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
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
31+ 0.42% |
$14.1K - $15.6K
|
7.43K
$3.6M
|
|
|
Oct 29, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
31+ 3.63% |
$14.1K - $15.6K
|
884
$428K
|
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
BUY
|
- |
30+ 0.72% |
$13.7K - $15.1K
|
4.17K
$2.02M
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
30+ 2.72% |
$13.7K - $15.1K
|
1.13K
$549K
|
|
|
Jul 31, 2024
Q2 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
30+ 5.26% |
$13.7K - $15.1K
|
600
$290K
|
|
|
Aug 07, 2024
Q2 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
30+ 2.08% |
$13.7K - $15.1K
|
1.47K
$713K
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
30+ 5.46% |
$13.7K - $15.1K
|
579
$280K
|
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
30+ 0.25% |
$13.7K - $15.1K
|
12.1K
$5.87M
|
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
30New |
$13.7K - $15.1K
|
30
$14.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
30+ 0.4% |
$13.7K - $15.1K
|
7.5K
$3.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
30+ 0.89% |
$13.7K - $15.1K
|
3.38K
$1.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
30+ 3.02% |
$13.7K - $15.1K
|
1.03K
$496K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
29+ 2.5% |
$13.2K - $14.6K
|
1.19K
$575K
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
29+ 1.14% |
$13.2K - $14.6K
|
2.58K
$1.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
29+ 0.62% |
$13.2K - $14.6K
|
4.71K
$2.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
29+ 2.44% |
$13.2K - $14.6K
|
1.22K
$588K
|
|
|
Jul 29, 2024
Q2 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
28+ 2.97% |
$12.7K - $14.1K
|
972
$470K
|
|
|
Jul 29, 2024
Q2 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
28+ 0.04% |
$12.7K - $14.1K
|
65K
$31.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
28+ 3.87% |
$12.7K - $14.1K
|
752
$364K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
28+ 5.0% |
$12.7K - $14.1K
|
588
$285K
|
|
|
Jul 16, 2024
Q2 2024
|
Community Bank Of Raymore
|
BUY
|
- |
27+ 1.09% |
$12.3K - $13.6K
|
2.5K
$1.21M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
27+ 0.55% |
$12.3K - $13.6K
|
4.97K
$2.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Baker Boyer National Bank
|
BUY
|
- |
27+ 0.82% |
$12.3K - $13.6K
|
3.31K
$1.6M
|
|
|
Feb 05, 2025
Q2 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
27+ 3.92% |
$12.3K - $13.6K
|
716
$346K
|
|
|
Jul 08, 2024
Q2 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
26+ 3.85% |
$11.8K - $13.1K
|
701
$339K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
26+ 0.35% |
$11.8K - $13.1K
|
7.37K
$3.57M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
25+ 0.79% |
$11.4K - $12.6K
|
3.21K
$1.55M
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
25+ 3.4% |
$11.4K - $12.6K
|
761
$368K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
25+ 2.49% |
$11.4K - $12.6K
|
1.03K
$498K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
BUY
|
- |
25+ 0.83% |
$11.4K - $12.6K
|
3.02K
$1.46M
|
|
|
Aug 01, 2024
Q2 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
25+ 0.23% |
$11.4K - $12.6K
|
10.7K
$5.19M
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
25+ 0.89% |
$11.4K - $12.6K
|
2.82K
$1.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
25+ 1.79% |
$11.4K - $12.6K
|
1.42K
$689K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
25+ 1.74% |
$11.4K - $12.6K
|
1.46K
$706K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
BUY
|
- |
25+ 1.11% |
$11.4K - $12.6K
|
2.29K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
25+ 3.1% |
$11.4K - $12.6K
|
831
$402K
|
|
|
Jul 18, 2024
Q2 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
24+ 2.06% |
$10.9K - $12.1K
|
1.19K
$576K
|
|
|
Jul 19, 2024
Q2 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
24+ 3.23% |
$10.9K - $12.1K
|
766
$371K
|
|
|
Jul 30, 2024
Q2 2024
|
Matisse Capital
|
BUY
|
- |
24+ 3.23% |
$10.9K - $12.1K
|
766
$371K
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
24+ 3.85% |
$10.9K - $12.1K
|
648
$314K
|
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
23+ 3.46% |
$10.5K - $11.6K
|
687
$332K
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
23+ 1.59% |
$10.5K - $11.6K
|
1.47K
$710K
|
|
|
Jul 29, 2024
Q2 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
23+ 0.89% |
$10.5K - $11.6K
|
2.61K
$1.26M
|
|
|
Aug 02, 2024
Q2 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
23+ 0.39% |
$10.5K - $11.6K
|
5.93K
$2.87M
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
22New |
$10K - $11.1K
|
22
$10.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
22+ 0.71% |
$10K - $11.1K
|
3.13K
$1.51M
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
22+ 1.1% |
$10K - $11.1K
|
2.02K
$976K
|
|
|
Aug 01, 2024
Q2 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
22+ 1.57% |
$10K - $11.1K
|
1.43K
$690K
|
|
|
Aug 05, 2024
Q2 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
22+ 4.35% |
$10K - $11.1K
|
528
$255K
|
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
22+ 44.9% |
$10K - $11.1K
|
71
$34.4K
|