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 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
142+ 1.82% |
$67.5K - $74.9K
|
7.95K
$4.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
142+ 22.68% |
$67.5K - $74.9K
|
768
$474K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
142New |
$67.5K - $74.9K
|
142
$87.6K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
141+ 0.85% |
$67K - $74.4K
|
16.7K
$10.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
140+ 35.0% |
$66.5K - $73.9K
|
540
$333K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
140+ 0.82% |
$66.5K - $73.9K
|
17.3K
$10.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
139+ 33.9% |
$66.1K - $73.4K
|
549
$339K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
138+ 1.31% |
$65.6K - $72.8K
|
10.7K
$6.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
138+ 36.41% |
$65.6K - $72.8K
|
517
$319K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
138+ 5.11% |
$65.6K - $72.8K
|
2.84K
$1.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
137+ 7.69% |
$65.1K - $72.3K
|
1.92K
$1.18M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
137+ 8.16% |
$65.1K - $72.3K
|
1.82K
$1.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
137+ 3.0% |
$65.1K - $72.3K
|
4.71K
$2.91M
|
|
|
Oct 21, 2024
Q3 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
136+ 1.79% |
$64.6K - $71.8K
|
7.72K
$4.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
136+ 2.36% |
$64.6K - $71.8K
|
5.89K
$3.64M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
135+ 8.98% |
$64.2K - $71.2K
|
1.64K
$1.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
135+ 2.86% |
$64.2K - $71.2K
|
4.85K
$2.99M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
133+ 5.11% |
$63.2K - $70.2K
|
2.73K
$1.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
129+ 1.67% |
$61.3K - $68.1K
|
7.84K
$4.84M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
126+ 1.54% |
$59.9K - $66.5K
|
8.29K
$5.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
BUY
|
- |
126+ 4.3% |
$59.9K - $66.5K
|
3.05K
$1.88M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
125+ 1.03% |
$59.4K - $66K
|
12.3K
$7.56M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
124+ 7.79% |
$58.9K - $65.4K
|
1.72K
$1.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
124+ 2.57% |
$58.9K - $65.4K
|
4.95K
$3.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
123+ 1.27% |
$58.4K - $64.9K
|
9.8K
$6.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
122+ 1.33% |
$58K - $64.4K
|
9.28K
$5.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
122+ 1.8% |
$58K - $64.4K
|
6.91K
$4.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
122New |
$58K - $64.4K
|
122
$75.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
121+ 5.37% |
$57.5K - $63.9K
|
2.38K
$1.47M
|
|
|
Oct 21, 2024
Q3 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
121+ 12.19% |
$57.5K - $63.9K
|
1.11K
$687K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
120+ 1.72% |
$57K - $63.3K
|
7.11K
$4.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
120+ 26.97% |
$57K - $63.3K
|
565
$349K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
120+ 23.95% |
$57K - $63.3K
|
621
$383K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
120+ 1.07% |
$57K - $63.3K
|
11.3K
$7M
|
|
|
Nov 06, 2024
Q3 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
119+ 850.0% |
$56.5K - $62.8K
|
133
$82K
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
119+ 1.47% |
$56.5K - $62.8K
|
8.21K
$5.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
119+ 2.24% |
$56.5K - $62.8K
|
5.44K
$3.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
116+ 18.95% |
$55.1K - $61.2K
|
728
$449K
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
114+ 12.71% |
$54.2K - $60.2K
|
1.01K
$624K
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
114+ 18.57% |
$54.2K - $60.2K
|
728
$449K
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
113+ 10.3% |
$53.7K - $59.6K
|
1.21K
$746K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
112+ 21.46% |
$53.2K - $59.1K
|
634
$391K
|
|
|
Nov 07, 2024
Q3 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
112+ 24.62% |
$53.2K - $59.1K
|
567
$350K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
111+ 12.54% |
$52.7K - $58.6K
|
996
$614K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
111+ 10.58% |
$52.7K - $58.6K
|
1.16K
$716K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
111New |
$52.7K - $58.6K
|
111
$68.5K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
111+ 3.72% |
$52.7K - $58.6K
|
3.1K
$1.91M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
110+ 0.75% |
$52.3K - $58K
|
14.8K
$9.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
110+ 1.75% |
$52.3K - $58K
|
6.41K
$3.96M
|
|
|
Oct 22, 2024
Q3 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
110+ 0.13% |
$52.3K - $58K
|
86.9K
$53.6M
|