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 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
606+ 10.4% |
$276K - $306K
|
6.43K
$3.43M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
605+ 4.64% |
$275K - $305K
|
13.6K
$7.28M
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
604+ 2.73% |
$275K - $305K
|
22.7K
$12.1M
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
603+ 81.49% |
$274K - $304K
|
1.34K
$717K
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
603+ 81.49% |
$274K - $304K
|
1.34K
$717K
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
601+ 5.57% |
$274K - $303K
|
11.4K
$6.08M
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
597New |
$272K - $301K
|
597
$319K
|
|
Jul 22, 2024
Q2 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
594+ 60.74% |
$270K - $300K
|
1.57K
$839K
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
593+ 1.5% |
$270K - $299K
|
40.2K
$21.5M
|
|
Jul 29, 2024
Q2 2024
|
Highview Capital Management LLC
|
BUY
|
- |
585New |
$266K - $295K
|
585
$312K
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
585+ 1.42% |
$266K - $295K
|
41.7K
$22.3M
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
585+ 12.41% |
$266K - $295K
|
5.3K
$2.83M
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
583+ 67.09% |
$265K - $294K
|
1.45K
$775K
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
581New |
$264K - $293K
|
581
$310K
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
581New |
$264K - $293K
|
581
$310K
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
579New |
$264K - $292K
|
579
$309K
|
|
Aug 14, 2024
Q2 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
577New |
$263K - $291K
|
577
$308K
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
573+ 6.19% |
$261K - $289K
|
9.83K
$5.25M
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
573+ 10.73% |
$261K - $289K
|
5.91K
$3.16M
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
571+ 20.78% |
$260K - $288K
|
3.32K
$1.77M
|
|
Aug 01, 2024
Q2 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
570New |
$259K - $287K
|
570
$304K
|
|
Jul 10, 2024
Q2 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
565New |
$257K - $285K
|
565
$302K
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
563+ 2.99% |
$256K - $284K
|
19.4K
$10.4M
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
559+ 1.76% |
$254K - $282K
|
32.3K
$17.3M
|
|
Aug 12, 2024
Q2 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
559+ 0.47% |
$254K - $282K
|
120K
$64M
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
558+ 3.51% |
$254K - $281K
|
16.4K
$8.77M
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
BUY
|
- |
557New |
$253K - $281K
|
557
$297K
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
556New |
$253K - $280K
|
556
$297K
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
555New |
$253K - $280K
|
555
$296K
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
554+ 17.32% |
$252K - $279K
|
3.75K
$2M
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
550+ 8.62% |
$250K - $277K
|
6.93K
$3.7M
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
550+ 2.1% |
$250K - $277K
|
26.7K
$14.3M
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
549+ 16.37% |
$250K - $277K
|
3.9K
$2.08M
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
542+ 6.9% |
$247K - $273K
|
8.39K
$4.48M
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
541+ 1.41% |
$246K - $273K
|
38.8K
$20.7M
|
|
Jul 17, 2024
Q2 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
539+ 1.04% |
$245K - $272K
|
52.6K
$28.1M
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
538+ 183.62% |
$245K - $271K
|
831
$444K
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
538+ 1.62% |
$245K - $271K
|
33.8K
$18.1M
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
535+ 50.95% |
$243K - $270K
|
1.59K
$846K
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
534+ 6.54% |
$243K - $269K
|
8.69K
$4.64M
|
|
Aug 13, 2024
Q2 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
533+ 7.95% |
$243K - $269K
|
7.24K
$3.87M
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
532+ 19.42% |
$242K - $268K
|
3.27K
$1.75M
|
|
Jul 31, 2024
Q2 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
526+ 53.51% |
$239K - $265K
|
1.51K
$806K
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
524+ 20.18% |
$238K - $264K
|
3.12K
$1.67M
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
524+ 0.59% |
$238K - $264K
|
88.8K
$47.4M
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
523+ 1.69% |
$238K - $264K
|
31.4K
$16.8M
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
522+ 50.88% |
$238K - $263K
|
1.55K
$826K
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
522+ 69.6% |
$238K - $263K
|
1.27K
$679K
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
522+ 43.9% |
$238K - $263K
|
1.71K
$913K
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
522+ 0.99% |
$238K - $263K
|
53K
$28.3M
|