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 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
821+ 60.06% |
$390K - $433K
|
2.19K
$1.21M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
808+ 3.3% |
$384K - $426K
|
25.3K
$14M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
806+ 21.74% |
$383K - $425K
|
4.51K
$2.49M
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
792New |
$376K - $418K
|
792
$438K
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
791New |
$376K - $417K
|
791
$437K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
789+ 2.71% |
$375K - $416K
|
29.9K
$16.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
785+ 1.61% |
$373K - $414K
|
49.7K
$27.4M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
782+ 7.42% |
$372K - $413K
|
11.3K
$6.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
775+ 1.8% |
$368K - $409K
|
43.8K
$24.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
772+ 23.76% |
$367K - $407K
|
4.02K
$2.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
771+ 8.69% |
$366K - $407K
|
9.64K
$5.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
763+ 3.27% |
$363K - $403K
|
24.1K
$13.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
759+ 14.57% |
$361K - $401K
|
5.97K
$3.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
758+ 6.14% |
$360K - $400K
|
13.1K
$7.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
757+ 2.06% |
$360K - $399K
|
37.5K
$20.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
756+ 13.23% |
$359K - $399K
|
6.47K
$3.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
749New |
$356K - $395K
|
749
$414K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
742New |
$353K - $392K
|
742
$410K
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
740+ 2.83% |
$352K - $390K
|
26.9K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
740+ 1.49% |
$352K - $390K
|
50.4K
$27.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Suncoast Equity Management
|
BUY
|
- |
739New |
$351K - $390K
|
739
$409K
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
734New |
$349K - $387K
|
734
$406K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
727+ 4.92% |
$345K - $384K
|
15.5K
$8.56M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
725+ 2.14% |
$345K - $383K
|
34.6K
$19.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
724+ 160.89% |
$344K - $382K
|
1.17K
$649K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
722+ 0.93% |
$343K - $381K
|
78.3K
$43.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
721+ 2.54% |
$343K - $380K
|
29.2K
$16.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
720+ 11.19% |
$342K - $380K
|
7.16K
$3.96M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
720+ 52.06% |
$342K - $380K
|
2.1K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
719+ 3.39% |
$342K - $379K
|
21.9K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
714New |
$339K - $377K
|
714
$395K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
711+ 5.64% |
$338K - $375K
|
13.3K
$7.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
706+ 12.49% |
$335K - $373K
|
6.36K
$3.51M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
700New |
$333K - $369K
|
700
$387K
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
698+ 19.67% |
$332K - $368K
|
4.25K
$2.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
693+ 17.65% |
$329K - $366K
|
4.62K
$2.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
690+ 7.97% |
$328K - $364K
|
9.35K
$5.17M
|
|
|
Nov 05, 2024
Q3 2024
|
Fidato Wealth LLC
|
BUY
|
- |
684+ 0.62% |
$325K - $361K
|
112K
$61.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
683New |
$325K - $360K
|
683
$378K
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
683+ 1.96% |
$325K - $360K
|
35.5K
$19.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
682+ 32.77% |
$324K - $360K
|
2.76K
$1.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
682+ 1.64% |
$324K - $360K
|
42.3K
$23.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
679+ 1.17% |
$323K - $358K
|
58.8K
$32.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
678New |
$322K - $358K
|
678
$375K
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
677New |
$322K - $357K
|
677
$374K
|
|
|
Nov 12, 2024
Q3 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
672New |
$319K - $355K
|
672
$371K
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
670+ 13400.0% |
$318K - $354K
|
675
$373K
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
669New |
$318K - $353K
|
669
$370K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
665+ 11.22% |
$316K - $351K
|
6.59K
$3.64M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
663+ 4.22% |
$315K - $350K
|
16.4K
$9.05M
|