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 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-480- 52.17% |
$218K - $242K
|
440
$235K
|
|
|
Jul 24, 2024
Q2 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-481- 2.63% |
$219K - $243K
|
17.8K
$9.49M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-491- 1.13% |
$223K - $248K
|
43K
$22.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-500- 27.04% |
$228K - $252K
|
1.35K
$720K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-504- 21.98% |
$229K - $254K
|
1.79K
$955K
|
|
|
Jul 31, 2024
Q2 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-506- 8.79% |
$230K - $255K
|
5.25K
$2.8M
|
|
|
Nov 18, 2024
Q2 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-511- 8.73% |
$233K - $258K
|
5.34K
$2.85M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-515- 11.18% |
$234K - $260K
|
4.09K
$2.18M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-515- 0.71% |
$234K - $260K
|
72.3K
$38.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-520- 7.48% |
$237K - $262K
|
6.44K
$3.44M
|
|
|
Jul 30, 2024
Q2 2024
|
Peterson Wealth Services
|
SELL
|
- |
-524- 13.8% |
$238K - $264K
|
3.27K
$1.75M
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-525- 3.46% |
$239K - $265K
|
14.6K
$7.81M
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-546- 3.83% |
$248K - $275K
|
13.7K
$7.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-546- 13.71% |
$248K - $275K
|
3.44K
$1.83M
|
|
|
Jul 19, 2024
Q2 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-551- 42.52% |
$251K - $278K
|
745
$398K
|
|
|
Jul 22, 2024
Q2 2024
|
Churchill Management Corp
|
SELL
|
- |
-556- 0.06% |
$253K - $280K
|
875K
$467M
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
SELL
|
- |
-557- 0.2% |
$253K - $281K
|
275K
$147M
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-558- 6.68% |
$254K - $281K
|
7.79K
$4.16M
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-569- 3.49% |
$259K - $287K
|
15.7K
$8.39M
|
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-573- 1.61% |
$261K - $289K
|
35K
$18.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-581- 40.29% |
$264K - $293K
|
861
$460K
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-581- 6.31% |
$264K - $293K
|
8.63K
$4.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-584- 3.81% |
$266K - $294K
|
14.7K
$7.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidato Wealth LLC
|
SELL
|
- |
-587- 0.53% |
$267K - $296K
|
111K
$59.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-588- 6.22% |
$268K - $297K
|
8.87K
$4.73M
|
|
|
Jul 30, 2024
Q2 2024
|
E L Financial Corp LTD
|
SELL
|
- |
-602- 0.04% |
$274K - $304K
|
1.65M
$883M
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-603- 4.11% |
$274K - $304K
|
14.1K
$7.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-605- 16.62% |
$275K - $305K
|
3.04K
$1.62M
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
SELL
|
- |
-613- 3.82% |
$279K - $309K
|
15.4K
$8.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-613- 6.61% |
$279K - $309K
|
8.66K
$4.62M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-618- 0.78% |
$281K - $312K
|
78.3K
$41.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-624- 29.32% |
$284K - $315K
|
1.5K
$803K
|
|
|
Jul 09, 2024
Q2 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-628- 1.37% |
$286K - $317K
|
45.1K
$24.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-636- 1.08% |
$289K - $321K
|
58.1K
$31M
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-640- 47.76% |
$291K - $323K
|
700
$374K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-652- 3.8% |
$297K - $329K
|
16.5K
$8.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-654- 28.61% |
$298K - $330K
|
1.63K
$871K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-658- 37.86% |
$299K - $332K
|
1.08K
$577K
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-660- 18.5% |
$300K - $333K
|
2.91K
$1.55M
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-661- 53.44% |
$301K - $333K
|
576
$308K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-663- 8.24% |
$302K - $334K
|
7.38K
$3.94M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-664- 0.21% |
$302K - $335K
|
316K
$169M
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-666- 9.14% |
$303K - $336K
|
6.62K
$3.53M
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-700- 47.2% |
$319K - $353K
|
783
$418K
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-702- 8.81% |
$319K - $354K
|
7.26K
$3.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-710- 99.58% |
$323K - $358K
|
3
$1.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-715- 1.74% |
$325K - $361K
|
40.3K
$21.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-720- 50.46% |
$328K - $363K
|
707
$377K
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-733- 12.27% |
$334K - $370K
|
5.24K
$2.8M
|
|
|
Jul 11, 2024
Q2 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-735- 0.76% |
$334K - $371K
|
96.2K
$51.4M
|