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 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
24+ 2.34% |
$11.4K - $12.7K
|
1.05K
$578K
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
24+ 0.42% |
$11.4K - $12.7K
|
5.79K
$3.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
23+ 0.89% |
$10.9K - $12.1K
|
2.6K
$1.43M
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
23+ 0.13% |
$10.9K - $12.1K
|
17.4K
$9.61M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
22+ 1.52% |
$10.5K - $11.6K
|
1.47K
$811K
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
22+ 3.83% |
$10.5K - $11.6K
|
597
$329K
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
22+ 0.91% |
$10.5K - $11.6K
|
2.43K
$1.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
22+ 5.21% |
$10.5K - $11.6K
|
444
$245K
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
22+ 0.25% |
$10.5K - $11.6K
|
8.88K
$4.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
21+ 0.21% |
$9.98K - $11.1K
|
9.95K
$5.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
21+ 0.37% |
$9.98K - $11.1K
|
5.69K
$3.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
21+ 1.37% |
$9.98K - $11.1K
|
1.56K
$859K
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
20+ 3.09% |
$9.5K - $10.6K
|
667
$368K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
20+ 2.12% |
$9.5K - $10.6K
|
963
$531K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
20+ 1.58% |
$9.5K - $10.6K
|
1.29K
$710K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
20+ 0.13% |
$9.5K - $10.6K
|
15.4K
$8.49M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
20+ 3.44% |
$9.5K - $10.6K
|
601
$332K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
BUY
|
- |
20+ 4.54% |
$9.5K - $10.6K
|
461
$254K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
20New |
$9.5K - $10.6K
|
20
$11K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
20+ 1.36% |
$9.5K - $10.6K
|
1.49K
$824K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
20+ 0.46% |
$9.5K - $10.6K
|
4.34K
$2.39M
|
|
|
Nov 13, 2024
Q3 2024
|
University Of Texas
|
BUY
|
- |
20New |
$9.5K - $10.6K
|
20
$11K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
20+ 1.22% |
$9.5K - $10.6K
|
1.66K
$915K
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
19+ 0.16% |
$9.03K - $10K
|
11.9K
$6.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
19+ 0.3% |
$9.03K - $10K
|
6.27K
$3.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
19+ 0.51% |
$9.03K - $10K
|
3.75K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
19+ 1.28% |
$9.03K - $10K
|
1.5K
$829K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
18+ 1.64% |
$8.55K - $9.5K
|
1.12K
$617K
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
18+ 1.0% |
$8.55K - $9.5K
|
1.82K
$1.01M
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
18+ 225.0% |
$8.55K - $9.5K
|
26
$14.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
18+ 0.55% |
$8.55K - $9.5K
|
3.32K
$1.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
18New |
$8.55K - $9.5K
|
18
$9.93K
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
18+ 0.12% |
$8.55K - $9.5K
|
14.7K
$8.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Refined Wealth Management
|
BUY
|
- |
17+ 1.21% |
$8.08K - $8.97K
|
1.42K
$785K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
17+ 0.28% |
$8.08K - $8.97K
|
6.18K
$3.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
17+ 0.06% |
$8.08K - $8.97K
|
26.7K
$14.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
17+ 0.01% |
$8.08K - $8.97K
|
276K
$152M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
17+ 0.84% |
$8.08K - $8.97K
|
2.04K
$1.12M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
16+ 15.53% |
$7.6K - $8.44K
|
119
$65.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
16+ 0.96% |
$7.6K - $8.44K
|
1.68K
$928K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
16+ 0.26% |
$7.6K - $8.44K
|
6.16K
$3.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
16+ 0.14% |
$7.6K - $8.44K
|
11.3K
$6.23M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
16+ 1.64% |
$7.6K - $8.44K
|
990
$546K
|
|
|
Oct 07, 2024
Q3 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
15+ 0.34% |
$7.13K - $7.92K
|
4.49K
$2.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
15+ 2.6% |
$7.13K - $7.92K
|
592
$327K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
15New |
$7.13K - $7.92K
|
15
$8.28K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
15+ 1.56% |
$7.13K - $7.92K
|
979
$540K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
BUY
|
- |
15+ 0.26% |
$7.13K - $7.92K
|
5.88K
$3.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
15+ 1.14% |
$7.13K - $7.92K
|
1.33K
$734K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
15+ 1.23% |
$7.13K - $7.92K
|
1.24K
$683K
|