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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
174New |
$82.7K - $91.8K
|
174
$96K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
173+ 41.0% |
$82.2K - $91.3K
|
595
$328K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
173+ 7.32% |
$82.2K - $91.3K
|
2.54K
$1.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
172+ 0.34% |
$81.7K - $90.8K
|
51.3K
$28.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
171+ 29.58% |
$81.3K - $90.2K
|
749
$413K
|
|
|
Nov 07, 2024
Q3 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
171+ 6.2% |
$81.3K - $90.2K
|
2.93K
$1.61M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
171+ 24.57% |
$81.3K - $90.2K
|
867
$478K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
170New |
$80.8K - $89.7K
|
170
$93.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
170+ 22.34% |
$80.8K - $89.7K
|
931
$514K
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
169+ 38.41% |
$80.3K - $89.2K
|
609
$336K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
167+ 19.24% |
$79.4K - $88.1K
|
1.04K
$571K
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
163+ 16.43% |
$77.5K - $86K
|
1.16K
$637K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
162+ 1.9% |
$77K - $85.5K
|
8.69K
$4.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
162+ 2.21% |
$77K - $85.5K
|
7.49K
$4.13M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
161+ 10.14% |
$76.5K - $85K
|
1.75K
$965K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
161+ 1.41% |
$76.5K - $85K
|
11.5K
$6.37M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
160+ 1.53% |
$76K - $84.4K
|
10.6K
$5.86M
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
160+ 6.65% |
$76K - $84.4K
|
2.57K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
160+ 6.79% |
$76K - $84.4K
|
2.52K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
160+ 38.46% |
$76K - $84.4K
|
576
$318K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
157+ 5.67% |
$74.6K - $82.8K
|
2.93K
$1.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
156+ 1.62% |
$74.1K - $82.3K
|
9.77K
$5.39M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
155+ 44.41% |
$73.7K - $81.8K
|
504
$278K
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
154+ 216.9% |
$73.2K - $81.3K
|
225
$124K
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
153+ 17.17% |
$72.7K - $80.7K
|
1.04K
$576K
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
153+ 24.84% |
$72.7K - $80.7K
|
769
$424K
|
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
150+ 4.77% |
$71.3K - $79.2K
|
3.3K
$1.82M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
150+ 10.54% |
$71.3K - $79.2K
|
1.57K
$868K
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
150+ 22.09% |
$71.3K - $79.2K
|
829
$457K
|
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
149+ 36.61% |
$70.8K - $78.6K
|
556
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
148+ 2.6% |
$70.3K - $78.1K
|
5.84K
$3.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
147+ 16.1% |
$69.9K - $77.6K
|
1.06K
$585K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
146+ 1.3% |
$69.4K - $77K
|
11.4K
$6.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
146New |
$69.4K - $77K
|
146
$80.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
146New |
$69.4K - $77K
|
146
$80.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
142+ 1.82% |
$67.5K - $74.9K
|
7.95K
$4.39M
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
142+ 22.68% |
$67.5K - $74.9K
|
768
$424K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
142New |
$67.5K - $74.9K
|
142
$78.3K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
141+ 0.85% |
$67K - $74.4K
|
16.7K
$9.21M
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
140+ 35.0% |
$66.5K - $73.9K
|
540
$298K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
140+ 0.82% |
$66.5K - $73.9K
|
17.3K
$9.54M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
139+ 33.9% |
$66.1K - $73.4K
|
549
$303K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
138+ 1.31% |
$65.6K - $72.8K
|
10.7K
$5.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
138+ 36.41% |
$65.6K - $72.8K
|
517
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
138+ 5.11% |
$65.6K - $72.8K
|
2.84K
$1.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
137+ 7.69% |
$65.1K - $72.3K
|
1.92K
$1.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
137+ 8.16% |
$65.1K - $72.3K
|
1.82K
$1M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
137+ 3.0% |
$65.1K - $72.3K
|
4.71K
$2.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
136+ 1.79% |
$64.6K - $71.8K
|
7.72K
$4.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
136+ 2.36% |
$64.6K - $71.8K
|
5.89K
$3.25M
|