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 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
76+ 1.55% |
$36.1K - $40.1K
|
4.99K
$2.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
76+ 4.73% |
$36.1K - $40.1K
|
1.68K
$929K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
75+ 5.11% |
$35.6K - $39.6K
|
1.54K
$851K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
75+ 17.12% |
$35.6K - $39.6K
|
513
$283K
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
75+ 3.83% |
$35.6K - $39.6K
|
2.04K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
75+ 0.18% |
$35.6K - $39.6K
|
42.1K
$23.2M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
74+ 0.74% |
$35.2K - $39K
|
10.1K
$5.55M
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
74+ 8.08% |
$35.2K - $39K
|
990
$546K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
72+ 0.05% |
$34.2K - $38K
|
139K
$76.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
72+ 3.63% |
$34.2K - $38K
|
2.06K
$1.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
70+ 0.43% |
$33.3K - $36.9K
|
16.5K
$9.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
69New |
$32.8K - $36.4K
|
69
$38.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
69+ 5.66% |
$32.8K - $36.4K
|
1.29K
$711K
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
69+ 9.01% |
$32.8K - $36.4K
|
835
$461K
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
69+ 1.65% |
$32.8K - $36.4K
|
4.26K
$2.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
68+ 15.14% |
$32.3K - $35.9K
|
517
$285K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
67+ 2.2% |
$31.8K - $35.4K
|
3.12K
$1.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
65+ 0.93% |
$30.9K - $34.3K
|
7.02K
$3.87M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
64+ 7.7% |
$30.4K - $33.8K
|
895
$494K
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
64+ 0.03% |
$30.4K - $33.8K
|
247K
$136M
|
|
|
Oct 22, 2024
Q3 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
62+ 3.94% |
$29.5K - $32.7K
|
1.63K
$902K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
62+ 1.74% |
$29.5K - $32.7K
|
3.63K
$2M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
61+ 0.77% |
$29K - $32.2K
|
8.01K
$4.42M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
61+ 0.64% |
$29K - $32.2K
|
9.59K
$5.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
61+ 4.05% |
$29K - $32.2K
|
1.57K
$865K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
60+ 0.98% |
$28.5K - $31.7K
|
6.18K
$3.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
59+ 6.8% |
$28K - $31.1K
|
927
$511K
|
|
|
Nov 12, 2024
Q3 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
59+ 5.58% |
$28K - $31.1K
|
1.12K
$616K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
59+ 84.29% |
$28K - $31.1K
|
129
$71.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
59+ 0.92% |
$28K - $31.1K
|
6.47K
$3.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
58+ 0.08% |
$27.6K - $30.6K
|
73.2K
$40.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
58+ 0.48% |
$27.6K - $30.6K
|
12.3K
$6.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
57+ 6.92% |
$27.1K - $30.1K
|
881
$486K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
57+ 4.93% |
$27.1K - $30.1K
|
1.21K
$669K
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
56+ 4.63% |
$26.6K - $29.6K
|
1.27K
$699K
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
54+ 0.36% |
$25.7K - $28.5K
|
15K
$8.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
53+ 2.98% |
$25.2K - $28K
|
1.83K
$1.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
53+ 6.11% |
$25.2K - $28K
|
920
$508K
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
53+ 31.93% |
$25.2K - $28K
|
219
$121K
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
52+ 7.4% |
$24.7K - $27.4K
|
755
$417K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
51+ 5.8% |
$24.2K - $26.9K
|
931
$514K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
51+ 8.16% |
$24.2K - $26.9K
|
676
$373K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
51+ 0.46% |
$24.2K - $26.9K
|
11.1K
$6.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
51+ 1.97% |
$24.2K - $26.9K
|
2.64K
$1.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
51+ 2.63% |
$24.2K - $26.9K
|
1.99K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
51+ 0.28% |
$24.2K - $26.9K
|
18K
$9.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
50+ 49.5% |
$23.8K - $26.4K
|
151
$83.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
BUY
|
- |
50+ 9.09% |
$23.8K - $26.4K
|
600
$331K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
50+ 4.47% |
$23.8K - $26.4K
|
1.17K
$645K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
50+ 4.72% |
$23.8K - $26.4K
|
1.11K
$612K
|