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 12, 2024
Q2 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-23- 0.81% |
$10.5K - $11.6K
|
2.82K
$1.38M
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-23- 2.17% |
$10.5K - $11.6K
|
1.04K
$511K
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-23- 0.22% |
$10.5K - $11.6K
|
10.5K
$5.15M
|
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-23- 1.89% |
$10.5K - $11.6K
|
1.19K
$586K
|
|
Aug 12, 2024
Q2 2024
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-24- 3.95% |
$10.9K - $12.1K
|
583
$287K
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-24- 0.05% |
$10.9K - $12.1K
|
51.1K
$25.1M
|
|
Aug 14, 2024
Q2 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-24- 2.44% |
$10.9K - $12.1K
|
959
$472K
|
|
Jul 11, 2024
Q2 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-25- 2.01% |
$11.4K - $12.6K
|
1.22K
$599K
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-25- 2.3% |
$11.4K - $12.6K
|
1.06K
$523K
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-25- 0.62% |
$11.4K - $12.6K
|
4.02K
$1.98M
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-25- 4.58% |
$11.4K - $12.6K
|
521
$256K
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-25Closed |
$11.4K - $12.6K
|
0
$0
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-25- 0.95% |
$11.4K - $12.6K
|
2.62K
$1.29M
|
|
Jul 16, 2024
Q2 2024
|
Riverview Trust CO
|
SELL
|
- |
-26- 0.83% |
$11.8K - $13.1K
|
3.11K
$1.53M
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-26- 4.3% |
$11.8K - $13.1K
|
579
$285K
|
|
Jul 19, 2024
Q2 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-27- 1.49% |
$12.3K - $13.6K
|
1.78K
$877K
|
|
Jul 22, 2024
Q2 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-27- 2.49% |
$12.3K - $13.6K
|
1.06K
$521K
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-27- 3.0% |
$12.3K - $13.6K
|
874
$430K
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-27- 0.78% |
$12.3K - $13.6K
|
3.43K
$1.69M
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-27- 1.01% |
$12.3K - $13.6K
|
2.66K
$1.31M
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-27- 0.64% |
$12.3K - $13.6K
|
4.19K
$2.06M
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-28- 0.09% |
$12.7K - $14.1K
|
30.4K
$15M
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-29- 3.23% |
$13.2K - $14.6K
|
868
$427K
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-29- 0.55% |
$13.2K - $14.6K
|
5.24K
$2.58M
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-29- 2.16% |
$13.2K - $14.6K
|
1.32K
$647K
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-29- 1.49% |
$13.2K - $14.6K
|
1.92K
$945K
|
|
Jul 22, 2024
Q2 2024
|
Bay Rivers Group
|
SELL
|
- |
-30- 2.7% |
$13.7K - $15.1K
|
1.08K
$531K
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-30- 1.47% |
$13.7K - $15.1K
|
2.01K
$988K
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-31- 3.5% |
$14.1K - $15.6K
|
854
$420K
|
|
Aug 01, 2024
Q2 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-31- 0.72% |
$14.1K - $15.6K
|
4.3K
$2.11M
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-32- 35.96% |
$14.6K - $16.1K
|
57
$28K
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
SELL
|
- |
-32- 2.16% |
$14.6K - $16.1K
|
1.45K
$714K
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
SELL
|
- |
-32- 3.61% |
$14.6K - $16.1K
|
855
$421K
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-32- 39.51% |
$14.6K - $16.1K
|
49
$24.1K
|
|
Jul 15, 2024
Q2 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-33- 2.77% |
$15K - $16.6K
|
1.16K
$570K
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-34- 1.17% |
$15.5K - $17.1K
|
2.86K
$1.41M
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-34- 0.55% |
$15.5K - $17.1K
|
6.15K
$3.03M
|
|
Aug 08, 2024
Q2 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-34- 2.62% |
$15.5K - $17.1K
|
1.27K
$623K
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-34- 0.26% |
$15.5K - $17.1K
|
13.2K
$6.47M
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-35- 0.34% |
$15.9K - $17.6K
|
10.1K
$4.98M
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-35- 3.31% |
$15.9K - $17.6K
|
1.02K
$503K
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-35- 1.8% |
$15.9K - $17.6K
|
1.91K
$938K
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-36- 0.12% |
$16.4K - $18.2K
|
30.5K
$15M
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-37- 1.3% |
$16.8K - $18.7K
|
2.82K
$1.38M
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-37- 7.33% |
$16.8K - $18.7K
|
468
$230K
|
|
Aug 07, 2024
Q2 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-37- 2.52% |
$16.8K - $18.7K
|
1.43K
$703K
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
SELL
|
- |
-37- 1.77% |
$16.8K - $18.7K
|
2.05K
$1.01M
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
SELL
|
- |
-38- 3.79% |
$17.3K - $19.2K
|
964
$474K
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-39- 4.98% |
$17.7K - $19.7K
|
744
$366K
|
|
Jul 18, 2024
Q2 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-39- 0.5% |
$17.7K - $19.7K
|
7.77K
$3.82M
|