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 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-6.84K- 76.91% |
$3.25M - $3.61M
|
2.05K
$1.13M
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-6.86K- 9.24% |
$3.26M - $3.62M
|
67.4K
$37.3M
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.91K- 50.41% |
$3.29M - $3.65M
|
6.8K
$3.76M
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-7.03K- 3.8% |
$3.34M - $3.71M
|
178K
$98.4M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.08K- 4.18% |
$3.37M - $3.74M
|
162K
$89.7M
|
|
Nov 13, 2024
Q3 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-7.11K- 5.83% |
$3.38M - $3.75M
|
115K
$63.5M
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-7.12K- 20.39% |
$3.38M - $3.76M
|
27.8K
$15.4M
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-7.12K- 17.68% |
$3.38M - $3.76M
|
33.2K
$18.3M
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.27K- 2.91% |
$3.45M - $3.83M
|
242K
$134M
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-7.4K- 13.88% |
$3.52M - $3.9M
|
45.9K
$25.4M
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-7.96K- 65.74% |
$3.78M - $4.2M
|
4.15K
$2.29M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8.09K- 2.15% |
$3.85M - $4.27M
|
368K
$204M
|
|
Nov 01, 2024
Q3 2024
|
Call To Action Foundation
Salt Lake City, UT |
SELL
|
- |
-8.22K- 0.9% |
$3.9M - $4.34M
|
900K
$498M
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-8.25K- 35.55% |
$3.92M - $4.35M
|
15K
$8.27M
|
|
Nov 14, 2024
Q3 2024
|
Thomist Capital Management, LP
Houston, TX |
SELL
|
- |
-9.26K- 30.68% |
$4.4M - $4.88M
|
20.9K
$11.6M
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-9.37K- 33.34% |
$4.45M - $4.95M
|
18.7K
$10.4M
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-9.5K- 11.07% |
$4.51M - $5.01M
|
76.3K
$42.2M
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-9.85K- 3.44% |
$4.68M - $5.2M
|
277K
$153M
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-10.1K- 14.56% |
$4.79M - $5.32M
|
59.1K
$32.7M
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-10.1K- 20.4% |
$4.8M - $5.33M
|
39.4K
$21.8M
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-10.3K- 67.19% |
$4.88M - $5.42M
|
5.01K
$2.77M
|
|
Oct 09, 2024
Q3 2024
|
Spence Asset Management
|
SELL
|
- |
-10.4K- 96.44% |
$4.95M - $5.5M
|
385
$213K
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10.7K- 4.02% |
$5.1M - $5.66M
|
256K
$142M
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-10.8K- 68.84% |
$5.11M - $5.68M
|
4.87K
$2.69M
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-11K- 15.42% |
$5.25M - $5.83M
|
60.6K
$33.5M
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-11.2K- 45.93% |
$5.31M - $5.9M
|
13.2K
$7.28M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11.3K- 15.76% |
$5.37M - $5.96M
|
60.4K
$33.4M
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-11.3K- 33.61% |
$5.38M - $5.97M
|
22.4K
$12.4M
|
|
Nov 14, 2024
Q3 2024
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-11.8K- 68.55% |
$5.59M - $6.21M
|
5.4K
$2.98M
|
|
Nov 07, 2024
Q3 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
SELL
|
- |
-11.8K- 12.17% |
$5.6M - $6.22M
|
85.1K
$47.1M
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-12.4K- 4.17% |
$5.91M - $6.56M
|
286K
$158M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-13.2K- 17.5% |
$6.25M - $6.94M
|
62K
$34.3M
|
|
Oct 29, 2024
Q3 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-13.8K- 14.3% |
$6.54M - $7.27M
|
82.5K
$45.6M
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-13.8K- 10.42% |
$6.57M - $7.29M
|
119K
$65.7M
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-13.9K- 3.6% |
$6.61M - $7.34M
|
373K
$206M
|
|
Oct 25, 2024
Q3 2024
|
Toews Corp
|
SELL
|
- |
-14.2K- 6.34% |
$6.77M - $7.51M
|
211K
$116M
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-14.3K- 83.21% |
$6.81M - $7.56M
|
2.89K
$1.6M
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-14.4K- 18.28% |
$6.86M - $7.62M
|
64.5K
$35.7M
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-14.8K- 5.85% |
$7.05M - $7.83M
|
239K
$132M
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-14.8K- 5.85% |
$7.05M - $7.83M
|
239K
$132M
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-15K- 29.8% |
$7.11M - $7.9M
|
35.3K
$19.5M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-15K- 0.71% |
$7.13M - $7.92M
|
2.1M
$1.16B
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-16.4K- 64.47% |
$7.78M - $8.64M
|
9.02K
$4.99M
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-16.4K- 2.75% |
$7.82M - $8.68M
|
583K
$322M
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-17.7K- 17.77% |
$8.41M - $9.33M
|
81.8K
$45.2M
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-17.8K- 2.73% |
$8.44M - $9.37M
|
632K
$350M
|
|
Nov 12, 2024
Q3 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-18.7K- 2.08% |
$8.9M - $9.88M
|
879K
$486M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-18.8K- 7.26% |
$8.95M - $9.94M
|
241K
$133M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-18.9K- 3.73% |
$9M - $10M
|
489K
$270M
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-19.3K- 4.67% |
$9.18M - $10.2M
|
395K
$218M
|