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 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
6+ 0.27% |
$2.85K - $3.17K
|
2.21K
$1.21M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
6+ 0.39% |
$2.85K - $3.17K
|
1.56K
$852K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
6+ 0.33% |
$2.85K - $3.17K
|
1.83K
$997K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
6+ 0.35% |
$2.85K - $3.17K
|
1.72K
$938K
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
6+ 0.36% |
$2.85K - $3.17K
|
1.66K
$908K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
6+ 0.19% |
$2.85K - $3.17K
|
3.21K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
6+ 0.4% |
$2.85K - $3.17K
|
1.52K
$827K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
6+ 1.28% |
$2.85K - $3.17K
|
474
$259K
|
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
5+ 0.25% |
$2.38K - $2.64K
|
2.01K
$1.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Shaker Investments LLC
|
BUY
|
- |
5+ 0.3% |
$2.38K - $2.64K
|
1.67K
$913K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5+ 0.22% |
$2.38K - $2.64K
|
2.25K
$1.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
5+ 0.18% |
$2.38K - $2.64K
|
2.81K
$1.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
5+ 0.21% |
$2.38K - $2.64K
|
2.41K
$1.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
5+ 0.14% |
$2.38K - $2.64K
|
3.57K
$1.95M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
5+ 1.02% |
$2.38K - $2.64K
|
496
$271K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
5+ 0.24% |
$2.38K - $2.64K
|
2.11K
$1.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
5+ 1.14% |
$2.38K - $2.64K
|
444
$242K
|
|
|
Oct 31, 2024
Q3 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
5+ 1.16% |
$2.38K - $2.64K
|
437
$239K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
5+ 0.09% |
$2.38K - $2.64K
|
5.55K
$3.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
5+ 0.11% |
$2.38K - $2.64K
|
4.77K
$2.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.42% |
$2.38K - $2.64K
|
1.2K
$656K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
5+ 0.51% |
$2.38K - $2.64K
|
981
$536K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
5+ 0.09% |
$2.38K - $2.64K
|
5.73K
$3.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
5New |
$2.38K - $2.64K
|
5
$2.73K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
5+ 0.38% |
$2.38K - $2.64K
|
1.32K
$723K
|
|
|
Oct 07, 2024
Q3 2024
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
4+ 0.39% |
$1.9K - $2.11K
|
1.02K
$558K
|
|
|
Oct 08, 2024
Q3 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
4+ 0.11% |
$1.9K - $2.11K
|
3.76K
$2.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
4+ 0.44% |
$1.9K - $2.11K
|
921
$503K
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
4+ 0.34% |
$1.9K - $2.11K
|
1.2K
$653K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
4+ 0.05% |
$1.9K - $2.11K
|
7.92K
$4.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.19% |
$1.9K - $2.11K
|
2.11K
$1.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
4+ 0.18% |
$1.9K - $2.11K
|
2.28K
$1.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
4+ 0.24% |
$1.9K - $2.11K
|
1.68K
$920K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
4+ 0.51% |
$1.9K - $2.11K
|
787
$430K
|
|
|
Nov 04, 2024
Q3 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
4+ 0.35% |
$1.9K - $2.11K
|
1.15K
$627K
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
4+ 0.08% |
$1.9K - $2.11K
|
4.73K
$2.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
BUY
|
- |
4+ 0.72% |
$1.9K - $2.11K
|
561
$306K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
4+ 0.72% |
$1.9K - $2.11K
|
559
$305K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
4+ 0.31% |
$1.9K - $2.11K
|
1.28K
$697K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
4+ 0.08% |
$1.9K - $2.11K
|
5.03K
$2.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
4+ 0.78% |
$1.9K - $2.11K
|
517
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
4+ 0.14% |
$1.9K - $2.11K
|
2.82K
$1.54M
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
3+ 0.18% |
$1.43K - $1.58K
|
1.67K
$914K
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
3+ 0.25% |
$1.43K - $1.58K
|
1.22K
$667K
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
3+ 0.2% |
$1.43K - $1.58K
|
1.53K
$835K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
3+ 0.25% |
$1.43K - $1.58K
|
1.21K
$659K
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
BUY
|
- |
3+ 0.28% |
$1.43K - $1.58K
|
1.08K
$588K
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.35% |
$1.43K - $1.58K
|
865
$472K
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3+ 0.14% |
$1.43K - $1.58K
|
2.16K
$1.18M
|
|
|
Oct 22, 2024
Q3 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
3+ 0.37% |
$1.43K - $1.58K
|
812
$443K
|