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
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
20+ 3.44% |
$9.5K - $10.6K
|
601
$328K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
BUY
|
- |
20+ 4.54% |
$9.5K - $10.6K
|
461
$252K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
20New |
$9.5K - $10.6K
|
20
$10.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
20+ 1.36% |
$9.5K - $10.6K
|
1.49K
$816K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
20+ 0.46% |
$9.5K - $10.6K
|
4.34K
$2.37M
|
|
|
Nov 13, 2024
Q3 2024
|
University Of Texas
|
BUY
|
- |
20New |
$9.5K - $10.6K
|
20
$10.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
20+ 1.22% |
$9.5K - $10.6K
|
1.66K
$906K
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
19+ 0.16% |
$9.03K - $10K
|
11.9K
$6.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
19+ 0.3% |
$9.03K - $10K
|
6.27K
$3.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
19+ 0.51% |
$9.03K - $10K
|
3.75K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
19+ 1.28% |
$9.03K - $10K
|
1.5K
$820K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
18+ 1.64% |
$8.55K - $9.5K
|
1.12K
$611K
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
18+ 1.0% |
$8.55K - $9.5K
|
1.82K
$996K
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
18+ 225.0% |
$8.55K - $9.5K
|
26
$14.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
18+ 0.55% |
$8.55K - $9.5K
|
3.32K
$1.81M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
18New |
$8.55K - $9.5K
|
18
$9.83K
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
18+ 0.12% |
$8.55K - $9.5K
|
14.7K
$8.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Refined Wealth Management
|
BUY
|
- |
17+ 1.21% |
$8.08K - $8.97K
|
1.42K
$777K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
17+ 0.28% |
$8.08K - $8.97K
|
6.18K
$3.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
17+ 0.06% |
$8.08K - $8.97K
|
26.7K
$14.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
17+ 0.01% |
$8.08K - $8.97K
|
276K
$151M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
17+ 0.84% |
$8.08K - $8.97K
|
2.04K
$1.11M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
16+ 15.53% |
$7.6K - $8.44K
|
119
$65K
|
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
16+ 0.96% |
$7.6K - $8.44K
|
1.68K
$919K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
16+ 0.26% |
$7.6K - $8.44K
|
6.16K
$3.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
16+ 0.14% |
$7.6K - $8.44K
|
11.3K
$6.16M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
16+ 1.64% |
$7.6K - $8.44K
|
990
$541K
|
|
|
Oct 07, 2024
Q3 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
15+ 0.34% |
$7.13K - $7.92K
|
4.49K
$2.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
15+ 2.6% |
$7.13K - $7.92K
|
592
$323K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
15New |
$7.13K - $7.92K
|
15
$8.19K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
15+ 1.56% |
$7.13K - $7.92K
|
979
$535K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
BUY
|
- |
15+ 0.26% |
$7.13K - $7.92K
|
5.88K
$3.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
15+ 1.14% |
$7.13K - $7.92K
|
1.33K
$726K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
15+ 1.23% |
$7.13K - $7.92K
|
1.24K
$676K
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
14+ 0.32% |
$6.65K - $7.39K
|
4.35K
$2.37M
|
|
|
Oct 10, 2024
Q3 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.2% |
$6.65K - $7.39K
|
7.13K
$3.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
14+ 0.74% |
$6.65K - $7.39K
|
1.91K
$1.04M
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
14+ 2.3% |
$6.65K - $7.39K
|
622
$340K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
14+ 127.27% |
$6.65K - $7.39K
|
25
$13.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
14+ 0.91% |
$6.65K - $7.39K
|
1.55K
$844K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
13+ 185.71% |
$6.18K - $6.86K
|
20
$10.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
13+ 0.03% |
$6.18K - $6.86K
|
40.1K
$21.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
13+ 1.09% |
$6.18K - $6.86K
|
1.21K
$659K
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
13+ 0.36% |
$6.18K - $6.86K
|
3.61K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
13+ 6.57% |
$6.18K - $6.86K
|
211
$115K
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
13New |
$6.18K - $6.86K
|
13
$7.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
12+ 0.87% |
$5.7K - $6.33K
|
1.4K
$763K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
12+ 1.06% |
$5.7K - $6.33K
|
1.15K
$627K
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
12+ 2.01% |
$5.7K - $6.33K
|
610
$333K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
12+ 0.21% |
$5.7K - $6.33K
|
5.85K
$3.19M
|