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
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
317+ 2.58% |
$144K - $160K
|
12.6K
$7.83M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
316+ 6.91% |
$144K - $159K
|
4.89K
$3.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
315+ 1.77% |
$143K - $159K
|
18.1K
$11.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
315+ 15.98% |
$143K - $159K
|
2.29K
$1.42M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
313+ 11.25% |
$142K - $158K
|
3.1K
$1.92M
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
312+ 5.82% |
$142K - $157K
|
5.68K
$3.53M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
311+ 0.21% |
$142K - $157K
|
152K
$94.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
306+ 10.93% |
$139K - $154K
|
3.11K
$1.93M
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
305+ 0.63% |
$139K - $154K
|
48.5K
$30.1M
|
|
|
Apr 10, 2025
Q2 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
305+ 6.57% |
$139K - $154K
|
4.95K
$3.07M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
303+ 23.62% |
$138K - $153K
|
1.59K
$985K
|
|
|
Aug 14, 2024
Q2 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
303+ 58.27% |
$138K - $153K
|
823
$511K
|
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
302+ 1.12% |
$137K - $152K
|
27.2K
$16.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
302+ 22.81% |
$137K - $152K
|
1.63K
$1.01M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
301+ 3.16% |
$137K - $152K
|
9.84K
$6.11M
|
|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
298+ 1.54% |
$136K - $150K
|
19.6K
$12.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
296+ 65.63% |
$135K - $149K
|
747
$464K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
296+ 10.38% |
$135K - $149K
|
3.15K
$1.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
295+ 33.87% |
$134K - $149K
|
1.17K
$724K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
294+ 17.44% |
$134K - $148K
|
1.98K
$1.23M
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
288+ 7.78% |
$131K - $145K
|
3.99K
$2.48M
|
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
288+ 5.16% |
$131K - $145K
|
5.87K
$3.64M
|
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
287+ 8.82% |
$131K - $145K
|
3.54K
$2.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
286+ 0.63% |
$130K - $144K
|
45.3K
$28.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
284+ 24.93% |
$129K - $143K
|
1.42K
$884K
|
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
280+ 63.06% |
$127K - $141K
|
724
$450K
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
278+ 0.83% |
$127K - $140K
|
33.9K
$21M
|
|
|
Jan 21, 2025
Q2 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
276+ 1.43% |
$126K - $139K
|
19.5K
$12.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
274+ 16.94% |
$125K - $138K
|
1.89K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
274+ 0.29% |
$125K - $138K
|
94K
$58.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
274+ 1.51% |
$125K - $138K
|
18.4K
$11.4M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
274+ 0.29% |
$125K - $138K
|
94K
$58.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
273+ 2.72% |
$124K - $138K
|
10.3K
$6.41M
|
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
272+ 0.77% |
$124K - $137K
|
35.4K
$22M
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
271+ 9.37% |
$123K - $137K
|
3.16K
$1.96M
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
BUY
|
- |
270New |
$123K - $136K
|
270
$168K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
267+ 15.84% |
$122K - $135K
|
1.95K
$1.21M
|
|
|
Jul 22, 2024
Q2 2024
|
Lincoln Capital LLC
|
BUY
|
- |
265+ 46.17% |
$121K - $134K
|
839
$521K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
265+ 0.69% |
$121K - $134K
|
38.4K
$23.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
260+ 8.83% |
$118K - $131K
|
3.21K
$1.99M
|
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
260+ 59.09% |
$118K - $131K
|
700
$435K
|
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
258+ 0.35% |
$117K - $130K
|
73.7K
$45.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
256+ 5.66% |
$117K - $129K
|
4.78K
$2.97M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
253+ 1.1% |
$115K - $128K
|
23.3K
$14.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
251+ 87.15% |
$114K - $127K
|
539
$335K
|
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
BUY
|
- |
250+ 3.49% |
$114K - $126K
|
7.41K
$4.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
250+ 2.07% |
$114K - $126K
|
12.3K
$7.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
250+ 5.8% |
$114K - $126K
|
4.56K
$2.83M
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
249+ 13.36% |
$113K - $126K
|
2.11K
$1.31M
|
|
|
Jul 23, 2024
Q2 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
243+ 5.24% |
$111K - $123K
|
4.88K
$3.03M
|