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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-10- 0.03% |
$4.75K - $5.28K
|
29.1K
$16.2M
|
|
|
Oct 29, 2024
Q3 2024
|
E L Financial Corp LTD
|
SELL
|
- |
-10- -0.0% |
$4.75K - $5.28K
|
1.65M
$919M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-10- 0.03% |
$4.75K - $5.28K
|
28.8K
$16M
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
SELL
|
- |
-10- 0.09% |
$4.75K - $5.28K
|
10.7K
$5.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-10- 1.95% |
$4.75K - $5.28K
|
502
$279K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-10- 0.2% |
$4.75K - $5.28K
|
5.09K
$2.83M
|
|
|
Jan 03, 2025
Q3 2024
|
Allie Family Office LLC
|
SELL
|
- |
-10- 0.09% |
$4.75K - $5.28K
|
10.7K
$5.93M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-11- 2.38% |
$5.23K - $5.8K
|
451
$251K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-11- 1.06% |
$5.23K - $5.8K
|
1.03K
$570K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-11- 0.49% |
$5.23K - $5.8K
|
2.23K
$1.24M
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.06% |
$5.23K - $5.8K
|
19K
$10.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-11- 0.73% |
$5.23K - $5.8K
|
1.49K
$828K
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-12- 0.19% |
$5.7K - $6.33K
|
6.36K
$3.53M
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-12- 0.79% |
$5.7K - $6.33K
|
1.51K
$837K
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-12- 1.71% |
$5.7K - $6.33K
|
688
$382K
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-12- 0.46% |
$5.7K - $6.33K
|
2.57K
$1.43M
|
|
|
Oct 09, 2024
Q3 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-13- 0.31% |
$6.18K - $6.86K
|
4.23K
$2.35M
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
SELL
|
- |
-13- 2.59% |
$6.18K - $6.86K
|
489
$272K
|
|
|
Nov 08, 2024
Q3 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-13- 0.27% |
$6.18K - $6.86K
|
4.76K
$2.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-13- 1.32% |
$6.18K - $6.86K
|
975
$542K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-13- 1.13% |
$6.18K - $6.86K
|
1.14K
$632K
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-14- 0.96% |
$6.65K - $7.39K
|
1.45K
$803K
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-14- 0.17% |
$6.65K - $7.39K
|
8.08K
$4.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-14- 1.04% |
$6.65K - $7.39K
|
1.33K
$738K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-14- 9.46% |
$6.65K - $7.39K
|
134
$74.5K
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-14- 0.18% |
$6.65K - $7.39K
|
7.8K
$4.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-14- 0.5% |
$6.65K - $7.39K
|
2.81K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-14- 0.24% |
$6.65K - $7.39K
|
5.81K
$3.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-15- 0.89% |
$7.13K - $7.92K
|
1.67K
$928K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-15- 0.18% |
$7.13K - $7.92K
|
8.35K
$4.64M
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-15- 1.81% |
$7.13K - $7.92K
|
816
$453K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-15- 1.17% |
$7.13K - $7.92K
|
1.27K
$706K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-16- 0.25% |
$7.6K - $8.44K
|
6.34K
$3.52M
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
SELL
|
- |
-16- 0.78% |
$7.6K - $8.44K
|
2.04K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-16- 0.62% |
$7.6K - $8.44K
|
2.55K
$1.42M
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-16- 0.63% |
$7.6K - $8.44K
|
2.54K
$1.41M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-17- 0.57% |
$8.08K - $8.97K
|
2.99K
$1.66M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-17- 0.17% |
$8.08K - $8.97K
|
9.82K
$5.45M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-17- 2.21% |
$8.08K - $8.97K
|
753
$418K
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-18- 5.61% |
$8.55K - $9.5K
|
303
$168K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-18- 2.04% |
$8.55K - $9.5K
|
865
$481K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-18- 1.24% |
$8.55K - $9.5K
|
1.43K
$796K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-18- 0.5% |
$8.55K - $9.5K
|
3.62K
$2.01M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-19- 2.55% |
$9.03K - $10K
|
725
$403K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-19- 4.03% |
$9.03K - $10K
|
452
$251K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-19- 0.92% |
$9.03K - $10K
|
2.05K
$1.14M
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-19- 95.0% |
$9.03K - $10K
|
1
$556
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-19- 0.17% |
$9.03K - $10K
|
11.1K
$6.16M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-20- 1.87% |
$9.5K - $10.6K
|
1.05K
$584K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-20- 0.46% |
$9.5K - $10.6K
|
4.34K
$2.41M
|