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
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-218- 9.11% |
$99.2K - $110K
|
2.18K
$1.05M
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-221- 10.73% |
$101K - $111K
|
1.84K
$889K
|
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-223- 13.63% |
$101K - $112K
|
1.41K
$684K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-227- 6.19% |
$103K - $114K
|
3.44K
$1.67M
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-227- 2.22% |
$103K - $114K
|
9.99K
$4.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-229- 27.29% |
$104K - $115K
|
610
$295K
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
SELL
|
- |
-230- 28.89% |
$105K - $116K
|
566
$274K
|
|
|
Jul 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-231- 23.62% |
$105K - $116K
|
747
$361K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-232- 5.16% |
$106K - $117K
|
4.26K
$2.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-232- 2.05% |
$106K - $117K
|
11.1K
$5.37M
|
|
|
Jul 26, 2024
Q2 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-234- 11.39% |
$106K - $118K
|
1.82K
$881K
|
|
|
Jul 18, 2024
Q2 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-235- 1.72% |
$107K - $119K
|
13.5K
$6.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-236- 2.75% |
$107K - $119K
|
8.34K
$4.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-237- 17.77% |
$108K - $120K
|
1.1K
$531K
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-243- 2.12% |
$111K - $123K
|
11.2K
$5.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-244- 34.17% |
$111K - $123K
|
470
$227K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-246- 11.35% |
$112K - $124K
|
1.92K
$930K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-246- 33.11% |
$112K - $124K
|
497
$240K
|
|
|
Jul 15, 2024
Q2 2024
|
Flower City Capital
|
SELL
|
- |
-248- 1.11% |
$113K - $125K
|
22.1K
$10.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-248- 1.86% |
$113K - $125K
|
13.1K
$6.34M
|
|
|
Jul 18, 2024
Q2 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-250- 0.28% |
$114K - $126K
|
90.2K
$43.6M
|
|
|
Aug 22, 2024
Q2 2024
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-250- 7.03% |
$114K - $126K
|
3.31K
$1.6M
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-252- 1.58% |
$115K - $127K
|
15.7K
$7.59M
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-253- 10.95% |
$115K - $128K
|
2.06K
$995K
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-253- 1.86% |
$115K - $128K
|
13.3K
$6.44M
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-254- 5.69% |
$116K - $128K
|
4.21K
$2.04M
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-254- 0.18% |
$116K - $128K
|
141K
$68M
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-254- 7.32% |
$116K - $128K
|
3.22K
$1.56M
|
|
|
Aug 08, 2024
Q2 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-254- 2.97% |
$116K - $128K
|
8.3K
$4.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-256- 2.38% |
$117K - $129K
|
10.5K
$5.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-257- 2.02% |
$117K - $130K
|
12.5K
$6.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-258- 0.19% |
$117K - $130K
|
132K
$64.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-259- 2.3% |
$118K - $131K
|
11K
$5.33M
|
|
|
Jul 30, 2024
Q2 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-260- 40.69% |
$118K - $131K
|
379
$183K
|
|
|
Aug 06, 2024
Q2 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-260- 4.1% |
$118K - $131K
|
6.09K
$2.95M
|
|
|
Jul 10, 2024
Q2 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-263- 22.52% |
$120K - $133K
|
905
$438K
|
|
|
Jul 22, 2024
Q2 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-264- 8.7% |
$120K - $133K
|
2.77K
$1.34M
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-264- 22.78% |
$120K - $133K
|
895
$433K
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-265- 3.96% |
$121K - $134K
|
6.42K
$3.11M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-266- 4.36% |
$121K - $134K
|
5.84K
$2.82M
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-268- 6.36% |
$122K - $135K
|
3.95K
$1.91M
|
|
|
Jul 12, 2024
Q2 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-269- 0.97% |
$122K - $136K
|
27.5K
$13.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
SELL
|
- |
-271- 9.89% |
$123K - $137K
|
2.47K
$1.19M
|
|
|
Jul 24, 2024
Q2 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-277- 0.22% |
$126K - $140K
|
124K
$60.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-282- 1.28% |
$128K - $142K
|
21.7K
$10.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-283- 11.98% |
$129K - $143K
|
2.08K
$1.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-283- 0.11% |
$129K - $143K
|
247K
$119M
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-284- 3.04% |
$129K - $143K
|
9.07K
$4.39M
|
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-286- 12.2% |
$130K - $144K
|
2.06K
$996K
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-289- 7.99% |
$132K - $146K
|
3.33K
$1.61M
|