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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
927+ 0.41% |
$422K - $467K
|
224K
$139M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
923+ 1.52% |
$420K - $465K
|
61.6K
$38.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
913+ 186.71% |
$416K - $460K
|
1.4K
$871K
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
908+ 156.01% |
$413K - $458K
|
1.49K
$925K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
908+ 14.22% |
$413K - $458K
|
7.29K
$4.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
908+ 31.01% |
$413K - $458K
|
3.84K
$2.38M
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
908+ 29.91% |
$413K - $458K
|
3.94K
$2.45M
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
905+ 3.87% |
$412K - $456K
|
24.3K
$15.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
898+ 19.45% |
$409K - $453K
|
5.52K
$3.43M
|
|
|
Aug 06, 2024
Q2 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
898New |
$409K - $453K
|
898
$558K
|
|
|
Feb 13, 2025
Q2 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
897+ 31.89% |
$408K - $452K
|
3.71K
$2.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
887+ 7.28% |
$404K - $447K
|
13.1K
$8.12M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
887+ 6.13% |
$404K - $447K
|
15.3K
$9.53M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
887+ 7.28% |
$404K - $447K
|
13.1K
$8.12M
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
884+ 41.96% |
$402K - $446K
|
2.99K
$1.86M
|
|
|
Oct 28, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
884New |
$402K - $446K
|
884
$549K
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
876+ 0.5% |
$399K - $442K
|
175K
$109M
|
|
|
Aug 01, 2024
Q2 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
874New |
$398K - $441K
|
874
$543K
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
871New |
$396K - $439K
|
871
$541K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
867+ 111.3% |
$395K - $437K
|
1.65K
$1.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
854New |
$389K - $431K
|
854
$530K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
850+ 164.41% |
$387K - $429K
|
1.37K
$849K
|
|
|
Aug 13, 2024
Q2 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
846+ 73.06% |
$385K - $427K
|
2K
$1.24M
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
844+ 6.1% |
$384K - $426K
|
14.7K
$9.12M
|
|
|
Jul 26, 2024
Q2 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
837+ 119.91% |
$381K - $422K
|
1.54K
$953K
|
|
|
Jul 31, 2024
Q2 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
834New |
$380K - $421K
|
834
$518K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
834+ 6.49% |
$380K - $421K
|
13.7K
$8.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
BUY
|
- |
831+ 38.22% |
$378K - $419K
|
3.01K
$1.87M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
830+ 14.36% |
$378K - $419K
|
6.61K
$4.11M
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
828+ 5.49% |
$377K - $418K
|
15.9K
$9.88M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
822+ 4.66% |
$374K - $415K
|
18.5K
$11.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
819+ 10.57% |
$373K - $413K
|
8.57K
$5.32M
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
818+ 105.41% |
$372K - $413K
|
1.59K
$990K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
810+ 0.28% |
$369K - $408K
|
287K
$178M
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
800New |
$364K - $403K
|
800
$497K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
797+ 16.85% |
$363K - $402K
|
5.53K
$3.43M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
797+ 2.53% |
$363K - $402K
|
32.4K
$20.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
793New |
$361K - $400K
|
793
$492K
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
793New |
$361K - $400K
|
793
$492K
|
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
787New |
$358K - $397K
|
787
$489K
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
786+ 4.43% |
$358K - $396K
|
18.5K
$11.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
772+ 40.08% |
$351K - $389K
|
2.7K
$1.68M
|
|
|
Jul 26, 2024
Q2 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
772+ 3.92% |
$351K - $389K
|
20.4K
$12.7M
|
|
|
Aug 21, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
769New |
$350K - $388K
|
769
$478K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
765+ 346.15% |
$348K - $386K
|
986
$612K
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
759+ 10.13% |
$345K - $383K
|
8.25K
$5.12M
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
756+ 35.51% |
$344K - $381K
|
2.89K
$1.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
753+ 5.49% |
$343K - $380K
|
14.5K
$8.98M
|
|
|
Aug 07, 2024
Q2 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
752+ 2.32% |
$342K - $379K
|
33.1K
$20.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
752+ 1.25% |
$342K - $379K
|
60.7K
$37.7M
|