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 15, 2024
Q2 2024
|
Coastline Trust CO
|
BUY
|
- |
1.65K+ 11.8% |
$751K - $833K
|
15.6K
$8.35M
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
BUY
|
- |
1.64K+ 3.65% |
$747K - $828K
|
46.6K
$24.9M
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.62K+ 2.01% |
$739K - $818K
|
82.4K
$44M
|
|
Jul 26, 2024
Q2 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
1.6K+ 25.98% |
$726K - $805K
|
7.74K
$4.13M
|
|
Jul 26, 2024
Q2 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
1.58K+ 2.66% |
$720K - $797K
|
61K
$32.5M
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.58K+ 313.92% |
$719K - $796K
|
2.08K
$1.11M
|
|
Jul 24, 2024
Q2 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
1.58K+ 1.92% |
$717K - $794K
|
83.6K
$44.6M
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.56K+ 2.96% |
$710K - $787K
|
54.3K
$29M
|
|
Aug 14, 2024
Q2 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
1.55K+ 0.35% |
$705K - $782K
|
446K
$238M
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.53K+ 21.74% |
$697K - $773K
|
8.58K
$4.58M
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.52K+ 19.81% |
$693K - $768K
|
9.21K
$4.91M
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.52K+ 2.4% |
$689K - $764K
|
64.5K
$34.4M
|
|
Jul 25, 2024
Q2 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
1.51K+ 92.36% |
$688K - $762K
|
3.15K
$1.68M
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.51K+ 1.99% |
$687K - $761K
|
77.6K
$41.4M
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.51K+ 5.66% |
$685K - $759K
|
28.1K
$15M
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.5K+ 32.2% |
$683K - $757K
|
6.16K
$3.29M
|
|
Jul 15, 2024
Q2 2024
|
American Asset Management Inc.
|
BUY
|
- |
1.5KNew |
$683K - $756K
|
1.5K
$801K
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.48K+ 4.86% |
$672K - $745K
|
31.9K
$17M
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.47K+ 9.87% |
$671K - $743K
|
16.4K
$8.76M
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.47K+ 5.85% |
$670K - $742K
|
26.6K
$14.2M
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
BUY
|
- |
1.44K+ 249.13% |
$655K - $726K
|
2.02K
$1.08M
|
|
Aug 07, 2024
Q2 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
1.44K+ 11.57% |
$654K - $725K
|
13.9K
$7.4M
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
BUY
|
- |
1.43K+ 32.31% |
$652K - $722K
|
5.86K
$3.13M
|
|
Aug 13, 2024
Q2 2024
|
Belmont Capital, LLC
|
BUY
|
- |
1.43KNew |
$650K - $721K
|
1.43K
$763K
|
|
Aug 08, 2024
Q2 2024
|
Resolute Advisors LLC
|
BUY
|
- |
1.43K+ 2.02% |
$649K - $719K
|
71.9K
$38.4M
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.42K+ 26.13% |
$647K - $717K
|
6.87K
$3.67M
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.42K+ 49.2% |
$645K - $715K
|
4.3K
$2.3M
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.41KNew |
$643K - $712K
|
1.41K
$754K
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.41K+ 2.08% |
$643K - $712K
|
69.1K
$36.9M
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.41K+ 63.31% |
$642K - $711K
|
3.64K
$1.94M
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.4K+ 3.45% |
$636K - $705K
|
41.9K
$22.4M
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.38K+ 0.66% |
$629K - $697K
|
212K
$113M
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
1.38K+ 2.94% |
$628K - $696K
|
48.4K
$25.8M
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.38K+ 86.41% |
$628K - $696K
|
2.98K
$1.59M
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.37K+ 10.27% |
$625K - $693K
|
14.8K
$7.88M
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.37K+ 223.29% |
$624K - $691K
|
1.99K
$1.06M
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.37K+ 10.19% |
$623K - $690K
|
14.8K
$7.9M
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.36KNew |
$620K - $687K
|
1.36K
$727K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.36K+ 10.89% |
$619K - $686K
|
13.9K
$7.4M
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
1.35K+ 33.09% |
$615K - $682K
|
5.44K
$2.9M
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.35KNew |
$614K - $681K
|
1.35K
$721K
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.34K+ 2.23% |
$612K - $678K
|
61.5K
$32.8M
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1.34K+ 0.29% |
$609K - $675K
|
462K
$246M
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.34K+ 1.96% |
$609K - $675K
|
69.8K
$37.3M
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.32K+ 44.51% |
$601K - $666K
|
4.29K
$2.29M
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.32KNew |
$599K - $664K
|
1.32K
$703K
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.31K+ 118.87% |
$596K - $661K
|
2.41K
$1.29M
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.31K+ 1.36% |
$596K - $660K
|
97.5K
$52M
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.31K+ 3.94% |
$595K - $660K
|
34.5K
$18.4M
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.3K+ 2.54% |
$593K - $658K
|
52.7K
$28.2M
|