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 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-624- 29.32% |
$284K - $315K
|
1.5K
$728K
|
|
|
Jul 09, 2024
Q2 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-628- 1.37% |
$286K - $317K
|
45.1K
$21.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-636- 1.08% |
$289K - $321K
|
58.1K
$28.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-640- 47.76% |
$291K - $323K
|
700
$339K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-652- 3.8% |
$297K - $329K
|
16.5K
$7.98M
|
|
|
Jul 22, 2024
Q2 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-654- 28.61% |
$298K - $330K
|
1.63K
$790K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-658- 37.86% |
$299K - $332K
|
1.08K
$523K
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-660- 18.5% |
$300K - $333K
|
2.91K
$1.41M
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-661- 53.44% |
$301K - $333K
|
576
$279K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-663- 8.24% |
$302K - $334K
|
7.38K
$3.57M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-664- 0.21% |
$302K - $335K
|
316K
$153M
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-666- 9.14% |
$303K - $336K
|
6.62K
$3.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-700- 47.2% |
$319K - $353K
|
783
$379K
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-702- 8.81% |
$319K - $354K
|
7.26K
$3.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-710- 99.58% |
$323K - $358K
|
3
$1.45K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-715- 1.74% |
$325K - $361K
|
40.3K
$19.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-720- 50.46% |
$328K - $363K
|
707
$342K
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-733- 12.27% |
$334K - $370K
|
5.24K
$2.54M
|
|
|
Jul 11, 2024
Q2 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-735- 0.76% |
$334K - $371K
|
96.2K
$46.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-735- 1.8% |
$334K - $371K
|
40K
$19.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-738- 2.44% |
$336K - $372K
|
29.5K
$14.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-740- 1.13% |
$337K - $373K
|
64.6K
$31.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-759- 2.74% |
$345K - $383K
|
27K
$13.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-765- 6.44% |
$348K - $386K
|
11.1K
$5.38M
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-772- 8.01% |
$351K - $389K
|
8.86K
$4.29M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-774- 3.71% |
$352K - $390K
|
20.1K
$9.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-777- 28.59% |
$354K - $392K
|
1.94K
$939K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-780- 6.89% |
$355K - $393K
|
10.5K
$5.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-783- 4.71% |
$356K - $395K
|
15.8K
$7.66M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-783- 7.5% |
$356K - $395K
|
9.66K
$4.67M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-789- 6.91% |
$359K - $398K
|
10.6K
$5.14M
|
|
|
Jul 23, 2024
Q2 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-795- 7.59% |
$362K - $401K
|
9.68K
$4.68M
|
|
|
Mar 04, 2025
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-799- 2.31% |
$364K - $403K
|
33.7K
$16.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-803- 11.39% |
$365K - $405K
|
6.25K
$3.02M
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-807- 7.41% |
$367K - $407K
|
10.1K
$4.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-816- 0.66% |
$371K - $411K
|
124K
$59.8M
|
|
|
Feb 13, 2025
Q2 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-816- 4.38% |
$371K - $411K
|
17.8K
$8.63M
|
|
|
Jul 26, 2024
Q2 2024
|
Gam Holding Ag
|
SELL
|
- |
-817- 3.01% |
$372K - $412K
|
26.3K
$12.7M
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-834- 4.52% |
$380K - $421K
|
17.6K
$8.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-836- 4.19% |
$380K - $422K
|
19.1K
$9.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-836- 3.06% |
$380K - $422K
|
26.4K
$12.8M
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-837- 2.99% |
$381K - $422K
|
27.2K
$13.2M
|
|
|
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
$27.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-865- 1.93% |
$394K - $436K
|
44K
$21.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-874- 54.39% |
$398K - $441K
|
733
$355K
|
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-875- 26.89% |
$398K - $441K
|
2.38K
$1.15M
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-882- 41.04% |
$401K - $445K
|
1.27K
$613K
|
|
|
Jul 08, 2024
Q2 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-898- 4.05% |
$409K - $453K
|
21.3K
$10.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Planning Corporation
|
SELL
|
- |
-906- 6.93% |
$412K - $457K
|
12.2K
$5.89M
|