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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
276+ 11.98% |
$131K - $146K
|
2.58K
$1.43M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
276+ 14.36% |
$131K - $146K
|
2.2K
$1.22M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
275+ 20.37% |
$131K - $145K
|
1.63K
$903K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
275+ 7.33% |
$131K - $145K
|
4.03K
$2.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
275+ 37.06% |
$131K - $145K
|
1.02K
$565K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
275+ 6.54% |
$131K - $145K
|
4.48K
$2.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
274+ 4.45% |
$130K - $145K
|
6.44K
$3.58M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
274New |
$130K - $145K
|
274
$152K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
273+ 6.67% |
$130K - $144K
|
4.36K
$2.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
272+ 9.14% |
$129K - $144K
|
3.25K
$1.81M
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
271+ 23.2% |
$129K - $143K
|
1.44K
$800K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
269+ 15.34% |
$128K - $142K
|
2.02K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
269New |
$128K - $142K
|
269
$149K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
268+ 0.76% |
$127K - $141K
|
35.6K
$19.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
266+ 23.54% |
$126K - $140K
|
1.4K
$776K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
262+ 0.49% |
$125K - $138K
|
53.3K
$29.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
262+ 15.12% |
$125K - $138K
|
2K
$1.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
261+ 36.92% |
$124K - $138K
|
968
$538K
|
|
|
Oct 15, 2024
Q3 2024
|
Adams Asset Advisors, LLC
|
BUY
|
- |
259+ 50.68% |
$123K - $137K
|
770
$428K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
257+ 11.82% |
$122K - $136K
|
2.43K
$1.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
254+ 12.22% |
$121K - $134K
|
2.33K
$1.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
254+ 6.43% |
$121K - $134K
|
4.2K
$2.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
251+ 0.78% |
$119K - $132K
|
32.3K
$17.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
250+ 38.58% |
$119K - $132K
|
898
$499K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
246+ 33.02% |
$117K - $130K
|
991
$551K
|
|
|
Nov 14, 2024
Q3 2024
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
245+ 0.31% |
$116K - $129K
|
80.3K
$44.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
244+ 32.75% |
$116K - $129K
|
989
$550K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
242+ 0.94% |
$115K - $128K
|
26K
$14.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
241+ 9.69% |
$115K - $127K
|
2.73K
$1.52M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
241+ 36.52% |
$115K - $127K
|
901
$501K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
240+ 69.57% |
$114K - $127K
|
585
$325K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
238+ 14.48% |
$113K - $126K
|
1.88K
$1.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
235+ 2.83% |
$112K - $124K
|
8.54K
$4.74M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
234+ 0.53% |
$111K - $123K
|
44.2K
$24.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
234+ 1.79% |
$111K - $123K
|
13.3K
$7.41M
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
BUY
|
- |
231+ 0.15% |
$110K - $122K
|
156K
$86.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
230+ 19.91% |
$109K - $121K
|
1.39K
$770K
|
|
|
Nov 06, 2024
Q3 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
230+ 0.36% |
$109K - $121K
|
64.9K
$36M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
229+ 4.32% |
$109K - $121K
|
5.53K
$3.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
224+ 18.78% |
$106K - $118K
|
1.42K
$787K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
223+ 3.77% |
$106K - $118K
|
6.14K
$3.41M
|
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
220+ 24.31% |
$105K - $116K
|
1.13K
$625K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
219+ 11.58% |
$104K - $116K
|
2.11K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
219+ 17.37% |
$104K - $116K
|
1.48K
$822K
|
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
218+ 4.04% |
$104K - $115K
|
5.62K
$3.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
217+ 1808.33% |
$103K - $115K
|
229
$127K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
215+ 13.06% |
$102K - $113K
|
1.86K
$1.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
214+ 6.55% |
$102K - $113K
|
3.48K
$1.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
213+ 10.59% |
$101K - $112K
|
2.22K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
213+ 4.3% |
$101K - $112K
|
5.16K
$2.87M
|