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 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
212+ 45.11% |
$101K - $112K
|
682
$379K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
211+ 0.44% |
$100K - $111K
|
48.4K
$26.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
209+ 13.04% |
$99.3K - $110K
|
1.81K
$1.01M
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
209+ 0.99% |
$99.3K - $110K
|
21.3K
$11.8M
|
|
|
Nov 08, 2024
Q3 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
208+ 2.51% |
$98.8K - $110K
|
8.51K
$4.73M
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
206+ 3.79% |
$97.9K - $109K
|
5.64K
$3.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
206+ 10.15% |
$97.9K - $109K
|
2.24K
$1.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
205+ 13.15% |
$97.4K - $108K
|
1.76K
$980K
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
205+ 2.21% |
$97.4K - $108K
|
9.47K
$5.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
204+ 1.48% |
$96.9K - $108K
|
13.9K
$7.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
204+ 3.35% |
$96.9K - $108K
|
6.3K
$3.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
204+ 1.18% |
$96.9K - $108K
|
17.6K
$9.75M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
203+ 2.28% |
$96.5K - $107K
|
9.13K
$5.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
203+ 2.37% |
$96.5K - $107K
|
8.79K
$4.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
203+ 2.29% |
$96.5K - $107K
|
9.06K
$5.03M
|
|
|
Oct 10, 2024
Q3 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
201+ 6.72% |
$95.5K - $106K
|
3.19K
$1.77M
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
200+ 0.83% |
$95K - $106K
|
24.2K
$13.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
200+ 28.57% |
$95K - $106K
|
900
$500K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
199+ 6.05% |
$94.6K - $105K
|
3.49K
$1.94M
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
BUY
|
- |
197+ 0.46% |
$93.6K - $104K
|
42.8K
$23.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
197+ 2.9% |
$93.6K - $104K
|
7K
$3.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
196+ 9.62% |
$93.1K - $103K
|
2.23K
$1.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
194+ 15.59% |
$92.2K - $102K
|
1.44K
$799K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
BUY
|
- |
191+ 1.94% |
$90.8K - $101K
|
10K
$5.58M
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
191+ 1.45% |
$90.8K - $101K
|
13.3K
$7.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
190+ 2.3% |
$90.3K - $100K
|
8.44K
$4.69M
|
|
|
Jan 16, 2025
Q3 2024
|
Cim, LLC
|
BUY
|
- |
189+ 37.57% |
$89.8K - $99.7K
|
692
$384K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
187+ 11.2% |
$88.9K - $98.7K
|
1.86K
$1.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
186+ 6.4% |
$88.4K - $98.2K
|
3.09K
$1.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
186+ 0.78% |
$88.4K - $98.2K
|
24K
$13.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
186+ 1.13% |
$88.4K - $98.2K
|
16.7K
$9.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
186+ 9.48% |
$88.4K - $98.2K
|
2.15K
$1.19M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
185+ 17.96% |
$87.9K - $97.6K
|
1.22K
$675K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
184+ 2.15% |
$87.4K - $97.1K
|
8.74K
$4.86M
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
184+ 5.98% |
$87.4K - $97.1K
|
3.26K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
184+ 1.17% |
$87.4K - $97.1K
|
15.9K
$8.86M
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
183+ 16.31% |
$87K - $96.6K
|
1.31K
$725K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
183+ 45.41% |
$87K - $96.6K
|
586
$326K
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
182+ 16.34% |
$86.5K - $96K
|
1.3K
$720K
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
180+ 0.57% |
$85.5K - $95K
|
31.8K
$17.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
176+ 1.19% |
$83.6K - $92.9K
|
15K
$8.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
174+ 4.36% |
$82.7K - $91.8K
|
4.17K
$2.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
174New |
$82.7K - $91.8K
|
174
$96.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
173+ 41.0% |
$82.2K - $91.3K
|
595
$331K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
173+ 7.32% |
$82.2K - $91.3K
|
2.54K
$1.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
172+ 0.34% |
$81.7K - $90.8K
|
51.3K
$28.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
171+ 29.58% |
$81.3K - $90.2K
|
749
$416K
|
|
|
Nov 07, 2024
Q3 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
171+ 6.2% |
$81.3K - $90.2K
|
2.93K
$1.63M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
171+ 24.57% |
$81.3K - $90.2K
|
867
$482K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
170New |
$80.8K - $89.7K
|
170
$94.5K
|