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
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
3+ 0.05% |
$1.37K - $1.51K
|
6.44K
$3.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3+ 8.82% |
$1.37K - $1.51K
|
37
$19.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2+ 0.45% |
$910 - $1.01K
|
447
$239K
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
2+ 0.39% |
$910 - $1.01K
|
513
$274K
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2+ 0.14% |
$910 - $1.01K
|
1.39K
$740K
|
|
|
Jul 15, 2024
Q2 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
2+ 0.14% |
$910 - $1.01K
|
1.47K
$785K
|
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
2+ 0.32% |
$910 - $1.01K
|
633
$338K
|
|
|
Jul 29, 2024
Q2 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
2+ 0.61% |
$910 - $1.01K
|
330
$176K
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
2+ 0.1% |
$910 - $1.01K
|
2K
$1.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 1.6% |
$910 - $1.01K
|
127
$67.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2+ 0.69% |
$910 - $1.01K
|
292
$156K
|
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2+ 0.06% |
$910 - $1.01K
|
3.25K
$1.73M
|
|
|
Jul 12, 2024
Q2 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
1+ 0.04% |
$455 - $504
|
2.41K
$1.28M
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.23% |
$455 - $504
|
439
$234K
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
BUY
|
- |
1+ 0.03% |
$455 - $504
|
2.93K
$1.56M
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1+ 0.0% |
$455 - $504
|
463K
$247M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1+ 0.01% |
$455 - $504
|
7.95K
$4.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1+ 0.09% |
$455 - $504
|
1.06K
$568K
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1+ 0.08% |
$455 - $504
|
1.22K
$652K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1- 0.71% |
$455 - $504
|
139
$74.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1- 14.29% |
$455 - $504
|
6
$3.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1- 0.06% |
$455 - $504
|
1.69K
$903K
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1- 0.1% |
$455 - $504
|
1.02K
$542K
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1- 0.11% |
$455 - $504
|
941
$502K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1- 0.19% |
$455 - $504
|
527
$281K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-2- 0.23% |
$910 - $1.01K
|
882
$471K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-2- 0.34% |
$910 - $1.01K
|
578
$309K
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-2- 0.04% |
$910 - $1.01K
|
5.49K
$2.93M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-2- 0.29% |
$910 - $1.01K
|
695
$371K
|
|
|
Aug 12, 2024
Q2 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-2- 0.19% |
$910 - $1.01K
|
1.04K
$553K
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-2- 0.15% |
$910 - $1.01K
|
1.32K
$704K
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2- 0.1% |
$910 - $1.01K
|
1.93K
$1.03M
|
|
|
Dec 09, 2024
Q2 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-2- 0.29% |
$910 - $1.01K
|
676
$361K
|
|
|
Jul 09, 2024
Q2 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-3- 0.26% |
$1.37K - $1.51K
|
1.14K
$610K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-3- 0.23% |
$1.37K - $1.51K
|
1.28K
$684K
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-3- 0.26% |
$1.37K - $1.51K
|
1.16K
$617K
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-3- 0.31% |
$1.37K - $1.51K
|
978
$522K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-3- 0.08% |
$1.37K - $1.51K
|
3.91K
$2.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-3- 0.15% |
$1.37K - $1.51K
|
2.03K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-3- 0.21% |
$1.37K - $1.51K
|
1.46K
$779K
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-4- 0.94% |
$1.82K - $2.02K
|
422
$225K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-4- 0.58% |
$1.82K - $2.02K
|
684
$365K
|
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-4- 0.57% |
$1.82K - $2.02K
|
703
$375K
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-4- 0.02% |
$1.82K - $2.02K
|
24.1K
$12.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-4- 0.52% |
$1.82K - $2.02K
|
770
$411K
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-4- 0.14% |
$1.82K - $2.02K
|
2.83K
$1.51M
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-4- 0.62% |
$1.82K - $2.02K
|
641
$342K
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-4- 1.4% |
$1.82K - $2.02K
|
282
$151K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-4- 0.13% |
$1.82K - $2.02K
|
3.15K
$1.68M
|
|
|
Jul 15, 2024
Q2 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-5- 0.24% |
$2.28K - $2.52K
|
2.08K
$1.11M
|