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 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
87+ 5.74% |
$39.6K - $43.9K
|
1.6K
$988K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
87+ 21.43% |
$39.6K - $43.9K
|
493
$304K
|
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
86+ 3.38% |
$39.1K - $43.4K
|
2.63K
$1.62M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
83+ 9.43% |
$37.8K - $41.9K
|
963
$594K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
82+ 5.43% |
$37.3K - $41.4K
|
1.59K
$981K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
82+ 7.01% |
$37.3K - $41.4K
|
1.25K
$772K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
82+ 1.45% |
$37.3K - $41.4K
|
5.72K
$3.53M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
81+ 2.75% |
$36.9K - $40.8K
|
3.03K
$1.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
81+ 1.27% |
$36.9K - $40.8K
|
6.48K
$4M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
80+ 0.17% |
$36.4K - $40.3K
|
47.1K
$29.1M
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
80+ 3.37% |
$36.4K - $40.3K
|
2.45K
$1.51M
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
80+ 444.44% |
$36.4K - $40.3K
|
98
$60.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
80+ 4.36% |
$36.4K - $40.3K
|
1.91K
$1.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
80+ 6.94% |
$36.4K - $40.3K
|
1.23K
$760K
|
|
|
May 28, 2025
Q2 2024
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
80+ 3.0% |
$36.4K - $40.3K
|
2.75K
$1.69M
|
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
79+ 14.44% |
$36K - $39.8K
|
626
$386K
|
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
79+ 1.9% |
$36K - $39.8K
|
4.24K
$2.61M
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
79+ 23.03% |
$36K - $39.8K
|
422
$260K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
77+ 0.93% |
$35K - $38.8K
|
8.37K
$5.16M
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
77+ 1.95% |
$35K - $38.8K
|
4.02K
$2.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
77+ 0.94% |
$35K - $38.8K
|
8.26K
$5.09M
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
77+ 9.53% |
$35K - $38.8K
|
885
$546K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
76+ 2.31% |
$34.6K - $38.3K
|
3.37K
$2.08M
|
|
|
Jul 26, 2024
Q2 2024
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
75+ 0.42% |
$34.1K - $37.8K
|
17.9K
$11.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
75+ 3.28% |
$34.1K - $37.8K
|
2.36K
$1.46M
|
|
|
Sep 23, 2024
Q2 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
75+ 17.99% |
$34.1K - $37.8K
|
492
$304K
|
|
|
Jul 10, 2024
Q2 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
74+ 3.85% |
$33.7K - $37.3K
|
2K
$1.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
74+ 0.42% |
$33.7K - $37.3K
|
17.9K
$11M
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
BUY
|
- |
73+ 0.54% |
$33.2K - $36.8K
|
13.5K
$8.32M
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
72+ 10.75% |
$32.8K - $36.3K
|
742
$458K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
70New |
$31.9K - $35.3K
|
70
$43.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
69+ 6.5% |
$31.4K - $34.8K
|
1.13K
$697K
|
|
|
Jul 12, 2024
Q2 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
68+ 16.31% |
$30.9K - $34.3K
|
485
$299K
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
68+ 0.58% |
$30.9K - $34.3K
|
11.8K
$7.28M
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
68+ 11.79% |
$30.9K - $34.3K
|
645
$398K
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
67+ 5.31% |
$30.5K - $33.8K
|
1.33K
$819K
|
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
BUY
|
- |
67+ 3.69% |
$30.5K - $33.8K
|
1.88K
$1.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
67+ 1.36% |
$30.5K - $33.8K
|
5.01K
$3.09M
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
BUY
|
- |
66+ 0.79% |
$30K - $33.3K
|
8.43K
$5.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
BUY
|
- |
65+ 4.05% |
$29.6K - $32.8K
|
1.67K
$1.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
65+ 1.77% |
$29.6K - $32.8K
|
3.73K
$2.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
64+ 5.62% |
$29.1K - $32.3K
|
1.2K
$742K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
64+ 0.63% |
$29.1K - $32.3K
|
10.2K
$6.31M
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
64+ 5.97% |
$29.1K - $32.3K
|
1.14K
$701K
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
64+ 1.45% |
$29.1K - $32.3K
|
4.48K
$2.76M
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
63+ 1.75% |
$28.7K - $31.8K
|
3.66K
$2.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
63+ 3.2% |
$28.7K - $31.8K
|
2.03K
$1.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
63+ 3.68% |
$28.7K - $31.8K
|
1.78K
$1.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
62+ 7.05% |
$28.2K - $31.3K
|
942
$581K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
61+ 0.89% |
$27.8K - $30.8K
|
6.89K
$4.25M
|