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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-409- 4.06% |
$186K - $206K
|
9.68K
$4.68M
|
|
|
Dec 13, 2024
Q2 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-414- 3.39% |
$188K - $209K
|
11.8K
$5.71M
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-416- 12.72% |
$189K - $210K
|
2.86K
$1.38M
|
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
SELL
|
- |
-419- 2.62% |
$191K - $211K
|
15.6K
$7.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Smart Money Group LLC
|
SELL
|
- |
-421- 2.84% |
$192K - $212K
|
14.4K
$6.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-425- 1.6% |
$193K - $214K
|
26.1K
$12.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-427- 6.1% |
$194K - $215K
|
6.57K
$3.18M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-429- 2.65% |
$195K - $216K
|
15.7K
$7.62M
|
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-435- 18.77% |
$198K - $219K
|
1.88K
$911K
|
|
|
Dec 03, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-435- 22.38% |
$198K - $219K
|
1.51K
$730K
|
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-446- 50.45% |
$203K - $225K
|
438
$212K
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-450- 4.04% |
$205K - $227K
|
10.7K
$5.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-450- 15.33% |
$205K - $227K
|
2.49K
$1.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-450- 50.28% |
$205K - $227K
|
445
$215K
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-460- 8.26% |
$209K - $232K
|
5.11K
$2.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-466- 4.1% |
$212K - $235K
|
10.9K
$5.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-469- 2.76% |
$213K - $237K
|
16.5K
$8M
|
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-470- 4.08% |
$214K - $237K
|
11.1K
$5.35M
|
|
|
Jul 18, 2024
Q2 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-474- 1.22% |
$216K - $239K
|
38.4K
$18.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-480- 52.17% |
$218K - $242K
|
440
$213K
|
|
|
Jul 24, 2024
Q2 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-481- 2.63% |
$219K - $243K
|
17.8K
$8.6M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-491- 1.13% |
$223K - $248K
|
43K
$20.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-500- 27.04% |
$228K - $252K
|
1.35K
$653K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-504- 21.98% |
$229K - $254K
|
1.79K
$866K
|
|
|
Jul 31, 2024
Q2 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-506- 8.79% |
$230K - $255K
|
5.25K
$2.54M
|
|
|
Nov 18, 2024
Q2 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-511- 8.73% |
$233K - $258K
|
5.34K
$2.58M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-515- 11.18% |
$234K - $260K
|
4.09K
$1.98M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-515- 0.71% |
$234K - $260K
|
72.3K
$35M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-520- 7.48% |
$237K - $262K
|
6.44K
$3.11M
|
|
|
Jul 30, 2024
Q2 2024
|
Peterson Wealth Services
|
SELL
|
- |
-524- 13.8% |
$238K - $264K
|
3.27K
$1.58M
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-525- 3.46% |
$239K - $265K
|
14.6K
$7.08M
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-546- 3.83% |
$248K - $275K
|
13.7K
$6.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-546- 13.71% |
$248K - $275K
|
3.44K
$1.66M
|
|
|
Jul 19, 2024
Q2 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-551- 42.52% |
$251K - $278K
|
745
$361K
|
|
|
Jul 22, 2024
Q2 2024
|
Churchill Management Corp
|
SELL
|
- |
-556- 0.06% |
$253K - $280K
|
875K
$423M
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
SELL
|
- |
-557- 0.2% |
$253K - $281K
|
275K
$133M
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-558- 6.68% |
$254K - $281K
|
7.79K
$3.77M
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-569- 3.49% |
$259K - $287K
|
15.7K
$7.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-573- 1.61% |
$261K - $289K
|
35K
$16.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-581- 40.29% |
$264K - $293K
|
861
$417K
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-581- 6.31% |
$264K - $293K
|
8.63K
$4.17M
|
|
|
Aug 02, 2024
Q2 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-584- 3.81% |
$266K - $294K
|
14.7K
$7.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidato Wealth LLC
|
SELL
|
- |
-587- 0.53% |
$267K - $296K
|
111K
$53.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-588- 6.22% |
$268K - $297K
|
8.87K
$4.29M
|
|
|
Jul 30, 2024
Q2 2024
|
E L Financial Corp LTD
|
SELL
|
- |
-602- 0.04% |
$274K - $304K
|
1.65M
$800M
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-603- 4.11% |
$274K - $304K
|
14.1K
$6.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-605- 16.62% |
$275K - $305K
|
3.04K
$1.47M
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
SELL
|
- |
-613- 3.82% |
$279K - $309K
|
15.4K
$7.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-613- 6.61% |
$279K - $309K
|
8.66K
$4.19M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-618- 0.78% |
$281K - $312K
|
78.3K
$37.9M
|