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
|
Spence Asset Management
|
SELL
|
- |
-10.4K- 96.44% |
$4.95M - $5.5M
|
385
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10.7K- 4.02% |
$5.1M - $5.66M
|
256K
$141M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-10.8K- 68.84% |
$5.11M - $5.68M
|
4.87K
$2.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-11K- 15.42% |
$5.25M - $5.83M
|
60.6K
$33.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-11.2K- 45.93% |
$5.31M - $5.9M
|
13.2K
$7.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11.3K- 15.76% |
$5.37M - $5.96M
|
60.4K
$33.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-11.3K- 33.61% |
$5.38M - $5.97M
|
22.4K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-11.8K- 68.55% |
$5.59M - $6.21M
|
5.4K
$2.98M
|
|
|
Nov 07, 2024
Q3 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
SELL
|
- |
-11.8K- 12.17% |
$5.6M - $6.22M
|
85.1K
$47M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-12.4K- 4.17% |
$5.91M - $6.56M
|
286K
$158M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-13.2K- 17.5% |
$6.25M - $6.94M
|
62K
$34.2M
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-13.3K- 39.52% |
$6.31M - $7.01M
|
20.3K
$11.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-13.8K- 14.3% |
$6.54M - $7.27M
|
82.5K
$45.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-13.8K- 10.42% |
$6.57M - $7.29M
|
119K
$65.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-13.9K- 3.6% |
$6.61M - $7.34M
|
373K
$206M
|
|
|
Oct 25, 2024
Q3 2024
|
Toews Corp
|
SELL
|
- |
-14.2K- 6.34% |
$6.77M - $7.51M
|
211K
$116M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-14.3K- 83.21% |
$6.81M - $7.56M
|
2.89K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-14.4K- 18.28% |
$6.86M - $7.62M
|
64.5K
$35.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-14.8K- 5.85% |
$7.05M - $7.83M
|
239K
$132M
|
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-14.8K- 5.85% |
$7.05M - $7.83M
|
239K
$132M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-15K- 29.8% |
$7.11M - $7.9M
|
35.3K
$19.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-15K- 0.71% |
$7.13M - $7.92M
|
2.1M
$1.16B
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-16.4K- 64.47% |
$7.78M - $8.64M
|
9.02K
$4.98M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-16.4K- 2.75% |
$7.82M - $8.68M
|
583K
$322M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-17.7K- 17.77% |
$8.41M - $9.33M
|
81.8K
$45.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-17.8K- 2.73% |
$8.44M - $9.37M
|
632K
$349M
|
|
|
Nov 12, 2024
Q3 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-18.7K- 2.08% |
$8.9M - $9.88M
|
879K
$485M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-18.8K- 7.26% |
$8.95M - $9.94M
|
241K
$133M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-18.9K- 3.73% |
$9M - $10M
|
489K
$270M
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-19.3K- 4.67% |
$9.18M - $10.2M
|
395K
$218M
|
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-19.3K- 71.8% |
$9.18M - $10.2M
|
7.59K
$4.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-21K- 8.47% |
$9.99M - $11.1M
|
227K
$125M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-21.2K- 0.7% |
$10.1M - $11.2M
|
3.02M
$1.67B
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-21.3K- 90.09% |
$10.1M - $11.3M
|
2.35K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-22K- 43.51% |
$10.5M - $11.6M
|
28.6K
$15.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-22.5K- 2.63% |
$10.7M - $11.9M
|
834K
$460M
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-22.7K- 43.98% |
$10.8M - $12M
|
28.9K
$16M
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-24K- 5.57% |
$11.4M - $12.6M
|
406K
$224M
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-24.6K- 22.36% |
$11.7M - $13M
|
85.6K
$47.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-24.8K- 53.51% |
$11.8M - $13.1M
|
21.6K
$11.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-25.4K- 46.96% |
$12.1M - $13.4M
|
28.6K
$15.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-25.6K- 4.92% |
$12.2M - $13.5M
|
496K
$274M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-26.5K- 10.5% |
$12.6M - $14M
|
226K
$124M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-28.3K- 89.4% |
$13.5M - $14.9M
|
3.36K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-29.1K- 13.21% |
$13.8M - $15.3M
|
191K
$105M
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-29.3K- 8.68% |
$13.9M - $15.5M
|
308K
$170M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-29.7K- 26.77% |
$14.1M - $15.7M
|
81.3K
$44.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-30.5K- 7.5% |
$14.5M - $16.1M
|
376K
$208M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-32.2K- 35.18% |
$15.3M - $17M
|
59.3K
$32.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-33.5K- 49.57% |
$15.9M - $17.7M
|
34.1K
$18.8M
|