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 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-48- 1.84% |
$21.8K - $24.2K
|
2.56K
$1.37M
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-49- 1.33% |
$22.3K - $24.7K
|
3.63K
$1.94M
|
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-50- 0.78% |
$22.8K - $25.2K
|
6.37K
$3.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-50- 0.44% |
$22.8K - $25.2K
|
11.3K
$6.05M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-50- 2.79% |
$22.8K - $25.2K
|
1.74K
$929K
|
|
|
Jul 24, 2024
Q2 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-50- 4.32% |
$22.8K - $25.2K
|
1.11K
$591K
|
|
|
Jul 25, 2024
Q2 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-50- 0.61% |
$22.8K - $25.2K
|
8.09K
$4.32M
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-50- 6.81% |
$22.8K - $25.2K
|
684
$365K
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-50- 9.56% |
$22.8K - $25.2K
|
473
$253K
|
|
|
Aug 16, 2024
Q2 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-50- 7.51% |
$22.8K - $25.2K
|
616
$329K
|
|
|
Aug 13, 2024
Q2 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-51- 4.38% |
$23.2K - $25.7K
|
1.11K
$595K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-51- 0.99% |
$23.2K - $25.7K
|
5.1K
$2.72M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-52- 0.28% |
$23.7K - $26.2K
|
18.5K
$9.86M
|
|
|
Aug 01, 2024
Q2 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-53- 0.64% |
$24.1K - $26.7K
|
8.18K
$4.37M
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-53- 2.98% |
$24.1K - $26.7K
|
1.73K
$921K
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-53- 3.08% |
$24.1K - $26.7K
|
1.67K
$892K
|
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-54- 11.34% |
$24.6K - $27.2K
|
422
$225K
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-54- 11.54% |
$24.6K - $27.2K
|
414
$221K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-55- 4.97% |
$25K - $27.7K
|
1.05K
$562K
|
|
|
Aug 08, 2024
Q2 2024
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-56- 10.37% |
$25.5K - $28.2K
|
484
$258K
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-57- 3.38% |
$25.9K - $28.7K
|
1.63K
$869K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-57- 2.49% |
$25.9K - $28.7K
|
2.23K
$1.19M
|
|
|
Aug 01, 2024
Q2 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-57- 0.83% |
$25.9K - $28.7K
|
6.79K
$3.63M
|
|
|
Aug 05, 2024
Q2 2024
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-57- 11.66% |
$25.9K - $28.7K
|
432
$231K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-57- 3.82% |
$25.9K - $28.7K
|
1.44K
$767K
|
|
|
Aug 14, 2024
Q2 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-57- 0.87% |
$25.9K - $28.7K
|
6.5K
$3.47M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-58- 2.55% |
$26.4K - $29.2K
|
2.22K
$1.18M
|
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-58- 1.02% |
$26.4K - $29.2K
|
5.61K
$2.99M
|
|
|
Jul 10, 2024
Q2 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-59- 1.74% |
$26.9K - $29.8K
|
3.34K
$1.78M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-59- 0.56% |
$26.9K - $29.8K
|
10.5K
$5.59M
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-61- 0.56% |
$27.8K - $30.8K
|
10.9K
$5.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-61- 1.06% |
$27.8K - $30.8K
|
5.69K
$3.04M
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
SELL
|
- |
-61- 10.85% |
$27.8K - $30.8K
|
501
$267K
|
|
|
Aug 09, 2024
Q2 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-61- 1.29% |
$27.8K - $30.8K
|
4.65K
$2.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
SELL
|
- |
-62- 7.92% |
$28.2K - $31.3K
|
721
$385K
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-63- 0.97% |
$28.7K - $31.8K
|
6.44K
$3.44M
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-63- 3.69% |
$28.7K - $31.8K
|
1.64K
$878K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-63- 3.65% |
$28.7K - $31.8K
|
1.67K
$889K
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-64- 5.52% |
$29.1K - $32.3K
|
1.1K
$585K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-64- 6.65% |
$29.1K - $32.3K
|
899
$480K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-64- 16.89% |
$29.1K - $32.3K
|
315
$168K
|
|
|
Jul 29, 2024
Q2 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-65- 13.49% |
$29.6K - $32.8K
|
417
$223K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-67- 0.44% |
$30.5K - $33.8K
|
15.2K
$8.13M
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-68- 1.64% |
$30.9K - $34.3K
|
4.08K
$2.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-68- 8.9% |
$30.9K - $34.3K
|
696
$372K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-69- 14.0% |
$31.4K - $34.8K
|
424
$226K
|
|
|
Jul 26, 2024
Q2 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-69- 3.6% |
$31.4K - $34.8K
|
1.85K
$987K
|
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-69- 5.79% |
$31.4K - $34.8K
|
1.12K
$599K
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-69- 1.35% |
$31.4K - $34.8K
|
5.03K
$2.68M
|
|
|
Jul 18, 2024
Q2 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-70- 4.14% |
$31.9K - $35.3K
|
1.62K
$866K
|