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 |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-4.68K- 80.96% |
$2.13M - $2.36M
|
1.1K
$607K
|
|
Jul 30, 2024
Q2 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-4.7K- 29.44% |
$2.14M - $2.37M
|
11.3K
$6.22M
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-4.77K- 33.25% |
$2.17M - $2.4M
|
9.57K
$5.28M
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-4.89K- 61.64% |
$2.22M - $2.47M
|
3.04K
$1.68M
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.95K- 59.69% |
$2.25M - $2.49M
|
3.34K
$1.84M
|
|
Aug 14, 2024
Q2 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-4.97K- 9.9% |
$2.26M - $2.51M
|
45.2K
$25M
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.98K- 4.72% |
$2.27M - $2.51M
|
100K
$55.5M
|
|
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-5.07K- 48.8% |
$2.31M - $2.56M
|
5.32K
$2.94M
|
|
Aug 14, 2024
Q2 2024
|
Passaic Partners LLC
|
SELL
|
- |
-5.09K- 12.91% |
$2.32M - $2.57M
|
34.3K
$19M
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-5.12K- 1.17% |
$2.33M - $2.58M
|
433K
$239M
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-5.15K- 28.9% |
$2.34M - $2.6M
|
12.7K
$7M
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.3K- 1.83% |
$2.41M - $2.67M
|
285K
$157M
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
SELL
|
- |
-5.35K- 2.36% |
$2.44M - $2.7M
|
222K
$122M
|
|
Aug 12, 2024
Q2 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-5.45K- 15.6% |
$2.48M - $2.75M
|
29.5K
$16.3M
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
SELL
|
- |
-5.73K- 42.11% |
$2.61M - $2.89M
|
7.87K
$4.35M
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.75K- 12.88% |
$2.61M - $2.9M
|
38.9K
$21.5M
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-5.79K- 47.72% |
$2.63M - $2.92M
|
6.34K
$3.5M
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-5.85K- 2.31% |
$2.66M - $2.95M
|
247K
$136M
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-5.89K- 20.07% |
$2.68M - $2.97M
|
23.4K
$12.9M
|
|
Jul 15, 2024
Q2 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-6.18K- 6.78% |
$2.81M - $3.11M
|
84.9K
$46.9M
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-6.45K- 11.72% |
$2.93M - $3.25M
|
48.6K
$26.8M
|
|
Jul 31, 2024
Q2 2024
|
Bell Bank
|
SELL
|
- |
-6.53K- 3.97% |
$2.97M - $3.29M
|
158K
$87.3M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.78K- 9.02% |
$3.08M - $3.42M
|
68.4K
$37.7M
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-6.83K- 11.78% |
$3.11M - $3.44M
|
51.1K
$28.2M
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-6.84K- 50.29% |
$3.11M - $3.45M
|
6.76K
$3.73M
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-6.86K- 6.67% |
$3.12M - $3.46M
|
96K
$53M
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-6.89K- 12.79% |
$3.14M - $3.48M
|
47K
$26M
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-7.03K- 7.96% |
$3.2M - $3.54M
|
81.2K
$44.8M
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-7.11K- 36.86% |
$3.23M - $3.58M
|
12.2K
$6.72M
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-7.15K- 11.94% |
$3.25M - $3.6M
|
52.7K
$29.1M
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-7.22K- 8.52% |
$3.29M - $3.64M
|
77.5K
$42.8M
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-7.26K- 61.35% |
$3.3M - $3.66M
|
4.57K
$2.53M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-7.35K- 5.58% |
$3.34M - $3.71M
|
124K
$68.6M
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-7.37K- 8.53% |
$3.35M - $3.72M
|
79K
$43.6M
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.41K- 1.93% |
$3.37M - $3.74M
|
376K
$208M
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-7.47K- 7.85% |
$3.4M - $3.77M
|
87.7K
$48.4M
|
|
Aug 14, 2024
Q2 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-7.71K- 6.84% |
$3.51M - $3.89M
|
105K
$58M
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-7.77K- 1.97% |
$3.54M - $3.92M
|
387K
$213M
|
|
Jul 25, 2024
Q2 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-7.81K- 23.45% |
$3.55M - $3.94M
|
25.5K
$14.1M
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-7.85K- 50.26% |
$3.57M - $3.96M
|
7.77K
$4.29M
|
|
Aug 05, 2024
Q2 2024
|
Univest Financial Corp
|
SELL
|
- |
-8.1K- 14.84% |
$3.68M - $4.08M
|
46.4K
$25.6M
|
|
Jul 19, 2024
Q2 2024
|
Toews Corp
|
SELL
|
- |
-8.1K- 3.48% |
$3.69M - $4.08M
|
225K
$124M
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-8.2K- 30.18% |
$3.73M - $4.14M
|
19K
$10.5M
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
SELL
|
- |
-8.55K- 25.05% |
$3.89M - $4.31M
|
25.6K
$14.1M
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-8.6K- 13.89% |
$3.91M - $4.34M
|
53.3K
$29.4M
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-8.74K- 77.24% |
$3.98M - $4.4M
|
2.57K
$1.42M
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-8.87K- 27.65% |
$4.03M - $4.47M
|
23.2K
$12.8M
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-9.23K- 7.33% |
$4.2M - $4.66M
|
117K
$64.4M
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-9.23K- 1.56% |
$4.2M - $4.66M
|
581K
$321M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.78K- 11.98% |
$4.45M - $4.93M
|
71.8K
$39.7M
|