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
|
Archer Investment Corp
|
SELL
|
- |
-152- 2.75% |
$72.2K - $80.2K
|
5.38K
$2.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-152- 1.75% |
$72.2K - $80.2K
|
8.54K
$4.71M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-155- 3.24% |
$73.7K - $81.8K
|
4.63K
$2.55M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-157- 1.19% |
$74.6K - $82.8K
|
13K
$7.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-158- 1.92% |
$75.1K - $83.4K
|
8.09K
$4.46M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-159- 3.25% |
$75.6K - $83.9K
|
4.73K
$2.61M
|
|
|
Jan 14, 2025
Q3 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-159- 0.57% |
$75.6K - $83.9K
|
28K
$15.4M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-161- 3.74% |
$76.5K - $85K
|
4.15K
$2.29M
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-163- 1.43% |
$77.5K - $86K
|
11.2K
$6.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-163- 3.79% |
$77.5K - $86K
|
4.14K
$2.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-163- 9.85% |
$77.5K - $86K
|
1.49K
$823K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-164- 0.19% |
$77.9K - $86.5K
|
87.6K
$48.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-164- 24.48% |
$77.9K - $86.5K
|
506
$279K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-168- 1.89% |
$79.8K - $88.7K
|
8.71K
$4.81M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-170- 12.92% |
$80.8K - $89.7K
|
1.15K
$632K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-171- 0.18% |
$81.3K - $90.2K
|
94.9K
$52.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-171- 66.02% |
$81.3K - $90.2K
|
88
$48.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-172- 1.44% |
$81.7K - $90.8K
|
11.8K
$6.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-174- 10.17% |
$82.7K - $91.8K
|
1.54K
$848K
|
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-179- 4.4% |
$85.1K - $94.5K
|
3.89K
$2.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-181- 4.45% |
$86K - $95.5K
|
3.88K
$2.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-182- 18.4% |
$86.5K - $96K
|
807
$445K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-182- 6.21% |
$86.5K - $96K
|
2.75K
$1.52M
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-184- 0.76% |
$87.4K - $97.1K
|
24.1K
$13.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-190- 1.05% |
$90.3K - $100K
|
18K
$9.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-190- 15.22% |
$90.3K - $100K
|
1.06K
$584K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-191- 60.63% |
$90.8K - $101K
|
124
$68.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-191- 31.16% |
$90.8K - $101K
|
422
$233K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-194- 1.85% |
$92.2K - $102K
|
10.3K
$5.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-196- 6.32% |
$93.1K - $103K
|
2.9K
$1.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-197- 2.33% |
$93.6K - $104K
|
8.25K
$4.55M
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-197- 20.06% |
$93.6K - $104K
|
785
$433K
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-199- 0.73% |
$94.6K - $105K
|
27K
$14.9M
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
SELL
|
- |
-200- 29.24% |
$95K - $106K
|
484
$267K
|
|
|
Oct 29, 2024
Q3 2024
|
Kearns & Associates LLC
|
SELL
|
- |
-200- 0.22% |
$95K - $106K
|
92.7K
$51.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-201- 44.18% |
$95.5K - $106K
|
254
$140K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-207- 0.79% |
$98.4K - $109K
|
25.9K
$14.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-214- 5.53% |
$102K - $113K
|
3.66K
$2.02M
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-214- 1.51% |
$102K - $113K
|
13.9K
$7.68M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-214- 0.73% |
$102K - $113K
|
29.3K
$16.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-215- 0.53% |
$102K - $113K
|
40.1K
$22.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-216- 8.99% |
$103K - $114K
|
2.19K
$1.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-217- 1.76% |
$103K - $115K
|
12.1K
$6.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-218- 3.28% |
$104K - $115K
|
6.43K
$3.55M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-219- 30.25% |
$104K - $116K
|
505
$279K
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-219- 0.09% |
$104K - $116K
|
250K
$138M
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-219- 27.86% |
$104K - $116K
|
567
$313K
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-221- 1.11% |
$105K - $117K
|
19.6K
$10.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-223- 0.86% |
$106K - $118K
|
25.6K
$14.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-223- 4.8% |
$106K - $118K
|
4.43K
$2.44M
|