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 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-71- 3.0% |
$32.3K - $35.8K
|
2.29K
$1.22M
|
|
|
Jul 18, 2024
Q2 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-72- 3.32% |
$32.8K - $36.3K
|
2.09K
$1.12M
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-72- 0.25% |
$32.8K - $36.3K
|
29.1K
$15.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-72- 4.25% |
$32.8K - $36.3K
|
1.62K
$865K
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-72- 3.49% |
$32.8K - $36.3K
|
1.99K
$1.06M
|
|
|
Jul 10, 2024
Q2 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-73- 1.34% |
$33.2K - $36.8K
|
5.38K
$2.87M
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
SELL
|
- |
-74- 1.5% |
$33.7K - $37.3K
|
4.87K
$2.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-74- 2.93% |
$33.7K - $37.3K
|
2.45K
$1.31M
|
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-74- 10.0% |
$33.7K - $37.3K
|
666
$356K
|
|
|
Jul 30, 2024
Q2 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-74- 8.76% |
$33.7K - $37.3K
|
771
$412K
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-74- 3.67% |
$33.7K - $37.3K
|
1.94K
$1.04M
|
|
|
Jul 16, 2024
Q2 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-75- 10.49% |
$34.1K - $37.8K
|
640
$342K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-75- 0.35% |
$34.1K - $37.8K
|
21.1K
$11.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-76- 10.37% |
$34.6K - $38.3K
|
657
$351K
|
|
|
Aug 07, 2024
Q2 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-77- 2.15% |
$35K - $38.8K
|
3.51K
$1.87M
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-78- 0.09% |
$35.5K - $39.3K
|
88.1K
$47M
|
|
|
Aug 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-78- 2.36% |
$35.5K - $39.3K
|
3.23K
$1.73M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-79- 1.8% |
$36K - $39.8K
|
4.32K
$2.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-79- 0.76% |
$36K - $39.8K
|
10.3K
$5.51M
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-80- 3.86% |
$36.4K - $40.3K
|
2K
$1.07M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-80- 0.72% |
$36.4K - $40.3K
|
11.1K
$5.91M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-80- 2.4% |
$36.4K - $40.3K
|
3.25K
$1.73M
|
|
|
Jul 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-81- 1.69% |
$36.9K - $40.8K
|
4.72K
$2.52M
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-82- 2.65% |
$37.3K - $41.4K
|
3.01K
$1.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-84- 0.83% |
$38.2K - $42.4K
|
10K
$5.34M
|
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
SELL
|
- |
-85- 1.35% |
$38.7K - $42.9K
|
6.19K
$3.31M
|
|
|
Jul 26, 2024
Q2 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-86- 2.62% |
$39.1K - $43.4K
|
3.2K
$1.71M
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-86- 0.81% |
$39.1K - $43.4K
|
10.6K
$5.65M
|
|
|
Aug 09, 2024
Q2 2024
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-86- 2.79% |
$39.1K - $43.4K
|
3K
$1.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-87- 3.06% |
$39.6K - $43.9K
|
2.76K
$1.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-88- 0.73% |
$40K - $44.4K
|
12K
$6.39M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-89- 0.65% |
$40.5K - $44.9K
|
13.6K
$7.25M
|
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-90- 12.03% |
$41K - $45.4K
|
658
$351K
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-90- 2.8% |
$41K - $45.4K
|
3.12K
$1.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-90- 0.16% |
$41K - $45.4K
|
54.7K
$29.2M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-91- 0.55% |
$41.4K - $45.9K
|
16.5K
$8.83M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-92- 2.22% |
$41.9K - $46.4K
|
4.05K
$2.16M
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-93- 0.7% |
$42.3K - $46.9K
|
13.2K
$7.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-93- 0.99% |
$42.3K - $46.9K
|
9.26K
$4.94M
|
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-93- 3.23% |
$42.3K - $46.9K
|
2.79K
$1.49M
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-94- 4.29% |
$42.8K - $47.4K
|
2.1K
$1.12M
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-94- 2.21% |
$42.8K - $47.4K
|
4.16K
$2.22M
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-94- 1.05% |
$42.8K - $47.4K
|
8.9K
$4.75M
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-94- 1.23% |
$42.8K - $47.4K
|
7.58K
$4.05M
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-95- 2.68% |
$43.2K - $47.9K
|
3.45K
$1.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-95- 4.25% |
$43.2K - $47.9K
|
2.14K
$1.14M
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-96- 0.46% |
$43.7K - $48.4K
|
20.9K
$11.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-96- 15.64% |
$43.7K - $48.4K
|
518
$277K
|
|
|
Jul 17, 2024
Q2 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-97- 1.05% |
$44.1K - $48.9K
|
9.17K
$4.89M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-97- 0.19% |
$44.1K - $48.9K
|
51.4K
$27.4M
|