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 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
521+ 27.15% |
$237K - $263K
|
2.44K
$1.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
517+ 9.55% |
$235K - $261K
|
5.93K
$3.17M
|
|
|
Jul 16, 2024
Q2 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
514New |
$234K - $259K
|
514
$274K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
514+ 30.27% |
$234K - $259K
|
2.21K
$1.18M
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
BUY
|
- |
513New |
$233K - $259K
|
513
$274K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
511+ 27.01% |
$233K - $258K
|
2.4K
$1.28M
|
|
|
Jul 10, 2024
Q2 2024
|
Adams Asset Advisors, LLC
|
BUY
|
- |
511New |
$233K - $258K
|
511
$273K
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
BUY
|
- |
510New |
$232K - $257K
|
510
$272K
|
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
506New |
$230K - $255K
|
506
$270K
|
|
|
Jul 25, 2024
Q2 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
505+ 10.83% |
$230K - $255K
|
5.17K
$2.76M
|
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
504+ 2.48% |
$229K - $254K
|
20.9K
$11.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
502New |
$228K - $253K
|
502
$268K
|
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
501New |
$228K - $253K
|
501
$267K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
BUY
|
- |
498+ 1.08% |
$227K - $251K
|
46.5K
$24.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
495+ 8.92% |
$225K - $250K
|
6.04K
$3.23M
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
490+ 8.36% |
$223K - $247K
|
6.35K
$3.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Cheviot Value Management, LLC
|
BUY
|
- |
490New |
$223K - $247K
|
490
$262K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
487+ 100.0% |
$222K - $246K
|
974
$520K
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
486New |
$221K - $245K
|
486
$259K
|
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
486+ 0.97% |
$221K - $245K
|
50.5K
$27M
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
485+ 5.86% |
$221K - $245K
|
8.76K
$4.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
485+ 18.55% |
$221K - $245K
|
3.1K
$1.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
482+ 40.23% |
$219K - $243K
|
1.68K
$897K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
474+ 8.72% |
$216K - $239K
|
5.91K
$3.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
473+ 5.09% |
$215K - $239K
|
9.76K
$5.21M
|
|
|
Aug 01, 2024
Q2 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
473New |
$215K - $239K
|
473
$253K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
470+ 25.64% |
$214K - $237K
|
2.3K
$1.23M
|
|
|
Jul 10, 2024
Q2 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
468+ 4.3% |
$213K - $236K
|
11.3K
$6.05M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
468+ 1.17% |
$213K - $236K
|
40.5K
$21.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
467+ 7.76% |
$213K - $235K
|
6.49K
$3.46M
|
|
|
Jul 26, 2024
Q2 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
465+ 2.79% |
$212K - $234K
|
17.2K
$9.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
464New |
$211K - $234K
|
464
$248K
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
463+ 37.64% |
$211K - $233K
|
1.69K
$904K
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
463+ 0.53% |
$211K - $233K
|
87.7K
$46.8M
|
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
462New |
$210K - $233K
|
462
$247K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
461+ 50.38% |
$210K - $232K
|
1.38K
$735K
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
460+ 20.11% |
$209K - $232K
|
2.75K
$1.47M
|
|
|
Jul 19, 2024
Q2 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
460New |
$209K - $232K
|
460
$246K
|
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
BUY
|
- |
458+ 37.3% |
$208K - $231K
|
1.69K
$900K
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
458+ 99.78% |
$208K - $231K
|
917
$490K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
455New |
$207K - $229K
|
455
$243K
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
453New |
$206K - $228K
|
453
$242K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
452+ 15.53% |
$206K - $228K
|
3.36K
$1.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
451+ 105.13% |
$205K - $227K
|
880
$470K
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
450+ 7.92% |
$205K - $227K
|
6.13K
$3.27M
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
449+ 10.96% |
$204K - $226K
|
4.54K
$2.43M
|
|
|
Jul 29, 2024
Q2 2024
|
Tenret CO LLC
|
BUY
|
- |
449New |
$204K - $226K
|
449
$240K
|
|
|
Aug 13, 2024
Q2 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
448+ 53.78% |
$204K - $226K
|
1.28K
$684K
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
447+ 5.46% |
$203K - $225K
|
8.63K
$4.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
445+ 14.36% |
$203K - $224K
|
3.54K
$1.89M
|