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 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-380- 0.25% |
$181K - $201K
|
153K
$84.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-388- 24.79% |
$184K - $205K
|
1.18K
$651K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-390- 2.49% |
$185K - $206K
|
15.3K
$8.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-390- 1.89% |
$185K - $206K
|
20.2K
$11.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-391- 3.73% |
$186K - $206K
|
10.1K
$5.57M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-392- 30.04% |
$186K - $207K
|
913
$505K
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-393- 7.01% |
$187K - $207K
|
5.22K
$2.88M
|
|
|
Nov 07, 2024
Q3 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-395- 15.9% |
$188K - $208K
|
2.09K
$1.16M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-396- 1.7% |
$188K - $209K
|
22.9K
$12.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-396- 3.49% |
$188K - $209K
|
10.9K
$6.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-396- 7.01% |
$188K - $209K
|
5.25K
$2.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-400- 4.73% |
$190K - $211K
|
8.06K
$4.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-400- 7.63% |
$190K - $211K
|
4.84K
$2.68M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-409- 1.45% |
$194K - $216K
|
27.7K
$15.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-415- 1.99% |
$197K - $219K
|
20.4K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-416- 3.06% |
$198K - $220K
|
13.2K
$7.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-417- 0.11% |
$198K - $220K
|
364K
$201M
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-419- 1.42% |
$199K - $221K
|
29.1K
$16.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-422- 17.0% |
$201K - $223K
|
2.06K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-433- 3.99% |
$206K - $228K
|
10.4K
$5.76M
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-435- 2.4% |
$207K - $230K
|
17.7K
$9.79M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-436- 5.06% |
$207K - $230K
|
8.19K
$4.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-436- 3.19% |
$207K - $230K
|
13.3K
$7.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-442- 27.59% |
$210K - $233K
|
1.16K
$641K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-446- 0.5% |
$212K - $235K
|
89.2K
$49.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-462- 8.14% |
$220K - $244K
|
5.22K
$2.88M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-464- 4.26% |
$220K - $245K
|
10.4K
$5.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-466- 7.38% |
$221K - $246K
|
5.85K
$3.23M
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-470- 8.84% |
$223K - $248K
|
4.85K
$2.68M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-473- 17.64% |
$225K - $250K
|
2.21K
$1.22M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-476- 10.1% |
$226K - $251K
|
4.24K
$2.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-481- 1.25% |
$229K - $254K
|
37.9K
$21M
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-488- 2.97% |
$232K - $258K
|
15.9K
$8.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-488- 3.74% |
$232K - $258K
|
12.5K
$6.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-490- 3.92% |
$233K - $259K
|
12K
$6.63M
|
|
|
Oct 23, 2024
Q3 2024
|
Coerente Capital Management
|
SELL
|
- |
-500- 3.79% |
$238K - $264K
|
12.7K
$7.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-501- 10.37% |
$238K - $264K
|
4.33K
$2.39M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-503- 1.2% |
$239K - $265K
|
41.4K
$22.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-506- 9.51% |
$240K - $267K
|
4.82K
$2.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-513- 0.74% |
$244K - $271K
|
68.6K
$37.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-514- 5.79% |
$244K - $271K
|
8.37K
$4.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-524- 0.99% |
$249K - $277K
|
52.2K
$28.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-534- 35.96% |
$254K - $282K
|
951
$526K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-540- 4.0% |
$257K - $285K
|
12.9K
$7.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-541- 13.57% |
$257K - $285K
|
3.45K
$1.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-547- 34.73% |
$260K - $289K
|
1.03K
$568K
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-548- 5.84% |
$260K - $289K
|
8.84K
$4.88M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-551- 1.69% |
$262K - $291K
|
32.1K
$17.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-556- 17.67% |
$264K - $293K
|
2.59K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-567- 17.54% |
$269K - $299K
|
2.67K
$1.47M
|