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 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.27K- 23.02% |
$605K - $672K
|
4.26K
$2.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.29K- 2.81% |
$613K - $681K
|
44.6K
$24.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.31K- 3.89% |
$624K - $693K
|
32.4K
$17.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.34K- 12.23% |
$635K - $706K
|
9.6K
$5.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
SELL
|
- |
-1.36K- 1.51% |
$644K - $715K
|
88.2K
$48.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-1.38K- 3.92% |
$656K - $728K
|
33.9K
$18.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.39K- 1.32% |
$661K - $734K
|
104K
$57.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.4K- 2.03% |
$666K - $739K
|
67.7K
$37.4M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.42K- 3.38% |
$675K - $750K
|
40.6K
$22.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.42K- 11.08% |
$676K - $751K
|
11.4K
$6.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.45K- 1.89% |
$687K - $763K
|
75.2K
$41.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.47K- 24.29% |
$696K - $773K
|
4.57K
$2.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-1.48K- 6.06% |
$701K - $778K
|
22.9K
$12.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-1.48K- 2.1% |
$703K - $781K
|
69.1K
$38.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-1.48K- 0.49% |
$705K - $783K
|
301K
$166M
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-1.49K- 23.88% |
$707K - $785K
|
4.74K
$2.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.5K- 6.66% |
$712K - $791K
|
21K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.51K- 5.61% |
$719K - $798K
|
25.5K
$14.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.52K- 28.91% |
$720K - $799K
|
3.73K
$2.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
SELL
|
- |
-1.52K- 0.55% |
$723K - $803K
|
273K
$151M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.53K- 7.99% |
$725K - $805K
|
17.6K
$9.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-1.53K- 36.28% |
$725K - $805K
|
2.68K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-1.53K- 37.62% |
$726K - $806K
|
2.53K
$1.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-1.56K- 2.03% |
$742K - $824K
|
75.4K
$41.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-1.58K- 33.53% |
$751K - $834K
|
3.13K
$1.73M
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-1.6K- 1.03% |
$758K - $842K
|
153K
$84.7M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-1.63K- 9.57% |
$772K - $858K
|
15.4K
$8.49M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-1.63K- 1.11% |
$773K - $859K
|
145K
$79.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.63K- 11.07% |
$776K - $862K
|
13.1K
$7.25M
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.66K- 2.95% |
$787K - $874K
|
54.4K
$30.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-1.7K- 64.86% |
$807K - $896K
|
920
$509K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.72K- 47.82% |
$819K - $910K
|
1.88K
$1.04M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.73K- 2.94% |
$821K - $912K
|
57.1K
$31.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-1.75K- 58.38% |
$830K - $921K
|
1.25K
$688K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-1.78K- 2.28% |
$844K - $938K
|
76.1K
$42.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.79K- 9.31% |
$852K - $946K
|
17.5K
$9.66M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-1.79K- 11.09% |
$853K - $947K
|
14.4K
$7.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.8K- 9.78% |
$857K - $951K
|
16.6K
$9.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-1.84K- 2.73% |
$876K - $973K
|
65.7K
$36.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.85K- 3.22% |
$880K - $977K
|
55.7K
$30.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.86K- 6.17% |
$884K - $982K
|
28.3K
$15.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.89K- 1.45% |
$896K - $995K
|
128K
$70.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-1.89K- 1.41% |
$900K - $999K
|
133K
$73.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.9K- 87.42% |
$901K - $1M
|
273
$151K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.92K- 29.25% |
$911K - $1.01M
|
4.64K
$2.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.94K- 11.89% |
$921K - $1.02M
|
14.4K
$7.94M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.95K- 20.45% |
$928K - $1.03M
|
7.6K
$4.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-1.97K- 25.22% |
$938K - $1.04M
|
5.85K
$3.23M
|
|
|
Oct 09, 2024
Q3 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-1.98K- 61.83% |
$939K - $1.04M
|
1.22K
$674K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-1.98K- 10.62% |
$940K - $1.04M
|
16.6K
$9.2M
|