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 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-735- 1.8% |
$334K - $371K
|
40K
$21.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-738- 2.44% |
$336K - $372K
|
29.5K
$15.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-740- 1.13% |
$337K - $373K
|
64.6K
$34.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-759- 2.74% |
$345K - $383K
|
27K
$14.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-765- 6.44% |
$348K - $386K
|
11.1K
$5.94M
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-772- 8.01% |
$351K - $389K
|
8.86K
$4.73M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-774- 3.71% |
$352K - $390K
|
20.1K
$10.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-777- 28.59% |
$354K - $392K
|
1.94K
$1.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-780- 6.89% |
$355K - $393K
|
10.5K
$5.63M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-783- 4.71% |
$356K - $395K
|
15.8K
$8.46M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-783- 7.5% |
$356K - $395K
|
9.66K
$5.16M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-789- 6.91% |
$359K - $398K
|
10.6K
$5.67M
|
|
|
Jul 23, 2024
Q2 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-795- 7.59% |
$362K - $401K
|
9.68K
$5.17M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-803- 11.39% |
$365K - $405K
|
6.25K
$3.33M
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-807- 7.41% |
$367K - $407K
|
10.1K
$5.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-816- 0.66% |
$371K - $411K
|
124K
$66M
|
|
|
Jul 26, 2024
Q2 2024
|
Gam Holding Ag
|
SELL
|
- |
-817- 3.01% |
$372K - $412K
|
26.3K
$14.1M
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-834- 4.52% |
$380K - $421K
|
17.6K
$9.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-836- 4.19% |
$380K - $422K
|
19.1K
$10.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-836- 3.06% |
$380K - $422K
|
26.4K
$14.1M
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-837- 2.99% |
$381K - $422K
|
27.2K
$14.5M
|
|
|
Sep 30, 2024
Q2 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-838Closed |
$381K - $423K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-845- 1.47% |
$385K - $426K
|
56.5K
$30.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-865- 1.93% |
$394K - $436K
|
44K
$23.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-874- 54.39% |
$398K - $441K
|
733
$391K
|
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-875- 26.89% |
$398K - $441K
|
2.38K
$1.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-882- 41.04% |
$401K - $445K
|
1.27K
$676K
|
|
|
Jul 08, 2024
Q2 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-898- 4.05% |
$409K - $453K
|
21.3K
$11.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Planning Corporation
|
SELL
|
- |
-906- 6.93% |
$412K - $457K
|
12.2K
$6.49M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-917- 10.52% |
$417K - $462K
|
7.8K
$4.16M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-926- 14.43% |
$421K - $467K
|
5.49K
$2.93M
|
|
|
Jul 19, 2024
Q2 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-931- 0.6% |
$424K - $469K
|
154K
$82.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-932- 1.03% |
$424K - $470K
|
89.6K
$47.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-936- 52.38% |
$426K - $472K
|
851
$454K
|
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-942- 2.81% |
$429K - $475K
|
32.6K
$17.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-944- 2.65% |
$430K - $476K
|
34.6K
$18.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-946- 5.16% |
$431K - $477K
|
17.4K
$9.29M
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-956- 6.55% |
$435K - $482K
|
13.6K
$7.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-961- 0.24% |
$437K - $485K
|
407K
$217M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-969- 0.44% |
$441K - $489K
|
220K
$117M
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
SELL
|
- |
-973- 46.51% |
$443K - $491K
|
1.12K
$597K
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-976- 14.17% |
$444K - $492K
|
5.91K
$3.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-998- 93.62% |
$454K - $503K
|
68
$36.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-999- 2.7% |
$455K - $504K
|
36K
$19.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-999- 2.97% |
$455K - $504K
|
32.6K
$17.4M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.03K- 1.87% |
$467K - $517K
|
53.9K
$28.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Ade, LLC
|
SELL
|
- |
-1.03K- 2.36% |
$467K - $518K
|
42.6K
$22.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.03K- 19.8% |
$470K - $520K
|
4.18K
$2.23M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.03K- 1.44% |
$470K - $521K
|
70.8K
$37.8M
|
|
|
Jul 11, 2024
Q2 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-1.03K- 13.37% |
$471K - $521K
|
6.7K
$3.58M
|