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
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
18.5K+ 1.29% |
$8.79M - $9.76M
|
1.45M
$803M
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
18.4K+ 49.61% |
$8.75M - $9.71M
|
55.5K
$30.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
18.1K+ 556.33% |
$8.6M - $9.55M
|
21.4K
$11.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Julian Robertson
Tiger Management L.L.C. | New York, Ny
|
BUY
|
- |
17.8K+ 70.22% |
$8.46M - $9.39M
|
43.2K
$23.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
17.6K+ 6.78% |
$8.37M - $9.3M
|
278K
$154M
|
|
|
Nov 08, 2024
Q3 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
17.6KNew |
$8.37M - $9.29M
|
17.6K
$9.73M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
17.3K+ 1.3% |
$8.2M - $9.11M
|
1.35M
$745M
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
17.2KNew |
$8.17M - $9.08M
|
17.2K
$9.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
17K+ 83.56% |
$8.09M - $8.98M
|
37.4K
$20.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
16.9KNew |
$8.05M - $8.94M
|
16.9K
$9.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
16.7KNew |
$7.93M - $8.81M
|
16.7K
$9.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
16.5K+ 20.12% |
$7.85M - $8.72M
|
98.6K
$54.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
16.2K+ 6.61% |
$7.7M - $8.55M
|
262K
$145M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
15.9K+ 3.44% |
$7.55M - $8.39M
|
477K
$264M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
15.7K+ 5.76% |
$7.46M - $8.29M
|
289K
$160M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
15.4K+ 17.7% |
$7.31M - $8.12M
|
102K
$56.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
15K+ 3.11% |
$7.13M - $7.92M
|
497K
$275M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
15K+ 60.0% |
$7.13M - $7.92M
|
40K
$22.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
14.9K+ 18.93% |
$7.08M - $7.86M
|
93.6K
$51.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
14.7KNew |
$6.98M - $7.75M
|
14.7K
$8.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
14.5KNew |
$6.87M - $7.63M
|
14.5K
$7.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
14.1K+ 4.75% |
$6.69M - $7.43M
|
311K
$172M
|
|
|
Nov 12, 2024
Q3 2024
|
Globe Life Inc.
|
BUY
|
- |
14K+ 2.37% |
$6.65M - $7.39M
|
604K
$334M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
13.9K+ 2.39% |
$6.61M - $7.34M
|
595K
$329M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
13.9K+ 4.8% |
$6.59M - $7.31M
|
303K
$167M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.8K+ 1.22% |
$6.56M - $7.28M
|
1.15M
$633M
|
|
|
Nov 15, 2024
Q3 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
13.7K+ 52.26% |
$6.49M - $7.21M
|
39.8K
$22M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
13.3KNew |
$6.32M - $7.02M
|
13.3K
$7.35M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
13.3K+ 68.89% |
$6.31M - $7.01M
|
32.6K
$18M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
13.1K+ 41.65% |
$6.21M - $6.89M
|
44.4K
$24.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13K+ 5.44% |
$6.2M - $6.88M
|
253K
$140M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13K+ 2.16% |
$6.18M - $6.86M
|
614K
$340M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
12.9K+ 5.67% |
$6.12M - $6.8M
|
240K
$133M
|
|
|
Nov 04, 2024
Q3 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
12.7K+ 18.29% |
$6.02M - $6.69M
|
82K
$45.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
12.5K+ 3.7% |
$5.94M - $6.6M
|
351K
$194M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
12.4K+ 5.18% |
$5.91M - $6.56M
|
253K
$140M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
12.4K+ 18.11% |
$5.89M - $6.55M
|
80.9K
$44.7M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
12.4K+ 16.16% |
$5.89M - $6.54M
|
89.1K
$49.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
11.8K+ 2.17% |
$5.6M - $6.21M
|
553K
$306M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
11.8K+ 10.52% |
$5.59M - $6.21M
|
124K
$68.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
11.7K+ 1.0% |
$5.58M - $6.19M
|
1.18M
$653M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
11.5K+ 76.38% |
$5.48M - $6.08M
|
26.6K
$14.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
11.5K+ 5.11% |
$5.46M - $6.06M
|
236K
$131M
|
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
11.4K+ 40.29% |
$5.44M - $6.04M
|
39.9K
$22M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
11.3KNew |
$5.39M - $5.99M
|
11.3K
$6.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
11.3KNew |
$5.39M - $5.99M
|
11.3K
$6.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
11.3KNew |
$5.39M - $5.99M
|
11.3K
$6.27M
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
11.3K+ 9.12% |
$5.36M - $5.95M
|
135K
$74.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
11.1K+ 13.36% |
$5.29M - $5.88M
|
94.5K
$52.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
10.9K+ 13.01% |
$5.2M - $5.77M
|
95K
$52.5M
|