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 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-248- 1.86% |
$113K - $125K
|
13.1K
$6.99M
|
|
|
Jul 18, 2024
Q2 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-250- 0.28% |
$114K - $126K
|
90.2K
$48.2M
|
|
|
Aug 22, 2024
Q2 2024
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-250- 7.03% |
$114K - $126K
|
3.31K
$1.76M
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-252- 1.58% |
$115K - $127K
|
15.7K
$8.37M
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-253- 10.95% |
$115K - $128K
|
2.06K
$1.1M
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-253- 1.86% |
$115K - $128K
|
13.3K
$7.11M
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-254- 5.69% |
$116K - $128K
|
4.21K
$2.25M
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-254- 0.18% |
$116K - $128K
|
141K
$75M
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-254- 7.32% |
$116K - $128K
|
3.22K
$1.72M
|
|
|
Aug 08, 2024
Q2 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-254- 2.97% |
$116K - $128K
|
8.3K
$4.43M
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-256- 2.38% |
$117K - $129K
|
10.5K
$5.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-257- 2.02% |
$117K - $130K
|
12.5K
$6.67M
|
|
|
Jul 12, 2024
Q2 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-258- 0.19% |
$117K - $130K
|
132K
$70.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-259- 2.3% |
$118K - $131K
|
11K
$5.88M
|
|
|
Jul 30, 2024
Q2 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-260- 40.69% |
$118K - $131K
|
379
$202K
|
|
|
Aug 06, 2024
Q2 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-260- 4.1% |
$118K - $131K
|
6.09K
$3.25M
|
|
|
Jul 10, 2024
Q2 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-263- 22.52% |
$120K - $133K
|
905
$483K
|
|
|
Jul 22, 2024
Q2 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-264- 8.7% |
$120K - $133K
|
2.77K
$1.48M
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-264- 22.78% |
$120K - $133K
|
895
$478K
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-265- 3.96% |
$121K - $134K
|
6.42K
$3.43M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-266- 4.36% |
$121K - $134K
|
5.84K
$3.12M
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-268- 6.36% |
$122K - $135K
|
3.95K
$2.11M
|
|
|
Jul 12, 2024
Q2 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-269- 0.97% |
$122K - $136K
|
27.5K
$14.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
SELL
|
- |
-271- 9.89% |
$123K - $137K
|
2.47K
$1.32M
|
|
|
Jul 24, 2024
Q2 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-277- 0.22% |
$126K - $140K
|
124K
$66.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-282- 1.28% |
$128K - $142K
|
21.7K
$11.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-283- 11.98% |
$129K - $143K
|
2.08K
$1.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-283- 0.11% |
$129K - $143K
|
247K
$132M
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-284- 3.04% |
$129K - $143K
|
9.07K
$4.84M
|
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-286- 12.2% |
$130K - $144K
|
2.06K
$1.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-289- 7.99% |
$132K - $146K
|
3.33K
$1.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-289- 28.73% |
$132K - $146K
|
717
$383K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-290- 1.17% |
$132K - $146K
|
24.5K
$13.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-295- 18.01% |
$134K - $149K
|
1.34K
$717K
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-296- 1.53% |
$135K - $149K
|
19.1K
$10.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-296- 0.31% |
$135K - $149K
|
95.1K
$50.8M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-299- 1.81% |
$136K - $151K
|
16.2K
$8.66M
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-303- 1.14% |
$138K - $153K
|
26.2K
$14M
|
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-303- 5.31% |
$138K - $153K
|
5.4K
$2.88M
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-304- 43.06% |
$138K - $153K
|
402
$215K
|
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-305- 0.16% |
$139K - $154K
|
187K
$100M
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-306- 5.04% |
$139K - $154K
|
5.76K
$3.08M
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-307- 3.02% |
$140K - $155K
|
9.85K
$5.26M
|
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-310- 4.22% |
$141K - $156K
|
7.04K
$3.76M
|
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-313- 8.68% |
$142K - $158K
|
3.3K
$1.76M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-315- 1.1% |
$143K - $159K
|
28.2K
$15.1M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-318- 1.11% |
$145K - $160K
|
28.4K
$15.2M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-318- 9.42% |
$145K - $160K
|
3.06K
$1.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-318- 0.72% |
$145K - $160K
|
44K
$23.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-319- 0.43% |
$145K - $161K
|
73.2K
$39.1M
|