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
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
550New |
$261K - $290K
|
550
$300K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
549+ 27.0% |
$261K - $290K
|
2.58K
$1.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
549New |
$261K - $290K
|
549
$300K
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
547New |
$260K - $289K
|
547
$299K
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
547+ 35.36% |
$260K - $289K
|
2.09K
$1.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
545+ 11.17% |
$259K - $288K
|
5.43K
$2.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
545+ 7.92% |
$259K - $288K
|
7.43K
$4.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
543+ 29.74% |
$258K - $287K
|
2.37K
$1.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
543+ 114.8% |
$258K - $287K
|
1.02K
$555K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
542+ 23.73% |
$258K - $286K
|
2.83K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
541+ 7.21% |
$257K - $285K
|
8.04K
$4.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
539+ 9.5% |
$256K - $284K
|
6.21K
$3.39M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
539+ 5.28% |
$256K - $284K
|
10.7K
$5.87M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
535+ 43.43% |
$254K - $282K
|
1.77K
$965K
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
531+ 0.71% |
$252K - $280K
|
75.2K
$41M
|
|
|
Oct 16, 2024
Q3 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
527+ 3.65% |
$250K - $278K
|
15K
$8.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
523New |
$249K - $276K
|
523
$286K
|
|
|
Oct 30, 2024
Q3 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
523New |
$249K - $276K
|
523
$286K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
522+ 39.85% |
$248K - $275K
|
1.83K
$1M
|
|
|
Nov 13, 2024
Q3 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
518+ 65.32% |
$246K - $273K
|
1.31K
$716K
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
515+ 2.61% |
$245K - $272K
|
20.3K
$11.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
515+ 2.61% |
$245K - $272K
|
20.3K
$11.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
515+ 10.36% |
$245K - $272K
|
5.49K
$3M
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
513+ 66.97% |
$244K - $271K
|
1.28K
$698K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
509New |
$242K - $269K
|
509
$278K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
509+ 87.61% |
$242K - $269K
|
1.09K
$595K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
509+ 102.41% |
$242K - $269K
|
1.01K
$549K
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
503+ 5.47% |
$239K - $265K
|
9.7K
$5.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
501+ 12.05% |
$238K - $264K
|
4.66K
$2.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
501New |
$238K - $264K
|
501
$274K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
501+ 3.75% |
$238K - $264K
|
13.9K
$7.57M
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
500+ 1.67% |
$238K - $264K
|
30.4K
$16.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
500New |
$238K - $264K
|
500
$273K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
500New |
$238K - $264K
|
500
$273K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
498+ 6.4% |
$237K - $263K
|
8.28K
$4.52M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
498+ 0.69% |
$237K - $263K
|
72.8K
$39.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
497+ 17.94% |
$236K - $262K
|
3.27K
$1.78M
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
495+ 4.31% |
$235K - $261K
|
12K
$6.54M
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
494+ 44.11% |
$235K - $261K
|
1.61K
$881K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
494+ 1.63% |
$235K - $261K
|
30.9K
$16.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
494+ 15.91% |
$235K - $261K
|
3.6K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
493+ 38.28% |
$234K - $260K
|
1.78K
$973K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
492+ 122.39% |
$234K - $260K
|
894
$488K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
490+ 1.45% |
$233K - $259K
|
34.3K
$18.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
489+ 0.83% |
$232K - $258K
|
59.7K
$32.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
485New |
$230K - $256K
|
485
$265K
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
BUY
|
- |
481+ 6.49% |
$229K - $254K
|
7.89K
$4.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
480+ 4.42% |
$228K - $253K
|
11.3K
$6.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
479+ 1.32% |
$228K - $253K
|
36.8K
$20.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
478+ 3.87% |
$227K - $252K
|
12.8K
$7.01M
|