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 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.44K- 1.06% |
$654K - $725K
|
134K
$71.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.44K- 46.67% |
$654K - $725K
|
1.64K
$877K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-1.44K- 6.67% |
$655K - $726K
|
20.1K
$10.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.45K- 8.96% |
$661K - $732K
|
14.8K
$7.87M
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-1.5K- 18.39% |
$681K - $754K
|
6.64K
$3.54M
|
|
|
Jul 12, 2024
Q2 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-1.54K- 1.96% |
$699K - $775K
|
77K
$41.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-1.54K- 3.46% |
$700K - $776K
|
43K
$22.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.54K- 45.79% |
$701K - $777K
|
1.82K
$973K
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.55K- 35.15% |
$705K - $782K
|
2.86K
$1.53M
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.56K- 4.72% |
$710K - $786K
|
31.5K
$16.8M
|
|
|
Jul 12, 2024
Q2 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
SELL
|
- |
-1.56K- 44.59% |
$710K - $787K
|
1.94K
$1.04M
|
|
|
Aug 12, 2024
Q2 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-1.56K- 44.59% |
$710K - $787K
|
1.94K
$1.04M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.63K- 3.15% |
$744K - $824K
|
50.2K
$26.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-1.67K- 5.28% |
$760K - $842K
|
29.9K
$16M
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.7K- 19.74% |
$772K - $855K
|
6.89K
$3.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-1.7K- 12.51% |
$774K - $857K
|
11.9K
$6.35M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-1.7K- 11.1% |
$774K - $858K
|
13.6K
$7.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Fusion Family Wealth LLC
|
SELL
|
- |
-1.72K- 0.51% |
$782K - $866K
|
338K
$181M
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.81K- 38.35% |
$823K - $912K
|
2.91K
$1.55M
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.81K- 12.58% |
$826K - $915K
|
12.6K
$6.73M
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.85K- 62.35% |
$840K - $930K
|
1.11K
$595K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.85K- 10.47% |
$842K - $933K
|
15.8K
$8.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.85K- 8.12% |
$842K - $933K
|
20.9K
$11.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-1.86K- 1.81% |
$847K - $938K
|
101K
$53.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.86K- 9.69% |
$847K - $939K
|
17.3K
$9.26M
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-1.86K- 80.03% |
$848K - $940K
|
465
$248K
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.87K- 1.74% |
$852K - $944K
|
106K
$56.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.88K- 2.63% |
$856K - $949K
|
69.6K
$37.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.89K- 23.05% |
$861K - $954K
|
6.31K
$3.37M
|
|
|
Aug 01, 2024
Q2 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.9K- 2.86% |
$864K - $958K
|
64.6K
$34.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.9K- 2.67% |
$865K - $958K
|
69.2K
$36.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.9K- 2.39% |
$866K - $959K
|
77.6K
$41.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.92K- 2.87% |
$876K - $970K
|
65.2K
$34.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.95K- 9.44% |
$889K - $985K
|
18.7K
$10M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.96K- 5.66% |
$890K - $986K
|
32.6K
$17.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
SELL
|
- |
-1.97K- 1.17% |
$898K - $995K
|
166K
$88.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-1.99K- 1.14% |
$903K - $1M
|
171K
$91.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-2K- 2.87% |
$909K - $1.01M
|
67.5K
$36M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.01K- 4.56% |
$912K - $1.01M
|
42K
$22.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-2.03K- 8.01% |
$922K - $1.02M
|
23.3K
$12.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.03K- 1.54% |
$924K - $1.02M
|
130K
$69.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.06K- 3.61% |
$937K - $1.04M
|
54.9K
$29.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-2.06K- 27.06% |
$937K - $1.04M
|
5.55K
$2.96M
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2.15K- 4.15% |
$978K - $1.08M
|
49.7K
$26.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-2.15K- 2.2% |
$979K - $1.09M
|
95.7K
$51.1M
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-2.28K- 1.46% |
$1.04M - $1.15M
|
153K
$81.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2.32K- 12.22% |
$1.05M - $1.17M
|
16.6K
$8.88M
|
|
|
Jul 25, 2024
Q2 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-2.36K- 6.03% |
$1.07M - $1.19M
|
36.8K
$19.6M
|
|
|
Aug 13, 2024
Q2 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-2.37K- 15.33% |
$1.08M - $1.19M
|
13.1K
$6.97M
|
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-2.41K- 3.18% |
$1.1M - $1.22M
|
73.5K
$39.3M
|