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 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-1.53K- 36.28% |
$725K - $805K
|
2.68K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-1.53K- 37.62% |
$726K - $806K
|
2.53K
$1.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-1.56K- 2.03% |
$742K - $824K
|
75.4K
$41.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-1.58K- 33.53% |
$751K - $834K
|
3.13K
$1.73M
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-1.6K- 1.03% |
$758K - $842K
|
153K
$84.5M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-1.63K- 9.57% |
$772K - $858K
|
15.4K
$8.47M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-1.63K- 1.11% |
$773K - $859K
|
145K
$79.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.63K- 11.07% |
$776K - $862K
|
13.1K
$7.24M
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.66K- 2.95% |
$787K - $874K
|
54.4K
$30M
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-1.7K- 64.86% |
$807K - $896K
|
920
$508K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.72K- 47.82% |
$819K - $910K
|
1.88K
$1.04M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.73K- 2.94% |
$821K - $912K
|
57.1K
$31.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-1.75K- 58.38% |
$830K - $921K
|
1.25K
$687K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-1.78K- 2.28% |
$844K - $938K
|
76.1K
$42M
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.79K- 9.31% |
$852K - $946K
|
17.5K
$9.64M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-1.79K- 11.09% |
$853K - $947K
|
14.4K
$7.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.8K- 9.78% |
$857K - $951K
|
16.6K
$9.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-1.84K- 2.73% |
$876K - $973K
|
65.7K
$36.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.85K- 3.22% |
$880K - $977K
|
55.7K
$30.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.86K- 6.17% |
$884K - $982K
|
28.3K
$15.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.89K- 1.45% |
$896K - $995K
|
128K
$70.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-1.89K- 1.41% |
$900K - $999K
|
133K
$73.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.9K- 87.42% |
$901K - $1M
|
273
$151K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.92K- 29.25% |
$911K - $1.01M
|
4.64K
$2.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.94K- 11.89% |
$921K - $1.02M
|
14.4K
$7.93M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.95K- 20.45% |
$928K - $1.03M
|
7.6K
$4.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-1.97K- 25.22% |
$938K - $1.04M
|
5.85K
$3.23M
|
|
|
Oct 09, 2024
Q3 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-1.98K- 61.83% |
$939K - $1.04M
|
1.22K
$673K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-1.98K- 10.62% |
$940K - $1.04M
|
16.6K
$9.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-1.98K- 99.65% |
$942K - $1.05M
|
7
$3.86K
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-2K- 2.66% |
$951K - $1.06M
|
73.1K
$40.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.01K- 2.47% |
$954K - $1.06M
|
79.2K
$43.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-2.03K- 14.8% |
$964K - $1.07M
|
11.7K
$6.44M
|
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-2.05K- 0.93% |
$976K - $1.08M
|
220K
$121M
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-2.06K- 2.24% |
$978K - $1.09M
|
90.1K
$49.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.14K- 2.06% |
$1.02M - $1.13M
|
102K
$56M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.19K- 14.32% |
$1.04M - $1.15M
|
13.1K
$7.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.22K- 12.28% |
$1.05M - $1.17M
|
15.8K
$8.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-2.23K- 7.97% |
$1.06M - $1.18M
|
25.7K
$14.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-2.27K- 48.03% |
$1.08M - $1.2M
|
2.46K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-2.31K- 40.83% |
$1.1M - $1.22M
|
3.34K
$1.84M
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-2.31K- 14.87% |
$1.1M - $1.22M
|
13.2K
$7.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.37K- 5.68% |
$1.13M - $1.25M
|
39.4K
$21.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-2.37K- 2.45% |
$1.13M - $1.25M
|
94.4K
$52.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2.37K- 3.64% |
$1.13M - $1.25M
|
62.8K
$34.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-2.38K- 52.24% |
$1.13M - $1.26M
|
2.18K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-2.39K- 9.5% |
$1.14M - $1.26M
|
22.8K
$12.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.42K- 8.88% |
$1.15M - $1.28M
|
24.8K
$13.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.48K- 3.2% |
$1.18M - $1.31M
|
75.1K
$41.4M
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-2.5K- 21.17% |
$1.19M - $1.32M
|
9.3K
$5.13M
|