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 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7.65K+ 45.21% |
$3.48M - $3.86M
|
24.6K
$13.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
7.62K+ 6.2% |
$3.47M - $3.84M
|
131K
$69.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
7.58KNew |
$3.45M - $3.82M
|
7.58K
$4.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
7.45K+ 32.88% |
$3.39M - $3.76M
|
30.1K
$16.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.43K+ 11.55% |
$3.38M - $3.74M
|
71.7K
$38.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.32K+ 18.74% |
$3.33M - $3.69M
|
46.4K
$24.8M
|
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
7.29K+ 493.97% |
$3.32M - $3.68M
|
8.77K
$4.68M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7.16K+ 6.24% |
$3.26M - $3.61M
|
122K
$65.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
7.13K+ 46.31% |
$3.24M - $3.59M
|
22.5K
$12M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
7.1K+ 589.7% |
$3.23M - $3.58M
|
8.3K
$4.43M
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
7.08K+ 32.24% |
$3.22M - $3.57M
|
29K
$15.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.04K+ 34.15% |
$3.2M - $3.55M
|
27.7K
$14.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
7.01K+ 685.52% |
$3.19M - $3.53M
|
8.03K
$4.29M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.98K+ 2.83% |
$3.17M - $3.52M
|
253K
$135M
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
6.97K+ 3.38% |
$3.17M - $3.52M
|
213K
$114M
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
6.93K+ 29.15% |
$3.16M - $3.5M
|
30.7K
$16.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
6.93K+ 79.68% |
$3.15M - $3.49M
|
15.6K
$8.34M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.89K+ 17.62% |
$3.14M - $3.47M
|
46K
$24.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
6.79K+ 35.27% |
$3.09M - $3.43M
|
26.1K
$13.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
6.78KNew |
$3.08M - $3.42M
|
6.78K
$3.62M
|
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
BUY
|
- |
6.74K+ 4.83% |
$3.07M - $3.4M
|
146K
$78M
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
BUY
|
- |
6.61K+ 8.53% |
$3.01M - $3.33M
|
84.1K
$44.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
6.57KNew |
$2.99M - $3.32M
|
6.57K
$3.51M
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
6.53K+ 5.58% |
$2.97M - $3.29M
|
124K
$66M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
6.43K+ 115.84% |
$2.93M - $3.24M
|
12K
$6.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
6.42K+ 29.34% |
$2.92M - $3.24M
|
28.3K
$15.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
6.38K+ 31.87% |
$2.9M - $3.22M
|
26.4K
$14.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
6.23K+ 12.38% |
$2.83M - $3.14M
|
56.5K
$30.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
6.16K+ 12.91% |
$2.8M - $3.11M
|
53.9K
$28.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
6.15K+ 20.39% |
$2.8M - $3.1M
|
36.3K
$19.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
6.12K+ 730.59% |
$2.78M - $3.08M
|
6.95K
$3.71M
|
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
6.06K+ 81.66% |
$2.76M - $3.06M
|
13.5K
$7.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
6.05K+ 8.82% |
$2.75M - $3.05M
|
74.6K
$39.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
5.95K+ 3.56% |
$2.71M - $3M
|
173K
$92.3M
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
5.88K+ 2.82% |
$2.68M - $2.97M
|
214K
$114M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5.87K+ 31.49% |
$2.67M - $2.96M
|
24.5K
$13.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.82K+ 0.98% |
$2.65M - $2.93M
|
599K
$320M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
5.76K+ 637.43% |
$2.62M - $2.9M
|
6.66K
$3.56M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
5.74K+ 28.15% |
$2.61M - $2.9M
|
26.1K
$14M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.74KNew |
$2.61M - $2.89M
|
5.74K
$3.06M
|
|
|
Oct 30, 2024
Q2 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
5.72K+ 52.35% |
$2.6M - $2.88M
|
16.6K
$8.88M
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
5.71KNew |
$2.6M - $2.88M
|
5.71K
$3.05M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.7K+ 4.03% |
$2.59M - $2.87M
|
147K
$78.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
BUY
|
- |
5.66K+ 2.78% |
$2.58M - $2.86M
|
209K
$112M
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
5.65K+ 24.38% |
$2.57M - $2.85M
|
28.8K
$15.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
5.47K+ 2.47% |
$2.49M - $2.76M
|
227K
$121M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.46K+ 35.51% |
$2.49M - $2.75M
|
20.8K
$11.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.44K+ 1.91% |
$2.47M - $2.74M
|
290K
$155M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
5.43K+ 4.07% |
$2.47M - $2.74M
|
139K
$74.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.4K+ 11.5% |
$2.46M - $2.72M
|
52.3K
$27.9M
|