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
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
397+ 11.31% |
$189K - $209K
|
3.91K
$2.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
396+ 0.23% |
$188K - $209K
|
173K
$94.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
BUY
|
- |
396New |
$188K - $209K
|
396
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
BUY
|
- |
395New |
$188K - $208K
|
395
$216K
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
BUY
|
- |
394New |
$187K - $208K
|
394
$215K
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
BUY
|
- |
394New |
$187K - $208K
|
394
$215K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
394+ 10.23% |
$187K - $208K
|
4.24K
$2.32M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
394+ 5.95% |
$187K - $208K
|
7.01K
$3.83M
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
393New |
$187K - $207K
|
393
$215K
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
392+ 29.19% |
$186K - $207K
|
1.74K
$948K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
392New |
$186K - $207K
|
392
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
391+ 11.61% |
$186K - $206K
|
3.76K
$2.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
390+ 16.39% |
$185K - $206K
|
2.77K
$1.51M
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
389New |
$185K - $205K
|
389
$212K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
389+ 60.69% |
$185K - $205K
|
1.03K
$563K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
389+ 0.6% |
$185K - $205K
|
65K
$35.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
389New |
$185K - $205K
|
389
$212K
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
388New |
$184K - $205K
|
388
$212K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
386+ 4.63% |
$183K - $204K
|
8.73K
$4.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
386New |
$183K - $204K
|
386
$211K
|
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
385+ 33.71% |
$183K - $203K
|
1.53K
$834K
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
383+ 3.96% |
$182K - $202K
|
10.1K
$5.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
383New |
$182K - $202K
|
383
$209K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
382+ 3.64% |
$182K - $202K
|
10.9K
$5.94M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
382New |
$182K - $202K
|
382
$209K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
381+ 43.2% |
$181K - $201K
|
1.26K
$690K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
381+ 154.88% |
$181K - $201K
|
627
$342K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
380+ 2533.33% |
$181K - $201K
|
395
$216K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
380+ 3.13% |
$181K - $201K
|
12.5K
$6.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
376+ 5.85% |
$179K - $198K
|
6.81K
$3.72M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
374+ 90.34% |
$178K - $197K
|
788
$430K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
373+ 27.11% |
$177K - $197K
|
1.75K
$955K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
373+ 0.07% |
$177K - $197K
|
526K
$287M
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
371+ 76.49% |
$176K - $196K
|
856
$467K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
365+ 28.38% |
$173K - $193K
|
1.65K
$902K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
363+ 4.4% |
$172K - $192K
|
8.61K
$4.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
362+ 4.9% |
$172K - $191K
|
7.74K
$4.23M
|
|
|
Nov 05, 2024
Q3 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
361+ 1.28% |
$172K - $190K
|
28.6K
$15.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
360+ 1.93% |
$171K - $190K
|
19K
$10.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
359+ 2.43% |
$171K - $189K
|
15.1K
$8.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
358+ 2.45% |
$170K - $189K
|
15K
$8.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
356+ 3.02% |
$169K - $188K
|
12.2K
$6.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
356+ 4.38% |
$169K - $188K
|
8.49K
$4.63M
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
BUY
|
- |
353+ 1.08% |
$168K - $186K
|
33K
$18M
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
353+ 26.17% |
$168K - $186K
|
1.7K
$929K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
353+ 1.88% |
$168K - $186K
|
19.1K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
351+ 13.13% |
$167K - $185K
|
3.02K
$1.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
350+ 17.14% |
$166K - $185K
|
2.39K
$1.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
347+ 3.27% |
$165K - $183K
|
11K
$5.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
346+ 59.97% |
$164K - $183K
|
923
$504K
|