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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.57K+ 11.09% |
$747K - $830K
|
15.8K
$8.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.57K+ 8.89% |
$745K - $827K
|
19.2K
$10.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.56K+ 5.63% |
$740K - $822K
|
29.2K
$16.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.53K+ 11.81% |
$729K - $809K
|
14.5K
$8.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
1.53K+ 1.42% |
$726K - $806K
|
109K
$60.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.53K+ 2.35% |
$726K - $806K
|
66.6K
$36.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
1.52KNew |
$724K - $804K
|
1.52K
$842K
|
|
|
Oct 28, 2024
Q3 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
1.52K+ 10.67% |
$724K - $804K
|
15.8K
$8.73M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.51K+ 11.45% |
$719K - $798K
|
14.7K
$8.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
1.48K+ 1.18% |
$702K - $780K
|
126K
$69.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.48KNew |
$702K - $780K
|
1.48K
$817K
|
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
1.43KNew |
$680K - $755K
|
1.43K
$791K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.43K+ 8.7% |
$679K - $754K
|
17.8K
$9.86M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.41K+ 0.8% |
$672K - $746K
|
179K
$98.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.41K+ 8.56% |
$671K - $745K
|
17.9K
$9.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
BUY
|
- |
1.41K+ 10.46% |
$668K - $742K
|
14.8K
$8.21M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.39K+ 8.3% |
$661K - $734K
|
18.2K
$10M
|
|
|
Oct 18, 2024
Q3 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
1.39K+ 3.8% |
$658K - $731K
|
37.8K
$20.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
1.37K+ 7.87% |
$650K - $722K
|
18.8K
$10.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.37K+ 100.96% |
$649K - $721K
|
2.72K
$1.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
1.36K+ 33.35% |
$647K - $718K
|
5.44K
$3.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
1.36K+ 1.51% |
$646K - $718K
|
91.6K
$50.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.36K+ 77.49% |
$644K - $716K
|
3.11K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
1.36K+ 55.99% |
$644K - $715K
|
3.78K
$2.09M
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
1.35K+ 24.2% |
$643K - $715K
|
6.95K
$3.84M
|
|
|
Nov 07, 2024
Q3 2024
|
Allen Investment Management LLC
|
BUY
|
- |
1.35K+ 0.56% |
$643K - $714K
|
244K
$135M
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
1.35K+ 5.46% |
$642K - $712K
|
26.1K
$14.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
1.35KNew |
$640K - $710K
|
1.35K
$744K
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
1.35KNew |
$640K - $710K
|
1.35K
$744K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.34K+ 2.18% |
$638K - $709K
|
62.9K
$34.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.34K+ 2.44% |
$635K - $706K
|
56.1K
$31M
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1.34K+ 3.39% |
$634K - $704K
|
40.7K
$22.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
1.33K+ 1.14% |
$632K - $702K
|
118K
$65.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
1.33KNew |
$630K - $700K
|
1.33K
$733K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.32K+ 5.83% |
$629K - $699K
|
24K
$13.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.32K+ 31.03% |
$629K - $698K
|
5.59K
$3.09M
|
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
1.3K+ 1.56% |
$620K - $688K
|
84.9K
$46.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
BUY
|
- |
1.3K+ 0.48% |
$618K - $687K
|
273K
$151M
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.3K+ 12.27% |
$617K - $685K
|
11.9K
$6.57M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.3K+ 37.33% |
$616K - $684K
|
4.77K
$2.64M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.3K+ 3.37% |
$616K - $684K
|
39.8K
$22M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.3K+ 8.18% |
$615K - $683K
|
17.1K
$9.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.29K+ 7.11% |
$614K - $682K
|
19.5K
$10.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.29K+ 4.78% |
$612K - $680K
|
28.2K
$15.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
1.28K+ 21.64% |
$608K - $675K
|
7.19K
$3.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
1.27K+ 146.92% |
$601K - $668K
|
2.13K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.26K+ 1.34% |
$600K - $666K
|
95.2K
$52.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
1.26KNew |
$599K - $665K
|
1.26K
$697K
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1.24KNew |
$589K - $654K
|
1.24K
$685K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.24K+ 2.38% |
$587K - $652K
|
53K
$29.3M
|