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 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
96+ 2.12% |
$45.6K - $50.7K
|
4.61K
$2.52M
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
96+ 15.14% |
$45.6K - $50.7K
|
730
$399K
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
96New |
$45.6K - $50.7K
|
96
$52.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
95+ 4.12% |
$45.1K - $50.1K
|
2.4K
$1.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
93+ 0.13% |
$44.2K - $49.1K
|
69.7K
$38.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
93+ 3.2% |
$44.2K - $49.1K
|
3K
$1.64M
|
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
BUY
|
- |
92+ 0.67% |
$43.7K - $48.5K
|
13.8K
$7.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
92+ 7.35% |
$43.7K - $48.5K
|
1.34K
$733K
|
|
|
Dec 12, 2024
Q3 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
91+ 2.33% |
$43.2K - $48K
|
3.99K
$2.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
90+ 1.31% |
$42.8K - $47.5K
|
6.98K
$3.81M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
90+ 3.14% |
$42.8K - $47.5K
|
2.95K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
90+ 1.37% |
$42.8K - $47.5K
|
6.68K
$3.65M
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
88+ 2.77% |
$41.8K - $46.4K
|
3.26K
$1.78M
|
|
|
Oct 18, 2024
Q3 2024
|
Baker Boyer National Bank
|
BUY
|
- |
88+ 2.66% |
$41.8K - $46.4K
|
3.39K
$1.85M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
88+ 0.98% |
$41.8K - $46.4K
|
9.1K
$4.97M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
88+ 0.82% |
$41.8K - $46.4K
|
10.8K
$5.89M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
87+ 1.51% |
$41.3K - $45.9K
|
5.84K
$3.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
87New |
$41.3K - $45.9K
|
87
$47.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
86+ 2.68% |
$40.9K - $45.4K
|
3.3K
$1.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
85+ 1.73% |
$40.4K - $44.9K
|
4.99K
$2.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
84New |
$39.9K - $44.3K
|
84
$45.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
83+ 6.88% |
$39.4K - $43.8K
|
1.29K
$704K
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
83+ 11.89% |
$39.4K - $43.8K
|
781
$427K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
82+ 1.95% |
$39K - $43.3K
|
4.28K
$2.34M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
81+ 27.93% |
$38.5K - $42.7K
|
371
$203K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
81+ 1.16% |
$38.5K - $42.7K
|
7.05K
$3.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
81+ 3.32% |
$38.5K - $42.7K
|
2.52K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
81+ 3.13% |
$38.5K - $42.7K
|
2.67K
$1.46M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
80+ 2.58% |
$38K - $42.2K
|
3.19K
$1.74M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
80+ 4.16% |
$38K - $42.2K
|
2K
$1.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
79+ 0.31% |
$37.5K - $41.7K
|
25.6K
$14M
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
79+ 9.0% |
$37.5K - $41.7K
|
957
$523K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
77+ 4.74% |
$36.6K - $40.6K
|
1.7K
$930K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
76+ 6.33% |
$36.1K - $40.1K
|
1.28K
$697K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
76+ 1.55% |
$36.1K - $40.1K
|
4.99K
$2.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
76+ 4.73% |
$36.1K - $40.1K
|
1.68K
$919K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
75+ 5.11% |
$35.6K - $39.6K
|
1.54K
$842K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
75+ 17.12% |
$35.6K - $39.6K
|
513
$280K
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
75+ 3.83% |
$35.6K - $39.6K
|
2.04K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
75+ 0.18% |
$35.6K - $39.6K
|
42.1K
$23M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
74+ 0.74% |
$35.2K - $39K
|
10.1K
$5.5M
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
74+ 8.08% |
$35.2K - $39K
|
990
$541K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
72+ 0.05% |
$34.2K - $38K
|
139K
$75.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
72+ 3.63% |
$34.2K - $38K
|
2.06K
$1.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
70+ 0.43% |
$33.3K - $36.9K
|
16.5K
$8.98M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
69New |
$32.8K - $36.4K
|
69
$37.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
69+ 5.66% |
$32.8K - $36.4K
|
1.29K
$704K
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
69+ 9.01% |
$32.8K - $36.4K
|
835
$456K
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
69+ 1.65% |
$32.8K - $36.4K
|
4.26K
$2.33M
|
|
|
Nov 01, 2024
Q3 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
68+ 15.14% |
$32.3K - $35.9K
|
517
$282K
|