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 25, 2024
Q2 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-322- 1.22% |
$147K - $162K
|
26.1K
$13.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-327- 1.43% |
$149K - $165K
|
22.6K
$12.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-329- 5.13% |
$150K - $166K
|
6.08K
$3.25M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-336- 29.29% |
$153K - $169K
|
811
$433K
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-337- 6.52% |
$153K - $170K
|
4.83K
$2.58M
|
|
|
Aug 14, 2024
Q2 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-338- 1.19% |
$154K - $170K
|
28.1K
$15M
|
|
|
Aug 06, 2024
Q2 2024
|
Connable Office Inc
|
SELL
|
- |
-344- 2.45% |
$157K - $173K
|
13.7K
$7.3M
|
|
|
Jul 30, 2024
Q2 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-349- 1.43% |
$159K - $176K
|
24K
$12.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-349- 22.52% |
$159K - $176K
|
1.2K
$641K
|
|
|
Oct 09, 2024
Q2 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-350- 7.62% |
$159K - $176K
|
4.24K
$2.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-354- 28.73% |
$161K - $179K
|
878
$469K
|
|
|
Jul 15, 2024
Q2 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-359- 1.52% |
$163K - $181K
|
23.3K
$12.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-366- 1.52% |
$167K - $185K
|
23.7K
$12.6M
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-371- 16.07% |
$169K - $187K
|
1.94K
$1.03M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-372- 0.71% |
$169K - $188K
|
51.8K
$27.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-372- 2.02% |
$169K - $188K
|
18K
$9.63M
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-375- 7.75% |
$171K - $189K
|
4.47K
$2.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-375- 1.1% |
$171K - $189K
|
33.7K
$18M
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-376- 59.97% |
$171K - $190K
|
251
$134K
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-379- 8.92% |
$172K - $191K
|
3.87K
$2.07M
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-383- 38.57% |
$174K - $193K
|
610
$326K
|
|
|
Aug 14, 2024
Q2 2024
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-387- 28.84% |
$176K - $195K
|
955
$510K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-389- 28.37% |
$177K - $196K
|
982
$524K
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-391- 2.96% |
$178K - $197K
|
12.8K
$6.84M
|
|
|
Aug 01, 2024
Q2 2024
|
Kearns & Associates LLC
|
SELL
|
- |
-392- 0.42% |
$178K - $198K
|
92.9K
$49.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-393- 1.11% |
$179K - $198K
|
35.1K
$18.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-394- 20.78% |
$179K - $199K
|
1.5K
$802K
|
|
|
Jul 02, 2024
Q2 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-395- 3.74% |
$180K - $199K
|
10.2K
$5.43M
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-397- 3.85% |
$181K - $200K
|
9.93K
$5.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
SELL
|
- |
-399- 0.18% |
$182K - $201K
|
220K
$117M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-408- 5.24% |
$186K - $206K
|
7.38K
$3.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-409- 4.06% |
$186K - $206K
|
9.68K
$5.17M
|
|
|
Dec 13, 2024
Q2 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-414- 3.39% |
$188K - $209K
|
11.8K
$6.3M
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-416- 12.72% |
$189K - $210K
|
2.86K
$1.52M
|
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
SELL
|
- |
-419- 2.62% |
$191K - $211K
|
15.6K
$8.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Smart Money Group LLC
|
SELL
|
- |
-421- 2.84% |
$192K - $212K
|
14.4K
$7.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-425- 1.6% |
$193K - $214K
|
26.1K
$14M
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-427- 6.1% |
$194K - $215K
|
6.57K
$3.51M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-429- 2.65% |
$195K - $216K
|
15.7K
$8.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-435- 18.77% |
$198K - $219K
|
1.88K
$1M
|
|
|
Dec 03, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-435- 22.38% |
$198K - $219K
|
1.51K
$806K
|
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-446- 50.45% |
$203K - $225K
|
438
$234K
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-450- 4.04% |
$205K - $227K
|
10.7K
$5.71M
|
|
|
Aug 08, 2024
Q2 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-450- 15.33% |
$205K - $227K
|
2.49K
$1.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-450- 50.28% |
$205K - $227K
|
445
$238K
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-460- 8.26% |
$209K - $232K
|
5.11K
$2.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-466- 4.1% |
$212K - $235K
|
10.9K
$5.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-469- 2.76% |
$213K - $237K
|
16.5K
$8.83M
|
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-470- 4.08% |
$214K - $237K
|
11.1K
$5.91M
|
|
|
Jul 18, 2024
Q2 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-474- 1.22% |
$216K - $239K
|
38.4K
$20.5M
|