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 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-20- 1.91% |
$9.5K - $10.6K
|
1.03K
$570K
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-20- 0.16% |
$9.5K - $10.6K
|
12.3K
$6.82M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-20- 1.75% |
$9.5K - $10.6K
|
1.13K
$626K
|
|
|
Nov 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-20- 2.12% |
$9.5K - $10.6K
|
925
$514K
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-21- 1.92% |
$9.98K - $11.1K
|
1.07K
$596K
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-21- 2.59% |
$9.98K - $11.1K
|
789
$438K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-21- 0.2% |
$9.98K - $11.1K
|
10.7K
$5.94M
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-22- 3.14% |
$10.5K - $11.6K
|
678
$377K
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-22- 1.54% |
$10.5K - $11.6K
|
1.4K
$780K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-23- 0.11% |
$10.9K - $12.1K
|
20.9K
$11.6M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-23- 4.73% |
$10.9K - $12.1K
|
463
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-23- 0.39% |
$10.9K - $12.1K
|
5.81K
$3.23M
|
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-24- 1.83% |
$11.4K - $12.7K
|
1.29K
$715K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-24- 1.39% |
$11.4K - $12.7K
|
1.71K
$948K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-24- 0.97% |
$11.4K - $12.7K
|
2.44K
$1.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-24- 1.9% |
$11.4K - $12.7K
|
1.24K
$690K
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-24- 1.96% |
$11.4K - $12.7K
|
1.2K
$668K
|
|
|
Oct 30, 2024
Q3 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
SELL
|
- |
-24- 0.14% |
$11.4K - $12.7K
|
16.6K
$9.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-25- 3.0% |
$11.9K - $13.2K
|
809
$449K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-25- 11.26% |
$11.9K - $13.2K
|
197
$109K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-25- 2.12% |
$11.9K - $13.2K
|
1.15K
$641K
|
|
|
Nov 25, 2024
Q3 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-25- 0.48% |
$11.9K - $13.2K
|
5.15K
$2.86M
|
|
|
Oct 23, 2024
Q3 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-26- 3.71% |
$12.4K - $13.7K
|
675
$375K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-26- 0.61% |
$12.4K - $13.7K
|
4.26K
$2.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-26- 0.06% |
$12.4K - $13.7K
|
45.2K
$25.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-26- 1.47% |
$12.4K - $13.7K
|
1.74K
$966K
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
SELL
|
- |
-27- 17.42% |
$12.8K - $14.2K
|
128
$71.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-27- 3.94% |
$12.8K - $14.2K
|
659
$366K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-27- 12.74% |
$12.8K - $14.2K
|
185
$103K
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-27- 2.5% |
$12.8K - $14.2K
|
1.05K
$585K
|
|
|
Nov 14, 2024
Q3 2024
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-27- 2.11% |
$12.8K - $14.2K
|
1.25K
$697K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-28- 6.24% |
$13.3K - $14.8K
|
421
$234K
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-28- 4.06% |
$13.3K - $14.8K
|
662
$368K
|
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-28- 5.41% |
$13.3K - $14.8K
|
490
$272K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-28- 1.39% |
$13.3K - $14.8K
|
1.98K
$1.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-29- 2.8% |
$13.8K - $15.3K
|
1.01K
$560K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-29- 1.0% |
$13.8K - $15.3K
|
2.88K
$1.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-30- 5.0% |
$14.3K - $15.8K
|
570
$317K
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-30- 1.69% |
$14.3K - $15.8K
|
1.75K
$972K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-30- 14.78% |
$14.3K - $15.8K
|
173
$96.1K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-31- 3.48% |
$14.7K - $16.4K
|
860
$478K
|
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-31- 0.32% |
$14.7K - $16.4K
|
9.74K
$5.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-32- 2.19% |
$15.2K - $16.9K
|
1.43K
$792K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-33- 0.44% |
$15.7K - $17.4K
|
7.42K
$4.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-34- 2.65% |
$16.2K - $17.9K
|
1.25K
$693K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-34- 2.28% |
$16.2K - $17.9K
|
1.46K
$809K
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-34- 1.77% |
$16.2K - $17.9K
|
1.89K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-34- 1.01% |
$16.2K - $17.9K
|
3.35K
$1.86M
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-35- 0.87% |
$16.6K - $18.5K
|
3.98K
$2.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
SELL
|
- |
-36- 1.75% |
$17.1K - $19K
|
2.02K
$1.12M
|