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
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
242+ 0.94% |
$115K - $128K
|
26K
$16M
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
241+ 9.69% |
$115K - $127K
|
2.73K
$1.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
241+ 36.52% |
$115K - $127K
|
901
$556K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
240+ 69.57% |
$114K - $127K
|
585
$361K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
238+ 14.48% |
$113K - $126K
|
1.88K
$1.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
235+ 2.83% |
$112K - $124K
|
8.54K
$5.27M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
234+ 0.53% |
$111K - $123K
|
44.2K
$27.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
234+ 1.79% |
$111K - $123K
|
13.3K
$8.22M
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
BUY
|
- |
231+ 0.15% |
$110K - $122K
|
156K
$96.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
230+ 19.91% |
$109K - $121K
|
1.39K
$854K
|
|
|
Nov 06, 2024
Q3 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
230+ 0.36% |
$109K - $121K
|
64.9K
$40M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
229+ 4.32% |
$109K - $121K
|
5.53K
$3.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
224+ 18.78% |
$106K - $118K
|
1.42K
$874K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
223+ 3.77% |
$106K - $118K
|
6.14K
$3.79M
|
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
220+ 24.31% |
$105K - $116K
|
1.13K
$694K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
219+ 11.58% |
$104K - $116K
|
2.11K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
219+ 17.37% |
$104K - $116K
|
1.48K
$913K
|
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
218+ 4.04% |
$104K - $115K
|
5.62K
$3.47M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
217+ 1808.33% |
$103K - $115K
|
229
$141K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
215+ 13.06% |
$102K - $113K
|
1.86K
$1.15M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
214+ 6.55% |
$102K - $113K
|
3.48K
$2.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
213+ 10.59% |
$101K - $112K
|
2.22K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
213+ 4.3% |
$101K - $112K
|
5.16K
$3.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
212+ 45.11% |
$101K - $112K
|
682
$421K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
211+ 0.44% |
$100K - $111K
|
48.4K
$29.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
209+ 13.04% |
$99.3K - $110K
|
1.81K
$1.12M
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
209+ 0.99% |
$99.3K - $110K
|
21.3K
$13.2M
|
|
|
Nov 08, 2024
Q3 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
208+ 2.51% |
$98.8K - $110K
|
8.51K
$5.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
206+ 3.79% |
$97.9K - $109K
|
5.64K
$3.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
206+ 10.15% |
$97.9K - $109K
|
2.24K
$1.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
205+ 13.15% |
$97.4K - $108K
|
1.76K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
205+ 2.21% |
$97.4K - $108K
|
9.47K
$5.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
204+ 1.48% |
$96.9K - $108K
|
13.9K
$8.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
204+ 3.35% |
$96.9K - $108K
|
6.3K
$3.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
204+ 1.18% |
$96.9K - $108K
|
17.6K
$10.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
203+ 2.28% |
$96.5K - $107K
|
9.13K
$5.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
203+ 2.37% |
$96.5K - $107K
|
8.79K
$5.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
203+ 2.29% |
$96.5K - $107K
|
9.06K
$5.59M
|
|
|
Oct 10, 2024
Q3 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
201+ 6.72% |
$95.5K - $106K
|
3.19K
$1.97M
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
200+ 0.83% |
$95K - $106K
|
24.2K
$14.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
200+ 28.57% |
$95K - $106K
|
900
$555K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
199+ 6.05% |
$94.6K - $105K
|
3.49K
$2.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
BUY
|
- |
197+ 0.46% |
$93.6K - $104K
|
42.8K
$26.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
197+ 2.9% |
$93.6K - $104K
|
7K
$4.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
196+ 9.62% |
$93.1K - $103K
|
2.23K
$1.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
194+ 15.59% |
$92.2K - $102K
|
1.44K
$887K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
BUY
|
- |
191+ 1.94% |
$90.8K - $101K
|
10K
$6.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
191+ 1.45% |
$90.8K - $101K
|
13.3K
$8.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
190+ 2.3% |
$90.3K - $100K
|
8.44K
$5.21M
|
|
|
Jan 16, 2025
Q3 2024
|
Cim, LLC
|
BUY
|
- |
189+ 37.57% |
$89.8K - $99.7K
|
692
$427K
|