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 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-3- 0.26% |
$1.37K - $1.51K
|
1.16K
$559K
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-3- 0.31% |
$1.37K - $1.51K
|
978
$473K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-3- 0.08% |
$1.37K - $1.51K
|
3.91K
$1.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-3- 0.15% |
$1.37K - $1.51K
|
2.03K
$982K
|
|
|
Aug 14, 2024
Q2 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-3- 0.21% |
$1.37K - $1.51K
|
1.46K
$706K
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-4- 0.94% |
$1.82K - $2.02K
|
422
$204K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-4- 0.58% |
$1.82K - $2.02K
|
684
$331K
|
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-4- 0.57% |
$1.82K - $2.02K
|
703
$340K
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-4- 0.02% |
$1.82K - $2.02K
|
24.1K
$11.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-4- 0.52% |
$1.82K - $2.02K
|
770
$373K
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-4- 0.14% |
$1.82K - $2.02K
|
2.83K
$1.37M
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-4- 0.62% |
$1.82K - $2.02K
|
641
$310K
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-4- 1.4% |
$1.82K - $2.02K
|
282
$136K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-4- 0.13% |
$1.82K - $2.02K
|
3.15K
$1.52M
|
|
|
Jul 15, 2024
Q2 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-5- 0.24% |
$2.28K - $2.52K
|
2.08K
$1.01M
|
|
|
Jul 17, 2024
Q2 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-5- 0.79% |
$2.28K - $2.52K
|
629
$304K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-5- 0.05% |
$2.28K - $2.52K
|
9.53K
$4.61M
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-5- 0.14% |
$2.28K - $2.52K
|
3.47K
$1.68M
|
|
|
Jul 31, 2024
Q2 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-5- 0.57% |
$2.28K - $2.52K
|
867
$420K
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-5- 0.14% |
$2.28K - $2.52K
|
3.58K
$1.73M
|
|
|
Aug 02, 2024
Q2 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-5- 0.58% |
$2.28K - $2.52K
|
863
$418K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-5- 0.11% |
$2.28K - $2.52K
|
4.72K
$2.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-5- 0.56% |
$2.28K - $2.52K
|
894
$433K
|
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
SELL
|
- |
-5- 0.08% |
$2.28K - $2.52K
|
6.17K
$2.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-5- 0.62% |
$2.28K - $2.52K
|
801
$388K
|
|
|
Aug 14, 2024
Q2 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-5- 0.4% |
$2.28K - $2.52K
|
1.25K
$604K
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
SELL
|
- |
-6- 0.32% |
$2.73K - $3.03K
|
1.89K
$915K
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-6- 1.24% |
$2.73K - $3.03K
|
477
$231K
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-7- 3.08% |
$3.19K - $3.53K
|
220
$106K
|
|
|
Jul 17, 2024
Q2 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-7- 0.59% |
$3.19K - $3.53K
|
1.18K
$569K
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-7- 0.03% |
$3.19K - $3.53K
|
20K
$9.68M
|
|
|
Aug 05, 2024
Q2 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-7- 0.22% |
$3.19K - $3.53K
|
3.21K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-7- 0.19% |
$3.19K - $3.53K
|
3.75K
$1.82M
|
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-8- 0.07% |
$3.64K - $4.03K
|
11.5K
$5.56M
|
|
|
Jul 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-8- 0.72% |
$3.64K - $4.03K
|
1.1K
$532K
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-9- 0.72% |
$4.1K - $4.54K
|
1.24K
$602K
|
|
|
Jul 17, 2024
Q2 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-9- 0.63% |
$4.1K - $4.54K
|
1.43K
$692K
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-9- 0.4% |
$4.1K - $4.54K
|
2.25K
$1.09M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-9- 0.11% |
$4.1K - $4.54K
|
8.15K
$3.94M
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-9- 0.85% |
$4.1K - $4.54K
|
1.06K
$511K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-9- 0.33% |
$4.1K - $4.54K
|
2.72K
$1.32M
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-10- 0.96% |
$4.55K - $5.04K
|
1.04K
$501K
|
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-10- 1.77% |
$4.55K - $5.04K
|
555
$269K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-10- 2.75% |
$4.55K - $5.04K
|
354
$171K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-10- 5.75% |
$4.55K - $5.04K
|
164
$79.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-10- 0.06% |
$4.55K - $5.04K
|
17.4K
$8.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-10- 0.32% |
$4.55K - $5.04K
|
3.09K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-10- 0.06% |
$4.55K - $5.04K
|
15.5K
$7.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Jentner Corp
|
SELL
|
- |
-10- 1.48% |
$4.55K - $5.04K
|
667
$323K
|
|
|
Jul 01, 2024
Q2 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-11- 1.1% |
$5.01K - $5.55K
|
992
$480K
|