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
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.85K- 62.35% |
$840K - $930K
|
1.11K
$610K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.85K- 10.47% |
$842K - $933K
|
15.8K
$8.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.85K- 8.12% |
$842K - $933K
|
20.9K
$11.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-1.86K- 1.81% |
$847K - $938K
|
101K
$55.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.86K- 9.69% |
$847K - $939K
|
17.3K
$9.51M
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-1.86K- 80.03% |
$848K - $940K
|
465
$255K
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.87K- 1.74% |
$852K - $944K
|
106K
$57.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.88K- 2.63% |
$856K - $949K
|
69.6K
$38.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.89K- 23.05% |
$861K - $954K
|
6.31K
$3.46M
|
|
|
Aug 01, 2024
Q2 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.9K- 2.86% |
$864K - $958K
|
64.6K
$35.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.9K- 2.67% |
$865K - $958K
|
69.2K
$37.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.9K- 2.39% |
$866K - $959K
|
77.6K
$42.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.92K- 2.87% |
$876K - $970K
|
65.2K
$35.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.95K- 9.44% |
$889K - $985K
|
18.7K
$10.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.96K- 5.66% |
$890K - $986K
|
32.6K
$17.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
SELL
|
- |
-1.97K- 1.17% |
$898K - $995K
|
166K
$91.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-1.99K- 1.14% |
$903K - $1M
|
171K
$93.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-2K- 2.87% |
$909K - $1.01M
|
67.5K
$37M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.01K- 4.56% |
$912K - $1.01M
|
42K
$23M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-2.03K- 8.01% |
$922K - $1.02M
|
23.3K
$12.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.03K- 1.54% |
$924K - $1.02M
|
130K
$71M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.06K- 3.61% |
$937K - $1.04M
|
54.9K
$30.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-2.06K- 27.06% |
$937K - $1.04M
|
5.55K
$3.04M
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2.15K- 4.15% |
$978K - $1.08M
|
49.7K
$27.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-2.15K- 2.2% |
$979K - $1.09M
|
95.7K
$52.4M
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-2.28K- 1.46% |
$1.04M - $1.15M
|
153K
$84.1M
|
|
|
Mar 21, 2025
Q2 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-2.3K- 34.11% |
$1.05M - $1.16M
|
4.44K
$2.43M
|
|
|
Aug 05, 2024
Q2 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2.32K- 12.22% |
$1.05M - $1.17M
|
16.6K
$9.11M
|
|
|
Jul 25, 2024
Q2 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-2.36K- 6.03% |
$1.07M - $1.19M
|
36.8K
$20.2M
|
|
|
Aug 13, 2024
Q2 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-2.37K- 15.33% |
$1.08M - $1.19M
|
13.1K
$7.16M
|
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-2.41K- 3.18% |
$1.1M - $1.22M
|
73.5K
$40.3M
|
|
|
Oct 24, 2024
Q2 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-2.41K- 3.18% |
$1.1M - $1.22M
|
73.5K
$40.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.43K- 32.14% |
$1.11M - $1.23M
|
5.14K
$2.82M
|
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-2.45K- 4.63% |
$1.11M - $1.23M
|
50.4K
$27.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-2.46K- 13.86% |
$1.12M - $1.24M
|
15.3K
$8.38M
|
|
|
Aug 05, 2024
Q2 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-2.5K- 11.93% |
$1.14M - $1.26M
|
18.5K
$10.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-2.52K- 0.87% |
$1.15M - $1.27M
|
287K
$157M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.53K- 14.21% |
$1.15M - $1.27M
|
15.3K
$8.36M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.66K- 3.0% |
$1.21M - $1.34M
|
85.8K
$47M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.73K- 2.46% |
$1.24M - $1.38M
|
108K
$59.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-2.73K- 31.19% |
$1.24M - $1.38M
|
6.03K
$3.31M
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-2.74K- 2.16% |
$1.25M - $1.38M
|
124K
$68.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.97K- 74.07% |
$1.35M - $1.5M
|
1.04K
$569K
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-2.97K- 9.37% |
$1.35M - $1.5M
|
28.8K
$15.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-3K- 5.05% |
$1.37M - $1.51M
|
56.4K
$30.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-3.07K- 0.54% |
$1.4M - $1.55M
|
569K
$312M
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3.08K- 8.12% |
$1.4M - $1.55M
|
34.8K
$19.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-3.11K- 2.43% |
$1.42M - $1.57M
|
125K
$68.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.14K- 17.85% |
$1.43M - $1.58M
|
14.5K
$7.92M
|
|
|
Aug 01, 2024
Q2 2024
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-3.14K- 10.97% |
$1.43M - $1.58M
|
25.5K
$14M
|