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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
36.8K+ 557.87% |
$16.8M - $18.6M
|
43.4K
$23.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
36.7KNew |
$16.7M - $18.5M
|
36.7K
$19.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
36.5K+ 6307.25% |
$16.6M - $18.4M
|
37.1K
$19.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
35.2K+ 155.5% |
$16M - $17.8M
|
57.9K
$30.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
34.9K+ 2.85% |
$15.9M - $17.6M
|
1.26M
$672M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
34.9K+ 23.21% |
$15.9M - $17.6M
|
185K
$98.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
34.2KNew |
$15.6M - $17.3M
|
34.2K
$18.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
33.3K+ 5.72% |
$15.2M - $16.8M
|
615K
$328M
|
|
|
Aug 14, 2024
Q2 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
32.6KNew |
$14.8M - $16.4M
|
32.6K
$17.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
32K+ 108.47% |
$14.6M - $16.1M
|
61.5K
$32.8M
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
32K+ 6.99% |
$14.6M - $16.1M
|
489K
$261M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
31.3K+ 2.78% |
$14.2M - $15.8M
|
1.16M
$617M
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
31.1K+ 4.11% |
$14.2M - $15.7M
|
789K
$421M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
30.7K+ 132.08% |
$14M - $15.5M
|
54K
$28.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
30.6K+ 989.16% |
$13.9M - $15.4M
|
33.7K
$18M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
30.2K+ 9.14% |
$13.8M - $15.3M
|
361K
$193M
|
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
29.9K+ 9.71% |
$13.6M - $15.1M
|
337K
$180M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
28.9K+ 41.14% |
$13.2M - $14.6M
|
99.2K
$53M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
28.1K+ 240.34% |
$12.8M - $14.1M
|
39.7K
$21.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
27.9K+ 1689.14% |
$12.7M - $14M
|
29.5K
$15.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
27.2K+ 10.5% |
$12.4M - $13.7M
|
286K
$153M
|
|
|
Jul 29, 2024
Q2 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
25.9K+ 59.59% |
$11.8M - $13.1M
|
69.3K
$37M
|
|
|
Jul 31, 2024
Q2 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
25.7K+ 22.72% |
$11.7M - $13M
|
139K
$74.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
25.5K+ 1821.34% |
$11.6M - $12.9M
|
26.9K
$14.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
25.3K+ 2.48% |
$11.5M - $12.8M
|
1.05M
$560M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25K+ 4.35% |
$11.4M - $12.6M
|
601K
$321M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.5K+ 1.9% |
$11.2M - $12.4M
|
1.32M
$703M
|
|
|
Aug 14, 2024
Q2 2024
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
24.4K+ 6.82% |
$11.1M - $12.3M
|
382K
$204M
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
24.2K+ 2051.02% |
$11M - $12.2M
|
25.4K
$13.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
BUY
|
- |
24K+ 10.72% |
$10.9M - $12.1M
|
248K
$132M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
23.9K+ 2.08% |
$10.9M - $12.1M
|
1.18M
$628M
|
|
|
Aug 13, 2024
Q2 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
23.9KNew |
$10.9M - $12M
|
23.9K
$12.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
23.8K+ 14.5% |
$10.8M - $12M
|
188K
$100M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.5K+ 0.19% |
$10.7M - $11.9M
|
12.2M
$6.54B
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
23.2KNew |
$10.6M - $11.7M
|
23.2K
$12.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
23.2KNew |
$10.5M - $11.7M
|
23.2K
$12.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
23.1K+ 281.43% |
$10.5M - $11.7M
|
31.4K
$16.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
22.9K+ 270.11% |
$10.4M - $11.6M
|
31.4K
$16.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.6K+ 0.75% |
$10.3M - $11.4M
|
3.04M
$1.63B
|
|
|
Aug 12, 2024
Q2 2024
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
22.5K+ 8.36% |
$10.2M - $11.3M
|
292K
$156M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
22.4K+ 92.65% |
$10.2M - $11.3M
|
46.5K
$24.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
22.2KNew |
$10.1M - $11.2M
|
22.2K
$11.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.8K+ 3.15% |
$9.91M - $11M
|
713K
$381M
|
|
|
Aug 07, 2024
Q2 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
21.6K+ 50.33% |
$9.85M - $10.9M
|
64.6K
$34.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
21.5K+ 10.32% |
$9.8M - $10.9M
|
230K
$123M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
21.2K+ 92.44% |
$9.65M - $10.7M
|
44.2K
$23.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
21.1K+ 7.91% |
$9.6M - $10.6M
|
288K
$154M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
20.3K+ 19.38% |
$9.23M - $10.2M
|
125K
$66.7M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
20.3K+ 39.42% |
$9.22M - $10.2M
|
71.6K
$38.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
20K+ 3.96% |
$9.11M - $10.1M
|
525K
$280M
|