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
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
86.7K+ 2.22% |
$39.5M - $43.7M
|
4M
$2.13B
|
|
|
Jul 29, 2024
Q2 2024
|
Trust CO Of Tennessee
Knoxville, TN |
BUY
|
- |
85.5KNew |
$38.9M - $43.1M
|
85.5K
$45.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
83.5K+ 11.32% |
$38M - $42.1M
|
821K
$438M
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
83.4K+ 20.18% |
$37.9M - $42M
|
496K
$265M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
80.8K+ 6259.57% |
$36.8M - $40.8M
|
82.1K
$43.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
80KNew |
$36.4M - $40.4M
|
80K
$42.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
79.3K+ 8.63% |
$36.1M - $40M
|
998K
$533M
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
76.8K+ 2840.98% |
$35M - $38.7M
|
79.5K
$42.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
76.8KNew |
$34.9M - $38.7M
|
76.8K
$41M
|
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
BUY
|
- |
76.7K+ 11.86% |
$34.9M - $38.7M
|
723K
$386M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
76.2K+ 5.55% |
$34.7M - $38.4M
|
1.45M
$773M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
75.2K+ 109.77% |
$34.2M - $37.9M
|
144K
$76.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
73.9K+ 1114.64% |
$33.6M - $37.2M
|
80.5K
$43M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
73.4K+ 114.01% |
$33.4M - $37M
|
138K
$73.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
69.8K+ 8.56% |
$31.8M - $35.2M
|
885K
$473M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
66.7K+ 2.06% |
$30.3M - $33.6M
|
3.3M
$1.76B
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
62.4K+ 311.01% |
$28.4M - $31.5M
|
82.5K
$44M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
62.3K+ 483.96% |
$28.4M - $31.4M
|
75.2K
$40.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
62.1K+ 4.84% |
$28.3M - $31.3M
|
1.35M
$718M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
61.2K+ 50.33% |
$27.9M - $30.9M
|
183K
$97.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
59.2KNew |
$26.9M - $29.8M
|
59.2K
$31.6M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
58.7K+ 13.74% |
$26.7M - $29.6M
|
486K
$260M
|
|
|
Aug 13, 2024
Q2 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
57.1K+ 0.72% |
$26M - $28.8M
|
8M
$4.27B
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
56.1KNew |
$25.5M - $28.3M
|
56.1K
$29.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
54.6K+ 10.48% |
$24.8M - $27.5M
|
575K
$307M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
52.5K+ 43.6% |
$23.9M - $26.5M
|
173K
$92.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
52.4K+ 5.45% |
$23.8M - $26.4M
|
1.01M
$541M
|
|
|
Jul 15, 2024
Q2 2024
|
University Of Chicago
Chicago, IL |
BUY
|
- |
52.1K+ 320.49% |
$23.7M - $26.3M
|
68.4K
$36.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
52.1K+ 3.12% |
$23.7M - $26.3M
|
1.72M
$918M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
51KNew |
$23.2M - $25.7M
|
51K
$27.2M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
50.7K+ 54.46% |
$23.1M - $25.6M
|
144K
$76.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
50.2KNew |
$22.9M - $25.3M
|
50.2K
$26.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
BUY
|
- |
49.9K+ 178.24% |
$22.7M - $25.2M
|
77.9K
$41.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Diana Davis Spencer Foundation
Bethesda, MD |
BUY
|
- |
49.7KNew |
$22.6M - $25.1M
|
49.7K
$26.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
48K+ 8.65% |
$21.9M - $24.2M
|
603K
$322M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
47.1K+ 7.03% |
$21.4M - $23.8M
|
718K
$383M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
46.8K+ 1593.63% |
$21.3M - $23.6M
|
49.7K
$26.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
BUY
|
- |
46.2K+ 18.36% |
$21M - $23.3M
|
298K
$159M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
45.8K+ 2.84% |
$20.8M - $23.1M
|
1.66M
$884M
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
45.7K+ 11.77% |
$20.8M - $23.1M
|
434K
$232M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
44.8K+ 22.35% |
$20.4M - $22.6M
|
245K
$131M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
42K+ 3.02% |
$19.1M - $21.2M
|
1.43M
$765M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
41.7K+ 3.45% |
$19M - $21M
|
1.25M
$668M
|
|
|
Aug 12, 2024
Q2 2024
|
Fairfield University
|
BUY
|
- |
41.7K+ 25.57% |
$19M - $21M
|
205K
$109M
|
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
41.4KNew |
$18.8M - $20.9M
|
41.4K
$22.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
41.3K+ 2.9% |
$18.8M - $20.8M
|
1.46M
$782M
|
|
|
Jul 17, 2024
Q2 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
41.3K+ 75.12% |
$18.8M - $20.8M
|
96.3K
$51.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
40.1K+ 21.4% |
$18.2M - $20.2M
|
227K
$121M
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
39.1KNew |
$17.8M - $19.7M
|
39.1K
$20.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
38.8K+ 66.73% |
$17.7M - $19.6M
|
96.9K
$51.7M
|