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 14, 2024
Q3 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
31.5KNew |
$15M - $16.6M
|
31.5K
$17.4M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31.2K+ 4.24% |
$14.8M - $16.5M
|
768K
$425M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
31.1K+ 8.23% |
$14.8M - $16.4M
|
409K
$226M
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
31.1K+ 174.06% |
$14.8M - $16.4M
|
49K
$27.1M
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
31K+ 9.39% |
$14.7M - $16.3M
|
361K
$199M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
30.6K+ 0.77% |
$14.6M - $16.2M
|
4.03M
$2.23B
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
30.4K+ 4.38% |
$14.4M - $16M
|
724K
$400M
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
29.9K+ 37.19% |
$14.2M - $15.8M
|
110K
$61M
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
29.5KNew |
$14M - $15.6M
|
29.5K
$16.3M
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
29.4K+ 14.37% |
$14M - $15.5M
|
234K
$129M
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
29.2K+ 1168.21% |
$13.9M - $15.4M
|
31.7K
$17.5M
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
29KNew |
$13.8M - $15.3M
|
29K
$16M
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
29K+ 58.27% |
$13.8M - $15.3M
|
78.7K
$43.5M
|
|
Nov 14, 2024
Q3 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
28.9KNew |
$13.7M - $15.3M
|
28.9K
$16M
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
27.4K+ 9.53% |
$13M - $14.5M
|
315K
$174M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.9K+ 1.97% |
$12.3M - $13.7M
|
1.34M
$742M
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
25.9K+ 9.04% |
$12.3M - $13.7M
|
312K
$173M
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
25.8K+ 71.2% |
$12.2M - $13.6M
|
61.9K
$34.2M
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
24.4K+ 63.11% |
$11.6M - $12.9M
|
63.2K
$34.9M
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
23.6K+ 91.2% |
$11.2M - $12.4M
|
49.4K
$27.3M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
23.5K+ 27.37% |
$11.2M - $12.4M
|
109K
$60.5M
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
23.3K+ 55.5% |
$11.1M - $12.3M
|
65.3K
$36.1M
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
23.2K+ 32.36% |
$11M - $12.3M
|
95.1K
$52.6M
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
23.2K+ 1061.23% |
$11M - $12.2M
|
25.4K
$14M
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
22.7K+ 12.41% |
$10.8M - $12M
|
205K
$114M
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
22.7K+ 34.38% |
$10.8M - $12M
|
88.6K
$49M
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
22.3K+ 6.73% |
$10.6M - $11.8M
|
353K
$195M
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
22.3KNew |
$10.6M - $11.7M
|
22.3K
$12.3M
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
22.1K+ 19.07% |
$10.5M - $11.7M
|
138K
$76.4M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
22.1K+ 108.56% |
$10.5M - $11.7M
|
42.5K
$23.5M
|
|
Nov 13, 2024
Q3 2024
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
- |
22KNew |
$10.4M - $11.6M
|
22K
$12.1M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
21.7K+ 0.63% |
$10.3M - $11.5M
|
3.47M
$1.92B
|
|
Oct 15, 2024
Q3 2024
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
21.2K+ 5.56% |
$10.1M - $11.2M
|
403K
$223M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
21.1K+ 0.68% |
$10M - $11.2M
|
3.15M
$1.74B
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
20.8K+ 15.77% |
$9.89M - $11M
|
153K
$84.5M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20.7K+ 1.44% |
$9.83M - $10.9M
|
1.46M
$805M
|
|
Nov 12, 2024
Q3 2024
|
Fairfield University
|
BUY
|
- |
20.6K+ 10.08% |
$9.81M - $10.9M
|
226K
$125M
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
20.6K+ 2.62% |
$9.8M - $10.9M
|
809K
$447M
|
|
Nov 15, 2024
Q3 2024
|
Mcia Inc
|
BUY
|
- |
20.1K+ 212.98% |
$9.56M - $10.6M
|
29.6K
$16.3M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
20.1K+ 8.07% |
$9.54M - $10.6M
|
269K
$149M
|
|
Nov 08, 2024
Q3 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
20.1K+ 846.64% |
$9.53M - $10.6M
|
22.4K
$12.4M
|
|
Nov 04, 2024
Q3 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
19.9K+ 23.3% |
$9.45M - $10.5M
|
105K
$58.2M
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
19.8K+ 89.15% |
$9.42M - $10.5M
|
42K
$23.2M
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
19.2K+ 4.42% |
$9.12M - $10.1M
|
453K
$251M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.2K+ 3.94% |
$9.1M - $10.1M
|
505K
$279M
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
18.9K+ 269.82% |
$8.98M - $9.97M
|
25.9K
$14.3M
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
18.8KNew |
$8.95M - $9.94M
|
18.8K
$10.4M
|
|
Nov 14, 2024
Q3 2024
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
18.7K+ 12.92% |
$8.89M - $9.87M
|
163K
$90.3M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.6K+ 1.48% |
$8.82M - $9.79M
|
1.27M
$702M
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
18.5K+ 174.42% |
$8.8M - $9.77M
|
29.1K
$16.1M
|