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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
382New |
$182K - $202K
|
382
$236K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
381+ 43.2% |
$181K - $201K
|
1.26K
$779K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
381+ 154.88% |
$181K - $201K
|
627
$387K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
380+ 2533.33% |
$181K - $201K
|
395
$244K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
380+ 3.13% |
$181K - $201K
|
12.5K
$7.72M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
376+ 5.85% |
$179K - $198K
|
6.81K
$4.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
374+ 90.34% |
$178K - $197K
|
788
$486K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
373+ 27.11% |
$177K - $197K
|
1.75K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
373+ 0.07% |
$177K - $197K
|
526K
$324M
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
371+ 76.49% |
$176K - $196K
|
856
$528K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
365+ 28.38% |
$173K - $193K
|
1.65K
$1.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
363+ 4.4% |
$172K - $192K
|
8.61K
$5.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
362+ 4.9% |
$172K - $191K
|
7.74K
$4.78M
|
|
|
Nov 05, 2024
Q3 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
361+ 1.28% |
$172K - $190K
|
28.6K
$17.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
360+ 1.93% |
$171K - $190K
|
19K
$11.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
359+ 2.43% |
$171K - $189K
|
15.1K
$9.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
358+ 2.45% |
$170K - $189K
|
15K
$9.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
356+ 3.02% |
$169K - $188K
|
12.2K
$7.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
356+ 4.38% |
$169K - $188K
|
8.49K
$5.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
BUY
|
- |
353+ 1.08% |
$168K - $186K
|
33K
$20.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
353+ 26.17% |
$168K - $186K
|
1.7K
$1.05M
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
353+ 1.88% |
$168K - $186K
|
19.1K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
351+ 13.13% |
$167K - $185K
|
3.02K
$1.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
350+ 17.14% |
$166K - $185K
|
2.39K
$1.48M
|
|
|
Oct 06, 2025
Q3 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
349+ 0.52% |
$166K - $184K
|
67.4K
$41.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
347+ 3.27% |
$165K - $183K
|
11K
$6.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
346+ 59.97% |
$164K - $183K
|
923
$569K
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
BUY
|
- |
346+ 10.67% |
$164K - $183K
|
3.59K
$2.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
346New |
$164K - $183K
|
346
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
346+ 46.44% |
$164K - $183K
|
1.09K
$673K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
343+ 2.17% |
$163K - $181K
|
16.1K
$9.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
341+ 11.23% |
$162K - $180K
|
3.38K
$2.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
337+ 1.41% |
$160K - $178K
|
24.2K
$14.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
336+ 1.82% |
$160K - $177K
|
18.8K
$11.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
336+ 5.18% |
$160K - $177K
|
6.82K
$4.21M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
335+ 3.41% |
$159K - $177K
|
10.2K
$6.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
334+ 8.02% |
$159K - $176K
|
4.5K
$2.78M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
333+ 7.52% |
$158K - $176K
|
4.76K
$2.94M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
332+ 43.12% |
$158K - $175K
|
1.1K
$680K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
329+ 3.44% |
$156K - $174K
|
9.9K
$6.1M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
BUY
|
- |
326+ 0.7% |
$155K - $172K
|
46.8K
$28.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
322+ 11.16% |
$153K - $170K
|
3.21K
$1.98M
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
321+ 5.47% |
$153K - $169K
|
6.19K
$3.82M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
318+ 9.46% |
$151K - $168K
|
3.68K
$2.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
318+ 6.5% |
$151K - $168K
|
5.21K
$3.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
318New |
$151K - $168K
|
318
$196K
|
|
|
Oct 10, 2024
Q3 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
312+ 16.21% |
$148K - $165K
|
2.24K
$1.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
312+ 10.32% |
$148K - $165K
|
3.34K
$2.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
311+ 52.62% |
$148K - $164K
|
902
$556K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
310+ 26.07% |
$147K - $164K
|
1.5K
$925K
|