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 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
641New |
$292K - $323K
|
641
$398K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
640+ 17.95% |
$291K - $323K
|
4.21K
$2.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
638New |
$290K - $322K
|
638
$396K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
636+ 2.32% |
$289K - $321K
|
28.1K
$17.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
632New |
$288K - $319K
|
632
$392K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
629+ 3.58% |
$286K - $317K
|
18.2K
$11.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
626+ 2.88% |
$285K - $316K
|
22.3K
$13.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
622+ 13.56% |
$283K - $314K
|
5.21K
$3.24M
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
614New |
$279K - $310K
|
614
$381K
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
613+ 2.57% |
$279K - $309K
|
24.5K
$15.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
613New |
$279K - $309K
|
613
$381K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
611+ 2.5% |
$278K - $308K
|
25K
$15.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
610+ 6.82% |
$278K - $308K
|
9.55K
$5.93M
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
608+ 106.48% |
$277K - $307K
|
1.18K
$732K
|
|
|
Jul 25, 2024
Q2 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
607+ 632.29% |
$276K - $306K
|
703
$437K
|
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
607+ 4.12% |
$276K - $306K
|
15.3K
$9.52M
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
606+ 10.4% |
$276K - $306K
|
6.43K
$3.99M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
605+ 4.64% |
$275K - $305K
|
13.6K
$8.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
604+ 2.73% |
$275K - $305K
|
22.7K
$14.1M
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
603+ 81.49% |
$274K - $304K
|
1.34K
$834K
|
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
603+ 81.49% |
$274K - $304K
|
1.34K
$834K
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
601+ 5.57% |
$274K - $303K
|
11.4K
$7.07M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
597New |
$272K - $301K
|
597
$371K
|
|
|
Jul 22, 2024
Q2 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
594+ 60.74% |
$270K - $300K
|
1.57K
$976K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
593+ 1.5% |
$270K - $299K
|
40.2K
$25M
|
|
|
Jul 29, 2024
Q2 2024
|
Highview Capital Management LLC
|
BUY
|
- |
585New |
$266K - $295K
|
585
$363K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
585+ 1.42% |
$266K - $295K
|
41.7K
$25.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
585+ 12.41% |
$266K - $295K
|
5.3K
$3.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
583+ 67.09% |
$265K - $294K
|
1.45K
$902K
|
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
581New |
$264K - $293K
|
581
$361K
|
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
581New |
$264K - $293K
|
581
$361K
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
579New |
$264K - $292K
|
579
$360K
|
|
|
Aug 14, 2024
Q2 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
577New |
$263K - $291K
|
577
$358K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
573+ 6.19% |
$261K - $289K
|
9.83K
$6.11M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
573+ 10.73% |
$261K - $289K
|
5.91K
$3.67M
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
571+ 20.78% |
$260K - $288K
|
3.32K
$2.06M
|
|
|
Aug 01, 2024
Q2 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
570New |
$259K - $287K
|
570
$354K
|
|
|
Jul 10, 2024
Q2 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
565New |
$257K - $285K
|
565
$351K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
563+ 2.99% |
$256K - $284K
|
19.4K
$12.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
559+ 1.76% |
$254K - $282K
|
32.3K
$20.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
559+ 0.47% |
$254K - $282K
|
120K
$74.5M
|
|
|
Jan 29, 2025
Q2 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
559+ 6.96% |
$254K - $282K
|
8.6K
$5.34M
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
558+ 3.51% |
$254K - $281K
|
16.4K
$10.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
BUY
|
- |
557New |
$253K - $281K
|
557
$346K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
556New |
$253K - $280K
|
556
$345K
|
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
555New |
$253K - $280K
|
555
$345K
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
554+ 17.32% |
$252K - $279K
|
3.75K
$2.33M
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
550+ 8.62% |
$250K - $277K
|
6.93K
$4.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
550+ 2.1% |
$250K - $277K
|
26.7K
$16.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
549+ 16.37% |
$250K - $277K
|
3.9K
$2.42M
|