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 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
161+ 1.41% |
$76.5K - $85K
|
11.5K
$6.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
160+ 1.53% |
$76K - $84.4K
|
10.6K
$5.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
160+ 6.65% |
$76K - $84.4K
|
2.57K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
160+ 6.79% |
$76K - $84.4K
|
2.52K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
160+ 38.46% |
$76K - $84.4K
|
576
$315K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
157+ 5.67% |
$74.6K - $82.8K
|
2.93K
$1.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
156+ 1.62% |
$74.1K - $82.3K
|
9.77K
$5.33M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
155+ 44.41% |
$73.7K - $81.8K
|
504
$275K
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
154+ 216.9% |
$73.2K - $81.3K
|
225
$123K
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
153+ 17.17% |
$72.7K - $80.7K
|
1.04K
$570K
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
153+ 24.84% |
$72.7K - $80.7K
|
769
$420K
|
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
150+ 4.77% |
$71.3K - $79.2K
|
3.3K
$1.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
150+ 10.54% |
$71.3K - $79.2K
|
1.57K
$859K
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
150+ 22.09% |
$71.3K - $79.2K
|
829
$453K
|
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
149+ 36.61% |
$70.8K - $78.6K
|
556
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
148+ 2.6% |
$70.3K - $78.1K
|
5.84K
$3.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
147+ 16.1% |
$69.9K - $77.6K
|
1.06K
$579K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
146+ 1.3% |
$69.4K - $77K
|
11.4K
$6.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
146New |
$69.4K - $77K
|
146
$79.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
146New |
$69.4K - $77K
|
146
$79.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
142+ 1.82% |
$67.5K - $74.9K
|
7.95K
$4.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
142+ 22.68% |
$67.5K - $74.9K
|
768
$419K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
142New |
$67.5K - $74.9K
|
142
$77.5K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
141+ 0.85% |
$67K - $74.4K
|
16.7K
$9.11M
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
140+ 35.0% |
$66.5K - $73.9K
|
540
$295K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
140+ 0.82% |
$66.5K - $73.9K
|
17.3K
$9.44M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
139+ 33.9% |
$66.1K - $73.4K
|
549
$300K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
138+ 1.31% |
$65.6K - $72.8K
|
10.7K
$5.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
138+ 36.41% |
$65.6K - $72.8K
|
517
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
138+ 5.11% |
$65.6K - $72.8K
|
2.84K
$1.55M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
137+ 7.69% |
$65.1K - $72.3K
|
1.92K
$1.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
137+ 8.16% |
$65.1K - $72.3K
|
1.82K
$991K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
137+ 3.0% |
$65.1K - $72.3K
|
4.71K
$2.57M
|
|
|
Oct 21, 2024
Q3 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
136+ 1.79% |
$64.6K - $71.8K
|
7.72K
$4.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
136+ 2.36% |
$64.6K - $71.8K
|
5.89K
$3.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
135+ 8.98% |
$64.2K - $71.2K
|
1.64K
$895K
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
135+ 2.86% |
$64.2K - $71.2K
|
4.85K
$2.65M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
133+ 5.11% |
$63.2K - $70.2K
|
2.73K
$1.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
129+ 1.67% |
$61.3K - $68.1K
|
7.84K
$4.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
126+ 1.54% |
$59.9K - $66.5K
|
8.29K
$4.53M
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
BUY
|
- |
126+ 4.3% |
$59.9K - $66.5K
|
3.05K
$1.67M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
125+ 1.03% |
$59.4K - $66K
|
12.3K
$6.69M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
124+ 7.79% |
$58.9K - $65.4K
|
1.72K
$937K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
124+ 2.57% |
$58.9K - $65.4K
|
4.95K
$2.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
123+ 1.27% |
$58.4K - $64.9K
|
9.8K
$5.35M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
122+ 1.33% |
$58K - $64.4K
|
9.28K
$5.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
122+ 1.8% |
$58K - $64.4K
|
6.91K
$3.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
122New |
$58K - $64.4K
|
122
$66.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
121+ 5.37% |
$57.5K - $63.9K
|
2.38K
$1.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
121+ 12.19% |
$57.5K - $63.9K
|
1.11K
$608K
|