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
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-40- 3.02% |
$18.2K - $20.2K
|
1.29K
$622K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-40- 5.76% |
$18.2K - $20.2K
|
654
$316K
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-41- 1.3% |
$18.7K - $20.7K
|
3.12K
$1.51M
|
|
|
Aug 08, 2024
Q2 2024
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-41- 0.24% |
$18.7K - $20.7K
|
17.2K
$8.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-42- 7.38% |
$19.1K - $21.2K
|
527
$255K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-42- 0.3% |
$19.1K - $21.2K
|
14.2K
$6.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-44- 3.44% |
$20K - $22.2K
|
1.23K
$597K
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-45- 0.26% |
$20.5K - $22.7K
|
17.4K
$8.44M
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-45- 0.2% |
$20.5K - $22.7K
|
22.7K
$11M
|
|
|
Jul 26, 2024
Q2 2024
|
Bernzott Capital Advisors
|
SELL
|
- |
-45- 5.44% |
$20.5K - $22.7K
|
782
$378K
|
|
|
Aug 05, 2024
Q2 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-45- 3.32% |
$20.5K - $22.7K
|
1.31K
$635K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-45- 15.52% |
$20.5K - $22.7K
|
245
$119K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-46- 3.84% |
$20.9K - $23.2K
|
1.15K
$557K
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-46- 0.69% |
$20.9K - $23.2K
|
6.59K
$3.19M
|
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-47- 3.08% |
$21.4K - $23.7K
|
1.48K
$715K
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-48- 0.58% |
$21.8K - $24.2K
|
8.24K
$3.99M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-48- 1.84% |
$21.8K - $24.2K
|
2.56K
$1.24M
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-49- 1.33% |
$22.3K - $24.7K
|
3.63K
$1.76M
|
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-50- 0.78% |
$22.8K - $25.2K
|
6.37K
$3.08M
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-50- 0.44% |
$22.8K - $25.2K
|
11.3K
$5.48M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-50- 2.79% |
$22.8K - $25.2K
|
1.74K
$842K
|
|
|
Jul 24, 2024
Q2 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-50- 4.32% |
$22.8K - $25.2K
|
1.11K
$536K
|
|
|
Jul 25, 2024
Q2 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-50- 0.61% |
$22.8K - $25.2K
|
8.09K
$3.92M
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-50- 6.81% |
$22.8K - $25.2K
|
684
$331K
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-50- 9.56% |
$22.8K - $25.2K
|
473
$229K
|
|
|
Aug 16, 2024
Q2 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-50- 7.51% |
$22.8K - $25.2K
|
616
$298K
|
|
|
Aug 13, 2024
Q2 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-51- 4.38% |
$23.2K - $25.7K
|
1.11K
$539K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-51- 0.99% |
$23.2K - $25.7K
|
5.1K
$2.47M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-52- 0.28% |
$23.7K - $26.2K
|
18.5K
$8.94M
|
|
|
Aug 01, 2024
Q2 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-53- 0.64% |
$24.1K - $26.7K
|
8.18K
$3.96M
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-53- 2.98% |
$24.1K - $26.7K
|
1.73K
$835K
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-53- 3.08% |
$24.1K - $26.7K
|
1.67K
$808K
|
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-54- 11.34% |
$24.6K - $27.2K
|
422
$204K
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-54- 11.54% |
$24.6K - $27.2K
|
414
$200K
|
|
|
Feb 10, 2025
Q2 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-54- 0.44% |
$24.6K - $27.2K
|
12.4K
$5.98M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-55- 4.97% |
$25K - $27.7K
|
1.05K
$509K
|
|
|
Aug 08, 2024
Q2 2024
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-56- 10.37% |
$25.5K - $28.2K
|
484
$234K
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-57- 3.38% |
$25.9K - $28.7K
|
1.63K
$787K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-57- 2.49% |
$25.9K - $28.7K
|
2.23K
$1.08M
|
|
|
Aug 01, 2024
Q2 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-57- 0.83% |
$25.9K - $28.7K
|
6.79K
$3.29M
|
|
|
Aug 05, 2024
Q2 2024
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-57- 11.66% |
$25.9K - $28.7K
|
432
$209K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-57- 3.82% |
$25.9K - $28.7K
|
1.44K
$695K
|
|
|
Aug 14, 2024
Q2 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-57- 0.87% |
$25.9K - $28.7K
|
6.5K
$3.14M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-58- 2.55% |
$26.4K - $29.2K
|
2.22K
$1.07M
|
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-58- 1.02% |
$26.4K - $29.2K
|
5.61K
$2.71M
|
|
|
Jul 10, 2024
Q2 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-59- 1.74% |
$26.9K - $29.8K
|
3.34K
$1.61M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-59- 0.56% |
$26.9K - $29.8K
|
10.5K
$5.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-61- 0.56% |
$27.8K - $30.8K
|
10.9K
$5.26M
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-61- 1.06% |
$27.8K - $30.8K
|
5.69K
$2.75M
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
SELL
|
- |
-61- 10.85% |
$27.8K - $30.8K
|
501
$242K
|