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 25, 2024
Q2 2024
|
Tnf LLC
|
SELL
|
- |
-32- 3.61% |
$14.6K - $16.1K
|
855
$531K
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-32- 39.51% |
$14.6K - $16.1K
|
49
$30.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-33- 2.77% |
$15K - $16.6K
|
1.16K
$719K
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-34- 1.17% |
$15.5K - $17.1K
|
2.86K
$1.78M
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-34- 0.55% |
$15.5K - $17.1K
|
6.15K
$3.82M
|
|
|
Aug 08, 2024
Q2 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-34- 2.62% |
$15.5K - $17.1K
|
1.27K
$786K
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-34- 0.26% |
$15.5K - $17.1K
|
13.2K
$8.17M
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-35- 0.34% |
$15.9K - $17.6K
|
10.1K
$6.29M
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-35- 3.31% |
$15.9K - $17.6K
|
1.02K
$635K
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-35- 1.8% |
$15.9K - $17.6K
|
1.91K
$1.18M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-36- 0.12% |
$16.4K - $18.2K
|
30.5K
$19M
|
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-37- 1.3% |
$16.8K - $18.7K
|
2.82K
$1.75M
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-37- 7.33% |
$16.8K - $18.7K
|
468
$291K
|
|
|
Aug 07, 2024
Q2 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-37- 2.52% |
$16.8K - $18.7K
|
1.43K
$888K
|
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
SELL
|
- |
-37- 1.77% |
$16.8K - $18.7K
|
2.05K
$1.28M
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
SELL
|
- |
-38- 3.79% |
$17.3K - $19.2K
|
964
$599K
|
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-39- 4.98% |
$17.7K - $19.7K
|
744
$462K
|
|
|
Jul 18, 2024
Q2 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-39- 0.5% |
$17.7K - $19.7K
|
7.77K
$4.83M
|
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-40- 0.35% |
$18.2K - $20.2K
|
11.5K
$7.13M
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-40- 3.02% |
$18.2K - $20.2K
|
1.29K
$799K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-40- 5.76% |
$18.2K - $20.2K
|
654
$406K
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-41- 1.3% |
$18.7K - $20.7K
|
3.12K
$1.93M
|
|
|
Aug 08, 2024
Q2 2024
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-41- 0.24% |
$18.7K - $20.7K
|
17.2K
$10.7M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-42- 7.38% |
$19.1K - $21.2K
|
527
$327K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-42- 0.3% |
$19.1K - $21.2K
|
14.2K
$8.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-44- 3.44% |
$20K - $22.2K
|
1.23K
$766K
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-45- 0.26% |
$20.5K - $22.7K
|
17.4K
$10.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-45- 0.2% |
$20.5K - $22.7K
|
22.7K
$14.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Bernzott Capital Advisors
|
SELL
|
- |
-45- 5.44% |
$20.5K - $22.7K
|
782
$486K
|
|
|
Aug 05, 2024
Q2 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-45- 3.32% |
$20.5K - $22.7K
|
1.31K
$815K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-45- 15.52% |
$20.5K - $22.7K
|
245
$152K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-46- 3.84% |
$20.9K - $23.2K
|
1.15K
$715K
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-46- 0.69% |
$20.9K - $23.2K
|
6.59K
$4.09M
|
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-47- 3.08% |
$21.4K - $23.7K
|
1.48K
$918K
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-48- 0.58% |
$21.8K - $24.2K
|
8.24K
$5.12M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-48- 1.84% |
$21.8K - $24.2K
|
2.56K
$1.59M
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-49- 1.33% |
$22.3K - $24.7K
|
3.63K
$2.26M
|
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-50- 0.78% |
$22.8K - $25.2K
|
6.37K
$3.96M
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-50- 0.44% |
$22.8K - $25.2K
|
11.3K
$7.04M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-50- 2.79% |
$22.8K - $25.2K
|
1.74K
$1.08M
|
|
|
Jul 24, 2024
Q2 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-50- 4.32% |
$22.8K - $25.2K
|
1.11K
$687K
|
|
|
Jul 25, 2024
Q2 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-50- 0.61% |
$22.8K - $25.2K
|
8.09K
$5.03M
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-50- 6.81% |
$22.8K - $25.2K
|
684
$425K
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-50- 9.56% |
$22.8K - $25.2K
|
473
$294K
|
|
|
Aug 16, 2024
Q2 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-50- 7.51% |
$22.8K - $25.2K
|
616
$383K
|
|
|
Aug 13, 2024
Q2 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-51- 4.38% |
$23.2K - $25.7K
|
1.11K
$692K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-51- 0.99% |
$23.2K - $25.7K
|
5.1K
$3.16M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-52- 0.28% |
$23.7K - $26.2K
|
18.5K
$11.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-53- 0.64% |
$24.1K - $26.7K
|
8.18K
$5.08M
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-53- 2.98% |
$24.1K - $26.7K
|
1.73K
$1.07M
|