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
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-76- 3.44% |
$36.1K - $40.1K
|
2.14K
$1.19M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-77- 15.65% |
$36.6K - $40.6K
|
415
$231K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-77- 6.37% |
$36.6K - $40.6K
|
1.13K
$628K
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-77- 0.73% |
$36.6K - $40.6K
|
10.5K
$5.85M
|
|
|
Oct 29, 2024
Q3 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-79- 0.71% |
$37.5K - $41.7K
|
11K
$6.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
SELL
|
- |
-79- 15.4% |
$37.5K - $41.7K
|
434
$241K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-81- 0.62% |
$38.5K - $42.7K
|
13K
$7.22M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-81- 2.84% |
$38.5K - $42.7K
|
2.77K
$1.54M
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-82- 0.62% |
$39K - $43.3K
|
13.2K
$7.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-83- 1.4% |
$39.4K - $43.8K
|
5.85K
$3.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-83- 2.43% |
$39.4K - $43.8K
|
3.34K
$1.86M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-84- 0.76% |
$39.9K - $44.3K
|
11K
$6.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-85- 3.54% |
$40.4K - $44.9K
|
2.32K
$1.29M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-85- 2.01% |
$40.4K - $44.9K
|
4.15K
$2.31M
|
|
|
Oct 09, 2024
Q3 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-86- 0.76% |
$40.9K - $45.4K
|
11.3K
$6.25M
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-86- 2.72% |
$40.9K - $45.4K
|
3.07K
$1.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-88- 1.26% |
$41.8K - $46.4K
|
6.91K
$3.84M
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-90- 3.39% |
$42.8K - $47.5K
|
2.56K
$1.42M
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-90- 7.87% |
$42.8K - $47.5K
|
1.05K
$586K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-90- 2.56% |
$42.8K - $47.5K
|
3.42K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-91- 1.03% |
$43.2K - $48K
|
8.79K
$4.88M
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-92- 2.21% |
$43.7K - $48.5K
|
4.07K
$2.26M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-93- 3.23% |
$44.2K - $49.1K
|
2.79K
$1.55M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-94- 35.21% |
$44.7K - $49.6K
|
173
$96.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-95- 1.56% |
$45.1K - $50.1K
|
5.98K
$3.32M
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-95- 0.2% |
$45.1K - $50.1K
|
48.4K
$26.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-97- 0.32% |
$46.1K - $51.2K
|
30K
$16.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-99- 81.15% |
$47K - $52.2K
|
23
$12.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-99- 0.94% |
$47K - $52.2K
|
10.5K
$5.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-100- 3.99% |
$47.5K - $52.8K
|
2.41K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-101- 2.94% |
$48K - $53.3K
|
3.34K
$1.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Northern Capital Management, Inc.
|
SELL
|
- |
-102- 7.56% |
$48.5K - $53.8K
|
1.25K
$693K
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-103- 1.1% |
$48.9K - $54.4K
|
9.27K
$5.15M
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-103- 8.51% |
$48.9K - $54.4K
|
1.11K
$615K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-104- 0.6% |
$49.4K - $54.9K
|
17.3K
$9.63M
|
|
|
Oct 25, 2024
Q3 2024
|
Bernzott Capital Advisors
|
SELL
|
- |
-104- 13.3% |
$49.4K - $54.9K
|
678
$377K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-104- 1.89% |
$49.4K - $54.9K
|
5.39K
$2.99M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-108- 6.66% |
$51.3K - $57K
|
1.51K
$841K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-108- 11.21% |
$51.3K - $57K
|
855
$475K
|
|
|
Oct 21, 2024
Q3 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-108- 14.01% |
$51.3K - $57K
|
663
$368K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-108- 2.21% |
$51.3K - $57K
|
4.77K
$2.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-108- 2.77% |
$51.3K - $57K
|
3.79K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-108- 0.88% |
$51.3K - $57K
|
12.1K
$6.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-108- 4.72% |
$51.3K - $57K
|
2.18K
$1.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-110- 2.26% |
$52.3K - $58K
|
4.76K
$2.64M
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-113- 1.72% |
$53.7K - $59.6K
|
6.45K
$3.58M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-113- 11.81% |
$53.7K - $59.6K
|
844
$469K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-114- 2.82% |
$54.2K - $60.2K
|
3.93K
$2.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-115- 2.84% |
$54.6K - $60.7K
|
3.94K
$2.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-115- 5.44% |
$54.6K - $60.7K
|
2K
$1.11M
|