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 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
27+ 1.73% |
$12.8K - $14.2K
|
1.59K
$978K
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
27+ 0.09% |
$12.8K - $14.2K
|
29.4K
$18.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
27+ 0.81% |
$12.8K - $14.2K
|
3.37K
$2.08M
|
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
26+ 1.46% |
$12.4K - $13.7K
|
1.81K
$1.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
26+ 3.13% |
$12.4K - $13.7K
|
858
$529K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
26+ 0.76% |
$12.4K - $13.7K
|
3.47K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
26+ 2.58% |
$12.4K - $13.7K
|
1.03K
$637K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
25+ 4.84% |
$11.9K - $13.2K
|
542
$334K
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
25New |
$11.9K - $13.2K
|
25
$15.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Libra Wealth LLC
|
BUY
|
- |
25+ 0.89% |
$11.9K - $13.2K
|
2.85K
$1.76M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
25+ 1.31% |
$11.9K - $13.2K
|
1.94K
$1.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
25+ 1.11% |
$11.9K - $13.2K
|
2.28K
$1.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
25+ 0.76% |
$11.9K - $13.2K
|
3.3K
$2.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
24+ 1.7% |
$11.4K - $12.7K
|
1.44K
$886K
|
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
24+ 0.33% |
$11.4K - $12.7K
|
7.34K
$4.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
24+ 0.94% |
$11.4K - $12.7K
|
2.57K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
24+ 2.34% |
$11.4K - $12.7K
|
1.05K
$647K
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
24+ 0.42% |
$11.4K - $12.7K
|
5.79K
$3.57M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
23+ 0.89% |
$10.9K - $12.1K
|
2.6K
$1.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
23+ 0.13% |
$10.9K - $12.1K
|
17.4K
$10.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
22+ 1.52% |
$10.5K - $11.6K
|
1.47K
$907K
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
22+ 3.83% |
$10.5K - $11.6K
|
597
$368K
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
22+ 0.91% |
$10.5K - $11.6K
|
2.43K
$1.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
22+ 5.21% |
$10.5K - $11.6K
|
444
$274K
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
22+ 0.25% |
$10.5K - $11.6K
|
8.88K
$5.48M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
21+ 0.21% |
$9.98K - $11.1K
|
9.95K
$6.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
21+ 0.37% |
$9.98K - $11.1K
|
5.69K
$3.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
21+ 1.37% |
$9.98K - $11.1K
|
1.56K
$960K
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
20+ 3.09% |
$9.5K - $10.6K
|
667
$411K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
20+ 2.12% |
$9.5K - $10.6K
|
963
$594K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
20+ 1.58% |
$9.5K - $10.6K
|
1.29K
$793K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
20+ 0.13% |
$9.5K - $10.6K
|
15.4K
$9.49M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
20+ 3.44% |
$9.5K - $10.6K
|
601
$371K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
BUY
|
- |
20+ 4.54% |
$9.5K - $10.6K
|
461
$284K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
20New |
$9.5K - $10.6K
|
20
$12.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
20+ 1.36% |
$9.5K - $10.6K
|
1.49K
$922K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
20+ 0.46% |
$9.5K - $10.6K
|
4.34K
$2.67M
|
|
|
Nov 13, 2024
Q3 2024
|
University Of Texas
|
BUY
|
- |
20New |
$9.5K - $10.6K
|
20
$12.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
20+ 1.22% |
$9.5K - $10.6K
|
1.66K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
19+ 0.16% |
$9.03K - $10K
|
11.9K
$7.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
19+ 0.3% |
$9.03K - $10K
|
6.27K
$3.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
19+ 0.51% |
$9.03K - $10K
|
3.75K
$2.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
19+ 1.28% |
$9.03K - $10K
|
1.5K
$927K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
18+ 1.64% |
$8.55K - $9.5K
|
1.12K
$690K
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
18+ 1.0% |
$8.55K - $9.5K
|
1.82K
$1.12M
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
18+ 225.0% |
$8.55K - $9.5K
|
26
$16K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
18+ 0.55% |
$8.55K - $9.5K
|
3.32K
$2.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
18New |
$8.55K - $9.5K
|
18
$11.1K
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
18+ 0.12% |
$8.55K - $9.5K
|
14.7K
$9.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Refined Wealth Management
|
BUY
|
- |
17+ 1.21% |
$8.08K - $8.97K
|
1.42K
$878K
|