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 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.2K+ 0.62% |
$3.42M - $3.8M
|
1.16M
$643M
|
|
|
Nov 08, 2024
Q3 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
7.18K+ 14.23% |
$3.41M - $3.79M
|
57.6K
$31.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
7.14K+ 154.76% |
$3.39M - $3.77M
|
11.7K
$6.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.14K+ 4.09% |
$3.39M - $3.77M
|
182K
$100M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
7.09K+ 4.93% |
$3.37M - $3.74M
|
151K
$83.3M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
7.06K+ 3.48% |
$3.35M - $3.73M
|
210K
$116M
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
7.05K+ 5.4% |
$3.35M - $3.72M
|
138K
$76M
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
6.98K+ 3.26% |
$3.32M - $3.68M
|
221K
$122M
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
6.96K+ 4.61% |
$3.31M - $3.67M
|
158K
$87.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
6.95K+ 17.17% |
$3.3M - $3.67M
|
47.5K
$26.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
6.93K+ 4.21% |
$3.29M - $3.66M
|
172K
$94.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.82K+ 14.2% |
$3.24M - $3.6M
|
54.9K
$30.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
6.71K+ 476.28% |
$3.19M - $3.54M
|
8.11K
$4.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
6.65K+ 6.7% |
$3.16M - $3.51M
|
106K
$58.5M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6.56K+ 74.8% |
$3.12M - $3.46M
|
15.3K
$8.46M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
6.48K+ 29.42% |
$3.08M - $3.42M
|
28.5K
$15.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
BUY
|
- |
6.41K+ 111.83% |
$3.05M - $3.38M
|
12.1K
$6.71M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
6.39K+ 14.11% |
$3.04M - $3.37M
|
51.7K
$28.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
6.36K+ 53.07% |
$3.02M - $3.35M
|
18.3K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
6.28K+ 19.37% |
$2.99M - $3.32M
|
38.7K
$21.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.25K+ 24.64% |
$2.97M - $3.3M
|
31.6K
$17.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
6.23KNew |
$2.96M - $3.29M
|
6.23K
$3.44M
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
6.23K+ 16.67% |
$2.96M - $3.29M
|
43.6K
$24.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.11K+ 11.49% |
$2.9M - $3.22M
|
59.3K
$32.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
6.02K+ 39.45% |
$2.86M - $3.17M
|
21.3K
$11.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.97K+ 3.45% |
$2.84M - $3.15M
|
179K
$98.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.87K+ 1.69% |
$2.79M - $3.09M
|
353K
$195M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
5.86K+ 20.59% |
$2.79M - $3.09M
|
34.3K
$19M
|
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
5.85KNew |
$2.78M - $3.09M
|
5.85K
$3.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
5.8K+ 13.44% |
$2.75M - $3.06M
|
48.9K
$27M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
5.78K+ 5.93% |
$2.75M - $3.05M
|
103K
$57M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
5.68K+ 4.09% |
$2.7M - $3M
|
144K
$79.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
5.67K+ 346.76% |
$2.7M - $2.99M
|
7.31K
$4.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.42K+ 26.01% |
$2.58M - $2.86M
|
26.3K
$14.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.42K+ 9.86% |
$2.57M - $2.86M
|
60.3K
$33.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
5.4K+ 119.84% |
$2.57M - $2.85M
|
9.91K
$5.47M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
5.36K+ 3.52% |
$2.54M - $2.83M
|
158K
$87M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.34K+ 93.13% |
$2.54M - $2.82M
|
11.1K
$6.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
5.25K+ 34.36% |
$2.5M - $2.77M
|
20.5K
$11.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
5.25KNew |
$2.49M - $2.77M
|
5.25K
$2.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.22K+ 4.82% |
$2.48M - $2.75M
|
114K
$62.7M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
5.19K+ 9.26% |
$2.47M - $2.74M
|
61.2K
$33.8M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.11K+ 2.42% |
$2.43M - $2.7M
|
217K
$120M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
5.11K+ 2.76% |
$2.43M - $2.7M
|
190K
$105M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.11K+ 6.89% |
$2.43M - $2.69M
|
79.2K
$43.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
5.08K+ 6.16% |
$2.41M - $2.68M
|
87.5K
$48.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.04K+ 33.58% |
$2.4M - $2.66M
|
20.1K
$11.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
5.01K+ 32.35% |
$2.38M - $2.64M
|
20.5K
$11.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5K+ 10.18% |
$2.38M - $2.64M
|
54.2K
$29.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
5K+ 2.9% |
$2.38M - $2.64M
|
177K
$97.9M
|