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 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
7+ 0.36% |
$3.33K - $3.69K
|
1.95K
$1.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
7+ 1.02% |
$3.33K - $3.69K
|
691
$384K
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
7+ 0.85% |
$3.33K - $3.69K
|
830
$461K
|
|
|
Nov 08, 2024
Q3 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
7+ 0.34% |
$3.33K - $3.69K
|
2.05K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
7+ 0.41% |
$3.33K - $3.69K
|
1.72K
$954K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
7+ 0.61% |
$3.33K - $3.69K
|
1.16K
$645K
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
7+ 0.5% |
$3.33K - $3.69K
|
1.42K
$788K
|
|
|
Oct 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
6+ 0.27% |
$2.85K - $3.17K
|
2.21K
$1.23M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
6+ 0.39% |
$2.85K - $3.17K
|
1.56K
$867K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
6+ 0.33% |
$2.85K - $3.17K
|
1.83K
$1.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
6+ 0.35% |
$2.85K - $3.17K
|
1.72K
$954K
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
6+ 0.36% |
$2.85K - $3.17K
|
1.66K
$924K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
6+ 0.19% |
$2.85K - $3.17K
|
3.21K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
6+ 0.4% |
$2.85K - $3.17K
|
1.52K
$842K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
6+ 1.28% |
$2.85K - $3.17K
|
474
$263K
|
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
5+ 0.25% |
$2.38K - $2.64K
|
2.01K
$1.12M
|
|
|
Oct 10, 2024
Q3 2024
|
Shaker Investments LLC
|
BUY
|
- |
5+ 0.3% |
$2.38K - $2.64K
|
1.67K
$929K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5+ 0.22% |
$2.38K - $2.64K
|
2.25K
$1.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
5+ 0.18% |
$2.38K - $2.64K
|
2.81K
$1.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
5+ 0.21% |
$2.38K - $2.64K
|
2.41K
$1.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
5+ 0.14% |
$2.38K - $2.64K
|
3.57K
$1.98M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
5+ 1.02% |
$2.38K - $2.64K
|
496
$276K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
5+ 0.24% |
$2.38K - $2.64K
|
2.11K
$1.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
5+ 1.14% |
$2.38K - $2.64K
|
444
$247K
|
|
|
Oct 31, 2024
Q3 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
5+ 1.16% |
$2.38K - $2.64K
|
437
$243K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
5+ 0.09% |
$2.38K - $2.64K
|
5.55K
$3.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
5+ 0.11% |
$2.38K - $2.64K
|
4.77K
$2.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.42% |
$2.38K - $2.64K
|
1.2K
$668K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
5+ 0.51% |
$2.38K - $2.64K
|
981
$545K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
5+ 0.09% |
$2.38K - $2.64K
|
5.73K
$3.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
5New |
$2.38K - $2.64K
|
5
$2.78K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
5+ 0.38% |
$2.38K - $2.64K
|
1.32K
$735K
|
|
|
Oct 07, 2024
Q3 2024
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
4+ 0.39% |
$1.9K - $2.11K
|
1.02K
$567K
|
|
|
Oct 08, 2024
Q3 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
4+ 0.11% |
$1.9K - $2.11K
|
3.76K
$2.09M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
4+ 0.44% |
$1.9K - $2.11K
|
921
$512K
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
4+ 0.34% |
$1.9K - $2.11K
|
1.2K
$664K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
4+ 0.05% |
$1.9K - $2.11K
|
7.92K
$4.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.19% |
$1.9K - $2.11K
|
2.11K
$1.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
4+ 0.18% |
$1.9K - $2.11K
|
2.28K
$1.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
4+ 0.24% |
$1.9K - $2.11K
|
1.68K
$936K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
4+ 0.51% |
$1.9K - $2.11K
|
787
$437K
|
|
|
Nov 04, 2024
Q3 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
4+ 0.35% |
$1.9K - $2.11K
|
1.15K
$638K
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
4+ 0.08% |
$1.9K - $2.11K
|
4.73K
$2.63M
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
BUY
|
- |
4+ 0.72% |
$1.9K - $2.11K
|
561
$312K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
4+ 0.72% |
$1.9K - $2.11K
|
559
$311K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
4+ 0.31% |
$1.9K - $2.11K
|
1.28K
$709K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
4+ 0.08% |
$1.9K - $2.11K
|
5.03K
$2.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
4+ 0.78% |
$1.9K - $2.11K
|
517
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
4+ 0.14% |
$1.9K - $2.11K
|
2.82K
$1.56M
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
3+ 0.18% |
$1.43K - $1.58K
|
1.67K
$930K
|