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 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
47+ 10.71% |
$22.3K - $24.8K
|
486
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
47+ 1.79% |
$22.3K - $24.8K
|
2.67K
$1.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
46+ 2.22% |
$21.9K - $24.3K
|
2.12K
$1.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
46+ 5.38% |
$21.9K - $24.3K
|
901
$498K
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
46+ 2.04% |
$21.9K - $24.3K
|
2.3K
$1.27M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
45+ 0.51% |
$21.4K - $23.7K
|
8.8K
$4.86M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
45+ 0.13% |
$21.4K - $23.7K
|
34.7K
$19.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
45+ 0.8% |
$21.4K - $23.7K
|
5.64K
$3.12M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
43+ 9.62% |
$20.4K - $22.7K
|
490
$271K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
43+ 3.56% |
$20.4K - $22.7K
|
1.25K
$691K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
43+ 0.34% |
$20.4K - $22.7K
|
12.8K
$7.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
43+ 0.33% |
$20.4K - $22.7K
|
13.1K
$7.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
43+ 0.47% |
$20.4K - $22.7K
|
9.19K
$5.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
42+ 0.13% |
$20K - $22.2K
|
31.2K
$17.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
42+ 0.89% |
$20K - $22.2K
|
4.77K
$2.64M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
BUY
|
- |
42+ 3.3% |
$20K - $22.2K
|
1.32K
$727K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
42+ 2.65% |
$20K - $22.2K
|
1.63K
$899K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
41+ 0.77% |
$19.5K - $21.6K
|
5.37K
$2.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
41+ 3.64% |
$19.5K - $21.6K
|
1.17K
$645K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
41+ 3.95% |
$19.5K - $21.6K
|
1.08K
$596K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
40+ 15.69% |
$19K - $21.1K
|
295
$163K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
40+ 1.67% |
$19K - $21.1K
|
2.43K
$1.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
40+ 0.2% |
$19K - $21.1K
|
20.5K
$11.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
40+ 0.29% |
$19K - $21.1K
|
13.9K
$7.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
40+ 5.41% |
$19K - $21.1K
|
779
$430K
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
40+ 3.47% |
$19K - $21.1K
|
1.19K
$658K
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
40+ 0.62% |
$19K - $21.1K
|
6.48K
$3.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
40+ 0.88% |
$19K - $21.1K
|
4.58K
$2.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
39+ 11.44% |
$18.5K - $20.6K
|
380
$210K
|
|
|
Oct 15, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
39+ 0.5% |
$18.5K - $20.6K
|
7.81K
$4.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
39+ 3.7% |
$18.5K - $20.6K
|
1.09K
$604K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
39+ 5.09% |
$18.5K - $20.6K
|
805
$445K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
39+ 0.57% |
$18.5K - $20.6K
|
6.86K
$3.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
38+ 1.29% |
$18.1K - $20.1K
|
2.98K
$1.64M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
37+ 0.47% |
$17.6K - $19.5K
|
7.84K
$4.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
37+ 5.85% |
$17.6K - $19.5K
|
670
$370K
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
37+ 3.11% |
$17.6K - $19.5K
|
1.23K
$678K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
36+ 4.99% |
$17.1K - $19K
|
758
$419K
|
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
36+ 0.2% |
$17.1K - $19K
|
18.2K
$10M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
36+ 1.48% |
$17.1K - $19K
|
2.48K
$1.37M
|
|
|
Oct 04, 2024
Q3 2024
|
Orser Capital Management, LLC
|
BUY
|
- |
35+ 0.16% |
$16.6K - $18.5K
|
22.1K
$12.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Bck Partners, Inc.
|
BUY
|
- |
35+ 0.03% |
$16.6K - $18.5K
|
101K
$55.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
35+ 4.85% |
$16.6K - $18.5K
|
757
$418K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
35+ 2.76% |
$16.6K - $18.5K
|
1.3K
$718K
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
34+ 2.38% |
$16.2K - $17.9K
|
1.46K
$808K
|
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
34+ 5.14% |
$16.2K - $17.9K
|
696
$384K
|
|
|
Nov 07, 2024
Q3 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
34New |
$16.2K - $17.9K
|
34
$18.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
33+ 0.84% |
$15.7K - $17.4K
|
3.98K
$2.2M
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
33+ 0.74% |
$15.7K - $17.4K
|
4.48K
$2.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
32+ 0.9% |
$15.2K - $16.9K
|
3.57K
$1.97M
|