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 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.95K+ 3.85% |
$925K - $1.03M
|
52.5K
$29M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.94K+ 96.66% |
$920K - $1.02M
|
3.94K
$2.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
1.93KNew |
$918K - $1.02M
|
1.93K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
1.93K+ 4.25% |
$915K - $1.02M
|
47.3K
$26.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.92K+ 44.87% |
$910K - $1.01M
|
6.19K
$3.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
1.91KNew |
$910K - $1.01M
|
1.91K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.91K+ 0.37% |
$909K - $1.01M
|
517K
$286M
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.91K+ 218.19% |
$906K - $1.01M
|
2.78K
$1.54M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.91K+ 29.62% |
$905K - $1.01M
|
8.34K
$4.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.89K+ 100.0% |
$899K - $998K
|
3.78K
$2.09M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
1.88K+ 13.59% |
$895K - $994K
|
15.8K
$8.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.88K+ 40.58% |
$892K - $990K
|
6.5K
$3.59M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.83K+ 15.79% |
$872K - $968K
|
13.4K
$7.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
1.81K+ 409.5% |
$860K - $955K
|
2.25K
$1.24M
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.81K+ 111.08% |
$858K - $952K
|
3.43K
$1.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.8K+ 109.49% |
$855K - $949K
|
3.44K
$1.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.78K+ 6.93% |
$848K - $941K
|
27.5K
$15.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
1.78K+ 12.98% |
$845K - $938K
|
15.5K
$8.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.77K+ 15.96% |
$841K - $934K
|
12.9K
$7.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1.75K+ 12.14% |
$833K - $925K
|
16.2K
$8.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.75K+ 13.43% |
$831K - $922K
|
14.8K
$8.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
1.75K+ 1.11% |
$829K - $921K
|
159K
$88M
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.74K+ 2.49% |
$829K - $920K
|
71.8K
$39.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1.74KNew |
$827K - $918K
|
1.74K
$962K
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.71K+ 8.73% |
$814K - $903K
|
21.3K
$11.8M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
1.69K+ 4.88% |
$805K - $894K
|
36.4K
$20.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.69K+ 4.07% |
$804K - $892K
|
43.2K
$23.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.69K+ 5.25% |
$803K - $891K
|
33.9K
$18.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.69K+ 1.86% |
$802K - $890K
|
92.4K
$51.1M
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.68K+ 9.54% |
$800K - $888K
|
19.3K
$10.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.68K+ 15.38% |
$796K - $884K
|
12.6K
$6.95M
|
|
|
Oct 24, 2024
Q3 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
1.67KNew |
$793K - $880K
|
1.67K
$922K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
1.67K+ 0.57% |
$793K - $880K
|
292K
$162M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.66K+ 22.81% |
$790K - $878K
|
8.96K
$4.95M
|
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
1.66K+ 2.9% |
$788K - $875K
|
58.7K
$32.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.65K+ 187.16% |
$783K - $869K
|
2.53K
$1.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
1.65K+ 27.17% |
$782K - $869K
|
7.7K
$4.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.65K+ 4.0% |
$782K - $869K
|
42.8K
$23.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.63K+ 19.36% |
$772K - $858K
|
10K
$5.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
1.62K+ 6.29% |
$769K - $854K
|
27.3K
$15.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
1.61KNew |
$766K - $851K
|
1.61K
$891K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.61K+ 37.85% |
$765K - $850K
|
5.86K
$3.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
BUY
|
- |
1.61K+ 0.18% |
$764K - $849K
|
877K
$485M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.61K+ 2.02% |
$764K - $849K
|
81.1K
$44.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.59K+ 6.93% |
$757K - $841K
|
24.6K
$13.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.59K+ 25.42% |
$755K - $838K
|
7.83K
$4.33M
|
|
|
Oct 30, 2024
Q3 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
1.58K+ 126.12% |
$750K - $833K
|
2.83K
$1.57M
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.58K+ 30.88% |
$749K - $832K
|
6.68K
$3.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.58K+ 3.37% |
$748K - $831K
|
48.3K
$26.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1.58K+ 5.97% |
$748K - $831K
|
28K
$15.5M
|