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 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-37- 1.35% |
$17.6K - $19.5K
|
2.71K
$1.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-37- 1.17% |
$17.6K - $19.5K
|
3.13K
$1.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-37- 5.78% |
$17.6K - $19.5K
|
603
$335K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-38- 0.67% |
$18.1K - $20.1K
|
5.64K
$3.13M
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-38- 5.37% |
$18.1K - $20.1K
|
669
$372K
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-38- 0.81% |
$18.1K - $20.1K
|
4.63K
$2.57M
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-38- 3.71% |
$18.1K - $20.1K
|
987
$548K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-39- 68.42% |
$18.5K - $20.6K
|
18
$10K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-39- 1.48% |
$18.5K - $20.6K
|
2.61K
$1.45M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-40- 1.87% |
$19K - $21.1K
|
2.1K
$1.17M
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-40- 5.69% |
$19K - $21.1K
|
663
$368K
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
SELL
|
- |
-40- 0.47% |
$19K - $21.1K
|
8.39K
$4.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-40- 1.92% |
$19K - $21.1K
|
2.04K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-40- 1.16% |
$19K - $21.1K
|
3.4K
$1.89M
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-41- 1.98% |
$19.5K - $21.6K
|
2.03K
$1.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
SELL
|
- |
-41- 4.94% |
$19.5K - $21.6K
|
789
$438K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-42- 4.87% |
$20K - $22.2K
|
821
$456K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-42- 0.17% |
$20K - $22.2K
|
25.4K
$14.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-43- 0.09% |
$20.4K - $22.7K
|
50.4K
$28M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-43- 7.43% |
$20.4K - $22.7K
|
536
$298K
|
|
|
Nov 14, 2024
Q3 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-43- 4.64% |
$20.4K - $22.7K
|
884
$491K
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-44- 0.82% |
$20.9K - $23.2K
|
5.34K
$2.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-44- 5.5% |
$20.9K - $23.2K
|
756
$420K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-45- 0.4% |
$21.4K - $23.7K
|
11.1K
$6.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-45- 8.04% |
$21.4K - $23.7K
|
515
$286K
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
SELL
|
- |
-45- 3.0% |
$21.4K - $23.7K
|
1.45K
$808K
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
SELL
|
- |
-45- 1.74% |
$21.4K - $23.7K
|
2.54K
$1.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-46- 1.07% |
$21.9K - $24.3K
|
4.25K
$2.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-46- 1.66% |
$21.9K - $24.3K
|
2.72K
$1.51M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-47- 4.26% |
$22.3K - $24.8K
|
1.06K
$587K
|
|
|
Oct 17, 2024
Q3 2024
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-47- 9.71% |
$22.3K - $24.8K
|
437
$243K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-47- 4.81% |
$22.3K - $24.8K
|
931
$517K
|
|
|
Jan 10, 2025
Q3 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-47- 3.08% |
$22.3K - $24.8K
|
1.48K
$821K
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-48- 7.89% |
$22.8K - $25.3K
|
560
$311K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-48- 0.74% |
$22.8K - $25.3K
|
6.4K
$3.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-48- 10.0% |
$22.8K - $25.3K
|
432
$240K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-48- 3.34% |
$22.8K - $25.3K
|
1.39K
$772K
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-49- 10.38% |
$23.3K - $25.9K
|
423
$235K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-49- 0.98% |
$23.3K - $25.9K
|
4.95K
$2.75M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-50- 3.14% |
$23.8K - $26.4K
|
1.54K
$856K
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-50- 8.1% |
$23.8K - $26.4K
|
567
$315K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-52- 1.2% |
$24.7K - $27.4K
|
4.29K
$2.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-52- 0.64% |
$24.7K - $27.4K
|
8.13K
$4.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-53- 1.29% |
$25.2K - $28K
|
4.07K
$2.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-54- 3.45% |
$25.7K - $28.5K
|
1.51K
$840K
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-54- 5.08% |
$25.7K - $28.5K
|
1.01K
$561K
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-55- 4.84% |
$26.1K - $29K
|
1.08K
$601K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-55- 12.53% |
$26.1K - $29K
|
384
$213K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-56- 0.23% |
$26.6K - $29.6K
|
24K
$13.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
SELL
|
- |
-56- 5.58% |
$26.6K - $29.6K
|
947
$526K
|