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 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-97- 1.79% |
$44.1K - $48.9K
|
5.32K
$2.84M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-98- 3.69% |
$44.6K - $49.4K
|
2.56K
$1.37M
|
|
|
Jul 29, 2024
Q2 2024
|
Whelan Financial
|
SELL
|
- |
-99- 10.66% |
$45.1K - $49.9K
|
830
$443K
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-99- 0.3% |
$45.1K - $49.9K
|
32.8K
$17.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-100- 1.07% |
$45.5K - $50.4K
|
9.27K
$4.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-100- 4.73% |
$45.5K - $50.4K
|
2.02K
$1.08M
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-101- 7.35% |
$46K - $50.9K
|
1.27K
$680K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-101- 5.34% |
$46K - $50.9K
|
1.79K
$955K
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-101- 16.21% |
$46K - $50.9K
|
522
$279K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-102- 4.7% |
$46.4K - $51.4K
|
2.07K
$1.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-102- 16.01% |
$46.4K - $51.4K
|
535
$286K
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-105- 10.79% |
$47.8K - $52.9K
|
868
$463K
|
|
|
Jul 25, 2024
Q2 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-105- 6.56% |
$47.8K - $52.9K
|
1.5K
$798K
|
|
|
Aug 14, 2024
Q2 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-105- 4.9% |
$47.8K - $52.9K
|
2.04K
$1.09M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-106- 0.86% |
$48.2K - $53.5K
|
12.3K
$6.55M
|
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-108- 2.94% |
$49.2K - $54.5K
|
3.56K
$1.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
SELL
|
- |
-110- 25.58% |
$50.1K - $55.5K
|
320
$171K
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
SELL
|
- |
-110- 5.67% |
$50.1K - $55.5K
|
1.83K
$977K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-110- 9.88% |
$50.1K - $55.5K
|
1K
$535K
|
|
|
Aug 13, 2024
Q2 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-111- 15.77% |
$50.5K - $56K
|
593
$317K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-112- 8.18% |
$51K - $56.5K
|
1.26K
$671K
|
|
|
Aug 13, 2024
Q2 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-112- 0.79% |
$51K - $56.5K
|
14K
$7.48M
|
|
|
Aug 02, 2024
Q2 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-113- 1.84% |
$51.4K - $57K
|
6.02K
$3.21M
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-117- 11.7% |
$53.2K - $59K
|
883
$471K
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-117- 9.96% |
$53.2K - $59K
|
1.06K
$565K
|
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-118- 4.75% |
$53.7K - $59.5K
|
2.37K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-118- 6.72% |
$53.7K - $59.5K
|
1.64K
$875K
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-121- 4.53% |
$55.1K - $61K
|
2.55K
$1.36M
|
|
|
Jul 22, 2024
Q2 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-122- 0.95% |
$55.5K - $61.5K
|
12.8K
$6.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-123- 9.24% |
$56K - $62K
|
1.21K
$645K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-123- 2.9% |
$56K - $62K
|
4.12K
$2.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-124- 4.92% |
$56.4K - $62.5K
|
2.4K
$1.28M
|
|
|
Jul 19, 2024
Q2 2024
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-125- 7.1% |
$56.9K - $63K
|
1.64K
$873K
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-125- 18.33% |
$56.9K - $63K
|
557
$297K
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-125- 1.01% |
$56.9K - $63K
|
12.2K
$6.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-125- 3.51% |
$56.9K - $63K
|
3.44K
$1.84M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-126- 0.29% |
$57.3K - $63.5K
|
43.1K
$23M
|
|
|
Jul 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-126- 18.81% |
$57.3K - $63.5K
|
544
$290K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-127- 1.68% |
$57.8K - $64K
|
7.45K
$3.98M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-127- 0.26% |
$57.8K - $64K
|
48.8K
$26.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-128- 2.41% |
$58.3K - $64.5K
|
5.17K
$2.76M
|
|
|
Aug 06, 2024
Q2 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-129- 0.51% |
$58.7K - $65.1K
|
25.2K
$13.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-129- 8.13% |
$58.7K - $65.1K
|
1.46K
$778K
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-130- 3.09% |
$59.2K - $65.6K
|
4.08K
$2.18M
|
|
|
Aug 15, 2024
Q2 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-130- 6.71% |
$59.2K - $65.6K
|
1.81K
$965K
|
|
|
Aug 15, 2024
Q2 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-132- 1.57% |
$60.1K - $66.6K
|
8.28K
$4.42M
|
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-133- 3.18% |
$60.5K - $67.1K
|
4.05K
$2.16M
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-133- 0.41% |
$60.5K - $67.1K
|
32K
$17.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-134- 7.17% |
$61K - $67.6K
|
1.73K
$926K
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
SELL
|
- |
-135- 6.16% |
$61.4K - $68.1K
|
2.06K
$1.1M
|