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 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
22+ 1.1% |
$10K - $11.1K
|
2.02K
$1.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
22+ 1.57% |
$10K - $11.1K
|
1.43K
$781K
|
|
|
Aug 05, 2024
Q2 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
22+ 4.35% |
$10K - $11.1K
|
528
$289K
|
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
22+ 44.9% |
$10K - $11.1K
|
71
$38.9K
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
22+ 2.24% |
$10K - $11.1K
|
1K
$550K
|
|
|
Jul 30, 2024
Q2 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
21+ 0.08% |
$9.56K - $10.6K
|
25.8K
$14.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
21+ 2.07% |
$9.56K - $10.6K
|
1.03K
$567K
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
21+ 8.94% |
$9.56K - $10.6K
|
256
$140K
|
|
|
Mar 25, 2025
Q2 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
21+ 2.97% |
$9.56K - $10.6K
|
728
$399K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
20+ 3.26% |
$9.1K - $10.1K
|
634
$347K
|
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
20+ 4.02% |
$9.1K - $10.1K
|
517
$283K
|
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
20+ 3.58% |
$9.1K - $10.1K
|
578
$317K
|
|
|
Jul 26, 2024
Q2 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
20+ 0.13% |
$9.1K - $10.1K
|
15K
$8.21M
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
20+ 1.95% |
$9.1K - $10.1K
|
1.05K
$573K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
BUY
|
- |
20+ 0.61% |
$9.1K - $10.1K
|
3.3K
$1.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
20+ 1.41% |
$9.1K - $10.1K
|
1.44K
$789K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
20+ 0.47% |
$9.1K - $10.1K
|
4.3K
$2.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
20+ 0.88% |
$9.1K - $10.1K
|
2.28K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
20+ 0.9% |
$9.1K - $10.1K
|
2.24K
$1.23M
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
19+ 1900.0% |
$8.65K - $9.58K
|
20
$11K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
19+ 2.35% |
$8.65K - $9.58K
|
829
$454K
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
18+ 1.27% |
$8.19K - $9.08K
|
1.44K
$788K
|
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
18+ 7.17% |
$8.19K - $9.08K
|
269
$147K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
18New |
$8.19K - $9.08K
|
18
$9.86K
|
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
18+ 2.48% |
$8.19K - $9.08K
|
745
$408K
|
|
|
Apr 15, 2025
Q2 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
18+ 0.21% |
$8.19K - $9.08K
|
8.69K
$4.76M
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
17+ 19.77% |
$7.74K - $8.57K
|
103
$56.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
17New |
$7.74K - $8.57K
|
17
$9.32K
|
|
|
Oct 17, 2024
Q2 2024
|
Joule Financial, LLC
|
BUY
|
- |
17+ 3.7% |
$7.74K - $8.57K
|
477
$261K
|
|
|
Jul 11, 2024
Q2 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
16+ 0.42% |
$7.28K - $8.07K
|
3.85K
$2.11M
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
16+ 0.32% |
$7.28K - $8.07K
|
4.98K
$2.73M
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
16+ 3.02% |
$7.28K - $8.07K
|
546
$299K
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
16+ 1.48% |
$7.28K - $8.07K
|
1.1K
$602K
|
|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
15+ 1.54% |
$6.83K - $7.56K
|
990
$543K
|
|
|
Jul 31, 2024
Q2 2024
|
Gouws Capital LLC
|
BUY
|
- |
15+ 0.15% |
$6.83K - $7.56K
|
10K
$5.5M
|
|
|
Aug 07, 2024
Q2 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
15+ 1.7% |
$6.83K - $7.56K
|
897
$492K
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
14+ 0.13% |
$6.37K - $7.06K
|
10.5K
$5.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
14+ 3.74% |
$6.37K - $7.06K
|
388
$213K
|
|
|
Aug 14, 2024
Q2 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
14+ 0.89% |
$6.37K - $7.06K
|
1.58K
$867K
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
13+ 1.15% |
$5.92K - $6.56K
|
1.15K
$628K
|
|
|
Jul 25, 2024
Q2 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
13+ 0.5% |
$5.92K - $6.56K
|
2.62K
$1.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
13New |
$5.92K - $6.56K
|
13
$7.12K
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
13+ 0.26% |
$5.92K - $6.56K
|
4.95K
$2.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
13+ 0.19% |
$5.92K - $6.56K
|
6.91K
$3.79M
|
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
12+ 2.5% |
$5.46K - $6.05K
|
492
$270K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
12+ 0.15% |
$5.46K - $6.05K
|
7.94K
$4.35M
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
12New |
$5.46K - $6.05K
|
12
$6.58K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
12+ 1.47% |
$5.46K - $6.05K
|
831
$455K
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.44% |
$5.46K - $6.05K
|
2.77K
$1.52M
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
12+ 0.11% |
$5.46K - $6.05K
|
10.6K
$5.82M
|