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 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
13+ 0.36% |
$6.18K - $6.86K
|
3.61K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
13+ 6.57% |
$6.18K - $6.86K
|
211
$117K
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
13New |
$6.18K - $6.86K
|
13
$7.22K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
12+ 0.87% |
$5.7K - $6.33K
|
1.4K
$777K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
12+ 1.06% |
$5.7K - $6.33K
|
1.15K
$638K
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
12+ 2.01% |
$5.7K - $6.33K
|
610
$339K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
12+ 0.21% |
$5.7K - $6.33K
|
5.85K
$3.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
12+ 0.49% |
$5.7K - $6.33K
|
2.49K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
12+ 0.71% |
$5.7K - $6.33K
|
1.71K
$950K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
11+ 28.95% |
$5.23K - $5.8K
|
49
$27.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
11+ 0.25% |
$5.23K - $5.8K
|
4.4K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
11+ 2.68% |
$5.23K - $5.8K
|
421
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
11+ 2.07% |
$5.23K - $5.8K
|
542
$301K
|
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
10+ 1.01% |
$4.75K - $5.28K
|
1K
$556K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10+ 0.03% |
$4.75K - $5.28K
|
31.6K
$17.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
10+ 0.87% |
$4.75K - $5.28K
|
1.17K
$648K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
10+ 0.58% |
$4.75K - $5.28K
|
1.74K
$964K
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
10+ 1.03% |
$4.75K - $5.28K
|
985
$547K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
10+ 0.34% |
$4.75K - $5.28K
|
2.95K
$1.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
10+ 1.56% |
$4.75K - $5.28K
|
649
$361K
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
10+ 2.37% |
$4.75K - $5.28K
|
432
$240K
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
10+ 0.44% |
$4.75K - $5.28K
|
2.27K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
10+ 0.32% |
$4.75K - $5.28K
|
3.11K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
10+ 0.35% |
$4.75K - $5.28K
|
2.89K
$1.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
9+ 0.47% |
$4.28K - $4.75K
|
1.92K
$1.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
9+ 1.52% |
$4.28K - $4.75K
|
603
$335K
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
9+ 0.17% |
$4.28K - $4.75K
|
5.26K
$2.92M
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
BUY
|
- |
9+ 2.04% |
$4.28K - $4.75K
|
451
$251K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
9+ 1.37% |
$4.28K - $4.75K
|
668
$371K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
9+ 0.63% |
$4.28K - $4.75K
|
1.45K
$805K
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
9+ 0.1% |
$4.28K - $4.75K
|
9.08K
$5.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
9+ 0.32% |
$4.28K - $4.75K
|
2.83K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
9+ 0.48% |
$4.28K - $4.75K
|
1.89K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
9+ 0.37% |
$4.28K - $4.75K
|
2.42K
$1.34M
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
8+ 0.11% |
$3.8K - $4.22K
|
7.43K
$4.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
8+ 44.44% |
$3.8K - $4.22K
|
26
$14.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
8+ 1.88% |
$3.8K - $4.22K
|
434
$241K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
8+ 0.76% |
$3.8K - $4.22K
|
1.06K
$587K
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
8+ 2.97% |
$3.8K - $4.22K
|
277
$154K
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
8+ 0.05% |
$3.8K - $4.22K
|
15.6K
$8.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
8+ 0.14% |
$3.8K - $4.22K
|
5.67K
$3.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
8+ 2.06% |
$3.8K - $4.22K
|
396
$220K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
7+ 0.42% |
$3.33K - $3.69K
|
1.67K
$930K
|
|
|
Oct 01, 2024
Q3 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
7+ 0.26% |
$3.33K - $3.69K
|
2.73K
$1.51M
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
7+ 3.18% |
$3.33K - $3.69K
|
227
$126K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
7+ 0.25% |
$3.33K - $3.69K
|
2.82K
$1.57M
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
7+ 1.21% |
$3.33K - $3.69K
|
585
$325K
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
7+ 0.38% |
$3.33K - $3.69K
|
1.83K
$1.02M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
7+ 1.55% |
$3.33K - $3.69K
|
459
$255K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
7New |
$3.33K - $3.69K
|
7
$3.89K
|