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 31, 2024
Q2 2024
|
Asset Planning Corporation
|
SELL
|
- |
-906- 6.93% |
$412K - $457K
|
12.2K
$5.98M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-917- 10.52% |
$417K - $462K
|
7.8K
$3.84M
|
|
|
Feb 26, 2025
Q2 2024
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-918- 7.32% |
$418K - $463K
|
11.6K
$5.71M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-926- 14.43% |
$421K - $467K
|
5.49K
$2.7M
|
|
|
Jul 19, 2024
Q2 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-931- 0.6% |
$424K - $469K
|
154K
$75.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-932- 1.03% |
$424K - $470K
|
89.6K
$44.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-936- 52.38% |
$426K - $472K
|
851
$419K
|
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-942- 2.81% |
$429K - $475K
|
32.6K
$16M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-944- 2.65% |
$430K - $476K
|
34.6K
$17M
|
|
|
Jul 31, 2024
Q2 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-946- 5.16% |
$431K - $477K
|
17.4K
$8.56M
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-956- 6.55% |
$435K - $482K
|
13.6K
$6.71M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-961- 0.24% |
$437K - $485K
|
407K
$200M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-969- 0.44% |
$441K - $489K
|
220K
$108M
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
SELL
|
- |
-973- 46.51% |
$443K - $491K
|
1.12K
$550K
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-976- 14.17% |
$444K - $492K
|
5.91K
$2.91M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-998- 93.62% |
$454K - $503K
|
68
$33.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-999- 2.7% |
$455K - $504K
|
36K
$17.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-999- 2.97% |
$455K - $504K
|
32.6K
$16.1M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.03K- 1.87% |
$467K - $517K
|
53.9K
$26.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Ade, LLC
|
SELL
|
- |
-1.03K- 2.36% |
$467K - $518K
|
42.6K
$20.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.03K- 19.8% |
$470K - $520K
|
4.18K
$2.06M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.03K- 1.44% |
$470K - $521K
|
70.8K
$34.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-1.03K- 13.37% |
$471K - $521K
|
6.7K
$3.29M
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.04K- 17.16% |
$471K - $522K
|
5K
$2.46M
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.04K- 8.34% |
$471K - $522K
|
11.4K
$5.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1.04K- 36.59% |
$471K - $522K
|
1.8K
$883K
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.04K- 9.07% |
$473K - $524K
|
10.4K
$5.12M
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.04K- 59.77% |
$473K - $524K
|
700
$344K
|
|
|
Aug 09, 2024
Q2 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-1.05K- 1.15% |
$476K - $527K
|
90.1K
$44.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-1.06K- 53.36% |
$481K - $533K
|
924
$455K
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-1.07K- 6.49% |
$485K - $538K
|
15.4K
$7.56M
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.07K- 8.11% |
$487K - $540K
|
12.1K
$5.97M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
SELL
|
- |
-1.08K- 47.61% |
$493K - $547K
|
1.19K
$587K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.09K- 0.05% |
$495K - $549K
|
2.11M
$1.04B
|
|
|
Jul 23, 2024
Q2 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.09K- 1.91% |
$496K - $550K
|
56.1K
$27.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-1.09K- 1.17% |
$497K - $551K
|
92.1K
$45.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.1K- 5.99% |
$500K - $554K
|
17.2K
$8.47M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.1K- 3.99% |
$500K - $554K
|
26.4K
$13M
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.1K- 2.21% |
$502K - $556K
|
48.8K
$24M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.1K- 3.79% |
$502K - $556K
|
28K
$13.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-1.12K- 2.34% |
$509K - $564K
|
46.8K
$23M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.12K- 0.55% |
$509K - $564K
|
203K
$99.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.13K- 8.06% |
$512K - $568K
|
12.8K
$6.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.13K- 4.39% |
$516K - $571K
|
24.7K
$12.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.14K- 3.24% |
$517K - $573K
|
34K
$16.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-1.14K- 0.38% |
$519K - $575K
|
302K
$149M
|
|
|
Aug 12, 2024
Q2 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-1.15K- 1.53% |
$523K - $579K
|
74K
$36.4M
|
|
|
Mar 13, 2025
Q2 2024
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
SELL
|
- |
-1.15K- 3.13% |
$525K - $582K
|
35.7K
$17.6M
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.16K- 4.78% |
$526K - $583K
|
23K
$11.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-1.17K- 15.2% |
$531K - $588K
|
6.5K
$3.2M
|