Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
353+ 26.17% |
$168K - $186K
|
1.7K
$946K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
353+ 1.88% |
$168K - $186K
|
19.1K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
351+ 13.13% |
$167K - $185K
|
3.02K
$1.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
350+ 17.14% |
$166K - $185K
|
2.39K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
347+ 3.27% |
$165K - $183K
|
11K
$6.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
346+ 59.97% |
$164K - $183K
|
923
$513K
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
BUY
|
- |
346+ 10.67% |
$164K - $183K
|
3.59K
$1.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
346New |
$164K - $183K
|
346
$192K
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
346+ 46.44% |
$164K - $183K
|
1.09K
$606K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
343+ 2.17% |
$163K - $181K
|
16.1K
$8.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
341+ 11.23% |
$162K - $180K
|
3.38K
$1.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
337+ 1.41% |
$160K - $178K
|
24.2K
$13.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
336+ 1.82% |
$160K - $177K
|
18.8K
$10.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
336+ 5.18% |
$160K - $177K
|
6.82K
$3.79M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
335+ 3.41% |
$159K - $177K
|
10.2K
$5.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
334+ 8.02% |
$159K - $176K
|
4.5K
$2.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
333+ 7.52% |
$158K - $176K
|
4.76K
$2.65M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
332+ 43.12% |
$158K - $175K
|
1.1K
$612K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
329+ 3.44% |
$156K - $174K
|
9.9K
$5.5M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
BUY
|
- |
326+ 0.7% |
$155K - $172K
|
46.8K
$26M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
322+ 11.16% |
$153K - $170K
|
3.21K
$1.78M
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
321+ 5.47% |
$153K - $169K
|
6.19K
$3.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
318+ 9.46% |
$151K - $168K
|
3.68K
$2.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
318+ 6.5% |
$151K - $168K
|
5.21K
$2.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
318New |
$151K - $168K
|
318
$177K
|
|
|
Oct 10, 2024
Q3 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
312+ 16.21% |
$148K - $165K
|
2.24K
$1.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
312+ 10.32% |
$148K - $165K
|
3.34K
$1.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
311+ 52.62% |
$148K - $164K
|
902
$501K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
310+ 26.07% |
$147K - $164K
|
1.5K
$833K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
309+ 4.69% |
$147K - $163K
|
6.9K
$3.83M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
307+ 3.0% |
$146K - $162K
|
10.5K
$5.85M
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
306+ 15.34% |
$145K - $161K
|
2.3K
$1.28M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
306+ 8.75% |
$145K - $161K
|
3.81K
$2.11M
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
299+ 2.28% |
$142K - $158K
|
13.4K
$7.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
298+ 5.82% |
$142K - $157K
|
5.42K
$3.01M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
297+ 12.08% |
$141K - $157K
|
2.76K
$1.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
296+ 0.67% |
$141K - $156K
|
44.5K
$24.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
296+ 3.79% |
$141K - $156K
|
8.1K
$4.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
296+ 14.69% |
$141K - $156K
|
2.31K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
295+ 35.5% |
$140K - $156K
|
1.13K
$626K
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
293+ 29.15% |
$139K - $155K
|
1.3K
$721K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
292+ 0.45% |
$139K - $154K
|
64.8K
$36M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
291+ 0.75% |
$138K - $154K
|
39.1K
$21.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
290+ 2.61% |
$138K - $153K
|
11.4K
$6.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
288+ 7.48% |
$137K - $152K
|
4.14K
$2.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
285+ 5.55% |
$135K - $150K
|
5.42K
$3.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
285+ 0.81% |
$135K - $150K
|
35.7K
$19.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Professional Advisory Services Inc
|
BUY
|
- |
283+ 8.48% |
$134K - $149K
|
3.62K
$2.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
281+ 2.94% |
$134K - $148K
|
9.83K
$5.46M
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
278+ 15.04% |
$132K - $147K
|
2.13K
$1.18M
|