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 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-283- 11.98% |
$129K - $143K
|
2.08K
$1.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-283- 0.11% |
$129K - $143K
|
247K
$135M
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-284- 3.04% |
$129K - $143K
|
9.07K
$4.97M
|
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-286- 12.2% |
$130K - $144K
|
2.06K
$1.13M
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-289- 7.99% |
$132K - $146K
|
3.33K
$1.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-289- 28.73% |
$132K - $146K
|
717
$393K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-290- 1.17% |
$132K - $146K
|
24.5K
$13.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-295- 18.01% |
$134K - $149K
|
1.34K
$736K
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-296- 1.53% |
$135K - $149K
|
19.1K
$10.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-296- 0.31% |
$135K - $149K
|
95.1K
$52.1M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-299- 1.81% |
$136K - $151K
|
16.2K
$8.89M
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-303- 1.14% |
$138K - $153K
|
26.2K
$14.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-303- 5.31% |
$138K - $153K
|
5.4K
$2.96M
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-304- 43.06% |
$138K - $153K
|
402
$220K
|
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-305- 0.16% |
$139K - $154K
|
187K
$103M
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-306- 5.04% |
$139K - $154K
|
5.76K
$3.16M
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-307- 3.02% |
$140K - $155K
|
9.85K
$5.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-310- 4.22% |
$141K - $156K
|
7.04K
$3.86M
|
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-313- 8.68% |
$142K - $158K
|
3.3K
$1.81M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-315- 1.1% |
$143K - $159K
|
28.2K
$15.5M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-318- 1.11% |
$145K - $160K
|
28.4K
$15.6M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-318- 9.42% |
$145K - $160K
|
3.06K
$1.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-318- 0.72% |
$145K - $160K
|
44K
$24.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-319- 0.43% |
$145K - $161K
|
73.2K
$40.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-322- 1.22% |
$147K - $162K
|
26.1K
$14.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-327- 1.43% |
$149K - $165K
|
22.6K
$12.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-329- 5.13% |
$150K - $166K
|
6.08K
$3.33M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-336- 29.29% |
$153K - $169K
|
811
$444K
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-337- 6.52% |
$153K - $170K
|
4.83K
$2.65M
|
|
|
Aug 14, 2024
Q2 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-338- 1.19% |
$154K - $170K
|
28.1K
$15.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Connable Office Inc
|
SELL
|
- |
-344- 2.45% |
$157K - $173K
|
13.7K
$7.49M
|
|
|
Jul 30, 2024
Q2 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-349- 1.43% |
$159K - $176K
|
24K
$13.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-349- 22.52% |
$159K - $176K
|
1.2K
$658K
|
|
|
Oct 09, 2024
Q2 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-350- 7.62% |
$159K - $176K
|
4.24K
$2.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-354- 28.73% |
$161K - $179K
|
878
$481K
|
|
|
Jul 15, 2024
Q2 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-359- 1.52% |
$163K - $181K
|
23.3K
$12.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-366- 1.52% |
$167K - $185K
|
23.7K
$13M
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-371- 16.07% |
$169K - $187K
|
1.94K
$1.06M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-372- 0.71% |
$169K - $188K
|
51.8K
$28.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-372- 2.02% |
$169K - $188K
|
18K
$9.88M
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-375- 7.75% |
$171K - $189K
|
4.47K
$2.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-375- 1.1% |
$171K - $189K
|
33.7K
$18.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-376- 59.97% |
$171K - $190K
|
251
$138K
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-379- 8.92% |
$172K - $191K
|
3.87K
$2.12M
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-383- 38.57% |
$174K - $193K
|
610
$334K
|
|
|
Aug 14, 2024
Q2 2024
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-387- 28.84% |
$176K - $195K
|
955
$523K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-389- 28.37% |
$177K - $196K
|
982
$538K
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-391- 2.96% |
$178K - $197K
|
12.8K
$7.02M
|
|
|
Aug 01, 2024
Q2 2024
|
Kearns & Associates LLC
|
SELL
|
- |
-392- 0.42% |
$178K - $198K
|
92.9K
$50.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-393- 1.11% |
$179K - $198K
|
35.1K
$19.2M
|