Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 25, 2024
Q2 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
2.05K+ 9.06% |
$934K - $1.03M
|
24.7K
$13.2M
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.05KNew |
$933K - $1.03M
|
2.05K
$1.09M
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.05K+ 328.37% |
$932K - $1.03M
|
2.67K
$1.43M
|
|
Jul 31, 2024
Q2 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
2.04K+ 32.88% |
$929K - $1.03M
|
8.25K
$4.4M
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
2.03KNew |
$925K - $1.02M
|
2.03K
$1.08M
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
BUY
|
- |
2.01K+ 129.97% |
$914K - $1.01M
|
3.55K
$1.9M
|
|
Jul 15, 2024
Q2 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
2KNew |
$912K - $1.01M
|
2K
$1.07M
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2K+ 1.27% |
$908K - $1.01M
|
159K
$85.1M
|
|
Aug 12, 2024
Q2 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.97K+ 9.03% |
$896K - $992K
|
23.8K
$12.7M
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
1.95K+ 25.7% |
$889K - $985K
|
9.55K
$5.1M
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.95K+ 2.13% |
$889K - $985K
|
93.6K
$49.9M
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.94K+ 1.46% |
$882K - $977K
|
135K
$72M
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.94K+ 6.43% |
$882K - $977K
|
32K
$17.1M
|
|
Jul 15, 2024
Q2 2024
|
Vigilare Wealth Management
|
BUY
|
- |
1.93K+ 207.99% |
$877K - $971K
|
2.85K
$1.52M
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.92K+ 3.45% |
$876K - $970K
|
57.7K
$30.8M
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.92K+ 14.58% |
$874K - $969K
|
15.1K
$8.06M
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.91K+ 0.37% |
$871K - $965K
|
525K
$280M
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.91K+ 17.28% |
$871K - $965K
|
13K
$6.94M
|
|
Jul 30, 2024
Q2 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
1.91K+ 15.27% |
$870K - $964K
|
14.4K
$7.71M
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.86K+ 40.1% |
$846K - $937K
|
6.49K
$3.47M
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.85K+ 5.36% |
$843K - $934K
|
36.4K
$19.4M
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.84K+ 45.35% |
$839K - $930K
|
5.91K
$3.16M
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.84K+ 18.8% |
$836K - $927K
|
11.6K
$6.2M
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.83K+ 27.26% |
$832K - $922K
|
8.53K
$4.56M
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.83K+ 12.47% |
$831K - $921K
|
16.5K
$8.8M
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.81K+ 3.45% |
$822K - $911K
|
54.2K
$28.9M
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.8K+ 15.77% |
$819K - $908K
|
13.2K
$7.05M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.8K+ 20.88% |
$817K - $906K
|
10.4K
$5.55M
|
|
Jul 15, 2024
Q2 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
1.78K+ 25.08% |
$811K - $899K
|
8.89K
$4.75M
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
1.78KNew |
$810K - $897K
|
1.78K
$950K
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.78K+ 29.49% |
$809K - $897K
|
7.81K
$4.17M
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.78K+ 29.86% |
$809K - $896K
|
7.73K
$4.13M
|
|
Jul 08, 2024
Q2 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
1.78K+ 5.13% |
$808K - $896K
|
36.4K
$19.4M
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.77K+ 39.14% |
$807K - $894K
|
6.3K
$3.37M
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.77K+ 2.08% |
$805K - $892K
|
87K
$46.4M
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
1.76K+ 13.39% |
$801K - $887K
|
14.9K
$7.95M
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.74K+ 4.21% |
$791K - $876K
|
43K
$23M
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.73K+ 3.2% |
$788K - $873K
|
55.8K
$29.8M
|
|
Aug 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
1.73K+ 11.34% |
$786K - $871K
|
17K
$9.05M
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.72K+ 3.66% |
$785K - $869K
|
48.9K
$26.1M
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
1.72K+ 13.82% |
$781K - $865K
|
14.1K
$7.55M
|
|
Jul 25, 2024
Q2 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
1.71K+ 3.09% |
$780K - $864K
|
57.1K
$30.5M
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.69KNew |
$771K - $854K
|
1.69K
$904K
|
|
Aug 09, 2024
Q2 2024
|
True Wealth Financial Partners
|
BUY
|
- |
1.69K+ 5.36% |
$769K - $852K
|
33.2K
$17.7M
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
1.69K+ 6.36% |
$767K - $850K
|
28.2K
$15.1M
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.68K+ 18.59% |
$764K - $846K
|
10.7K
$5.71M
|
|
Jul 12, 2024
Q2 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
1.67K+ 181.52% |
$760K - $842K
|
2.59K
$1.38M
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.67KNew |
$758K - $840K
|
1.67K
$889K
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.66K+ 2.01% |
$753K - $835K
|
84K
$44.8M
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
1.66KNew |
$753K - $835K
|
1.66K
$884K
|