Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
20+ 4.02% |
$9.1K - $10.1K
|
517
$287K
|
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
20+ 3.58% |
$9.1K - $10.1K
|
578
$321K
|
|
|
Jul 26, 2024
Q2 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
20+ 0.13% |
$9.1K - $10.1K
|
15K
$8.31M
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
20+ 1.95% |
$9.1K - $10.1K
|
1.05K
$580K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
BUY
|
- |
20+ 0.61% |
$9.1K - $10.1K
|
3.3K
$1.83M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
20+ 1.41% |
$9.1K - $10.1K
|
1.44K
$799K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
20+ 0.47% |
$9.1K - $10.1K
|
4.3K
$2.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
20+ 0.88% |
$9.1K - $10.1K
|
2.28K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
20+ 0.9% |
$9.1K - $10.1K
|
2.24K
$1.24M
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
19+ 1900.0% |
$8.65K - $9.58K
|
20
$11.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
19+ 2.35% |
$8.65K - $9.58K
|
829
$460K
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
18+ 1.27% |
$8.19K - $9.08K
|
1.44K
$798K
|
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
18+ 7.17% |
$8.19K - $9.08K
|
269
$149K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
18New |
$8.19K - $9.08K
|
18
$9.99K
|
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
18+ 2.48% |
$8.19K - $9.08K
|
745
$413K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
17+ 19.77% |
$7.74K - $8.57K
|
103
$57.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
17New |
$7.74K - $8.57K
|
17
$9.43K
|
|
|
Oct 17, 2024
Q2 2024
|
Joule Financial, LLC
|
BUY
|
- |
17+ 3.7% |
$7.74K - $8.57K
|
477
$265K
|
|
|
Jul 11, 2024
Q2 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
16+ 0.42% |
$7.28K - $8.07K
|
3.85K
$2.14M
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
16+ 0.32% |
$7.28K - $8.07K
|
4.98K
$2.76M
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
16+ 3.02% |
$7.28K - $8.07K
|
546
$303K
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
16+ 1.48% |
$7.28K - $8.07K
|
1.1K
$610K
|
|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
15+ 1.54% |
$6.83K - $7.56K
|
990
$549K
|
|
|
Jul 31, 2024
Q2 2024
|
Gouws Capital LLC
|
BUY
|
- |
15+ 0.15% |
$6.83K - $7.56K
|
10K
$5.57M
|
|
|
Aug 07, 2024
Q2 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
15+ 1.7% |
$6.83K - $7.56K
|
897
$498K
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
14+ 0.13% |
$6.37K - $7.06K
|
10.5K
$5.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
14+ 3.74% |
$6.37K - $7.06K
|
388
$215K
|
|
|
Aug 14, 2024
Q2 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
14+ 0.89% |
$6.37K - $7.06K
|
1.58K
$878K
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
13+ 1.15% |
$5.92K - $6.56K
|
1.15K
$636K
|
|
|
Jul 25, 2024
Q2 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
13+ 0.5% |
$5.92K - $6.56K
|
2.62K
$1.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
13New |
$5.92K - $6.56K
|
13
$7.21K
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
13+ 0.26% |
$5.92K - $6.56K
|
4.95K
$2.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
13+ 0.19% |
$5.92K - $6.56K
|
6.91K
$3.83M
|
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
12+ 2.5% |
$5.46K - $6.05K
|
492
$273K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
12+ 0.15% |
$5.46K - $6.05K
|
7.94K
$4.41M
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
12New |
$5.46K - $6.05K
|
12
$6.66K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
12+ 1.47% |
$5.46K - $6.05K
|
831
$461K
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.44% |
$5.46K - $6.05K
|
2.77K
$1.54M
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
12+ 0.11% |
$5.46K - $6.05K
|
10.6K
$5.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
12+ 0.36% |
$5.46K - $6.05K
|
3.34K
$1.85M
|
|
|
Jul 18, 2024
Q2 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
11+ 1.63% |
$5.01K - $5.55K
|
685
$380K
|
|
|
Aug 09, 2024
Q2 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
11+ 1.34% |
$5.01K - $5.55K
|
829
$460K
|
|
|
Aug 13, 2024
Q2 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
11+ 1.15% |
$5.01K - $5.55K
|
967
$537K
|
|
|
Aug 14, 2024
Q2 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.93% |
$5.01K - $5.55K
|
1.2K
$664K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
11+ 0.12% |
$5.01K - $5.55K
|
8.88K
$4.93M
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
11+ 1.77% |
$5.01K - $5.55K
|
634
$352K
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
11+ 0.03% |
$5.01K - $5.55K
|
37.1K
$20.6M
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
10+ 35.71% |
$4.55K - $5.04K
|
38
$21.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
10+ 0.7% |
$4.55K - $5.04K
|
1.45K
$803K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
10New |
$4.55K - $5.04K
|
10
$5.55K
|