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 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
32+ 0.06% |
$15.2K - $16.9K
|
51.2K
$28.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
32+ 3.34% |
$15.2K - $16.9K
|
991
$551K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
31+ 0.93% |
$14.7K - $16.4K
|
3.36K
$1.87M
|
|
|
Oct 24, 2024
Q3 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
31+ 6.81% |
$14.7K - $16.4K
|
486
$270K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
31New |
$14.7K - $16.4K
|
31
$17.2K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
30+ 8.4% |
$14.3K - $15.8K
|
387
$215K
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
30+ 1.84% |
$14.3K - $15.8K
|
1.66K
$921K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
30+ 0.35% |
$14.3K - $15.8K
|
8.63K
$4.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
30+ 3.04% |
$14.3K - $15.8K
|
1.02K
$565K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
30+ 1.65% |
$14.3K - $15.8K
|
1.85K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
30+ 0.19% |
$14.3K - $15.8K
|
15.5K
$8.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
30+ 6.96% |
$14.3K - $15.8K
|
461
$256K
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
29+ 0.68% |
$13.8K - $15.3K
|
4.29K
$2.39M
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
29+ 0.33% |
$13.8K - $15.3K
|
8.84K
$4.91M
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
29+ 0.71% |
$13.8K - $15.3K
|
4.11K
$2.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
29+ 0.93% |
$13.8K - $15.3K
|
3.14K
$1.74M
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
29+ 3.11% |
$13.8K - $15.3K
|
961
$534K
|
|
|
Nov 12, 2024
Q3 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
29+ 0.35% |
$13.8K - $15.3K
|
8.43K
$4.68M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
28+ 5.42% |
$13.3K - $14.8K
|
545
$303K
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
28+ 5.87% |
$13.3K - $14.8K
|
505
$281K
|
|
|
Oct 21, 2024
Q3 2024
|
Asset Planning Corporation
|
BUY
|
- |
28+ 0.23% |
$13.3K - $14.8K
|
12.2K
$6.77M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
27+ 8.44% |
$12.8K - $14.2K
|
347
$193K
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
27+ 0.4% |
$12.8K - $14.2K
|
6.72K
$3.74M
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
27+ 0.87% |
$12.8K - $14.2K
|
3.14K
$1.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
27+ 0.09% |
$12.8K - $14.2K
|
31.7K
$17.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
27+ 1.73% |
$12.8K - $14.2K
|
1.59K
$881K
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
27+ 0.09% |
$12.8K - $14.2K
|
29.4K
$16.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
27+ 0.81% |
$12.8K - $14.2K
|
3.37K
$1.87M
|
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
26+ 1.46% |
$12.4K - $13.7K
|
1.81K
$1M
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
26+ 3.13% |
$12.4K - $13.7K
|
858
$477K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
26+ 0.76% |
$12.4K - $13.7K
|
3.47K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
26+ 2.58% |
$12.4K - $13.7K
|
1.03K
$573K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
25+ 4.84% |
$11.9K - $13.2K
|
542
$301K
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
25New |
$11.9K - $13.2K
|
25
$13.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Libra Wealth LLC
|
BUY
|
- |
25+ 0.89% |
$11.9K - $13.2K
|
2.85K
$1.58M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
25+ 1.31% |
$11.9K - $13.2K
|
1.94K
$1.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
25+ 1.11% |
$11.9K - $13.2K
|
2.28K
$1.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
25+ 0.76% |
$11.9K - $13.2K
|
3.3K
$1.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
24+ 1.7% |
$11.4K - $12.7K
|
1.44K
$798K
|
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
24+ 0.33% |
$11.4K - $12.7K
|
7.34K
$4.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
24+ 0.94% |
$11.4K - $12.7K
|
2.57K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
24+ 2.34% |
$11.4K - $12.7K
|
1.05K
$582K
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
24+ 0.42% |
$11.4K - $12.7K
|
5.79K
$3.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
23+ 0.89% |
$10.9K - $12.1K
|
2.6K
$1.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
23+ 0.13% |
$10.9K - $12.1K
|
17.4K
$9.68M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
22+ 1.52% |
$10.5K - $11.6K
|
1.47K
$817K
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
22+ 3.83% |
$10.5K - $11.6K
|
597
$332K
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
22+ 0.91% |
$10.5K - $11.6K
|
2.43K
$1.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
22+ 5.21% |
$10.5K - $11.6K
|
444
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
22+ 0.25% |
$10.5K - $11.6K
|
8.88K
$4.94M
|