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 15, 2024
Q2 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-5- 0.24% |
$2.28K - $2.52K
|
2.08K
$1.16M
|
|
|
Jul 17, 2024
Q2 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-5- 0.79% |
$2.28K - $2.52K
|
629
$352K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-5- 0.05% |
$2.28K - $2.52K
|
9.53K
$5.33M
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-5- 0.14% |
$2.28K - $2.52K
|
3.47K
$1.94M
|
|
|
Jul 31, 2024
Q2 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-5- 0.57% |
$2.28K - $2.52K
|
867
$485K
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-5- 0.14% |
$2.28K - $2.52K
|
3.58K
$2M
|
|
|
Aug 02, 2024
Q2 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-5- 0.58% |
$2.28K - $2.52K
|
863
$482K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-5- 0.11% |
$2.28K - $2.52K
|
4.72K
$2.64M
|
|
|
Aug 09, 2024
Q2 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-5- 0.56% |
$2.28K - $2.52K
|
894
$500K
|
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
SELL
|
- |
-5- 0.08% |
$2.28K - $2.52K
|
6.17K
$3.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-5- 0.62% |
$2.28K - $2.52K
|
801
$448K
|
|
|
Aug 14, 2024
Q2 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-5- 0.4% |
$2.28K - $2.52K
|
1.25K
$698K
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
SELL
|
- |
-6- 0.32% |
$2.73K - $3.03K
|
1.89K
$1.06M
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-6- 1.24% |
$2.73K - $3.03K
|
477
$267K
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-7- 3.08% |
$3.19K - $3.53K
|
220
$123K
|
|
|
Jul 17, 2024
Q2 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-7- 0.59% |
$3.19K - $3.53K
|
1.18K
$657K
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-7- 0.03% |
$3.19K - $3.53K
|
20K
$11.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-7- 0.22% |
$3.19K - $3.53K
|
3.21K
$1.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-7- 0.19% |
$3.19K - $3.53K
|
3.75K
$2.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-8- 0.07% |
$3.64K - $4.03K
|
11.5K
$6.42M
|
|
|
Jul 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-8- 0.72% |
$3.64K - $4.03K
|
1.1K
$614K
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-9- 0.72% |
$4.1K - $4.54K
|
1.24K
$695K
|
|
|
Jul 17, 2024
Q2 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-9- 0.63% |
$4.1K - $4.54K
|
1.43K
$799K
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-9- 0.4% |
$4.1K - $4.54K
|
2.25K
$1.26M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-9- 0.11% |
$4.1K - $4.54K
|
8.15K
$4.56M
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-9- 0.85% |
$4.1K - $4.54K
|
1.06K
$590K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-9- 0.33% |
$4.1K - $4.54K
|
2.72K
$1.52M
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-10- 0.96% |
$4.55K - $5.04K
|
1.04K
$579K
|
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-10- 1.77% |
$4.55K - $5.04K
|
555
$310K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-10- 2.75% |
$4.55K - $5.04K
|
354
$198K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-10- 5.75% |
$4.55K - $5.04K
|
164
$91.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-10- 0.06% |
$4.55K - $5.04K
|
17.4K
$9.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-10- 0.32% |
$4.55K - $5.04K
|
3.09K
$1.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-10- 0.06% |
$4.55K - $5.04K
|
15.5K
$8.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Jentner Corp
|
SELL
|
- |
-10- 1.48% |
$4.55K - $5.04K
|
667
$373K
|
|
|
Jul 01, 2024
Q2 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-11- 1.1% |
$5.01K - $5.55K
|
992
$555K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-11- 1.3% |
$5.01K - $5.55K
|
834
$466K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-11- 1.87% |
$5.01K - $5.55K
|
576
$322K
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-11- 0.01% |
$5.01K - $5.55K
|
108K
$60.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-11- 2.76% |
$5.01K - $5.55K
|
388
$217K
|
|
|
Aug 13, 2024
Q2 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-11- 2.49% |
$5.01K - $5.55K
|
430
$240K
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-12- 0.65% |
$5.46K - $6.05K
|
1.84K
$1.03M
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-12- 2.48% |
$5.46K - $6.05K
|
471
$263K
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-12- 0.63% |
$5.46K - $6.05K
|
1.91K
$1.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-12- 0.49% |
$5.46K - $6.05K
|
2.45K
$1.37M
|
|
|
Jul 30, 2024
Q2 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-13- 0.17% |
$5.92K - $6.56K
|
7.82K
$4.37M
|
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-13- 1.9% |
$5.92K - $6.56K
|
673
$376K
|
|
|
Aug 13, 2024
Q2 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-13- 0.83% |
$5.92K - $6.56K
|
1.55K
$864K
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-14- 1.13% |
$6.37K - $7.06K
|
1.23K
$686K
|
|
|
Jul 26, 2024
Q2 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-14- 3.02% |
$6.37K - $7.06K
|
449
$251K
|