K
|
4.48K
$2.39M
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
63+ 1.75% |
$28.7K - $31.8K
|
3.66K
$1.96M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
63+ 3.2% |
$28.7K - $31.8K
|
2.03K
$1.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
63+ 3.68% |
$28.7K - $31.8K
|
1.78K
$949K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
62+ 7.05% |
$28.2K - $31.3K
|
942
$503K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
61+ 0.89% |
$27.8K - $30.8K
|
6.89K
$3.68M
|
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
61+ 11.15% |
$27.8K - $30.8K
|
608
$325K
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
61+ 5.26% |
$27.8K - $30.8K
|
1.22K
$651K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
60+ 3.5% |
$27.3K - $30.3K
|
1.78K
$948K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
60+ 0.49% |
$27.3K - $30.3K
|
12.4K
$6.59M
|
|
|
Jul 11, 2024
Q2 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
59+ 9.39% |
$26.9K - $29.8K
|
687
$367K
|
|
|
Jul 31, 2024
Q2 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
59+ 0.16% |
$26.9K - $29.8K
|
37.2K
$19.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
58+ 1.59% |
$26.4K - $29.2K
|
3.71K
$1.98M
|
|
|
Jul 19, 2024
Q2 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
57+ 10.36% |
$25.9K - $28.7K
|
607
$324K
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
57+ 0.24% |
$25.9K - $28.7K
|
24.3K
$13M
|
|
|
Jul 17, 2024
Q2 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
56+ 1.1% |
$25.5K - $28.2K
|
5.13K
$2.74M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
56+ 1.74% |
$25.5K - $28.2K
|
3.27K
$1.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
56+ 0.89% |
$25.5K - $28.2K
|
6.37K
$3.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
55+ 2.17% |
$25K - $27.7K
|
2.59K
$1.38M
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
54+ 3.41% |
$24.6K - $27.2K
|
1.64K
$873K
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
54+ 2.06% |
$24.6K - $27.2K
|
2.67K
$1.43M
|
|
|
Jul 11, 2024
Q2 2024
|
New Capital Management LP
|
BUY
|
- |
53+ 6.52% |
$24.1K - $26.7K
|
866
$462K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
53+ 55.79% |
$24.1K - $26.7K
|
148
$79K
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
52+ 2.94% |
$23.7K - $26.2K
|
1.82K
$972K
|
|
|
Jul 30, 2024
Q2 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
51+ 2.59% |
$23.2K - $25.7K
|
2.02K
$1.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
51+ 4.85% |
$23.2K - $25.7K
|
1.1K
$589K
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
50+ 4.82% |
$22.8K - $25.2K
|
1.09K
$581K
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
50+ 8.09% |
$22.8K - $25.2K
|
668
$357K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
50+ 19.23% |
$22.8K - $25.2K
|
310
$166K
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
BUY
|
- |
50+ 1.57% |
$22.8K - $25.2K
|
3.24K
$1.73M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
50New |
$22.8K - $25.2K
|
50
$26.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
50+ 1.97% |
$22.8K - $25.2K
|
2.59K
$1.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
50+ 6.12% |
$22.8K - $25.2K
|
867
$463K
|