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 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-11- 0.73% |
$5.23K - $5.8K
|
1.49K
$814K
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-12- 0.19% |
$5.7K - $6.33K
|
6.36K
$3.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-12- 0.79% |
$5.7K - $6.33K
|
1.51K
$823K
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-12- 1.71% |
$5.7K - $6.33K
|
688
$376K
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-12- 0.46% |
$5.7K - $6.33K
|
2.57K
$1.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-13- 0.31% |
$6.18K - $6.86K
|
4.23K
$2.31M
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
SELL
|
- |
-13- 2.59% |
$6.18K - $6.86K
|
489
$267K
|
|
|
Nov 08, 2024
Q3 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-13- 0.27% |
$6.18K - $6.86K
|
4.76K
$2.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-13- 1.32% |
$6.18K - $6.86K
|
975
$532K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-13- 1.13% |
$6.18K - $6.86K
|
1.14K
$621K
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-14- 0.96% |
$6.65K - $7.39K
|
1.45K
$789K
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-14- 0.17% |
$6.65K - $7.39K
|
8.08K
$4.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-14- 1.04% |
$6.65K - $7.39K
|
1.33K
$726K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-14- 9.46% |
$6.65K - $7.39K
|
134
$73.2K
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-14- 0.18% |
$6.65K - $7.39K
|
7.8K
$4.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-14- 0.5% |
$6.65K - $7.39K
|
2.81K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-14- 0.24% |
$6.65K - $7.39K
|
5.81K
$3.18M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-15- 0.89% |
$7.13K - $7.92K
|
1.67K
$913K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-15- 0.18% |
$7.13K - $7.92K
|
8.35K
$4.56M
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-15- 1.81% |
$7.13K - $7.92K
|
816
$446K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-15- 1.17% |
$7.13K - $7.92K
|
1.27K
$694K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-16- 0.25% |
$7.6K - $8.44K
|
6.34K
$3.46M
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
SELL
|
- |
-16- 0.78% |
$7.6K - $8.44K
|
2.04K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-16- 0.62% |
$7.6K - $8.44K
|
2.55K
$1.39M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-17- 0.57% |
$8.08K - $8.97K
|
2.99K
$1.63M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-17- 0.17% |
$8.08K - $8.97K
|
9.82K
$5.36M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-17- 2.21% |
$8.08K - $8.97K
|
753
$411K
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-18- 5.61% |
$8.55K - $9.5K
|
303
$165K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-18- 2.04% |
$8.55K - $9.5K
|
865
$472K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-18- 1.24% |
$8.55K - $9.5K
|
1.43K
$783K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-18- 0.5% |
$8.55K - $9.5K
|
3.62K
$1.97M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-19- 2.55% |
$9.03K - $10K
|
725
$396K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-19- 4.03% |
$9.03K - $10K
|
452
$247K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-19- 0.92% |
$9.03K - $10K
|
2.05K
$1.12M
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-19- 95.0% |
$9.03K - $10K
|
1
$546
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-19- 0.17% |
$9.03K - $10K
|
11.1K
$6.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-20- 1.87% |
$9.5K - $10.6K
|
1.05K
$574K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-20- 0.46% |
$9.5K - $10.6K
|
4.34K
$2.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-20- 1.91% |
$9.5K - $10.6K
|
1.03K
$560K
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-20- 0.16% |
$9.5K - $10.6K
|
12.3K
$6.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-20- 1.75% |
$9.5K - $10.6K
|
1.13K
$615K
|
|
|
Nov 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-20- 2.12% |
$9.5K - $10.6K
|
925
$505K
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-21- 1.92% |
$9.98K - $11.1K
|
1.07K
$586K
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-21- 2.59% |
$9.98K - $11.1K
|
789
$431K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-21- 0.2% |
$9.98K - $11.1K
|
10.7K
$5.83M
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-22- 3.14% |
$10.5K - $11.6K
|
678
$370K
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-22- 1.54% |
$10.5K - $11.6K
|
1.4K
$766K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-23- 0.11% |
$10.9K - $12.1K
|
20.9K
$11.4M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-23- 4.73% |
$10.9K - $12.1K
|
463
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-23- 0.39% |
$10.9K - $12.1K
|
5.81K
$3.18M
|