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 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-488- 3.74% |
$232K - $258K
|
12.5K
$6.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-490- 3.92% |
$233K - $259K
|
12K
$6.67M
|
|
|
Oct 23, 2024
Q3 2024
|
Coerente Capital Management
|
SELL
|
- |
-500- 3.79% |
$238K - $264K
|
12.7K
$7.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-501- 10.37% |
$238K - $264K
|
4.33K
$2.41M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-503- 1.2% |
$239K - $265K
|
41.4K
$23M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-506- 9.51% |
$240K - $267K
|
4.82K
$2.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-513- 0.74% |
$244K - $271K
|
68.6K
$38.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-514- 5.79% |
$244K - $271K
|
8.37K
$4.65M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-524- 0.99% |
$249K - $277K
|
52.2K
$29M
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-534- 35.96% |
$254K - $282K
|
951
$528K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-540- 4.0% |
$257K - $285K
|
12.9K
$7.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-541- 13.57% |
$257K - $285K
|
3.45K
$1.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-547- 34.73% |
$260K - $289K
|
1.03K
$571K
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-548- 5.84% |
$260K - $289K
|
8.84K
$4.91M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-551- 1.69% |
$262K - $291K
|
32.1K
$17.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-556- 17.67% |
$264K - $293K
|
2.59K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-567- 17.54% |
$269K - $299K
|
2.67K
$1.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
SELL
|
- |
-569- 2.22% |
$270K - $300K
|
25K
$13.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-574- 1.69% |
$273K - $303K
|
33.4K
$18.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-578- 0.44% |
$275K - $305K
|
132K
$73.3M
|
|
|
Oct 09, 2024
Q3 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-579- 27.65% |
$275K - $306K
|
1.52K
$842K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-580- 6.7% |
$276K - $306K
|
8.07K
$4.48M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-584- 6.58% |
$278K - $308K
|
8.29K
$4.61M
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-585- 2.23% |
$278K - $309K
|
25.6K
$14.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-596- 4.09% |
$283K - $315K
|
14K
$7.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-596- 3.35% |
$283K - $315K
|
17.2K
$9.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-599- 2.55% |
$285K - $316K
|
22.9K
$12.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-600- 23.17% |
$285K - $317K
|
1.99K
$1.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-601- 2.23% |
$286K - $317K
|
26.4K
$14.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-601- 3.84% |
$286K - $317K
|
15.1K
$8.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-605- 83.1% |
$287K - $319K
|
123
$68.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-606- 1.15% |
$288K - $320K
|
52K
$28.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-610- 15.2% |
$290K - $322K
|
3.4K
$1.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-614- 2.99% |
$292K - $324K
|
19.9K
$11M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-614- 8.45% |
$292K - $324K
|
6.65K
$3.69M
|
|
|
Oct 22, 2024
Q3 2024
|
Gam Holding Ag
|
SELL
|
- |
-625- 2.37% |
$297K - $330K
|
25.7K
$14.3M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-634- 0.18% |
$301K - $335K
|
353K
$196M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-635- 18.51% |
$302K - $335K
|
2.8K
$1.55M
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-639- 7.18% |
$304K - $337K
|
8.26K
$4.59M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-641- 1.96% |
$305K - $338K
|
32.1K
$17.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-645- 0.52% |
$307K - $340K
|
123K
$68.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-647- 3.6% |
$307K - $341K
|
17.3K
$9.64M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-689- 6.78% |
$327K - $364K
|
9.48K
$5.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-705- 8.54% |
$335K - $372K
|
7.55K
$4.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-706- 10.28% |
$335K - $373K
|
6.16K
$3.42M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-707- 45.67% |
$336K - $373K
|
841
$467K
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-708- 5.38% |
$336K - $374K
|
12.4K
$6.92M
|
|
|
Nov 14, 2024
Q3 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-714- 0.8% |
$339K - $377K
|
88.1K
$48.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-717- 2.11% |
$341K - $378K
|
33.2K
$18.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-719- 8.72% |
$342K - $379K
|
7.53K
$4.18M
|