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 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
104+ 12.64% |
$49.4K - $54.9K
|
927
$511K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
103+ 5.08% |
$48.9K - $54.4K
|
2.13K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
102+ 4.32% |
$48.5K - $53.8K
|
2.46K
$1.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
100+ 14.33% |
$47.5K - $52.8K
|
798
$440K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
100New |
$47.5K - $52.8K
|
100
$55.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
100+ 16.39% |
$47.5K - $52.8K
|
710
$392K
|
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
99+ 8.94% |
$47K - $52.2K
|
1.21K
$665K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
99+ 27.97% |
$47K - $52.2K
|
453
$250K
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
99+ 0.24% |
$47K - $52.2K
|
41.5K
$22.9M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
98+ 3.73% |
$46.6K - $51.7K
|
2.73K
$1.51M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
98+ 40.5% |
$46.6K - $51.7K
|
340
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
98+ 5.05% |
$46.6K - $51.7K
|
2.04K
$1.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
97New |
$46.1K - $51.2K
|
97
$53.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
BUY
|
- |
97+ 2.33% |
$46.1K - $51.2K
|
4.27K
$2.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
96+ 2.07% |
$45.6K - $50.7K
|
4.73K
$2.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
96+ 2.12% |
$45.6K - $50.7K
|
4.61K
$2.55M
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
96+ 15.14% |
$45.6K - $50.7K
|
730
$403K
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
96New |
$45.6K - $50.7K
|
96
$53K
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
95+ 4.12% |
$45.1K - $50.1K
|
2.4K
$1.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
93+ 0.13% |
$44.2K - $49.1K
|
69.7K
$38.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
93+ 3.2% |
$44.2K - $49.1K
|
3K
$1.65M
|
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
BUY
|
- |
92+ 0.67% |
$43.7K - $48.5K
|
13.8K
$7.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
92+ 7.35% |
$43.7K - $48.5K
|
1.34K
$741K
|
|
|
Dec 12, 2024
Q3 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
91+ 2.33% |
$43.2K - $48K
|
3.99K
$2.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
90+ 1.31% |
$42.8K - $47.5K
|
6.98K
$3.85M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
90+ 3.14% |
$42.8K - $47.5K
|
2.95K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
90+ 1.37% |
$42.8K - $47.5K
|
6.68K
$3.69M
|
|
|
Feb 14, 2025
Q3 2024
|
Triumph Capital Management
|
BUY
|
- |
90+ 9.73% |
$42.8K - $47.5K
|
1.02K
$560K
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
88+ 2.77% |
$41.8K - $46.4K
|
3.26K
$1.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Baker Boyer National Bank
|
BUY
|
- |
88+ 2.66% |
$41.8K - $46.4K
|
3.39K
$1.87M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
88+ 0.98% |
$41.8K - $46.4K
|
9.1K
$5.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
88+ 0.82% |
$41.8K - $46.4K
|
10.8K
$5.95M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
87+ 1.51% |
$41.3K - $45.9K
|
5.84K
$3.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
87New |
$41.3K - $45.9K
|
87
$48K
|
|
|
Oct 29, 2024
Q3 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
86+ 2.68% |
$40.9K - $45.4K
|
3.3K
$1.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
85+ 1.73% |
$40.4K - $44.9K
|
4.99K
$2.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
84New |
$39.9K - $44.3K
|
84
$46.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
83+ 6.88% |
$39.4K - $43.8K
|
1.29K
$712K
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
83+ 11.89% |
$39.4K - $43.8K
|
781
$431K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
82+ 1.95% |
$39K - $43.3K
|
4.28K
$2.36M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
81+ 27.93% |
$38.5K - $42.7K
|
371
$205K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
81+ 1.16% |
$38.5K - $42.7K
|
7.05K
$3.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
81+ 3.32% |
$38.5K - $42.7K
|
2.52K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
81+ 3.13% |
$38.5K - $42.7K
|
2.67K
$1.47M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
80+ 2.58% |
$38K - $42.2K
|
3.19K
$1.76M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
80+ 4.16% |
$38K - $42.2K
|
2K
$1.11M
|
|
|
Oct 21, 2024
Q3 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
79+ 0.31% |
$37.5K - $41.7K
|
25.6K
$14.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
79+ 9.0% |
$37.5K - $41.7K
|
957
$528K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
77+ 4.74% |
$36.6K - $40.6K
|
1.7K
$940K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
76+ 6.33% |
$36.1K - $40.1K
|
1.28K
$704K
|