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 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.08K+ 11.38% |
$493K - $546K
|
10.6K
$5.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.08K+ 20.25% |
$492K - $545K
|
6.42K
$3.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.08K+ 6.3% |
$490K - $543K
|
18.2K
$9.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.08K+ 76.08% |
$489K - $542K
|
2.49K
$1.33M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.07K+ 32.1% |
$488K - $541K
|
4.42K
$2.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
1.07K+ 7.91% |
$488K - $541K
|
14.6K
$7.81M
|
|
|
Jul 17, 2024
Q2 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.06K+ 49.67% |
$484K - $536K
|
3.2K
$1.71M
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
BUY
|
- |
1.06K+ 1.06% |
$480K - $532K
|
101K
$53.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.05K+ 5.99% |
$479K - $531K
|
18.6K
$9.94M
|
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.05KNew |
$477K - $528K
|
1.05K
$560K
|
|
|
Jul 15, 2024
Q2 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
1.04K+ 5.64% |
$475K - $526K
|
19.5K
$10.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.04K+ 32.76% |
$475K - $526K
|
4.23K
$2.26M
|
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.04K+ 27.51% |
$474K - $525K
|
4.83K
$2.58M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.04K+ 9.33% |
$473K - $524K
|
12.2K
$6.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.03K+ 3.39% |
$468K - $518K
|
31.4K
$16.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
BUY
|
- |
1.03K+ 102.8% |
$467K - $518K
|
2.03K
$1.08M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.03K+ 2.28% |
$466K - $517K
|
45.9K
$24.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.02KNew |
$466K - $516K
|
1.02K
$547K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.02K+ 5.76% |
$466K - $516K
|
18.8K
$10M
|
|
|
Aug 14, 2024
Q2 2024
|
Amundi
Paris, I0 |
BUY
|
- |
1.02K+ 3.97% |
$466K - $516K
|
26.8K
$14.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
1.02KNew |
$463K - $513K
|
1.02K
$543K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.01K+ 9.68% |
$459K - $508K
|
11.4K
$6.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1.01K+ 2.62% |
$458K - $507K
|
39.4K
$21M
|
|
|
Aug 14, 2024
Q2 2024
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
1.01KNew |
$458K - $507K
|
1.01K
$537K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
994+ 0.68% |
$452K - $501K
|
146K
$78M
|
|
|
Jul 30, 2024
Q2 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
993New |
$452K - $501K
|
993
$530K
|
|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
986New |
$449K - $497K
|
986
$526K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
983New |
$447K - $496K
|
983
$525K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
983+ 5.64% |
$447K - $496K
|
18.4K
$9.83M
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
982+ 3.41% |
$447K - $495K
|
29.8K
$15.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
976+ 5.19% |
$444K - $492K
|
19.8K
$10.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
960+ 13.45% |
$437K - $484K
|
8.1K
$4.32M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
952+ 7.67% |
$433K - $480K
|
13.4K
$7.14M
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
952+ 15.76% |
$433K - $480K
|
6.99K
$3.73M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
927+ 339.56% |
$422K - $467K
|
1.2K
$641K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
927+ 0.41% |
$422K - $467K
|
224K
$120M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
923+ 1.52% |
$420K - $465K
|
61.6K
$32.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
913+ 186.71% |
$416K - $460K
|
1.4K
$749K
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
908+ 156.01% |
$413K - $458K
|
1.49K
$795K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
908+ 14.22% |
$413K - $458K
|
7.29K
$3.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
908+ 31.01% |
$413K - $458K
|
3.84K
$2.05M
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
908+ 29.91% |
$413K - $458K
|
3.94K
$2.11M
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
905+ 3.87% |
$412K - $456K
|
24.3K
$13M
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
898+ 19.45% |
$409K - $453K
|
5.52K
$2.94M
|
|
|
Aug 06, 2024
Q2 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
898New |
$409K - $453K
|
898
$479K
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
887+ 7.28% |
$404K - $447K
|
13.1K
$6.98M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
887+ 6.13% |
$404K - $447K
|
15.3K
$8.19M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
887+ 7.28% |
$404K - $447K
|
13.1K
$6.98M
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
884+ 41.96% |
$402K - $446K
|
2.99K
$1.6M
|
|
|
Oct 28, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
884New |
$402K - $446K
|
884
$472K
|