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
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
659+ 2.57% |
$313K - $348K
|
26.3K
$14.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Consulate, Inc
|
BUY
|
- |
657+ 28.68% |
$312K - $347K
|
2.95K
$1.63M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
656+ 8.83% |
$312K - $346K
|
8.09K
$4.47M
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
649+ 61.34% |
$308K - $342K
|
1.71K
$944K
|
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
647+ 24.41% |
$307K - $341K
|
3.3K
$1.82M
|
|
|
Nov 08, 2024
Q3 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
644+ 89.32% |
$306K - $340K
|
1.37K
$755K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
BUY
|
- |
643+ 4.22% |
$306K - $339K
|
15.9K
$8.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
642New |
$305K - $339K
|
642
$355K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
639+ 17.44% |
$304K - $337K
|
4.3K
$2.38M
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
635+ 58.85% |
$302K - $335K
|
1.71K
$948K
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
634+ 634.0% |
$301K - $335K
|
734
$406K
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
632New |
$300K - $334K
|
632
$349K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
628+ 9.45% |
$298K - $331K
|
7.28K
$4.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
626+ 21.25% |
$297K - $330K
|
3.57K
$1.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
624+ 107.22% |
$297K - $329K
|
1.21K
$667K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
621+ 74.91% |
$295K - $328K
|
1.45K
$802K
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
616+ 2.03% |
$293K - $325K
|
30.9K
$17.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
613+ 1.32% |
$291K - $323K
|
47.1K
$26M
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
611+ 13.01% |
$290K - $322K
|
5.31K
$2.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
611+ 6.06% |
$290K - $322K
|
10.7K
$5.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Front Street Capital Management, Inc.
|
BUY
|
- |
606+ 0.85% |
$288K - $320K
|
71.7K
$39.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
603+ 0.63% |
$287K - $318K
|
96.3K
$53.2M
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
603New |
$287K - $318K
|
603
$333K
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
602+ 109.45% |
$286K - $318K
|
1.15K
$637K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
601+ 31.42% |
$286K - $317K
|
2.51K
$1.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
600+ 6.95% |
$285K - $317K
|
9.23K
$5.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
600+ 50.46% |
$285K - $317K
|
1.79K
$989K
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
598New |
$284K - $316K
|
598
$331K
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
596+ 5.99% |
$283K - $315K
|
10.5K
$5.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
592+ 40.77% |
$281K - $312K
|
2.04K
$1.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
591+ 72.87% |
$281K - $312K
|
1.4K
$775K
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
590New |
$280K - $311K
|
590
$326K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
583+ 5.83% |
$277K - $308K
|
10.6K
$5.85M
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
581+ 13.93% |
$276K - $307K
|
4.75K
$2.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
579New |
$275K - $306K
|
579
$320K
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
578+ 141.32% |
$275K - $305K
|
987
$546K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
576+ 17.98% |
$274K - $304K
|
3.78K
$2.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
574+ 32.08% |
$273K - $303K
|
2.36K
$1.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
569+ 62.87% |
$270K - $300K
|
1.47K
$815K
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
569+ 58.84% |
$270K - $300K
|
1.54K
$849K
|
|
|
Oct 11, 2024
Q3 2024
|
Stegner Investment Associates Inc.
|
BUY
|
- |
568+ 5.87% |
$270K - $300K
|
10.2K
$5.66M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
568+ 52.79% |
$270K - $300K
|
1.64K
$909K
|
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
BUY
|
- |
564+ 1.21% |
$268K - $298K
|
47.3K
$26.2M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
562+ 191.81% |
$267K - $297K
|
855
$473K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
561+ 6.57% |
$267K - $296K
|
9.09K
$5.03M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
559New |
$266K - $295K
|
559
$309K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
557+ 4.02% |
$265K - $294K
|
14.4K
$7.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
556+ 4.16% |
$264K - $293K
|
13.9K
$7.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
553+ 5.46% |
$263K - $292K
|
10.7K
$5.91M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
550New |
$261K - $290K
|
550
$304K
|