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
|
Betterment LLC
New York, NY |
BUY
|
- |
10.7K+ 4.79% |
$5.11M - $5.67M
|
235K
$130M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
10.7K+ 32.99% |
$5.07M - $5.63M
|
43K
$23.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
10.5K+ 1.18% |
$4.98M - $5.53M
|
896K
$495M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.5K+ 124.45% |
$4.97M - $5.52M
|
18.9K
$10.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
10.4KNew |
$4.94M - $5.49M
|
10.4K
$5.75M
|
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
10.3KNew |
$4.92M - $5.46M
|
10.3K
$5.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.3K+ 20.76% |
$4.9M - $5.44M
|
60K
$33.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
10.3K+ 60.95% |
$4.9M - $5.44M
|
27.2K
$15M
|
|
|
Nov 13, 2024
Q3 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
10.3K+ 40.29% |
$4.88M - $5.42M
|
35.8K
$19.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
10.2K+ 38.88% |
$4.83M - $5.37M
|
36.3K
$20.1M
|
|
|
Nov 14, 2024
Q3 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
10.1KNew |
$4.81M - $5.34M
|
10.1K
$5.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.91K+ 114.48% |
$4.71M - $5.23M
|
18.6K
$10.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
9.84K+ 160.43% |
$4.67M - $5.19M
|
16K
$8.83M
|
|
|
Nov 14, 2024
Q3 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
9.77K+ 4.9% |
$4.64M - $5.15M
|
209K
$116M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
9.67K+ 2.68% |
$4.6M - $5.1M
|
371K
$205M
|
|
|
Nov 07, 2024
Q3 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
9.67K+ 11.83% |
$4.59M - $5.1M
|
91.4K
$50.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
9.66K+ 7.77% |
$4.59M - $5.1M
|
134K
$74.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.65K+ 3.32% |
$4.58M - $5.09M
|
300K
$166M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
9.55K+ 24.43% |
$4.54M - $5.04M
|
48.6K
$26.9M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.41K+ 6.54% |
$4.47M - $4.96M
|
153K
$84.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.4K+ 16.31% |
$4.47M - $4.96M
|
67.1K
$37.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
9.27KNew |
$4.41M - $4.89M
|
9.27K
$5.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
9.27K+ 1606.76% |
$4.41M - $4.89M
|
9.85K
$5.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.22K+ 4.16% |
$4.38M - $4.87M
|
231K
$128M
|
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
BUY
|
- |
8.99K+ 6.15% |
$4.27M - $4.74M
|
155K
$85.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
8.94K+ 67.7% |
$4.25M - $4.72M
|
22.1K
$12.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
8.79K+ 40.05% |
$4.18M - $4.64M
|
30.7K
$17M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
8.69K+ 6.05% |
$4.13M - $4.59M
|
152K
$84.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
8.41K+ 85.02% |
$4M - $4.44M
|
18.3K
$10.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8.2K+ 6.73% |
$3.9M - $4.33M
|
130K
$71.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
8.13KNew |
$3.86M - $4.29M
|
8.13K
$4.49M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8.13K+ 290.59% |
$3.86M - $4.29M
|
10.9K
$6.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.08KNew |
$3.84M - $4.26M
|
8.08K
$4.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
8.04K+ 4.34% |
$3.82M - $4.24M
|
193K
$107M
|
|
|
Nov 15, 2024
Q3 2024
|
Unconventional Investor, LLC
|
BUY
|
- |
8.01K+ 25.56% |
$3.81M - $4.23M
|
39.4K
$21.8M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8K+ 320.29% |
$3.8M - $4.22M
|
10.5K
$5.81M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
7.95K+ 6.04% |
$3.78M - $4.19M
|
140K
$77.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
7.87K+ 7.07% |
$3.74M - $4.15M
|
119K
$65.9M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.79K+ 19.61% |
$3.7M - $4.11M
|
47.5K
$26.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
7.74K+ 29.71% |
$3.68M - $4.08M
|
33.8K
$18.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
7.51K+ 2.19% |
$3.57M - $3.96M
|
351K
$194M
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
7.5K+ 12.2% |
$3.56M - $3.96M
|
69K
$38.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
7.48K+ 0.74% |
$3.56M - $3.95M
|
1.01M
$560M
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
7.44K+ 4.39% |
$3.54M - $3.93M
|
177K
$97.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
7.37K+ 12.09% |
$3.5M - $3.89M
|
68.3K
$37.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
7.3K+ 61.44% |
$3.47M - $3.85M
|
19.2K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
7.28K+ 3.99% |
$3.46M - $3.84M
|
190K
$105M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
7.25KNew |
$3.45M - $3.83M
|
7.25K
$4.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.2K+ 0.62% |
$3.42M - $3.8M
|
1.16M
$643M
|
|
|
Nov 08, 2024
Q3 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
7.18K+ 14.23% |
$3.41M - $3.79M
|
57.6K
$31.8M
|