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 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
876+ 0.5% |
$399K - $442K
|
175K
$97.8M
|
|
Aug 01, 2024
Q2 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
874New |
$398K - $441K
|
874
$489K
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
871New |
$396K - $439K
|
871
$487K
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
867+ 111.3% |
$395K - $437K
|
1.65K
$920K
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
854New |
$389K - $431K
|
854
$477K
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
850+ 164.41% |
$387K - $429K
|
1.37K
$764K
|
|
Aug 13, 2024
Q2 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
846+ 73.06% |
$385K - $427K
|
2K
$1.12M
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
844+ 6.1% |
$384K - $426K
|
14.7K
$8.21M
|
|
Jul 26, 2024
Q2 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
837+ 119.91% |
$381K - $422K
|
1.54K
$858K
|
|
Jul 31, 2024
Q2 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
834New |
$380K - $421K
|
834
$466K
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
834+ 6.49% |
$380K - $421K
|
13.7K
$7.65M
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
BUY
|
- |
831+ 38.22% |
$378K - $419K
|
3.01K
$1.68M
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
830+ 14.36% |
$378K - $419K
|
6.61K
$3.7M
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
828+ 5.49% |
$377K - $418K
|
15.9K
$8.9M
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
822+ 4.66% |
$374K - $415K
|
18.5K
$10.3M
|
|
Jul 10, 2024
Q2 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
819+ 10.57% |
$373K - $413K
|
8.57K
$4.79M
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
818+ 105.41% |
$372K - $413K
|
1.59K
$891K
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
810+ 0.28% |
$369K - $408K
|
287K
$161M
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
800New |
$364K - $403K
|
800
$447K
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
797+ 16.85% |
$363K - $402K
|
5.53K
$3.09M
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
797+ 2.53% |
$363K - $402K
|
32.4K
$18.1M
|
|
Aug 13, 2024
Q2 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
793New |
$361K - $400K
|
793
$443K
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
793New |
$361K - $400K
|
793
$443K
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
787New |
$358K - $397K
|
787
$440K
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
786+ 4.43% |
$358K - $396K
|
18.5K
$10.4M
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
772+ 40.08% |
$351K - $389K
|
2.7K
$1.51M
|
|
Jul 26, 2024
Q2 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
772+ 3.92% |
$351K - $389K
|
20.4K
$11.4M
|
|
Aug 21, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
769New |
$350K - $388K
|
769
$430K
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
765+ 346.15% |
$348K - $386K
|
986
$551K
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
759+ 10.13% |
$345K - $383K
|
8.25K
$4.61M
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
756+ 35.51% |
$344K - $381K
|
2.89K
$1.61M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
753+ 5.49% |
$343K - $380K
|
14.5K
$8.08M
|
|
Aug 07, 2024
Q2 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
752+ 2.32% |
$342K - $379K
|
33.1K
$18.5M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
752+ 1.25% |
$342K - $379K
|
60.7K
$33.9M
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
748+ 6.44% |
$340K - $377K
|
12.4K
$6.91M
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
746+ 3.8% |
$340K - $376K
|
20.4K
$11.4M
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
744+ 1.28% |
$339K - $375K
|
58.8K
$32.9M
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
739New |
$336K - $373K
|
739
$413K
|
|
Jul 16, 2024
Q2 2024
|
Adams Wealth Management
|
BUY
|
- |
737+ 3.87% |
$335K - $372K
|
19.8K
$11.1M
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
737+ 20.19% |
$335K - $372K
|
4.39K
$2.45M
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
733New |
$334K - $370K
|
733
$410K
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
BUY
|
- |
733+ 7.72% |
$334K - $370K
|
10.2K
$5.72M
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
729+ 0.14% |
$332K - $368K
|
515K
$288M
|
|
Aug 14, 2024
Q2 2024
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
724+ 15.76% |
$329K - $365K
|
5.32K
$2.97M
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
723+ 2.9% |
$329K - $365K
|
25.6K
$14.3M
|
|
Aug 01, 2024
Q2 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
722+ 9.18% |
$329K - $364K
|
8.58K
$4.8M
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
722New |
$329K - $364K
|
722
$404K
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
715+ 0.52% |
$325K - $361K
|
139K
$77.4M
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
715+ 0.2% |
$325K - $361K
|
365K
$204M
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
712+ 31.06% |
$324K - $359K
|
3K
$1.68M
|