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 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
43+ 9.62% |
$20.4K - $22.7K
|
490
$268K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
43+ 3.56% |
$20.4K - $22.7K
|
1.25K
$683K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
43+ 0.34% |
$20.4K - $22.7K
|
12.8K
$6.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
43+ 0.33% |
$20.4K - $22.7K
|
13.1K
$7.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
43+ 0.47% |
$20.4K - $22.7K
|
9.19K
$5.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
42+ 0.13% |
$20K - $22.2K
|
31.2K
$17.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
42+ 0.89% |
$20K - $22.2K
|
4.77K
$2.61M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
BUY
|
- |
42+ 3.3% |
$20K - $22.2K
|
1.32K
$719K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
42+ 2.65% |
$20K - $22.2K
|
1.63K
$889K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
41+ 0.77% |
$19.5K - $21.6K
|
5.37K
$2.93M
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
41+ 3.64% |
$19.5K - $21.6K
|
1.17K
$638K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
41+ 3.95% |
$19.5K - $21.6K
|
1.08K
$589K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
40+ 15.69% |
$19K - $21.1K
|
295
$161K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
40+ 1.67% |
$19K - $21.1K
|
2.43K
$1.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
40+ 0.2% |
$19K - $21.1K
|
20.5K
$11.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
40+ 0.29% |
$19K - $21.1K
|
13.9K
$7.61M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
40+ 5.41% |
$19K - $21.1K
|
779
$425K
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
40+ 3.47% |
$19K - $21.1K
|
1.19K
$651K
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
40+ 0.62% |
$19K - $21.1K
|
6.48K
$3.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
40+ 0.88% |
$19K - $21.1K
|
4.58K
$2.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
39+ 11.44% |
$18.5K - $20.6K
|
380
$208K
|
|
|
Oct 15, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
39+ 0.5% |
$18.5K - $20.6K
|
7.81K
$4.26M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
39+ 3.7% |
$18.5K - $20.6K
|
1.09K
$597K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
39+ 5.09% |
$18.5K - $20.6K
|
805
$440K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
39+ 0.57% |
$18.5K - $20.6K
|
6.86K
$3.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
38+ 1.29% |
$18.1K - $20.1K
|
2.98K
$1.63M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
37+ 0.47% |
$17.6K - $19.5K
|
7.84K
$4.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
37+ 5.85% |
$17.6K - $19.5K
|
670
$366K
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
37+ 3.11% |
$17.6K - $19.5K
|
1.23K
$671K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
36+ 4.99% |
$17.1K - $19K
|
758
$414K
|
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
36+ 0.2% |
$17.1K - $19K
|
18.2K
$9.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
36+ 1.48% |
$17.1K - $19K
|
2.48K
$1.35M
|
|
|
Oct 04, 2024
Q3 2024
|
Orser Capital Management, LLC
|
BUY
|
- |
35+ 0.16% |
$16.6K - $18.5K
|
22.1K
$12.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Bck Partners, Inc.
|
BUY
|
- |
35+ 0.03% |
$16.6K - $18.5K
|
101K
$55.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
35+ 4.85% |
$16.6K - $18.5K
|
757
$413K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
35+ 2.76% |
$16.6K - $18.5K
|
1.3K
$711K
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
34+ 2.38% |
$16.2K - $17.9K
|
1.46K
$799K
|
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
34+ 5.14% |
$16.2K - $17.9K
|
696
$380K
|
|
|
Nov 07, 2024
Q3 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
34New |
$16.2K - $17.9K
|
34
$18.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
33+ 0.84% |
$15.7K - $17.4K
|
3.98K
$2.17M
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
33+ 0.74% |
$15.7K - $17.4K
|
4.48K
$2.45M
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
32+ 0.9% |
$15.2K - $16.9K
|
3.57K
$1.95M
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
32+ 2.17% |
$15.2K - $16.9K
|
1.51K
$822K
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
32+ 0.06% |
$15.2K - $16.9K
|
51.2K
$27.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
32+ 3.34% |
$15.2K - $16.9K
|
991
$541K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
31+ 0.93% |
$14.7K - $16.4K
|
3.36K
$1.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
31+ 6.81% |
$14.7K - $16.4K
|
486
$265K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
31New |
$14.7K - $16.4K
|
31
$16.9K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
30+ 8.4% |
$14.3K - $15.8K
|
387
$211K
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
30+ 1.84% |
$14.3K - $15.8K
|
1.66K
$905K
|