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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q2 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-2.41K- 3.18% |
$1.1M - $1.22M
|
73.5K
$39.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.43K- 32.14% |
$1.11M - $1.23M
|
5.14K
$2.74M
|
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-2.45K- 4.63% |
$1.11M - $1.23M
|
50.4K
$26.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-2.46K- 13.86% |
$1.12M - $1.24M
|
15.3K
$8.16M
|
|
|
Aug 05, 2024
Q2 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-2.5K- 11.93% |
$1.14M - $1.26M
|
18.5K
$9.85M
|
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-2.52K- 0.87% |
$1.15M - $1.27M
|
287K
$153M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.53K- 14.21% |
$1.15M - $1.27M
|
15.3K
$8.15M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.66K- 3.0% |
$1.21M - $1.34M
|
85.8K
$45.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.73K- 2.46% |
$1.24M - $1.38M
|
108K
$57.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-2.73K- 31.19% |
$1.24M - $1.38M
|
6.03K
$3.22M
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-2.74K- 2.16% |
$1.25M - $1.38M
|
124K
$66.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.97K- 74.07% |
$1.35M - $1.5M
|
1.04K
$554K
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-2.97K- 9.37% |
$1.35M - $1.5M
|
28.8K
$15.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-3K- 5.05% |
$1.37M - $1.51M
|
56.4K
$30.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-3.07K- 0.54% |
$1.4M - $1.55M
|
569K
$304M
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3.08K- 8.12% |
$1.4M - $1.55M
|
34.8K
$18.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-3.11K- 2.43% |
$1.42M - $1.57M
|
125K
$66.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.14K- 17.85% |
$1.43M - $1.58M
|
14.5K
$7.72M
|
|
|
Aug 01, 2024
Q2 2024
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-3.14K- 10.97% |
$1.43M - $1.58M
|
25.5K
$13.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-3.16K- 17.8% |
$1.44M - $1.59M
|
14.6K
$7.8M
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
SELL
|
- |
-3.17K- 36.17% |
$1.44M - $1.6M
|
5.6K
$2.99M
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-3.24K- 1.28% |
$1.47M - $1.63M
|
250K
$134M
|
|
|
Jul 15, 2024
Q2 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-3.3K- 2.09% |
$1.5M - $1.67M
|
155K
$82.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-3.31K- 1.97% |
$1.51M - $1.67M
|
165K
$87.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-3.36K- 7.84% |
$1.53M - $1.69M
|
39.5K
$21.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-3.45K- 85.98% |
$1.57M - $1.74M
|
562
$300K
|
|
|
Nov 13, 2024
Q2 2024
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-3.6K- 12.27% |
$1.64M - $1.81M
|
25.7K
$13.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-3.63K- 4.17% |
$1.65M - $1.83M
|
83.3K
$44.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-3.71K- 4.62% |
$1.69M - $1.87M
|
76.6K
$40.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.77K- 5.12% |
$1.72M - $1.9M
|
69.9K
$37.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Ironclad Investments LLC
Maitland, FL |
SELL
|
- |
-3.8K- 2.4% |
$1.73M - $1.92M
|
155K
$82.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-3.88K- 9.14% |
$1.77M - $1.96M
|
38.6K
$20.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-3.89K- 3.97% |
$1.77M - $1.96M
|
94.1K
$50.2M
|
|
|
Aug 13, 2024
Q2 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-3.89K- 40.97% |
$1.77M - $1.96M
|
5.61K
$3M
|
|
|
Jul 11, 2024
Q2 2024
|
Reliant Wealth Planning
|
SELL
|
- |
-3.94K- 20.46% |
$1.79M - $1.99M
|
15.3K
$8.17M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.99K- 2.6% |
$1.81M - $2.01M
|
150K
$79.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
SELL
|
- |
-4.01K- 2.59% |
$1.82M - $2.02M
|
151K
$80.6M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-4.15K- 19.64% |
$1.89M - $2.09M
|
17K
$9.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-4.21K- 20.29% |
$1.92M - $2.12M
|
16.5K
$8.83M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-4.24K- 3.93% |
$1.93M - $2.14M
|
104K
$55.3M
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
SELL
|
- |
-4.38K- 45.14% |
$1.99M - $2.21M
|
5.33K
$2.84M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.41K- 6.6% |
$2.01M - $2.22M
|
62.4K
$33.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-4.55K- 6.06% |
$2.07M - $2.3M
|
70.6K
$37.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.57K- 14.36% |
$2.08M - $2.3M
|
27.2K
$14.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
SELL
|
- |
-4.6K- 5.28% |
$2.09M - $2.32M
|
82.5K
$44M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-4.68K- 80.96% |
$2.13M - $2.36M
|
1.1K
$587K
|
|
|
Jul 30, 2024
Q2 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-4.7K- 29.44% |
$2.14M - $2.37M
|
11.3K
$6.02M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-4.77K- 33.25% |
$2.17M - $2.4M
|
9.57K
$5.11M
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-4.89K- 61.64% |
$2.22M - $2.47M
|
3.04K
$1.62M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.95K- 59.69% |
$2.25M - $2.49M
|
3.34K
$1.78M
|