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 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-639- 7.18% |
$304K - $337K
|
8.26K
$4.56M
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-641- 1.96% |
$305K - $338K
|
32.1K
$17.7M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-645- 0.52% |
$307K - $340K
|
123K
$67.8M
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-647- 3.6% |
$307K - $341K
|
17.3K
$9.57M
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-689- 6.78% |
$327K - $364K
|
9.48K
$5.23M
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-705- 8.54% |
$335K - $372K
|
7.55K
$4.17M
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-706- 10.28% |
$335K - $373K
|
6.16K
$3.4M
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-707- 45.67% |
$336K - $373K
|
841
$464K
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-708- 5.38% |
$336K - $374K
|
12.4K
$6.87M
|
|
Nov 14, 2024
Q3 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-714- 0.8% |
$339K - $377K
|
88.1K
$48.6M
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-717- 2.11% |
$341K - $378K
|
33.2K
$18.3M
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-719- 8.72% |
$342K - $379K
|
7.53K
$4.15M
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-723- 10.57% |
$344K - $382K
|
6.12K
$3.38M
|
|
Oct 01, 2024
Q3 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-725- 3.41% |
$345K - $383K
|
20.6K
$11.3M
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-731- 3.17% |
$347K - $386K
|
22.3K
$12.3M
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-740- 2.96% |
$352K - $390K
|
24.3K
$13.4M
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-741- 52.85% |
$352K - $391K
|
661
$365K
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-745- 20.86% |
$354K - $393K
|
2.83K
$1.56M
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-750- 0.2% |
$356K - $396K
|
367K
$202M
|
|
Nov 06, 2024
Q3 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-750- 2.08% |
$356K - $396K
|
35.3K
$19.5M
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-755- 5.16% |
$359K - $398K
|
13.9K
$7.66M
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-759- 29.65% |
$361K - $401K
|
1.8K
$994K
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-774- 13.1% |
$368K - $408K
|
5.14K
$2.83M
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-775- 2.53% |
$368K - $409K
|
29.9K
$16.5M
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-784- 38.58% |
$373K - $414K
|
1.25K
$689K
|
|
Nov 08, 2024
Q3 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-785- 43.06% |
$373K - $414K
|
1.04K
$573K
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-789- 2.04% |
$375K - $416K
|
37.8K
$20.9M
|
|
Nov 25, 2024
Q3 2024
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-791- 23.93% |
$376K - $417K
|
2.51K
$1.39M
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-794- 50.09% |
$377K - $419K
|
791
$436K
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-800- 36.1% |
$380K - $422K
|
1.42K
$781K
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-809- 6.12% |
$384K - $427K
|
12.4K
$6.85M
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-814- 0.86% |
$387K - $430K
|
94.2K
$52M
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-820- 0.33% |
$390K - $433K
|
246K
$136M
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-826- 1.8% |
$393K - $436K
|
45.2K
$24.9M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-849- 11.33% |
$403K - $448K
|
6.64K
$3.67M
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-851- 53.39% |
$404K - $449K
|
743
$410K
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-856- 2.67% |
$407K - $452K
|
31.2K
$17.2M
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-857- 3.04% |
$407K - $452K
|
27.3K
$15.1M
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-863- 5.43% |
$410K - $455K
|
15K
$8.29M
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-868- 11.7% |
$412K - $458K
|
6.55K
$3.62M
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-870- 11.66% |
$413K - $459K
|
6.59K
$3.64M
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-872- 2.49% |
$414K - $460K
|
34.1K
$18.8M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-882- 1.7% |
$419K - $465K
|
51.1K
$28.2M
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-893- 40.87% |
$424K - $471K
|
1.29K
$713K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-897- 9.29% |
$426K - $473K
|
8.76K
$4.83M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-905- 1.65% |
$430K - $478K
|
54K
$29.8M
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-911- 32.16% |
$433K - $481K
|
1.92K
$1.06M
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-925- 7.25% |
$440K - $488K
|
11.8K
$6.52M
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-930- 3.13% |
$442K - $491K
|
28.8K
$15.9M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-932- 4.28% |
$443K - $492K
|
20.8K
$11.5M
|