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 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
9+ 0.85% |
$4.1K - $4.54K
|
1.07K
$572K
|
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
9+ 0.09% |
$4.1K - $4.54K
|
9.77K
$5.22M
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
9+ 0.18% |
$4.1K - $4.54K
|
4.88K
$2.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
9New |
$4.1K - $4.54K
|
9
$4.81K
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
9+ 1.79% |
$4.1K - $4.54K
|
513
$274K
|
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.53% |
$3.64K - $4.03K
|
1.51K
$805K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
8+ 0.7% |
$3.64K - $4.03K
|
1.15K
$616K
|
|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
8+ 1.81% |
$3.64K - $4.03K
|
450
$240K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
8+ 1.23% |
$3.64K - $4.03K
|
659
$352K
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
BUY
|
- |
8+ 0.14% |
$3.64K - $4.03K
|
5.84K
$3.12M
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
8+ 1.37% |
$3.64K - $4.03K
|
591
$316K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
8+ 9.52% |
$3.64K - $4.03K
|
92
$49.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
8+ 0.73% |
$3.64K - $4.03K
|
1.11K
$590K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7New |
$3.19K - $3.53K
|
7
$3.74K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
7+ 1.33% |
$3.19K - $3.53K
|
532
$284K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7+ 0.13% |
$3.19K - $3.53K
|
5.24K
$2.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
7+ 0.18% |
$3.19K - $3.53K
|
3.93K
$2.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
7+ 0.33% |
$3.19K - $3.53K
|
2.13K
$1.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
7+ 0.77% |
$3.19K - $3.53K
|
913
$487K
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
7+ 0.48% |
$3.19K - $3.53K
|
1.48K
$787K
|
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
6+ 0.4% |
$2.73K - $3.03K
|
1.52K
$811K
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
6+ 0.56% |
$2.73K - $3.03K
|
1.08K
$577K
|
|
|
Aug 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
6+ 0.77% |
$2.73K - $3.03K
|
788
$421K
|
|
|
Aug 09, 2024
Q2 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
6+ 0.16% |
$2.73K - $3.03K
|
3.68K
$1.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Claret Asset Management Corp
|
BUY
|
- |
6+ 1.15% |
$2.73K - $3.03K
|
527
$281K
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
6+ 0.73% |
$2.73K - $3.03K
|
823
$439K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
6New |
$2.73K - $3.03K
|
6
$3.2K
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
5New |
$2.28K - $2.52K
|
5
$2.67K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
BUY
|
- |
5+ 0.48% |
$2.28K - $2.52K
|
1.04K
$553K
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
BUY
|
- |
5+ 0.46% |
$2.28K - $2.52K
|
1.1K
$589K
|
|
|
Jul 18, 2024
Q2 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
5+ 0.99% |
$2.28K - $2.52K
|
508
$271K
|
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
5+ 1.17% |
$2.28K - $2.52K
|
431
$230K
|
|
|
Aug 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
5+ 0.29% |
$2.28K - $2.52K
|
1.71K
$913K
|
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
5+ 0.48% |
$2.28K - $2.52K
|
1.05K
$560K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5+ 0.15% |
$2.28K - $2.52K
|
3.29K
$1.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
5+ 0.85% |
$2.28K - $2.52K
|
596
$318K
|
|
|
Jul 24, 2024
Q2 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
4+ 0.87% |
$1.82K - $2.02K
|
465
$248K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
BUY
|
- |
4+ 0.56% |
$1.82K - $2.02K
|
713
$381K
|
|
|
Aug 06, 2024
Q2 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
4+ 0.26% |
$1.82K - $2.02K
|
1.55K
$830K
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
4+ 0.11% |
$1.82K - $2.02K
|
3.57K
$1.91M
|
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
3+ 0.67% |
$1.37K - $1.51K
|
449
$240K
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
BUY
|
- |
3+ 0.51% |
$1.37K - $1.51K
|
592
$316K
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
BUY
|
- |
3+ 0.08% |
$1.37K - $1.51K
|
3.58K
$1.91M
|
|
|
Jul 18, 2024
Q2 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
3+ 0.39% |
$1.37K - $1.51K
|
766
$409K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
3New |
$1.37K - $1.51K
|
3
$1.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Empirical Finance, LLC
|
BUY
|
- |
3+ 0.18% |
$1.37K - $1.51K
|
1.66K
$885K
|
|
|
Jul 31, 2024
Q2 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
3+ 0.5% |
$1.37K - $1.51K
|
598
$319K
|
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
3+ 0.12% |
$1.37K - $1.51K
|
2.44K
$1.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
3+ 0.49% |
$1.37K - $1.51K
|
611
$326K
|
|
|
Aug 12, 2024
Q2 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
3+ 0.34% |
$1.37K - $1.51K
|
877
$468K
|