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 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-8- 5.26% |
$3.8K - $4.22K
|
144
$79.5K
|
|
|
Feb 04, 2025
Q3 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-8- 0.26% |
$3.8K - $4.22K
|
3.12K
$1.72M
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-9- 0.53% |
$4.28K - $4.75K
|
1.68K
$929K
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-9- 1.73% |
$4.28K - $4.75K
|
512
$282K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-10- 18.87% |
$4.75K - $5.28K
|
43
$23.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-10- 3.03% |
$4.75K - $5.28K
|
320
$177K
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-10- 1.49% |
$4.75K - $5.28K
|
663
$366K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-10- 2.25% |
$4.75K - $5.28K
|
434
$239K
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-10- 0.67% |
$4.75K - $5.28K
|
1.49K
$819K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-10- 0.03% |
$4.75K - $5.28K
|
29.1K
$16.1M
|
|
|
Oct 29, 2024
Q3 2024
|
E L Financial Corp LTD
|
SELL
|
- |
-10- -0.0% |
$4.75K - $5.28K
|
1.65M
$912M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-10- 0.03% |
$4.75K - $5.28K
|
28.8K
$15.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
SELL
|
- |
-10- 0.09% |
$4.75K - $5.28K
|
10.7K
$5.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-10- 1.95% |
$4.75K - $5.28K
|
502
$277K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-10- 0.2% |
$4.75K - $5.28K
|
5.09K
$2.81M
|
|
|
Jan 03, 2025
Q3 2024
|
Allie Family Office LLC
|
SELL
|
- |
-10- 0.09% |
$4.75K - $5.28K
|
10.7K
$5.89M
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-10- 0.36% |
$4.75K - $5.28K
|
2.78K
$1.53M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-11- 2.38% |
$5.23K - $5.8K
|
451
$249K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-11- 1.06% |
$5.23K - $5.8K
|
1.03K
$566K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-11- 0.49% |
$5.23K - $5.8K
|
2.23K
$1.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.06% |
$5.23K - $5.8K
|
19K
$10.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-11- 0.73% |
$5.23K - $5.8K
|
1.49K
$823K
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-12- 0.19% |
$5.7K - $6.33K
|
6.36K
$3.51M
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-12- 0.79% |
$5.7K - $6.33K
|
1.51K
$831K
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-12- 1.71% |
$5.7K - $6.33K
|
688
$380K
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-12- 0.46% |
$5.7K - $6.33K
|
2.57K
$1.42M
|
|
|
Oct 09, 2024
Q3 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-13- 0.31% |
$6.18K - $6.86K
|
4.23K
$2.33M
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
SELL
|
- |
-13- 2.59% |
$6.18K - $6.86K
|
489
$270K
|
|
|
Nov 08, 2024
Q3 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-13- 0.27% |
$6.18K - $6.86K
|
4.76K
$2.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-13- 1.32% |
$6.18K - $6.86K
|
975
$538K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-13- 1.13% |
$6.18K - $6.86K
|
1.14K
$628K
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-14- 0.96% |
$6.65K - $7.39K
|
1.45K
$797K
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-14- 0.17% |
$6.65K - $7.39K
|
8.08K
$4.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-14- 1.04% |
$6.65K - $7.39K
|
1.33K
$733K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-14- 9.46% |
$6.65K - $7.39K
|
134
$73.9K
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-14- 0.18% |
$6.65K - $7.39K
|
7.8K
$4.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-14- 0.5% |
$6.65K - $7.39K
|
2.81K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-14- 0.24% |
$6.65K - $7.39K
|
5.81K
$3.21M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-15- 0.89% |
$7.13K - $7.92K
|
1.67K
$922K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-15- 0.18% |
$7.13K - $7.92K
|
8.35K
$4.61M
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-15- 1.81% |
$7.13K - $7.92K
|
816
$450K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-15- 1.17% |
$7.13K - $7.92K
|
1.27K
$701K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-16- 0.25% |
$7.6K - $8.44K
|
6.34K
$3.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
SELL
|
- |
-16- 0.78% |
$7.6K - $8.44K
|
2.04K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-16- 0.62% |
$7.6K - $8.44K
|
2.55K
$1.41M
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-16- 0.63% |
$7.6K - $8.44K
|
2.54K
$1.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-17- 0.57% |
$8.08K - $8.97K
|
2.99K
$1.65M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-17- 0.17% |
$8.08K - $8.97K
|
9.82K
$5.42M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-17- 2.21% |
$8.08K - $8.97K
|
753
$415K
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-18- 5.61% |
$8.55K - $9.5K
|
303
$167K
|