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 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
11.7K+ 26.94% |
$5.31M - $5.88M
|
54.9K
$29.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
11.5K+ 15.52% |
$5.22M - $5.79M
|
85.4K
$45.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
11.3K+ 42.85% |
$5.16M - $5.71M
|
37.8K
$20.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11.3K+ 3.56% |
$5.15M - $5.71M
|
330K
$176M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
11.3K+ 19.7% |
$5.13M - $5.68M
|
68.5K
$36.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
11.1K+ 7.57% |
$5.04M - $5.59M
|
157K
$84.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
11.1K+ 4.23% |
$5.04M - $5.58M
|
273K
$146M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
11.1K+ 126.78% |
$5.03M - $5.58M
|
19.8K
$10.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
11K+ 3.86% |
$5.01M - $5.55M
|
296K
$158M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
11K+ 4.63% |
$5.01M - $5.55M
|
249K
$133M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
10.8K+ 0.82% |
$4.92M - $5.45M
|
1.33M
$710M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.6KNew |
$4.8M - $5.32M
|
10.6K
$5.63M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.5K+ 13.09% |
$4.78M - $5.3M
|
90.7K
$48.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
10.5K+ 19.15% |
$4.76M - $5.28M
|
65.1K
$34.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
10.4K+ 34.19% |
$4.74M - $5.26M
|
40.9K
$21.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Spence Asset Management
|
BUY
|
- |
10.4K+ 2706.49% |
$4.74M - $5.25M
|
10.8K
$5.77M
|
|
|
Aug 02, 2024
Q2 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
10.4K+ 3.12% |
$4.73M - $5.24M
|
344K
$183M
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
10.4K+ 137.66% |
$4.72M - $5.23M
|
17.9K
$9.57M
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
10.3K+ 8.52% |
$4.7M - $5.21M
|
132K
$70.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.1K+ 4.5% |
$4.62M - $5.12M
|
236K
$126M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
10.1K+ 6.03% |
$4.59M - $5.09M
|
177K
$94.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
10.1K+ 133.65% |
$4.59M - $5.09M
|
17.6K
$9.42M
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
10.1KNew |
$4.58M - $5.08M
|
10.1K
$5.38M
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
10K+ 66.67% |
$4.55M - $5.04M
|
25K
$13.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
9.94K+ 17.26% |
$4.52M - $5.01M
|
67.5K
$36.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
9.87K+ 31.19% |
$4.49M - $4.98M
|
41.5K
$22.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
9.85K+ 38.7% |
$4.48M - $4.97M
|
35.3K
$18.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
9.77K+ 6.86% |
$4.44M - $4.93M
|
152K
$81.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
9.58K+ 12.99% |
$4.36M - $4.83M
|
83.3K
$44.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
9.45K+ 10.27% |
$4.3M - $4.77M
|
101K
$54.2M
|
|
|
Sep 20, 2024
Q2 2024
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
9.44K+ 3.72% |
$4.3M - $4.76M
|
263K
$141M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
9.43K+ 23.42% |
$4.29M - $4.76M
|
49.7K
$26.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
BUY
|
- |
9.32K+ 7.55% |
$4.24M - $4.7M
|
133K
$70.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
9.27K+ 820.35% |
$4.22M - $4.67M
|
10.4K
$5.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.26K+ 56.24% |
$4.21M - $4.67M
|
25.7K
$13.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
9.24K+ 4.73% |
$4.21M - $4.66M
|
205K
$109M
|
|
|
Jul 16, 2024
Q2 2024
|
Mcia Inc
|
BUY
|
- |
9K+ 2036.65% |
$4.1M - $4.54M
|
9.44K
$5.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
8.98K+ 9.15% |
$4.09M - $4.53M
|
107K
$57.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.76K+ 20.28% |
$3.99M - $4.42M
|
52K
$27.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
8.76K+ 868.55% |
$3.98M - $4.41M
|
9.76K
$5.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
8.73K+ 21.6% |
$3.97M - $4.4M
|
49.2K
$26.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
8.69K+ 7.05% |
$3.95M - $4.38M
|
132K
$70.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
8.65K+ 2.11% |
$3.94M - $4.36M
|
418K
$223M
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
8.65K+ 7.41% |
$3.94M - $4.36M
|
125K
$67M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
8.44K+ 3.47% |
$3.84M - $4.26M
|
252K
$135M
|
|
|
Jul 23, 2024
Q2 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
8.25KNew |
$3.76M - $4.16M
|
8.25K
$4.41M
|
|
|
Aug 13, 2024
Q2 2024
|
New York Life Insurance CO
New York, NY |
BUY
|
- |
8.24K+ 1.92% |
$3.75M - $4.15M
|
436K
$233M
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
8.06K+ 14.56% |
$3.67M - $4.06M
|
63.4K
$33.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
7.94K+ 2.75% |
$3.61M - $4M
|
297K
$159M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.8K+ 67.93% |
$3.55M - $3.93M
|
19.3K
$10.3M
|