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 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-76- 10.37% |
$34.6K - $38.3K
|
657
$405K
|
|
|
Aug 07, 2024
Q2 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-77- 2.15% |
$35K - $38.8K
|
3.51K
$2.16M
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-78- 0.09% |
$35.5K - $39.3K
|
88.1K
$54.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-78- 2.36% |
$35.5K - $39.3K
|
3.23K
$1.99M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-79- 1.8% |
$36K - $39.8K
|
4.32K
$2.66M
|
|
|
Aug 06, 2024
Q2 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-79- 0.76% |
$36K - $39.8K
|
10.3K
$6.37M
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-80- 3.86% |
$36.4K - $40.3K
|
2K
$1.23M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-80- 0.72% |
$36.4K - $40.3K
|
11.1K
$6.83M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-80- 2.4% |
$36.4K - $40.3K
|
3.25K
$2M
|
|
|
Jul 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-81- 1.69% |
$36.9K - $40.8K
|
4.72K
$2.91M
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-82- 2.65% |
$37.3K - $41.4K
|
3.01K
$1.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-84- 0.83% |
$38.2K - $42.4K
|
10K
$6.17M
|
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
SELL
|
- |
-85- 1.35% |
$38.7K - $42.9K
|
6.19K
$3.82M
|
|
|
Jul 26, 2024
Q2 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-86- 2.62% |
$39.1K - $43.4K
|
3.2K
$1.97M
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-86- 0.81% |
$39.1K - $43.4K
|
10.6K
$6.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-86- 2.79% |
$39.1K - $43.4K
|
3K
$1.85M
|
|
|
Aug 01, 2024
Q2 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-87- 3.06% |
$39.6K - $43.9K
|
2.76K
$1.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-88- 0.73% |
$40K - $44.4K
|
12K
$7.39M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-89- 0.65% |
$40.5K - $44.9K
|
13.6K
$8.38M
|
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-90- 12.03% |
$41K - $45.4K
|
658
$406K
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-90- 2.8% |
$41K - $45.4K
|
3.12K
$1.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-90- 0.16% |
$41K - $45.4K
|
54.7K
$33.8M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-91- 0.55% |
$41.4K - $45.9K
|
16.5K
$10.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-92- 2.22% |
$41.9K - $46.4K
|
4.05K
$2.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-93- 0.7% |
$42.3K - $46.9K
|
13.2K
$8.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-93- 0.99% |
$42.3K - $46.9K
|
9.26K
$5.71M
|
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-93- 3.23% |
$42.3K - $46.9K
|
2.79K
$1.72M
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-94- 4.29% |
$42.8K - $47.4K
|
2.1K
$1.29M
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-94- 2.21% |
$42.8K - $47.4K
|
4.16K
$2.57M
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-94- 1.05% |
$42.8K - $47.4K
|
8.9K
$5.49M
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-94- 1.23% |
$42.8K - $47.4K
|
7.58K
$4.68M
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-95- 2.68% |
$43.2K - $47.9K
|
3.45K
$2.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-95- 4.25% |
$43.2K - $47.9K
|
2.14K
$1.32M
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-96- 0.46% |
$43.7K - $48.4K
|
20.9K
$12.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-96- 15.64% |
$43.7K - $48.4K
|
518
$320K
|
|
|
Jul 17, 2024
Q2 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-97- 1.05% |
$44.1K - $48.9K
|
9.17K
$5.65M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-97- 0.19% |
$44.1K - $48.9K
|
51.4K
$31.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-97- 1.79% |
$44.1K - $48.9K
|
5.32K
$3.28M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-98- 3.69% |
$44.6K - $49.4K
|
2.56K
$1.58M
|
|
|
Jul 29, 2024
Q2 2024
|
Whelan Financial
|
SELL
|
- |
-99- 10.66% |
$45.1K - $49.9K
|
830
$512K
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-99- 0.3% |
$45.1K - $49.9K
|
32.8K
$20.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-100- 1.07% |
$45.5K - $50.4K
|
9.27K
$5.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-100- 4.73% |
$45.5K - $50.4K
|
2.02K
$1.24M
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-101- 7.35% |
$46K - $50.9K
|
1.27K
$786K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-101- 5.34% |
$46K - $50.9K
|
1.79K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-101- 16.21% |
$46K - $50.9K
|
522
$322K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-102- 4.7% |
$46.4K - $51.4K
|
2.07K
$1.28M
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-102- 16.01% |
$46.4K - $51.4K
|
535
$330K
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-105- 10.79% |
$47.8K - $52.9K
|
868
$535K
|
|
|
Jul 25, 2024
Q2 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-105- 6.56% |
$47.8K - $52.9K
|
1.5K
$922K
|