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 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.5K- 6.58% |
$1.19M - $1.32M
|
35.5K
$19.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.51K- 2.59% |
$1.19M - $1.33M
|
94.5K
$52.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.52K- 15.28% |
$1.2M - $1.33M
|
14K
$7.7M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.52K- 3.69% |
$1.2M - $1.33M
|
65.8K
$36.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-2.55K- 10.42% |
$1.21M - $1.35M
|
22K
$12.1M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.61K- 41.16% |
$1.24M - $1.38M
|
3.73K
$2.06M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.61K- 33.61% |
$1.24M - $1.38M
|
5.16K
$2.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-2.62K- 24.46% |
$1.24M - $1.38M
|
8.08K
$4.46M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.63K- 1.87% |
$1.25M - $1.39M
|
138K
$76.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-2.65K- 11.29% |
$1.26M - $1.4M
|
20.8K
$11.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.66K- 16.88% |
$1.26M - $1.4M
|
13.1K
$7.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Reliant Wealth Planning
|
SELL
|
- |
-2.67K- 17.47% |
$1.27M - $1.41M
|
12.6K
$6.97M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.72K- 8.9% |
$1.29M - $1.43M
|
27.8K
$15.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-2.73K- 51.26% |
$1.3M - $1.44M
|
2.59K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-2.78K- 13.77% |
$1.32M - $1.47M
|
17.4K
$9.61M
|
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-2.81K- 30.21% |
$1.33M - $1.48M
|
6.48K
$3.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.82K- 3.92% |
$1.34M - $1.49M
|
69K
$38.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-2.89K- 5.33% |
$1.37M - $1.52M
|
51.3K
$28.3M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-2.9K- 7.0% |
$1.38M - $1.53M
|
38.5K
$21.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-2.92K- 1.91% |
$1.39M - $1.54M
|
151K
$83M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.96K- 11.99% |
$1.4M - $1.56M
|
21.7K
$12M
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-2.99K- 1.92% |
$1.42M - $1.58M
|
153K
$84.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-3K- 26.95% |
$1.43M - $1.58M
|
8.13K
$4.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-3.03K- 2.52% |
$1.44M - $1.6M
|
117K
$64.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.04K- 4.35% |
$1.44M - $1.6M
|
66.8K
$36.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-3.05K- 22.59% |
$1.45M - $1.61M
|
10.4K
$5.76M
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3.1K- 6.35% |
$1.47M - $1.64M
|
45.7K
$25.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-3.14K- 7.14% |
$1.49M - $1.66M
|
40.9K
$22.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.2K- 84.6% |
$1.52M - $1.69M
|
582
$321K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.23K- 0.39% |
$1.53M - $1.7M
|
825K
$455M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-3.23K- 1.63% |
$1.54M - $1.71M
|
196K
$108M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-3.26K- 6.93% |
$1.55M - $1.72M
|
43.7K
$24.1M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Financial Partners
|
SELL
|
- |
-3.37K- 10.14% |
$1.6M - $1.78M
|
29.9K
$16.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.42K- 51.99% |
$1.62M - $1.8M
|
3.16K
$1.74M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-3.49K- 16.11% |
$1.66M - $1.84M
|
18.2K
$10M
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-3.52K- 2.64% |
$1.67M - $1.86M
|
130K
$71.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-3.63K- 3.39% |
$1.72M - $1.92M
|
104K
$57.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-3.68K- 4.17% |
$1.75M - $1.94M
|
84.5K
$46.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-3.8K- 38.92% |
$1.81M - $2.01M
|
5.96K
$3.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.83K- 0.03% |
$1.82M - $2.02M
|
12.2M
$6.75B
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-3.85K- 2.25% |
$1.83M - $2.03M
|
168K
$92.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-3.86K- 3.68% |
$1.84M - $2.04M
|
101K
$55.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-3.87K- 23.24% |
$1.84M - $2.04M
|
12.8K
$7.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-3.89K- 36.23% |
$1.85M - $2.05M
|
6.84K
$3.77M
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-3.89K- 9.05% |
$1.85M - $2.05M
|
39.1K
$21.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-4K- 37.89% |
$1.9M - $2.11M
|
6.56K
$3.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Alta Advisers LTD
|
SELL
|
- |
-4.08K- 7.47% |
$1.94M - $2.15M
|
50.5K
$27.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.11K- 0.33% |
$1.95M - $2.17M
|
1.25M
$692M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-4.15K- 62.93% |
$1.97M - $2.19M
|
2.44K
$1.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-4.15K- 8.67% |
$1.97M - $2.19M
|
43.7K
$24.1M
|