Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.37K+ 1.62% |
$1.13M - $1.25M
|
149K
$82.3M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
2.37K+ 10.29% |
$1.13M - $1.25M
|
25.4K
$14M
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.37K+ 2.84% |
$1.13M - $1.25M
|
85.7K
$47.4M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2.36K+ 3.84% |
$1.12M - $1.25M
|
63.9K
$35.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.35K+ 5.75% |
$1.12M - $1.24M
|
43.2K
$23.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
BUY
|
- |
2.33K+ 8.72% |
$1.11M - $1.23M
|
29.1K
$16.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.27K+ 6.53% |
$1.08M - $1.2M
|
37.1K
$20.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
2.27K+ 77.26% |
$1.08M - $1.2M
|
5.21K
$2.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2.27K+ 2.7% |
$1.08M - $1.2M
|
86.3K
$47.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
2.26K+ 369.89% |
$1.07M - $1.19M
|
2.87K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Hikari Tsushin, Inc.
Tokyo, M0 |
BUY
|
- |
2.24K+ 2.62% |
$1.07M - $1.18M
|
88K
$48.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.24K+ 34.87% |
$1.06M - $1.18M
|
8.66K
$4.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.23K+ 2.22% |
$1.06M - $1.18M
|
103K
$56.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
2.23KNew |
$1.06M - $1.18M
|
2.23K
$1.23M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
2.21K+ 253.85% |
$1.05M - $1.17M
|
3.08K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
2.21KNew |
$1.05M - $1.16M
|
2.21K
$1.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.2K+ 6.19% |
$1.05M - $1.16M
|
37.8K
$20.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
2.2K+ 1.74% |
$1.04M - $1.16M
|
129K
$71.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.19K+ 0.69% |
$1.04M - $1.16M
|
318K
$176M
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2.18KNew |
$1.04M - $1.15M
|
2.18K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.18K+ 1.85% |
$1.03M - $1.15M
|
120K
$66.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2.18KNew |
$1.03M - $1.15M
|
2.18K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.17KNew |
$1.03M - $1.15M
|
2.17K
$1.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.17K+ 13.53% |
$1.03M - $1.14M
|
18.2K
$10.1M
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
2.15K+ 48.0% |
$1.02M - $1.13M
|
6.62K
$3.66M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.15K+ 20.8% |
$1.02M - $1.13M
|
12.5K
$6.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
2.13K+ 12.54% |
$1.01M - $1.12M
|
19.1K
$10.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.13K+ 6.78% |
$1.01M - $1.12M
|
33.5K
$18.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
2.11K+ 8.8% |
$1M - $1.11M
|
26.1K
$14.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.11K+ 28.58% |
$1M - $1.11M
|
9.48K
$5.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.1K+ 19.3% |
$999K - $1.11M
|
13K
$7.19M
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
2.1K+ 2.48% |
$998K - $1.11M
|
87K
$48.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Msa Advisors, LLC
Santa Monica, CA |
BUY
|
- |
2.09KNew |
$995K - $1.1M
|
2.09K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
2.09K+ 27.51% |
$993K - $1.1M
|
9.69K
$5.36M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
2.09K+ 35.18% |
$991K - $1.1M
|
8.02K
$4.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.08K+ 0.76% |
$989K - $1.1M
|
277K
$153M
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
2.07K+ 2.15% |
$982K - $1.09M
|
98.3K
$54.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2.06K+ 162.95% |
$980K - $1.09M
|
3.33K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
2.05KNew |
$976K - $1.08M
|
2.05K
$1.14M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
2.05K+ 10.35% |
$975K - $1.08M
|
21.9K
$12.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.04K+ 6.66% |
$970K - $1.08M
|
32.7K
$18.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
2.03KNew |
$965K - $1.07M
|
2.03K
$1.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Trust CO Of Tennessee
Knoxville, TN |
BUY
|
- |
2.03K+ 2.37% |
$964K - $1.07M
|
87.5K
$48.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
2.01KNew |
$957K - $1.06M
|
2.01K
$1.11M
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
2K+ 24.95% |
$952K - $1.06M
|
10K
$5.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
2K+ 5.46% |
$951K - $1.06M
|
38.7K
$21.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.99K+ 17.42% |
$946K - $1.05M
|
13.4K
$7.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.99K+ 95.67% |
$944K - $1.05M
|
4.06K
$2.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
1.97K+ 5.54% |
$937K - $1.04M
|
37.5K
$20.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
1.96K+ 52.68% |
$929K - $1.03M
|
5.67K
$3.13M
|