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 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-116- 4.84% |
$55.1K - $61.2K
|
2.28K
$1.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-119- 3.7% |
$56.5K - $62.8K
|
3.1K
$1.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-120- 3.35% |
$57K - $63.3K
|
3.46K
$1.92M
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-120- 0.57% |
$57K - $63.3K
|
20.8K
$11.6M
|
|
|
Nov 07, 2024
Q3 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-120- 22.64% |
$57K - $63.3K
|
410
$228K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-121- 1.55% |
$57.5K - $63.9K
|
7.67K
$4.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-122- 96.06% |
$58K - $64.4K
|
5
$2.78K
|
|
|
Nov 14, 2024
Q3 2024
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-123- 5.65% |
$58.4K - $64.9K
|
2.05K
$1.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-124- 0.81% |
$58.9K - $65.4K
|
15.2K
$8.47M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-124- 0.19% |
$58.9K - $65.4K
|
64.1K
$35.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-125- 4.94% |
$59.4K - $66K
|
2.4K
$1.34M
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-125- 5.58% |
$59.4K - $66K
|
2.12K
$1.18M
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-126- 4.42% |
$59.9K - $66.5K
|
2.73K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-126- 8.49% |
$59.9K - $66.5K
|
1.36K
$755K
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-126- 4.03% |
$59.9K - $66.5K
|
3K
$1.67M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-126- 2.21% |
$59.9K - $66.5K
|
5.58K
$3.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Flower City Capital
|
SELL
|
- |
-127- 0.58% |
$60.4K - $67K
|
21.9K
$12.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-128- 16.6% |
$60.8K - $67.5K
|
643
$357K
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-130- 41.94% |
$61.8K - $68.6K
|
180
$100K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-132- 0.86% |
$62.7K - $69.7K
|
15.2K
$8.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-133- 6.81% |
$63.2K - $70.2K
|
1.82K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-134- 3.43% |
$63.7K - $70.7K
|
3.77K
$2.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-137- 1.49% |
$65.1K - $72.3K
|
9.03K
$5.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-137- 9.08% |
$65.1K - $72.3K
|
1.37K
$762K
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-138- 12.56% |
$65.6K - $72.8K
|
961
$534K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-139- 12.48% |
$66.1K - $73.4K
|
975
$542K
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-141- 8.29% |
$67K - $74.4K
|
1.56K
$867K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-143- 6.4% |
$68K - $75.5K
|
2.09K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-144- 0.77% |
$68.4K - $76K
|
18.6K
$10.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-147- 2.64% |
$69.9K - $77.6K
|
5.42K
$3.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-148- 1.21% |
$70.3K - $78.1K
|
12.1K
$6.74M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-148- 2.97% |
$70.3K - $78.1K
|
4.83K
$2.68M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-150- 8.16% |
$71.3K - $79.2K
|
1.69K
$938K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-150- 8.54% |
$71.3K - $79.2K
|
1.61K
$892K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-150- 6.26% |
$71.3K - $79.2K
|
2.25K
$1.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-150- 2.99% |
$71.3K - $79.2K
|
4.86K
$2.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-151- 6.49% |
$71.8K - $79.7K
|
2.17K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-151- 10.47% |
$71.8K - $79.7K
|
1.29K
$717K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-152- 2.47% |
$72.2K - $80.2K
|
6K
$3.33M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-152- 2.75% |
$72.2K - $80.2K
|
5.38K
$2.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-152- 1.75% |
$72.2K - $80.2K
|
8.54K
$4.75M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-155- 3.24% |
$73.7K - $81.8K
|
4.63K
$2.57M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-157- 1.19% |
$74.6K - $82.8K
|
13K
$7.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-158- 1.92% |
$75.1K - $83.4K
|
8.09K
$4.49M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-159- 3.25% |
$75.6K - $83.9K
|
4.73K
$2.63M
|
|
|
Jan 14, 2025
Q3 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-159- 0.57% |
$75.6K - $83.9K
|
28K
$15.5M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-161- 3.74% |
$76.5K - $85K
|
4.15K
$2.31M
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-163- 1.43% |
$77.5K - $86K
|
11.2K
$6.24M
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-163- 3.79% |
$77.5K - $86K
|
4.14K
$2.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-163- 9.85% |
$77.5K - $86K
|
1.49K
$829K
|