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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-313- 6.67% |
$149K - $165K
|
4.38K
$2.42M
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-316- 5.46% |
$150K - $167K
|
5.48K
$3.02M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-318- 0.97% |
$151K - $168K
|
32.3K
$17.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-321- 19.67% |
$153K - $169K
|
1.31K
$723K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-323- 1.43% |
$153K - $170K
|
22.3K
$12.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-324- 6.71% |
$154K - $171K
|
4.51K
$2.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-325- 12.51% |
$154K - $172K
|
2.27K
$1.25M
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
SELL
|
- |
-326- 2.27% |
$155K - $172K
|
14.1K
$7.76M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-328- 0.76% |
$156K - $173K
|
42.6K
$23.5M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-330- 2.1% |
$157K - $174K
|
15.4K
$8.48M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-334- 2.45% |
$159K - $176K
|
13.3K
$7.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
SELL
|
- |
-335- 2.03% |
$159K - $177K
|
16.2K
$8.94M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-338- 19.38% |
$161K - $178K
|
1.41K
$776K
|
|
|
Oct 10, 2024
Q3 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-343- 1.01% |
$163K - $181K
|
33.5K
$18.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-346- 3.32% |
$164K - $183K
|
10.1K
$5.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-347- 1.37% |
$165K - $183K
|
25.1K
$13.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-357- 20.15% |
$170K - $188K
|
1.42K
$781K
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-358- 0.21% |
$170K - $189K
|
172K
$94.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-360- 0.99% |
$171K - $190K
|
36.1K
$19.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-360- 7.13% |
$171K - $190K
|
4.69K
$2.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-360- 22.64% |
$171K - $190K
|
1.23K
$679K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-364- 30.03% |
$173K - $192K
|
848
$468K
|
|
|
Jan 08, 2025
Q3 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-364- 24.63% |
$173K - $192K
|
1.11K
$615K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-368- 10.56% |
$175K - $194K
|
3.12K
$1.72M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-368- 0.47% |
$175K - $194K
|
77.9K
$43M
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-369- 3.48% |
$175K - $195K
|
10.2K
$5.64M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-378- 15.48% |
$180K - $199K
|
2.06K
$1.14M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-378- 21.8% |
$180K - $199K
|
1.36K
$748K
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-380- 0.25% |
$181K - $201K
|
153K
$84.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-388- 24.79% |
$184K - $205K
|
1.18K
$649K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-390- 2.49% |
$185K - $206K
|
15.3K
$8.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-390- 1.89% |
$185K - $206K
|
20.2K
$11.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-391- 3.73% |
$186K - $206K
|
10.1K
$5.56M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-392- 30.04% |
$186K - $207K
|
913
$504K
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-393- 7.01% |
$187K - $207K
|
5.22K
$2.88M
|
|
|
Nov 07, 2024
Q3 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-395- 15.9% |
$188K - $208K
|
2.09K
$1.15M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-396- 1.7% |
$188K - $209K
|
22.9K
$12.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-396- 3.49% |
$188K - $209K
|
10.9K
$6.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-396- 7.01% |
$188K - $209K
|
5.25K
$2.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-400- 4.73% |
$190K - $211K
|
8.06K
$4.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-400- 7.63% |
$190K - $211K
|
4.84K
$2.67M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-409- 1.45% |
$194K - $216K
|
27.7K
$15.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-415- 1.99% |
$197K - $219K
|
20.4K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-416- 3.06% |
$198K - $220K
|
13.2K
$7.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-417- 0.11% |
$198K - $220K
|
364K
$201M
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-419- 1.42% |
$199K - $221K
|
29.1K
$16M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-422- 17.0% |
$201K - $223K
|
2.06K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-433- 3.99% |
$206K - $228K
|
10.4K
$5.75M
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-435- 2.4% |
$207K - $230K
|
17.7K
$9.78M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-436- 5.06% |
$207K - $230K
|
8.19K
$4.52M
|