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 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
5+ 0.29% |
$2.28K - $2.52K
|
1.71K
$937K
|
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
5+ 0.48% |
$2.28K - $2.52K
|
1.05K
$575K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5+ 0.15% |
$2.28K - $2.52K
|
3.29K
$1.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
5+ 0.85% |
$2.28K - $2.52K
|
596
$327K
|
|
|
Jul 24, 2024
Q2 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
4+ 0.87% |
$1.82K - $2.02K
|
465
$255K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
BUY
|
- |
4+ 0.56% |
$1.82K - $2.02K
|
713
$391K
|
|
|
Aug 06, 2024
Q2 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
4+ 0.26% |
$1.82K - $2.02K
|
1.55K
$852K
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
4+ 0.11% |
$1.82K - $2.02K
|
3.57K
$1.96M
|
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
3+ 0.67% |
$1.37K - $1.51K
|
449
$246K
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
BUY
|
- |
3+ 0.51% |
$1.37K - $1.51K
|
592
$324K
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
BUY
|
- |
3+ 0.08% |
$1.37K - $1.51K
|
3.58K
$1.96M
|
|
|
Jul 18, 2024
Q2 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
3+ 0.39% |
$1.37K - $1.51K
|
766
$420K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
3New |
$1.37K - $1.51K
|
3
$1.64K
|
|
|
Jul 30, 2024
Q2 2024
|
Empirical Finance, LLC
|
BUY
|
- |
3+ 0.18% |
$1.37K - $1.51K
|
1.66K
$908K
|
|
|
Jul 31, 2024
Q2 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
3+ 0.5% |
$1.37K - $1.51K
|
598
$328K
|
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
3+ 0.12% |
$1.37K - $1.51K
|
2.44K
$1.34M
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
3+ 0.49% |
$1.37K - $1.51K
|
611
$335K
|
|
|
Aug 12, 2024
Q2 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
3+ 0.34% |
$1.37K - $1.51K
|
877
$481K
|
|
|
Aug 13, 2024
Q2 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
3+ 0.05% |
$1.37K - $1.51K
|
6.44K
$3.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3+ 8.82% |
$1.37K - $1.51K
|
37
$20.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2+ 0.45% |
$910 - $1.01K
|
447
$245K
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
2+ 0.39% |
$910 - $1.01K
|
513
$281K
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2+ 0.14% |
$910 - $1.01K
|
1.39K
$760K
|
|
|
Jul 15, 2024
Q2 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
2+ 0.14% |
$910 - $1.01K
|
1.47K
$806K
|
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
2+ 0.32% |
$910 - $1.01K
|
633
$347K
|
|
|
Jul 29, 2024
Q2 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
2+ 0.61% |
$910 - $1.01K
|
330
$181K
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
2+ 0.1% |
$910 - $1.01K
|
2K
$1.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 1.6% |
$910 - $1.01K
|
127
$69.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2+ 0.69% |
$910 - $1.01K
|
292
$160K
|
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2+ 0.06% |
$910 - $1.01K
|
3.25K
$1.78M
|
|
|
Jul 12, 2024
Q2 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
1+ 0.04% |
$455 - $504
|
2.41K
$1.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.23% |
$455 - $504
|
439
$241K
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
BUY
|
- |
1+ 0.03% |
$455 - $504
|
2.93K
$1.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1+ 0.0% |
$455 - $504
|
463K
$254M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1+ 0.01% |
$455 - $504
|
7.95K
$4.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1+ 0.09% |
$455 - $504
|
1.06K
$583K
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1+ 0.08% |
$455 - $504
|
1.22K
$670K
|
|
|
Feb 13, 2025
Q2 2024
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
1+ 0.22% |
$455 - $504
|
458
$251K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1- 0.71% |
$455 - $504
|
139
$76.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1- 14.29% |
$455 - $504
|
6
$3.29K
|
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1- 0.06% |
$455 - $504
|
1.69K
$927K
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1- 0.1% |
$455 - $504
|
1.02K
$556K
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1- 0.11% |
$455 - $504
|
941
$516K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1- 0.19% |
$455 - $504
|
527
$289K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-2- 0.23% |
$910 - $1.01K
|
882
$483K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-2- 0.34% |
$910 - $1.01K
|
578
$317K
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-2- 0.04% |
$910 - $1.01K
|
5.49K
$3.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-2- 0.29% |
$910 - $1.01K
|
695
$381K
|
|
|
Aug 12, 2024
Q2 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-2- 0.19% |
$910 - $1.01K
|
1.04K
$568K
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-2- 0.15% |
$910 - $1.01K
|
1.32K
$722K
|