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
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-190- 3.89% |
$86.5K - $95.8K
|
4.7K
$2.51M
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-190- 1.58% |
$86.5K - $95.8K
|
11.8K
$6.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-190- 0.64% |
$86.5K - $95.8K
|
29.7K
$15.9M
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-191- 5.7% |
$86.9K - $96.3K
|
3.16K
$1.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-192- 16.3% |
$87.4K - $96.8K
|
986
$526K
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-193- 3.08% |
$87.8K - $97.3K
|
6.08K
$3.24M
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-196- 2.34% |
$89.2K - $98.8K
|
8.17K
$4.36M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-196- 21.97% |
$89.2K - $98.8K
|
696
$372K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-196- 14.5% |
$89.2K - $98.8K
|
1.16K
$617K
|
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-197- 5.11% |
$89.7K - $99.3K
|
3.66K
$1.95M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-199- 6.25% |
$90.6K - $100K
|
2.99K
$1.59M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-199- 3.86% |
$90.6K - $100K
|
4.96K
$2.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-199- 4.28% |
$90.6K - $100K
|
4.45K
$2.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-200- 1.16% |
$91K - $101K
|
17.1K
$9.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-200- 7.39% |
$91K - $101K
|
2.51K
$1.34M
|
|
|
Aug 15, 2024
Q2 2024
|
Ascension Asset Management LLC
|
SELL
|
- |
-200- 28.57% |
$91K - $101K
|
500
$267K
|
|
|
Jul 15, 2024
Q2 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-201- 1.1% |
$91.5K - $101K
|
18.2K
$9.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-201- 4.8% |
$91.5K - $101K
|
3.99K
$2.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
SELL
|
- |
-203- 4.91% |
$92.4K - $102K
|
3.93K
$2.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-206- 10.0% |
$93.8K - $104K
|
1.85K
$989K
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-206- 21.11% |
$93.8K - $104K
|
770
$411K
|
|
|
Aug 08, 2024
Q2 2024
|
Alta Advisers LTD
|
SELL
|
- |
-207- 0.38% |
$94.2K - $104K
|
54.6K
$29.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-210- 1.01% |
$95.6K - $106K
|
20.5K
$10.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-211- 1.64% |
$96K - $106K
|
12.7K
$6.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-211- 3.17% |
$96K - $106K
|
6.44K
$3.44M
|
|
|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-212- 3.01% |
$96.5K - $107K
|
6.84K
$3.65M
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-213- 12.36% |
$96.9K - $107K
|
1.51K
$806K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-213- 7.36% |
$96.9K - $107K
|
2.68K
$1.43M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-214- 0.51% |
$97.4K - $108K
|
41.4K
$22.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-216- 3.76% |
$98.3K - $109K
|
5.53K
$2.95M
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
SELL
|
- |
-217- 3.61% |
$98.8K - $109K
|
5.79K
$3.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-218- 9.11% |
$99.2K - $110K
|
2.18K
$1.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-221- 10.73% |
$101K - $111K
|
1.84K
$981K
|
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-223- 13.63% |
$101K - $112K
|
1.41K
$754K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-227- 6.19% |
$103K - $114K
|
3.44K
$1.84M
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-227- 2.22% |
$103K - $114K
|
9.99K
$5.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-229- 27.29% |
$104K - $115K
|
610
$326K
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
SELL
|
- |
-230- 28.89% |
$105K - $116K
|
566
$302K
|
|
|
Jul 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-231- 23.62% |
$105K - $116K
|
747
$399K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-232- 5.16% |
$106K - $117K
|
4.26K
$2.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-232- 2.05% |
$106K - $117K
|
11.1K
$5.93M
|
|
|
Jul 26, 2024
Q2 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-234- 11.39% |
$106K - $118K
|
1.82K
$972K
|
|
|
Jul 18, 2024
Q2 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-235- 1.72% |
$107K - $119K
|
13.5K
$7.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-236- 2.75% |
$107K - $119K
|
8.34K
$4.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-237- 17.77% |
$108K - $120K
|
1.1K
$586K
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-243- 2.12% |
$111K - $123K
|
11.2K
$5.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-244- 34.17% |
$111K - $123K
|
470
$251K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-246- 11.35% |
$112K - $124K
|
1.92K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-246- 33.11% |
$112K - $124K
|
497
$265K
|
|
|
Jul 15, 2024
Q2 2024
|
Flower City Capital
|
SELL
|
- |
-248- 1.11% |
$113K - $125K
|
22.1K
$11.8M
|