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
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.18K- 0.4% |
$536K - $594K
|
291K
$141M
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.19K- 3.58% |
$542K - $600K
|
32K
$15.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.19K- 7.04% |
$542K - $601K
|
15.7K
$7.62M
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
SELL
|
- |
-1.21K- 1.33% |
$551K - $611K
|
89.5K
$43.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-1.23K- 1.57% |
$559K - $620K
|
77K
$37.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.25K- 5.95% |
$571K - $632K
|
19.8K
$9.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-1.26K- 2.37% |
$575K - $637K
|
52K
$25.1M
|
|
|
Jul 25, 2024
Q2 2024
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-1.28K- 1.46% |
$584K - $647K
|
86.8K
$42M
|
|
|
Apr 01, 2025
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.3K- 3.69% |
$590K - $654K
|
33.8K
$16.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.3K- 4.65% |
$591K - $655K
|
26.6K
$12.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-1.31K- 71.64% |
$594K - $659K
|
517
$250K
|
|
|
Aug 08, 2024
Q2 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-1.31K- 0.54% |
$598K - $663K
|
243K
$117M
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.33K- 13.31% |
$604K - $670K
|
8.65K
$4.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.33K- 0.48% |
$604K - $670K
|
276K
$134M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.33K- 76.89% |
$606K - $671K
|
400
$194K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.34K- 13.07% |
$608K - $673K
|
8.88K
$4.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.34K- 0.5% |
$609K - $675K
|
267K
$129M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.37K- 14.44% |
$624K - $692K
|
8.13K
$3.93M
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.38K- 5.65% |
$628K - $695K
|
23K
$11.1M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.41K- 36.07% |
$642K - $711K
|
2.5K
$1.21M
|
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-1.41K- 1.46% |
$643K - $712K
|
95K
$46M
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.41K- 36.65% |
$643K - $713K
|
2.44K
$1.18M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.41K- 2.16% |
$644K - $713K
|
64.2K
$31.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.42K- 18.95% |
$648K - $718K
|
6.09K
$2.95M
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.44K- 1.06% |
$654K - $725K
|
134K
$64.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.44K- 46.67% |
$654K - $725K
|
1.64K
$795K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-1.44K- 6.67% |
$655K - $726K
|
20.1K
$9.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.45K- 8.96% |
$661K - $732K
|
14.8K
$7.14M
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-1.5K- 18.39% |
$681K - $754K
|
6.64K
$3.21M
|
|
|
Jul 12, 2024
Q2 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-1.54K- 1.96% |
$699K - $775K
|
77K
$37.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-1.54K- 3.46% |
$700K - $776K
|
43K
$20.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.54K- 45.79% |
$701K - $777K
|
1.82K
$882K
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.55K- 35.15% |
$705K - $782K
|
2.86K
$1.38M
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.56K- 4.72% |
$710K - $786K
|
31.5K
$15.2M
|
|
|
Jul 12, 2024
Q2 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
SELL
|
- |
-1.56K- 44.59% |
$710K - $787K
|
1.94K
$939K
|
|
|
Aug 12, 2024
Q2 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-1.56K- 44.59% |
$710K - $787K
|
1.94K
$939K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.63K- 3.15% |
$741K - $821K
|
50K
$24.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.63K- 3.15% |
$744K - $824K
|
50.2K
$24.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-1.67K- 5.28% |
$760K - $842K
|
29.9K
$14.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.7K- 19.74% |
$772K - $855K
|
6.89K
$3.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-1.7K- 12.51% |
$774K - $857K
|
11.9K
$5.75M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-1.7K- 11.1% |
$774K - $858K
|
13.6K
$6.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Fusion Family Wealth LLC
|
SELL
|
- |
-1.72K- 0.51% |
$782K - $866K
|
338K
$164M
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.81K- 38.35% |
$823K - $912K
|
2.91K
$1.41M
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.81K- 12.58% |
$826K - $915K
|
12.6K
$6.1M
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.85K- 62.35% |
$840K - $930K
|
1.11K
$539K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.85K- 10.47% |
$842K - $933K
|
15.8K
$7.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.85K- 8.12% |
$842K - $933K
|
20.9K
$10.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-1.86K- 1.81% |
$847K - $938K
|
101K
$48.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.86K- 9.69% |
$847K - $939K
|
17.3K
$8.39M
|