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
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.1K- 8.8% |
$520K - $578K
|
11.3K
$6.3M
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-1.16K- 5.81% |
$549K - $609K
|
18.7K
$10.4M
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1.16K- 1.47% |
$549K - $609K
|
77.6K
$43.1M
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.16K- 7.14% |
$551K - $612K
|
15.1K
$8.37M
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.16K- 37.97% |
$552K - $613K
|
1.9K
$1.05M
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-1.16K- 31.79% |
$553K - $614K
|
2.5K
$1.39M
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.17K- 1.13% |
$556K - $617K
|
102K
$56.7M
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1.17K- 0.7% |
$556K - $617K
|
166K
$92.3M
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.17K- 1.15% |
$556K - $618K
|
100K
$55.7M
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.18K- 8.4% |
$562K - $624K
|
12.9K
$7.16M
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.19K- 1.06% |
$565K - $627K
|
111K
$61.8M
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-1.2K- 3.25% |
$568K - $631K
|
35.6K
$19.8M
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-1.2K- 2.76% |
$572K - $635K
|
42.5K
$23.6M
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.21K- 3.84% |
$575K - $638K
|
30.3K
$16.8M
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-1.22K- 35.65% |
$578K - $642K
|
2.2K
$1.22M
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.22K- 0.35% |
$581K - $645K
|
348K
$193M
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.23K- 1.91% |
$586K - $651K
|
63.3K
$35.2M
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.27K- 23.02% |
$605K - $672K
|
4.26K
$2.37M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.29K- 2.81% |
$613K - $681K
|
44.6K
$24.8M
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.31K- 3.89% |
$624K - $693K
|
32.4K
$18M
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.34K- 12.23% |
$635K - $706K
|
9.6K
$5.33M
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
SELL
|
- |
-1.36K- 1.51% |
$644K - $715K
|
88.2K
$49M
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-1.38K- 3.92% |
$656K - $728K
|
33.9K
$18.8M
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.39K- 1.32% |
$661K - $734K
|
104K
$57.9M
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.4K- 2.03% |
$666K - $739K
|
67.7K
$37.6M
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.42K- 3.38% |
$675K - $750K
|
40.6K
$22.6M
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.42K- 11.08% |
$676K - $751K
|
11.4K
$6.35M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.45K- 1.89% |
$687K - $763K
|
75.2K
$41.8M
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.47K- 24.29% |
$696K - $773K
|
4.57K
$2.54M
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-1.48K- 6.06% |
$701K - $778K
|
22.9K
$12.7M
|
|
Nov 13, 2024
Q3 2024
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-1.48K- 2.1% |
$703K - $781K
|
69.1K
$38.4M
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-1.48K- 0.49% |
$705K - $783K
|
301K
$167M
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-1.49K- 23.88% |
$707K - $785K
|
4.74K
$2.63M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.5K- 6.66% |
$712K - $791K
|
21K
$11.7M
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.51K- 5.61% |
$719K - $798K
|
25.5K
$14.2M
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.52K- 28.91% |
$720K - $799K
|
3.73K
$2.07M
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
SELL
|
- |
-1.52K- 0.55% |
$723K - $803K
|
273K
$152M
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.53K- 7.99% |
$725K - $805K
|
17.6K
$9.76M
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-1.53K- 36.28% |
$725K - $805K
|
2.68K
$1.49M
|
|
Nov 13, 2024
Q3 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-1.53K- 37.62% |
$726K - $806K
|
2.53K
$1.41M
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-1.56K- 2.03% |
$742K - $824K
|
75.4K
$41.9M
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-1.58K- 33.53% |
$751K - $834K
|
3.13K
$1.74M
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-1.6K- 1.03% |
$758K - $842K
|
153K
$85.1M
|
|
Nov 07, 2024
Q3 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-1.63K- 9.57% |
$772K - $858K
|
15.4K
$8.53M
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-1.63K- 1.11% |
$773K - $859K
|
145K
$80.3M
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.63K- 11.07% |
$776K - $862K
|
13.1K
$7.29M
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.66K- 2.95% |
$787K - $874K
|
54.4K
$30.2M
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-1.7K- 64.86% |
$807K - $896K
|
920
$511K
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.72K- 47.82% |
$819K - $910K
|
1.88K
$1.05M
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.73K- 2.94% |
$821K - $912K
|
57.1K
$31.7M
|