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
|
Waddell & Associates, LLC
|
SELL
|
- |
-1- 0.02% |
$475 - $528
|
5.24K
$2.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-1- 0.17% |
$475 - $528
|
575
$317K
|
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-1- 0.24% |
$475 - $528
|
413
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1- 0.13% |
$475 - $528
|
798
$440K
|
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- 0.02% |
$475 - $528
|
5.57K
$3.07M
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.04% |
$950 - $1.06K
|
5.61K
$3.09M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-2- 0.37% |
$950 - $1.06K
|
542
$299K
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-2- 0.1% |
$950 - $1.06K
|
1.99K
$1.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-2- 0.18% |
$950 - $1.06K
|
1.09K
$603K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-2- 0.93% |
$950 - $1.06K
|
212
$117K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-2- 0.22% |
$950 - $1.06K
|
893
$493K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 0.05% |
$950 - $1.06K
|
4.18K
$2.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-3- 0.4% |
$1.43K - $1.58K
|
744
$411K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-3- 0.52% |
$1.43K - $1.58K
|
573
$316K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3- 0.18% |
$1.43K - $1.58K
|
1.66K
$917K
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-3- 1.94% |
$1.43K - $1.58K
|
152
$83.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-3- 0.25% |
$1.43K - $1.58K
|
1.22K
$670K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-3- 0.7% |
$1.43K - $1.58K
|
428
$236K
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-3- 0.23% |
$1.43K - $1.58K
|
1.29K
$711K
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.7% |
$1.43K - $1.58K
|
424
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3- 0.52% |
$1.43K - $1.58K
|
576
$318K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-3- 0.03% |
$1.43K - $1.58K
|
9.72K
$5.36M
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-4- 0.06% |
$1.9K - $2.11K
|
6.17K
$3.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-4- 0.59% |
$1.9K - $2.11K
|
671
$370K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-4- 0.09% |
$1.9K - $2.11K
|
4.46K
$2.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-4- 0.14% |
$1.9K - $2.11K
|
2.93K
$1.61M
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-4- 0.13% |
$1.9K - $2.11K
|
3.01K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-4- 0.41% |
$1.9K - $2.11K
|
968
$534K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-4- 1.08% |
$1.9K - $2.11K
|
368
$203K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-4- 0.56% |
$1.9K - $2.11K
|
709
$391K
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-4- 0.08% |
$1.9K - $2.11K
|
5.25K
$2.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-4- 0.67% |
$1.9K - $2.11K
|
592
$327K
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-5- 1.08% |
$2.38K - $2.64K
|
460
$254K
|
|
|
Nov 04, 2024
Q3 2024
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-5- 1.08% |
$2.38K - $2.64K
|
460
$254K
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-5- 1.24% |
$2.38K - $2.64K
|
398
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-5- 0.2% |
$2.38K - $2.64K
|
2.44K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-5- 0.02% |
$2.38K - $2.64K
|
29.3K
$16.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-5- 0.19% |
$2.38K - $2.64K
|
2.67K
$1.47M
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-6- 1.42% |
$2.85K - $3.17K
|
418
$231K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-6- 1.22% |
$2.85K - $3.17K
|
487
$269K
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-6- 0.87% |
$2.85K - $3.17K
|
681
$376K
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-6- 50.0% |
$2.85K - $3.17K
|
6
$3.31K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-6- 0.66% |
$2.85K - $3.17K
|
906
$500K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-7- 0.02% |
$3.33K - $3.69K
|
41.3K
$22.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-7- 3.4% |
$3.33K - $3.69K
|
199
$110K
|
|
|
Oct 21, 2024
Q3 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-7- 0.12% |
$3.33K - $3.69K
|
5.64K
$3.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-7- 0.35% |
$3.33K - $3.69K
|
2.01K
$1.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-7- -0.0% |
$3.33K - $3.69K
|
230K
$127M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-8- 0.81% |
$3.8K - $4.22K
|
978
$540K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-8- 0.23% |
$3.8K - $4.22K
|
3.55K
$1.96M
|