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 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-136- 10.25% |
$61.9K - $68.6K
|
1.19K
$636K
|
|
|
Aug 07, 2024
Q2 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-136- 3.24% |
$61.9K - $68.6K
|
4.06K
$2.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-140- 12.51% |
$63.7K - $70.6K
|
979
$523K
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-141- 2.72% |
$64.2K - $71.1K
|
5.04K
$2.69M
|
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-141- 6.98% |
$64.2K - $71.1K
|
1.88K
$1M
|
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-142- 5.08% |
$64.6K - $71.6K
|
2.65K
$1.42M
|
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-142- 1.15% |
$64.6K - $71.6K
|
12.2K
$6.52M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-144- 10.66% |
$65.5K - $72.6K
|
1.21K
$644K
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-147- 7.66% |
$66.9K - $74.1K
|
1.77K
$946K
|
|
|
Jul 18, 2024
Q2 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-148- 11.61% |
$67.4K - $74.6K
|
1.13K
$602K
|
|
|
Jul 15, 2024
Q2 2024
|
Ashford Advisors, LLC
|
SELL
|
- |
-150- 9.66% |
$68.3K - $75.6K
|
1.4K
$749K
|
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-151- 0.58% |
$68.7K - $76.1K
|
25.8K
$13.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-151- 0.64% |
$68.7K - $76.1K
|
23.4K
$12.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-152- 4.18% |
$69.2K - $76.7K
|
3.48K
$1.86M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-152- 4.92% |
$69.2K - $76.7K
|
2.94K
$1.57M
|
|
|
Jul 16, 2024
Q2 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-153- 10.25% |
$69.6K - $77.2K
|
1.34K
$715K
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-153- 16.29% |
$69.6K - $77.2K
|
786
$420K
|
|
|
Jul 12, 2024
Q2 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-154- 1.46% |
$70.1K - $77.7K
|
10.4K
$5.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-154- 8.32% |
$70.1K - $77.7K
|
1.7K
$906K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-157- 32.91% |
$71.5K - $79.2K
|
320
$171K
|
|
|
Jul 31, 2024
Q2 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-158- 24.46% |
$71.9K - $79.7K
|
488
$261K
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-158- 4.2% |
$71.9K - $79.7K
|
3.6K
$1.92M
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-160- 1.72% |
$72.8K - $80.7K
|
9.15K
$4.89M
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-162- 0.06% |
$73.7K - $81.7K
|
260K
$139M
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-164- 0.87% |
$74.6K - $82.7K
|
18.6K
$9.93M
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-164- 6.66% |
$74.6K - $82.7K
|
2.3K
$1.23M
|
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-165- 10.38% |
$75.1K - $83.2K
|
1.42K
$760K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-166- 12.08% |
$75.5K - $83.7K
|
1.21K
$645K
|
|
|
Jul 03, 2024
Q2 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-168- 18.34% |
$76.5K - $84.7K
|
748
$399K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-168- 1.51% |
$76.5K - $84.7K
|
10.9K
$5.84M
|
|
|
Jul 17, 2024
Q2 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-170- 3.47% |
$77.4K - $85.7K
|
4.73K
$2.53M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-171- 11.91% |
$77.8K - $86.2K
|
1.27K
$675K
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-171- 20.0% |
$77.8K - $86.2K
|
684
$365K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-171- 14.21% |
$77.8K - $86.2K
|
1.03K
$551K
|
|
|
Jul 18, 2024
Q2 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-176- 3.01% |
$80.1K - $88.8K
|
5.66K
$3.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-178- 5.95% |
$81K - $89.8K
|
2.81K
$1.5M
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
SELL
|
- |
-178- 7.53% |
$81K - $89.8K
|
2.19K
$1.17M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-179- 1.11% |
$81.5K - $90.3K
|
15.9K
$8.48M
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-180- 9.69% |
$81.9K - $90.8K
|
1.68K
$896K
|
|
|
Jul 24, 2024
Q2 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-182- 3.75% |
$82.8K - $91.8K
|
4.67K
$2.49M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-183- 3.04% |
$83.3K - $92.3K
|
5.83K
$3.11M
|
|
|
Aug 08, 2024
Q2 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-183- 3.12% |
$83.3K - $92.3K
|
5.68K
$3.03M
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-183- 1.07% |
$83.3K - $92.3K
|
16.9K
$9.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-184- 9.77% |
$83.7K - $92.8K
|
1.7K
$908K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-184- 9.36% |
$83.7K - $92.8K
|
1.78K
$951K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-186- 2.05% |
$84.6K - $93.8K
|
8.88K
$4.74M
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-186- 2.13% |
$84.6K - $93.8K
|
8.56K
$4.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-186- 2.48% |
$84.6K - $93.8K
|
7.33K
$3.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-186- 8.95% |
$84.6K - $93.8K
|
1.89K
$1.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-189- 2.63% |
$86K - $95.3K
|
7K
$3.74M
|