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 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.72K- 8.9% |
$1.29M - $1.43M
|
27.8K
$15.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-2.73K- 51.26% |
$1.3M - $1.44M
|
2.59K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-2.78K- 13.77% |
$1.32M - $1.47M
|
17.4K
$9.68M
|
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-2.81K- 30.21% |
$1.33M - $1.48M
|
6.48K
$3.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.82K- 3.92% |
$1.34M - $1.49M
|
69K
$38.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-2.89K- 5.33% |
$1.37M - $1.52M
|
51.3K
$28.5M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-2.9K- 7.0% |
$1.38M - $1.53M
|
38.5K
$21.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-2.92K- 1.91% |
$1.39M - $1.54M
|
151K
$83.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.96K- 11.99% |
$1.4M - $1.56M
|
21.7K
$12.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-2.99K- 1.92% |
$1.42M - $1.58M
|
153K
$85M
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-3K- 26.95% |
$1.43M - $1.58M
|
8.13K
$4.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-3.03K- 2.52% |
$1.44M - $1.6M
|
117K
$64.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.04K- 4.35% |
$1.44M - $1.6M
|
66.8K
$37.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-3.05K- 22.59% |
$1.45M - $1.61M
|
10.4K
$5.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3.1K- 6.35% |
$1.47M - $1.64M
|
45.7K
$25.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-3.14K- 7.14% |
$1.49M - $1.66M
|
40.9K
$22.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.2K- 84.6% |
$1.52M - $1.69M
|
582
$323K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.23K- 0.39% |
$1.53M - $1.7M
|
825K
$459M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-3.23K- 1.63% |
$1.54M - $1.71M
|
196K
$109M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-3.26K- 6.93% |
$1.55M - $1.72M
|
43.7K
$24.3M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Financial Partners
|
SELL
|
- |
-3.37K- 10.14% |
$1.6M - $1.78M
|
29.9K
$16.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.42K- 51.99% |
$1.62M - $1.8M
|
3.16K
$1.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-3.49K- 16.11% |
$1.66M - $1.84M
|
18.2K
$10.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-3.52K- 2.64% |
$1.67M - $1.86M
|
130K
$72.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-3.63K- 3.39% |
$1.72M - $1.92M
|
104K
$57.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-3.68K- 4.17% |
$1.75M - $1.94M
|
84.5K
$47M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-3.8K- 38.92% |
$1.81M - $2.01M
|
5.96K
$3.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.83K- 0.03% |
$1.82M - $2.02M
|
12.2M
$6.8B
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-3.85K- 2.25% |
$1.83M - $2.03M
|
168K
$93.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-3.86K- 3.68% |
$1.84M - $2.04M
|
101K
$56.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-3.87K- 23.24% |
$1.84M - $2.04M
|
12.8K
$7.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-3.89K- 36.23% |
$1.85M - $2.05M
|
6.84K
$3.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-3.89K- 9.05% |
$1.85M - $2.05M
|
39.1K
$21.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-4K- 37.89% |
$1.9M - $2.11M
|
6.56K
$3.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Alta Advisers LTD
|
SELL
|
- |
-4.08K- 7.47% |
$1.94M - $2.15M
|
50.5K
$28.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.11K- 0.33% |
$1.95M - $2.17M
|
1.25M
$697M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-4.15K- 62.93% |
$1.97M - $2.19M
|
2.44K
$1.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-4.15K- 8.67% |
$1.97M - $2.19M
|
43.7K
$24.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.2K- 19.34% |
$1.99M - $2.21M
|
17.5K
$9.73M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-4.25K- 64.23% |
$2.02M - $2.24M
|
2.37K
$1.31M
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-4.29K- 7.77% |
$2.04M - $2.26M
|
50.9K
$28.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-4.33K- 1.75% |
$2.06M - $2.28M
|
243K
$135M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-4.41K- 4.69% |
$2.1M - $2.33M
|
89.7K
$49.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-4.48K- 6.04% |
$2.13M - $2.36M
|
69.7K
$38.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.67K- 1.28% |
$2.22M - $2.46M
|
360K
$200M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-4.93K- 16.59% |
$2.34M - $2.6M
|
24.8K
$13.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-4.93K- 48.97% |
$2.34M - $2.6M
|
5.14K
$2.86M
|
|
|
Nov 01, 2024
Q3 2024
|
Passaic Partners LLC
|
SELL
|
- |
-4.96K- 14.43% |
$2.35M - $2.61M
|
29.4K
$16.3M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-5.2K- 2.34% |
$2.47M - $2.74M
|
217K
$120M
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-5.33K- 2.65% |
$2.53M - $2.81M
|
195K
$109M
|