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 01, 2024
Q2 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-11- 1.1% |
$5.01K - $5.55K
|
992
$488K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-11- 1.3% |
$5.01K - $5.55K
|
834
$410K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-11- 1.87% |
$5.01K - $5.55K
|
576
$283K
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-11- 0.01% |
$5.01K - $5.55K
|
108K
$52.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-11- 2.76% |
$5.01K - $5.55K
|
388
$191K
|
|
|
Aug 13, 2024
Q2 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-11- 2.49% |
$5.01K - $5.55K
|
430
$212K
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-12- 0.65% |
$5.46K - $6.05K
|
1.84K
$906K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-12- 2.48% |
$5.46K - $6.05K
|
471
$232K
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-12- 0.63% |
$5.46K - $6.05K
|
1.91K
$938K
|
|
|
Jul 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-12- 0.49% |
$5.46K - $6.05K
|
2.45K
$1.21M
|
|
|
Jul 30, 2024
Q2 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-13- 0.17% |
$5.92K - $6.56K
|
7.82K
$3.85M
|
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-13- 1.9% |
$5.92K - $6.56K
|
673
$331K
|
|
|
Aug 13, 2024
Q2 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-13- 0.83% |
$5.92K - $6.56K
|
1.55K
$760K
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-14- 1.13% |
$6.37K - $7.06K
|
1.23K
$604K
|
|
|
Jul 26, 2024
Q2 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-14- 3.02% |
$6.37K - $7.06K
|
449
$221K
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-14- 0.11% |
$6.37K - $7.06K
|
12.3K
$6.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-14- 0.44% |
$6.37K - $7.06K
|
3.2K
$1.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-14- 1.31% |
$6.37K - $7.06K
|
1.06K
$520K
|
|
|
Aug 15, 2024
Q2 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-14- 2.66% |
$6.37K - $7.06K
|
512
$252K
|
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-15- 2.41% |
$6.83K - $7.56K
|
608
$299K
|
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-15- 0.93% |
$6.83K - $7.56K
|
1.59K
$783K
|
|
|
Aug 07, 2024
Q2 2024
|
Parthenon LLC
|
SELL
|
- |
-15- 0.12% |
$6.83K - $7.56K
|
12.7K
$6.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-15- 3.39% |
$6.83K - $7.56K
|
427
$210K
|
|
|
Aug 14, 2024
Q2 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-15- 2.75% |
$6.83K - $7.56K
|
530
$261K
|
|
|
Jul 18, 2024
Q2 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-16- 23.19% |
$7.28K - $8.07K
|
53
$26.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-16- 1.33% |
$7.28K - $8.07K
|
1.19K
$585K
|
|
|
Jul 05, 2024
Q2 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-17- 0.18% |
$7.74K - $8.57K
|
9.38K
$4.62M
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-17- 0.64% |
$7.74K - $8.57K
|
2.64K
$1.3M
|
|
|
Aug 05, 2024
Q2 2024
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-17- 3.6% |
$7.74K - $8.57K
|
455
$224K
|
|
|
Aug 08, 2024
Q2 2024
|
Stolper CO
|
SELL
|
- |
-18- 3.46% |
$8.19K - $9.08K
|
502
$247K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-18- 4.62% |
$8.19K - $9.08K
|
372
$183K
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-18- 3.89% |
$8.19K - $9.08K
|
445
$219K
|
|
|
Jul 10, 2024
Q2 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-19- 0.76% |
$8.65K - $9.58K
|
2.49K
$1.22M
|
|
|
Jul 12, 2024
Q2 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-19- 0.31% |
$8.65K - $9.58K
|
6.17K
$3.04M
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-20- 16.53% |
$9.1K - $10.1K
|
101
$49.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
SELL
|
- |
-20- 0.82% |
$9.1K - $10.1K
|
2.41K
$1.19M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-20- 0.52% |
$9.1K - $10.1K
|
3.85K
$1.89M
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-20- 3.91% |
$9.1K - $10.1K
|
491
$242K
|
|
|
Aug 14, 2024
Q2 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-20- 4.12% |
$9.1K - $10.1K
|
465
$229K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-21- 2.91% |
$9.56K - $10.6K
|
700
$344K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-21- 0.31% |
$9.56K - $10.6K
|
6.65K
$3.27M
|
|
|
Jul 29, 2024
Q2 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-21- 8.2% |
$9.56K - $10.6K
|
235
$116K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-21- 0.48% |
$9.56K - $10.6K
|
4.31K
$2.12M
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-21- 1.98% |
$9.56K - $10.6K
|
1.04K
$511K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-21- 0.81% |
$9.56K - $10.6K
|
2.57K
$1.26M
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-22- 0.55% |
$10K - $11.1K
|
3.95K
$1.94M
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-23- 2.69% |
$10.5K - $11.6K
|
832
$409K
|
|
|
Jul 25, 2024
Q2 2024
|
Shaker Investments LLC
|
SELL
|
- |
-23- 1.36% |
$10.5K - $11.6K
|
1.67K
$820K
|
|
|
Jul 29, 2024
Q2 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-23- 1.39% |
$10.5K - $11.6K
|
1.64K
$805K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-23- 0.26% |
$10.5K - $11.6K
|
8.92K
$4.39M
|