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 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-27- 3.0% |
$12.3K - $13.6K
|
874
$467K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-27- 0.78% |
$12.3K - $13.6K
|
3.43K
$1.83M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-27- 1.01% |
$12.3K - $13.6K
|
2.66K
$1.42M
|
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-27- 0.64% |
$12.3K - $13.6K
|
4.19K
$2.24M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-28- 0.09% |
$12.7K - $14.1K
|
30.4K
$16.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-29- 3.23% |
$13.2K - $14.6K
|
868
$463K
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-29- 0.55% |
$13.2K - $14.6K
|
5.24K
$2.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-29- 2.16% |
$13.2K - $14.6K
|
1.32K
$702K
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-29- 1.49% |
$13.2K - $14.6K
|
1.92K
$1.03M
|
|
|
Jul 22, 2024
Q2 2024
|
Bay Rivers Group
|
SELL
|
- |
-30- 2.7% |
$13.7K - $15.1K
|
1.08K
$577K
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-30- 1.47% |
$13.7K - $15.1K
|
2.01K
$1.07M
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-31- 3.5% |
$14.1K - $15.6K
|
854
$456K
|
|
|
Aug 01, 2024
Q2 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-31- 0.72% |
$14.1K - $15.6K
|
4.3K
$2.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-32- 35.96% |
$14.6K - $16.1K
|
57
$30.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
SELL
|
- |
-32- 2.16% |
$14.6K - $16.1K
|
1.45K
$775K
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
SELL
|
- |
-32- 3.61% |
$14.6K - $16.1K
|
855
$456K
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-32- 39.51% |
$14.6K - $16.1K
|
49
$26.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-33- 2.77% |
$15K - $16.6K
|
1.16K
$618K
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-34- 1.17% |
$15.5K - $17.1K
|
2.86K
$1.53M
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-34- 0.55% |
$15.5K - $17.1K
|
6.15K
$3.28M
|
|
|
Aug 08, 2024
Q2 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-34- 2.62% |
$15.5K - $17.1K
|
1.27K
$676K
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-34- 0.26% |
$15.5K - $17.1K
|
13.2K
$7.02M
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-35- 0.34% |
$15.9K - $17.6K
|
10.1K
$5.41M
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-35- 3.31% |
$15.9K - $17.6K
|
1.02K
$546K
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-35- 1.8% |
$15.9K - $17.6K
|
1.91K
$1.02M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-36- 0.12% |
$16.4K - $18.2K
|
30.5K
$16.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-37- 1.3% |
$16.8K - $18.7K
|
2.82K
$1.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-37- 7.33% |
$16.8K - $18.7K
|
468
$250K
|
|
|
Aug 07, 2024
Q2 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-37- 2.52% |
$16.8K - $18.7K
|
1.43K
$763K
|
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
SELL
|
- |
-37- 1.77% |
$16.8K - $18.7K
|
2.05K
$1.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
SELL
|
- |
-38- 3.79% |
$17.3K - $19.2K
|
964
$515K
|
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-39- 4.98% |
$17.7K - $19.7K
|
744
$397K
|
|
|
Jul 18, 2024
Q2 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-39- 0.5% |
$17.7K - $19.7K
|
7.77K
$4.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-40- 0.35% |
$18.2K - $20.2K
|
11.5K
$6.13M
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-40- 3.02% |
$18.2K - $20.2K
|
1.29K
$687K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-40- 5.76% |
$18.2K - $20.2K
|
654
$349K
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-41- 1.3% |
$18.7K - $20.7K
|
3.12K
$1.66M
|
|
|
Aug 08, 2024
Q2 2024
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-41- 0.24% |
$18.7K - $20.7K
|
17.2K
$9.16M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-42- 7.38% |
$19.1K - $21.2K
|
527
$281K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-42- 0.3% |
$19.1K - $21.2K
|
14.2K
$7.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-44- 3.44% |
$20K - $22.2K
|
1.23K
$659K
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-45- 0.26% |
$20.5K - $22.7K
|
17.4K
$9.31M
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-45- 0.2% |
$20.5K - $22.7K
|
22.7K
$12.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Bernzott Capital Advisors
|
SELL
|
- |
-45- 5.44% |
$20.5K - $22.7K
|
782
$418K
|
|
|
Aug 05, 2024
Q2 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-45- 3.32% |
$20.5K - $22.7K
|
1.31K
$700K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-45- 15.52% |
$20.5K - $22.7K
|
245
$131K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-46- 3.84% |
$20.9K - $23.2K
|
1.15K
$615K
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-46- 0.69% |
$20.9K - $23.2K
|
6.59K
$3.52M
|
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-47- 3.08% |
$21.4K - $23.7K
|
1.48K
$789K
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-48- 0.58% |
$21.8K - $24.2K
|
8.24K
$4.4M
|