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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
103+ 3.46% |
$46.9K - $51.9K
|
3.08K
$1.69M
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
103+ 18.23% |
$46.9K - $51.9K
|
668
$366K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
103+ 18.17% |
$46.9K - $51.9K
|
670
$367K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Management CO
|
BUY
|
- |
102+ 4.11% |
$46.4K - $51.4K
|
2.59K
$1.42M
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
101+ 480.95% |
$46K - $50.9K
|
122
$66.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
101+ 2.31% |
$46K - $50.9K
|
4.48K
$2.45M
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
101+ 0.66% |
$46K - $50.9K
|
15.3K
$8.39M
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
100+ 0.34% |
$45.5K - $50.4K
|
29.9K
$16.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
100+ 6.56% |
$45.5K - $50.4K
|
1.63K
$891K
|
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
BUY
|
- |
100+ 0.18% |
$45.5K - $50.4K
|
55.2K
$30.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
100+ 22.12% |
$45.5K - $50.4K
|
552
$302K
|
|
|
Aug 14, 2024
Q2 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
100New |
$45.5K - $50.4K
|
100
$54.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
100New |
$45.5K - $50.4K
|
100
$54.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
99+ 6.18% |
$45.1K - $49.9K
|
1.7K
$932K
|
|
|
Jul 15, 2024
Q2 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
98+ 5.26% |
$44.6K - $49.4K
|
1.96K
$1.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
97+ 7.75% |
$44.1K - $48.9K
|
1.35K
$739K
|
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
97+ 2.56% |
$44.1K - $48.9K
|
3.88K
$2.13M
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
96+ 0.23% |
$43.7K - $48.4K
|
42K
$23M
|
|
|
Jul 17, 2024
Q2 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
96+ 4.25% |
$43.7K - $48.4K
|
2.36K
$1.29M
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
96+ 4.0% |
$43.7K - $48.4K
|
2.5K
$1.37M
|
|
|
Jul 22, 2024
Q2 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
96+ 4.44% |
$43.7K - $48.4K
|
2.26K
$1.24M
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
95+ 4.54% |
$43.2K - $47.9K
|
2.19K
$1.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
95+ 4.44% |
$43.2K - $47.9K
|
2.24K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
95+ 0.35% |
$43.2K - $47.9K
|
27K
$14.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
95+ 10.44% |
$43.2K - $47.9K
|
1.01K
$551K
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
94+ 19.22% |
$42.8K - $47.4K
|
583
$319K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
93+ 0.37% |
$42.3K - $46.9K
|
25K
$13.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
92+ 0.53% |
$41.9K - $46.4K
|
17.4K
$9.52M
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
92+ 3.23% |
$41.9K - $46.4K
|
2.94K
$1.61M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
91+ 21.98% |
$41.4K - $45.9K
|
505
$277K
|
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
90+ 16.39% |
$41K - $45.4K
|
639
$350K
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
90+ 4.1% |
$41K - $45.4K
|
2.29K
$1.25M
|
|
|
Jul 15, 2024
Q2 2024
|
Brave Asset Management Inc
|
BUY
|
- |
89+ 0.26% |
$40.5K - $44.9K
|
33.9K
$18.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
89+ 14.61% |
$40.5K - $44.9K
|
698
$383K
|
|
|
Jul 08, 2024
Q2 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
88+ 1.91% |
$40K - $44.4K
|
4.69K
$2.57M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
88+ 8800.0% |
$40K - $44.4K
|
89
$48.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
88+ 6.8% |
$40K - $44.4K
|
1.38K
$757K
|
|
|
Aug 14, 2024
Q2 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
88+ 10.49% |
$40K - $44.4K
|
927
$508K
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
87+ 5.74% |
$39.6K - $43.9K
|
1.6K
$878K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
87+ 21.43% |
$39.6K - $43.9K
|
493
$270K
|
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
86+ 3.38% |
$39.1K - $43.4K
|
2.63K
$1.44M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
83+ 9.43% |
$37.8K - $41.9K
|
963
$528K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
82+ 5.43% |
$37.3K - $41.4K
|
1.59K
$872K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
82+ 7.01% |
$37.3K - $41.4K
|
1.25K
$686K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
82+ 1.45% |
$37.3K - $41.4K
|
5.72K
$3.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
81+ 2.75% |
$36.9K - $40.8K
|
3.03K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
81+ 1.27% |
$36.9K - $40.8K
|
6.48K
$3.55M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
80+ 0.17% |
$36.4K - $40.3K
|
47.1K
$25.8M
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
80+ 3.37% |
$36.4K - $40.3K
|
2.45K
$1.34M
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
80+ 444.44% |
$36.4K - $40.3K
|
98
$53.7K
|