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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
30+ 3.02% |
$13.7K - $15.1K
|
1.03K
$547K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
29+ 2.5% |
$13.2K - $14.6K
|
1.19K
$635K
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
29+ 1.14% |
$13.2K - $14.6K
|
2.58K
$1.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
29+ 0.62% |
$13.2K - $14.6K
|
4.71K
$2.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
29+ 2.44% |
$13.2K - $14.6K
|
1.22K
$649K
|
|
|
Jul 29, 2024
Q2 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
28+ 2.97% |
$12.7K - $14.1K
|
972
$519K
|
|
|
Jul 29, 2024
Q2 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
28+ 0.04% |
$12.7K - $14.1K
|
65K
$34.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
28+ 3.87% |
$12.7K - $14.1K
|
752
$401K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
28+ 5.0% |
$12.7K - $14.1K
|
588
$314K
|
|
|
Jul 16, 2024
Q2 2024
|
Community Bank Of Raymore
|
BUY
|
- |
27+ 1.09% |
$12.3K - $13.6K
|
2.5K
$1.34M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
27+ 0.55% |
$12.3K - $13.6K
|
4.97K
$2.65M
|
|
|
Aug 06, 2024
Q2 2024
|
Baker Boyer National Bank
|
BUY
|
- |
27+ 0.82% |
$12.3K - $13.6K
|
3.31K
$1.76M
|
|
|
Jul 08, 2024
Q2 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
26+ 3.85% |
$11.8K - $13.1K
|
701
$374K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
26+ 0.35% |
$11.8K - $13.1K
|
7.37K
$3.94M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
25+ 0.79% |
$11.4K - $12.6K
|
3.21K
$1.71M
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
25+ 3.4% |
$11.4K - $12.6K
|
761
$406K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
25+ 2.49% |
$11.4K - $12.6K
|
1.03K
$550K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
BUY
|
- |
25+ 0.83% |
$11.4K - $12.6K
|
3.02K
$1.61M
|
|
|
Aug 01, 2024
Q2 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
25+ 0.23% |
$11.4K - $12.6K
|
10.7K
$5.73M
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
25+ 0.89% |
$11.4K - $12.6K
|
2.82K
$1.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
25+ 1.79% |
$11.4K - $12.6K
|
1.42K
$760K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
25+ 1.74% |
$11.4K - $12.6K
|
1.46K
$779K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
BUY
|
- |
25+ 1.11% |
$11.4K - $12.6K
|
2.29K
$1.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
25+ 3.1% |
$11.4K - $12.6K
|
831
$444K
|
|
|
Jul 18, 2024
Q2 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
24+ 2.06% |
$10.9K - $12.1K
|
1.19K
$636K
|
|
|
Jul 19, 2024
Q2 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
24+ 3.23% |
$10.9K - $12.1K
|
766
$409K
|
|
|
Jul 30, 2024
Q2 2024
|
Matisse Capital
|
BUY
|
- |
24+ 3.23% |
$10.9K - $12.1K
|
766
$409K
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
24+ 3.85% |
$10.9K - $12.1K
|
648
$346K
|
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
23+ 3.46% |
$10.5K - $11.6K
|
687
$367K
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
23+ 1.59% |
$10.5K - $11.6K
|
1.47K
$783K
|
|
|
Jul 29, 2024
Q2 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
23+ 0.89% |
$10.5K - $11.6K
|
2.61K
$1.39M
|
|
|
Aug 02, 2024
Q2 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
23+ 0.39% |
$10.5K - $11.6K
|
5.93K
$3.17M
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
22New |
$10K - $11.1K
|
22
$11.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
22+ 0.71% |
$10K - $11.1K
|
3.13K
$1.67M
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
22+ 1.1% |
$10K - $11.1K
|
2.02K
$1.08M
|
|
|
Aug 01, 2024
Q2 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
22+ 1.57% |
$10K - $11.1K
|
1.43K
$761K
|
|
|
Aug 05, 2024
Q2 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
22+ 4.35% |
$10K - $11.1K
|
528
$282K
|
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
22+ 44.9% |
$10K - $11.1K
|
71
$37.9K
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
22+ 2.24% |
$10K - $11.1K
|
1K
$535K
|
|
|
Jul 30, 2024
Q2 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
21+ 0.08% |
$9.56K - $10.6K
|
25.8K
$13.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
21+ 2.07% |
$9.56K - $10.6K
|
1.03K
$552K
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
21+ 8.94% |
$9.56K - $10.6K
|
256
$137K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
20+ 3.26% |
$9.1K - $10.1K
|
634
$338K
|
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
20+ 4.02% |
$9.1K - $10.1K
|
517
$276K
|
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
20+ 3.58% |
$9.1K - $10.1K
|
578
$309K
|
|
|
Jul 26, 2024
Q2 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
20+ 0.13% |
$9.1K - $10.1K
|
15K
$8M
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
20+ 1.95% |
$9.1K - $10.1K
|
1.05K
$558K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
BUY
|
- |
20+ 0.61% |
$9.1K - $10.1K
|
3.3K
$1.76M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
20+ 1.41% |
$9.1K - $10.1K
|
1.44K
$769K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
20+ 0.47% |
$9.1K - $10.1K
|
4.3K
$2.29M
|