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 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
170+ 22.34% |
$80.8K - $89.7K
|
931
$517K
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
169+ 38.41% |
$80.3K - $89.2K
|
609
$338K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
167+ 19.24% |
$79.4K - $88.1K
|
1.04K
$575K
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
163+ 16.43% |
$77.5K - $86K
|
1.16K
$642K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
162+ 1.9% |
$77K - $85.5K
|
8.69K
$4.83M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
162+ 2.21% |
$77K - $85.5K
|
7.49K
$4.16M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
161+ 10.14% |
$76.5K - $85K
|
1.75K
$972K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
161+ 1.41% |
$76.5K - $85K
|
11.5K
$6.41M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
160+ 1.53% |
$76K - $84.4K
|
10.6K
$5.91M
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
160+ 6.65% |
$76K - $84.4K
|
2.57K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
160+ 6.79% |
$76K - $84.4K
|
2.52K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
160+ 38.46% |
$76K - $84.4K
|
576
$320K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
157+ 5.67% |
$74.6K - $82.8K
|
2.93K
$1.63M
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
156+ 1.62% |
$74.1K - $82.3K
|
9.77K
$5.43M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
155+ 44.41% |
$73.7K - $81.8K
|
504
$280K
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
154+ 216.9% |
$73.2K - $81.3K
|
225
$125K
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
153+ 17.17% |
$72.7K - $80.7K
|
1.04K
$580K
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
153+ 24.84% |
$72.7K - $80.7K
|
769
$427K
|
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
150+ 4.77% |
$71.3K - $79.2K
|
3.3K
$1.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
150+ 10.54% |
$71.3K - $79.2K
|
1.57K
$874K
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
150+ 22.09% |
$71.3K - $79.2K
|
829
$461K
|
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
149+ 36.61% |
$70.8K - $78.6K
|
556
$309K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
148+ 2.6% |
$70.3K - $78.1K
|
5.84K
$3.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
147+ 16.1% |
$69.9K - $77.6K
|
1.06K
$589K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
146+ 1.3% |
$69.4K - $77K
|
11.4K
$6.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
146New |
$69.4K - $77K
|
146
$81.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
146New |
$69.4K - $77K
|
146
$81.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
142+ 1.82% |
$67.5K - $74.9K
|
7.95K
$4.42M
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
142+ 22.68% |
$67.5K - $74.9K
|
768
$427K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
142New |
$67.5K - $74.9K
|
142
$78.9K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
141+ 0.85% |
$67K - $74.4K
|
16.7K
$9.27M
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
140+ 35.0% |
$66.5K - $73.9K
|
540
$300K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
140+ 0.82% |
$66.5K - $73.9K
|
17.3K
$9.61M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
139+ 33.9% |
$66.1K - $73.4K
|
549
$305K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
138+ 1.31% |
$65.6K - $72.8K
|
10.7K
$5.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
138+ 36.41% |
$65.6K - $72.8K
|
517
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
138+ 5.11% |
$65.6K - $72.8K
|
2.84K
$1.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
137+ 7.69% |
$65.1K - $72.3K
|
1.92K
$1.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
137+ 8.16% |
$65.1K - $72.3K
|
1.82K
$1.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
137+ 3.0% |
$65.1K - $72.3K
|
4.71K
$2.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
136+ 1.79% |
$64.6K - $71.8K
|
7.72K
$4.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
136+ 2.36% |
$64.6K - $71.8K
|
5.89K
$3.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
135+ 8.98% |
$64.2K - $71.2K
|
1.64K
$911K
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
135+ 2.86% |
$64.2K - $71.2K
|
4.85K
$2.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
133+ 5.11% |
$63.2K - $70.2K
|
2.73K
$1.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
129+ 1.67% |
$61.3K - $68.1K
|
7.84K
$4.36M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
126+ 1.54% |
$59.9K - $66.5K
|
8.29K
$4.61M
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
BUY
|
- |
126+ 4.3% |
$59.9K - $66.5K
|
3.05K
$1.7M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
125+ 1.03% |
$59.4K - $66K
|
12.3K
$6.81M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
124+ 7.79% |
$58.9K - $65.4K
|
1.72K
$953K
|