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 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-436- 3.19% |
$207K - $230K
|
13.3K
$7.31M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-442- 27.59% |
$210K - $233K
|
1.16K
$640K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-446- 0.5% |
$212K - $235K
|
89.2K
$49.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-462- 8.14% |
$220K - $244K
|
5.22K
$2.88M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-464- 4.26% |
$220K - $245K
|
10.4K
$5.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-466- 7.38% |
$221K - $246K
|
5.85K
$3.23M
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-470- 8.84% |
$223K - $248K
|
4.85K
$2.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-473- 17.64% |
$225K - $250K
|
2.21K
$1.22M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-476- 10.1% |
$226K - $251K
|
4.24K
$2.34M
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-477- 2.44% |
$227K - $252K
|
19.1K
$10.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-481- 1.25% |
$229K - $254K
|
37.9K
$20.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-488- 2.97% |
$232K - $258K
|
15.9K
$8.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-488- 3.74% |
$232K - $258K
|
12.5K
$6.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-490- 3.92% |
$233K - $259K
|
12K
$6.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Coerente Capital Management
|
SELL
|
- |
-500- 3.79% |
$238K - $264K
|
12.7K
$7.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-501- 10.37% |
$238K - $264K
|
4.33K
$2.39M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-503- 1.2% |
$239K - $265K
|
41.4K
$22.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-506- 9.51% |
$240K - $267K
|
4.82K
$2.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-513- 0.74% |
$244K - $271K
|
68.6K
$37.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-514- 5.79% |
$244K - $271K
|
8.37K
$4.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-524- 0.99% |
$249K - $277K
|
52.2K
$28.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-534- 35.96% |
$254K - $282K
|
951
$525K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-540- 4.0% |
$257K - $285K
|
12.9K
$7.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-541- 13.57% |
$257K - $285K
|
3.45K
$1.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-547- 34.73% |
$260K - $289K
|
1.03K
$567K
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-548- 5.84% |
$260K - $289K
|
8.84K
$4.87M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-551- 1.69% |
$262K - $291K
|
32.1K
$17.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-556- 17.67% |
$264K - $293K
|
2.59K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-567- 17.54% |
$269K - $299K
|
2.67K
$1.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
SELL
|
- |
-569- 2.22% |
$270K - $300K
|
25K
$13.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-574- 1.69% |
$273K - $303K
|
33.4K
$18.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-578- 0.44% |
$275K - $305K
|
132K
$72.8M
|
|
|
Oct 09, 2024
Q3 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-579- 27.65% |
$275K - $306K
|
1.52K
$836K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-580- 6.7% |
$276K - $306K
|
8.07K
$4.45M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-584- 6.58% |
$278K - $308K
|
8.29K
$4.58M
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-585- 2.23% |
$278K - $309K
|
25.6K
$14.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-596- 4.09% |
$283K - $315K
|
14K
$7.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-596- 3.35% |
$283K - $315K
|
17.2K
$9.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-599- 2.55% |
$285K - $316K
|
22.9K
$12.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-600- 23.17% |
$285K - $317K
|
1.99K
$1.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-601- 2.23% |
$286K - $317K
|
26.4K
$14.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-601- 3.84% |
$286K - $317K
|
15.1K
$8.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-605- 83.1% |
$287K - $319K
|
123
$67.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-606- 1.15% |
$288K - $320K
|
52K
$28.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-610- 15.2% |
$290K - $322K
|
3.4K
$1.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-614- 2.99% |
$292K - $324K
|
19.9K
$11M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-614- 8.45% |
$292K - $324K
|
6.65K
$3.67M
|
|
|
Oct 22, 2024
Q3 2024
|
Gam Holding Ag
|
SELL
|
- |
-625- 2.37% |
$297K - $330K
|
25.7K
$14.2M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-634- 0.18% |
$301K - $335K
|
353K
$195M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-635- 18.51% |
$302K - $335K
|
2.8K
$1.54M
|