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 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-3- 0.23% |
$1.43K - $1.58K
|
1.29K
$703K
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.7% |
$1.43K - $1.58K
|
424
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3- 0.52% |
$1.43K - $1.58K
|
576
$315K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-3- 0.03% |
$1.43K - $1.58K
|
9.72K
$5.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-4- 0.06% |
$1.9K - $2.11K
|
6.17K
$3.37M
|
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-4- 0.59% |
$1.9K - $2.11K
|
671
$366K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-4- 0.09% |
$1.9K - $2.11K
|
4.46K
$2.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-4- 0.14% |
$1.9K - $2.11K
|
2.93K
$1.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-4- 0.13% |
$1.9K - $2.11K
|
3.01K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-4- 0.41% |
$1.9K - $2.11K
|
968
$529K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-4- 1.08% |
$1.9K - $2.11K
|
368
$201K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-4- 0.56% |
$1.9K - $2.11K
|
709
$387K
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-4- 0.08% |
$1.9K - $2.11K
|
5.25K
$2.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-4- 0.67% |
$1.9K - $2.11K
|
592
$323K
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-5- 1.08% |
$2.38K - $2.64K
|
460
$251K
|
|
|
Nov 04, 2024
Q3 2024
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-5- 1.08% |
$2.38K - $2.64K
|
460
$251K
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-5- 1.24% |
$2.38K - $2.64K
|
398
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-5- 0.2% |
$2.38K - $2.64K
|
2.44K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-5- 0.02% |
$2.38K - $2.64K
|
29.3K
$16M
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-5- 0.19% |
$2.38K - $2.64K
|
2.67K
$1.46M
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-6- 1.42% |
$2.85K - $3.17K
|
418
$228K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-6- 1.22% |
$2.85K - $3.17K
|
487
$266K
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-6- 0.87% |
$2.85K - $3.17K
|
681
$372K
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-6- 50.0% |
$2.85K - $3.17K
|
6
$3.28K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-6- 0.66% |
$2.85K - $3.17K
|
906
$495K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-7- 0.02% |
$3.33K - $3.69K
|
41.3K
$22.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-7- 3.4% |
$3.33K - $3.69K
|
199
$109K
|
|
|
Oct 21, 2024
Q3 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-7- 0.12% |
$3.33K - $3.69K
|
5.64K
$3.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-7- 0.35% |
$3.33K - $3.69K
|
2.01K
$1.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-7- -0.0% |
$3.33K - $3.69K
|
230K
$126M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-8- 0.81% |
$3.8K - $4.22K
|
978
$534K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-8- 0.23% |
$3.8K - $4.22K
|
3.55K
$1.94M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-8- 5.26% |
$3.8K - $4.22K
|
144
$78.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-9- 0.53% |
$4.28K - $4.75K
|
1.68K
$919K
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-9- 1.73% |
$4.28K - $4.75K
|
512
$280K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-10- 18.87% |
$4.75K - $5.28K
|
43
$23.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-10- 3.03% |
$4.75K - $5.28K
|
320
$175K
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-10- 1.49% |
$4.75K - $5.28K
|
663
$362K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-10- 2.25% |
$4.75K - $5.28K
|
434
$237K
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-10- 0.67% |
$4.75K - $5.28K
|
1.49K
$811K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-10- 0.03% |
$4.75K - $5.28K
|
29.1K
$15.9M
|
|
|
Oct 29, 2024
Q3 2024
|
E L Financial Corp LTD
|
SELL
|
- |
-10- -0.0% |
$4.75K - $5.28K
|
1.65M
$903M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-10- 0.03% |
$4.75K - $5.28K
|
28.8K
$15.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
SELL
|
- |
-10- 0.09% |
$4.75K - $5.28K
|
10.7K
$5.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-10- 1.95% |
$4.75K - $5.28K
|
502
$274K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-10- 0.2% |
$4.75K - $5.28K
|
5.09K
$2.78M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-11- 2.38% |
$5.23K - $5.8K
|
451
$246K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-11- 1.06% |
$5.23K - $5.8K
|
1.03K
$560K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-11- 0.49% |
$5.23K - $5.8K
|
2.23K
$1.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.06% |
$5.23K - $5.8K
|
19K
$10.4M
|