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 11, 2024
Q3 2024
|
M. Kraus & CO
|
SELL
|
- |
-60- 11.43% |
$28.5K - $31.7K
|
465
$254K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-60- 6.13% |
$28.5K - $31.7K
|
919
$502K
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-60- 8.85% |
$28.5K - $31.7K
|
618
$338K
|
|
|
Nov 01, 2024
Q3 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-60- 0.78% |
$28.5K - $31.7K
|
7.65K
$4.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-60- 0.11% |
$28.5K - $31.7K
|
56.2K
$30.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-61- 0.36% |
$29K - $32.2K
|
17.1K
$9.34M
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-61- 2.34% |
$29K - $32.2K
|
2.55K
$1.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-62- 4.49% |
$29.5K - $32.7K
|
1.32K
$721K
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-62- 1.75% |
$29.5K - $32.7K
|
3.48K
$1.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-63- 7.19% |
$29.9K - $33.2K
|
813
$444K
|
|
|
Nov 12, 2024
Q3 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-63- 0.93% |
$29.9K - $33.2K
|
6.73K
$3.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-63- 11.95% |
$29.9K - $33.2K
|
464
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-64- 1.49% |
$30.4K - $33.8K
|
4.23K
$2.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-65- 2.03% |
$30.9K - $34.3K
|
3.14K
$1.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-65- 1.6% |
$30.9K - $34.3K
|
4K
$2.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-66- 5.35% |
$31.4K - $34.8K
|
1.17K
$638K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-66- 9.85% |
$31.4K - $34.8K
|
604
$330K
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-66- 7.72% |
$31.4K - $34.8K
|
789
$431K
|
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-68- 4.3% |
$32.3K - $35.9K
|
1.52K
$827K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-68- 0.49% |
$32.3K - $35.9K
|
13.8K
$7.53M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-69- 2.25% |
$32.8K - $36.4K
|
3K
$1.64M
|
|
|
Oct 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-69- 14.14% |
$32.8K - $36.4K
|
419
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-69- 0.73% |
$32.8K - $36.4K
|
9.34K
$5.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-70- 3.67% |
$33.3K - $36.9K
|
1.84K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-70- 4.42% |
$33.3K - $36.9K
|
1.52K
$827K
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-71- 2.9% |
$33.7K - $37.5K
|
2.38K
$1.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
SELL
|
- |
-72- 5.84% |
$34.2K - $38K
|
1.16K
$633K
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-72- 14.63% |
$34.2K - $38K
|
420
$229K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-72- 0.88% |
$34.2K - $38K
|
8.08K
$4.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-72- 3.21% |
$34.2K - $38K
|
2.17K
$1.19M
|
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-73- 13.57% |
$34.7K - $38.5K
|
465
$254K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-73- 2.25% |
$34.7K - $38.5K
|
3.18K
$1.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-74- 2.19% |
$35.2K - $39K
|
3.3K
$1.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-75- 4.59% |
$35.6K - $39.6K
|
1.56K
$852K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-75- 5.97% |
$35.6K - $39.6K
|
1.18K
$646K
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-75- 6.24% |
$35.6K - $39.6K
|
1.13K
$615K
|
|
|
Nov 14, 2024
Q3 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-75- 3.64% |
$35.6K - $39.6K
|
1.98K
$1.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-76- 3.44% |
$36.1K - $40.1K
|
2.14K
$1.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-77- 15.65% |
$36.6K - $40.6K
|
415
$227K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-77- 6.37% |
$36.6K - $40.6K
|
1.13K
$618K
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-77- 0.73% |
$36.6K - $40.6K
|
10.5K
$5.75M
|
|
|
Oct 29, 2024
Q3 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-79- 0.71% |
$37.5K - $41.7K
|
11K
$6M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
SELL
|
- |
-79- 15.4% |
$37.5K - $41.7K
|
434
$237K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-81- 0.62% |
$38.5K - $42.7K
|
13K
$7.1M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-81- 2.84% |
$38.5K - $42.7K
|
2.77K
$1.51M
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-82- 0.62% |
$39K - $43.3K
|
13.2K
$7.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-83- 1.4% |
$39.4K - $43.8K
|
5.85K
$3.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-83- 2.43% |
$39.4K - $43.8K
|
3.34K
$1.82M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-84- 0.76% |
$39.9K - $44.3K
|
11K
$6M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-85- 3.54% |
$40.4K - $44.9K
|
2.32K
$1.27M
|