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 22, 2024
Q2 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-122- 0.95% |
$55.5K - $61.5K
|
12.8K
$6.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-123- 9.24% |
$56K - $62K
|
1.21K
$662K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-123- 2.9% |
$56K - $62K
|
4.12K
$2.26M
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-124- 4.92% |
$56.4K - $62.5K
|
2.4K
$1.31M
|
|
|
Jul 19, 2024
Q2 2024
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-125- 7.1% |
$56.9K - $63K
|
1.64K
$896K
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-125- 18.33% |
$56.9K - $63K
|
557
$305K
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-125- 1.01% |
$56.9K - $63K
|
12.2K
$6.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-125- 3.51% |
$56.9K - $63K
|
3.44K
$1.89M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-126- 0.29% |
$57.3K - $63.5K
|
43.1K
$23.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-126- 18.81% |
$57.3K - $63.5K
|
544
$298K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-127- 1.68% |
$57.8K - $64K
|
7.45K
$4.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-127- 0.26% |
$57.8K - $64K
|
48.8K
$26.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-128- 2.41% |
$58.3K - $64.5K
|
5.17K
$2.84M
|
|
|
Aug 06, 2024
Q2 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-129- 0.51% |
$58.7K - $65.1K
|
25.2K
$13.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-129- 8.13% |
$58.7K - $65.1K
|
1.46K
$799K
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-130- 3.09% |
$59.2K - $65.6K
|
4.08K
$2.24M
|
|
|
Aug 15, 2024
Q2 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-130- 6.71% |
$59.2K - $65.6K
|
1.81K
$990K
|
|
|
Aug 15, 2024
Q2 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-132- 1.57% |
$60.1K - $66.6K
|
8.28K
$4.54M
|
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-133- 3.18% |
$60.5K - $67.1K
|
4.05K
$2.22M
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-133- 0.41% |
$60.5K - $67.1K
|
32K
$17.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-134- 7.17% |
$61K - $67.6K
|
1.73K
$950K
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
SELL
|
- |
-135- 6.16% |
$61.4K - $68.1K
|
2.06K
$1.13M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-136- 10.25% |
$61.9K - $68.6K
|
1.19K
$653K
|
|
|
Aug 07, 2024
Q2 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-136- 3.24% |
$61.9K - $68.6K
|
4.06K
$2.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-140- 12.51% |
$63.7K - $70.6K
|
979
$536K
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-141- 2.72% |
$64.2K - $71.1K
|
5.04K
$2.76M
|
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-141- 6.98% |
$64.2K - $71.1K
|
1.88K
$1.03M
|
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-142- 5.08% |
$64.6K - $71.6K
|
2.65K
$1.45M
|
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-142- 1.15% |
$64.6K - $71.6K
|
12.2K
$6.69M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-144- 10.66% |
$65.5K - $72.6K
|
1.21K
$661K
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-147- 7.66% |
$66.9K - $74.1K
|
1.77K
$971K
|
|
|
Jul 18, 2024
Q2 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-148- 11.61% |
$67.4K - $74.6K
|
1.13K
$618K
|
|
|
Jul 15, 2024
Q2 2024
|
Ashford Advisors, LLC
|
SELL
|
- |
-150- 9.66% |
$68.3K - $75.6K
|
1.4K
$768K
|
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-151- 0.58% |
$68.7K - $76.1K
|
25.8K
$14.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-151- 0.64% |
$68.7K - $76.1K
|
23.4K
$12.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-152- 4.18% |
$69.2K - $76.7K
|
3.48K
$1.91M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-152- 4.92% |
$69.2K - $76.7K
|
2.94K
$1.61M
|
|
|
Jul 16, 2024
Q2 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-153- 10.25% |
$69.6K - $77.2K
|
1.34K
$734K
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-153- 16.29% |
$69.6K - $77.2K
|
786
$431K
|
|
|
Jul 12, 2024
Q2 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-154- 1.46% |
$70.1K - $77.7K
|
10.4K
$5.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-154- 8.32% |
$70.1K - $77.7K
|
1.7K
$930K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-157- 32.91% |
$71.5K - $79.2K
|
320
$175K
|
|
|
Jul 31, 2024
Q2 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-158- 24.46% |
$71.9K - $79.7K
|
488
$267K
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-158- 4.2% |
$71.9K - $79.7K
|
3.6K
$1.97M
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-160- 1.72% |
$72.8K - $80.7K
|
9.15K
$5.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-162- 0.06% |
$73.7K - $81.7K
|
260K
$143M
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-164- 0.87% |
$74.6K - $82.7K
|
18.6K
$10.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-164- 6.66% |
$74.6K - $82.7K
|
2.3K
$1.26M
|
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-165- 10.38% |
$75.1K - $83.2K
|
1.42K
$780K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-166- 12.08% |
$75.5K - $83.7K
|
1.21K
$662K
|