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 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-7.15K- 11.94% |
$3.25M - $3.6M
|
52.7K
$25.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-7.22K- 8.52% |
$3.29M - $3.64M
|
77.5K
$37.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-7.26K- 61.35% |
$3.3M - $3.66M
|
4.57K
$2.21M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-7.35K- 5.58% |
$3.34M - $3.71M
|
124K
$60.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-7.37K- 8.53% |
$3.35M - $3.72M
|
79K
$38.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.41K- 1.93% |
$3.37M - $3.74M
|
376K
$182M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-7.47K- 7.85% |
$3.4M - $3.77M
|
87.7K
$42.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-7.71K- 6.84% |
$3.51M - $3.89M
|
105K
$50.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-7.77K- 1.97% |
$3.54M - $3.92M
|
387K
$187M
|
|
|
Jul 25, 2024
Q2 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-7.81K- 23.45% |
$3.55M - $3.94M
|
25.5K
$12.3M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-7.85K- 50.26% |
$3.57M - $3.96M
|
7.77K
$3.76M
|
|
|
Aug 05, 2024
Q2 2024
|
Univest Financial Corp
|
SELL
|
- |
-8.1K- 14.84% |
$3.68M - $4.08M
|
46.4K
$22.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Toews Corp
|
SELL
|
- |
-8.1K- 3.48% |
$3.69M - $4.08M
|
225K
$109M
|
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-8.2K- 30.18% |
$3.73M - $4.14M
|
19K
$9.19M
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
SELL
|
- |
-8.55K- 25.05% |
$3.89M - $4.31M
|
25.6K
$12.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-8.6K- 13.89% |
$3.91M - $4.34M
|
53.3K
$25.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-8.74K- 77.24% |
$3.98M - $4.4M
|
2.57K
$1.25M
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-8.87K- 27.65% |
$4.03M - $4.47M
|
23.2K
$11.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-9.23K- 7.33% |
$4.2M - $4.66M
|
117K
$56.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-9.23K- 1.56% |
$4.2M - $4.66M
|
581K
$281M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.78K- 11.98% |
$4.45M - $4.93M
|
71.8K
$34.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-9.86K- 25.73% |
$4.49M - $4.97M
|
28.5K
$13.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-9.89K- 50.0% |
$4.5M - $4.99M
|
9.89K
$4.79M
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-10K- 21.71% |
$4.55M - $5.04M
|
36.1K
$17.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-10.1K- 33.12% |
$4.59M - $5.09M
|
20.4K
$9.86M
|
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
SELL
|
- |
-10.2K- 5.38% |
$4.63M - $5.13M
|
179K
$86.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-10.2K- 16.47% |
$4.63M - $5.13M
|
51.6K
$25M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-10.4K- 1.78% |
$4.74M - $5.25M
|
575K
$278M
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-10.5K- 12.43% |
$4.79M - $5.31M
|
74.2K
$35.9M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-10.8K- 40.09% |
$4.93M - $5.46M
|
16.2K
$7.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-10.9K- 26.44% |
$4.95M - $5.49M
|
30.3K
$14.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
SELL
|
- |
-11.5K- 21.29% |
$5.23M - $5.8M
|
42.5K
$20.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-13.4K- 2.51% |
$6.12M - $6.78M
|
521K
$252M
|
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-13.5K- 38.02% |
$6.13M - $6.8M
|
22K
$10.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-13.6K- 1.61% |
$6.18M - $6.85M
|
832K
$403M
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-14.2K- 10.91% |
$6.48M - $7.18M
|
116K
$56.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-14.4K- 90.31% |
$6.56M - $7.27M
|
1.55K
$749K
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-14.5K- 87.26% |
$6.58M - $7.3M
|
2.11K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-14.6K- 2.04% |
$6.65M - $7.37M
|
703K
$340M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-14.6K- 2.04% |
$6.65M - $7.37M
|
703K
$340M
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-14.8K- 23.01% |
$6.73M - $7.46M
|
49.5K
$24M
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-15.6K- 10.36% |
$7.08M - $7.84M
|
135K
$65.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-16K- 2.86% |
$7.26M - $8.05M
|
542K
$262M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-17.4K- 34.76% |
$7.94M - $8.8M
|
32.7K
$15.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-17.7K- 23.56% |
$8.07M - $8.95M
|
57.6K
$27.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-18.2K- 38.98% |
$8.26M - $9.15M
|
28.4K
$13.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-18.5K- 2.18% |
$8.41M - $9.32M
|
829K
$401M
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-18.6K- 8.52% |
$8.45M - $9.36M
|
199K
$96.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-19K- 48.18% |
$8.63M - $9.56M
|
20.4K
$9.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-19K- 2.07% |
$8.66M - $9.6M
|
898K
$435M
|