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 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
4.9KNew |
$2.33M - $2.59M
|
4.9K
$2.71M
|
|
|
Oct 16, 2024
Q3 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
4.87K+ 402.4% |
$2.31M - $2.57M
|
6.08K
$3.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.85KNew |
$2.3M - $2.56M
|
4.85K
$2.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
4.81KNew |
$2.28M - $2.54M
|
4.81K
$2.66M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4.8K+ 9.1% |
$2.28M - $2.53M
|
57.5K
$31.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
4.79KNew |
$2.28M - $2.53M
|
4.79K
$2.65M
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
4.73K+ 42.8% |
$2.25M - $2.5M
|
15.8K
$8.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4.68K+ 14.87% |
$2.22M - $2.47M
|
36.1K
$20M
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4.63K+ 10.06% |
$2.2M - $2.44M
|
50.7K
$28M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
4.61KNew |
$2.19M - $2.43M
|
4.61K
$2.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
4.59K+ 3.41% |
$2.18M - $2.42M
|
139K
$77.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
4.56K+ 14.85% |
$2.17M - $2.41M
|
35.3K
$19.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
4.53K+ 15.86% |
$2.15M - $2.39M
|
33K
$18.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.52K+ 28.54% |
$2.15M - $2.39M
|
20.4K
$11.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
4.52KNew |
$2.15M - $2.39M
|
4.52K
$2.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.51K+ 1.92% |
$2.14M - $2.38M
|
240K
$133M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.51K+ 1.99% |
$2.14M - $2.38M
|
231K
$128M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
4.47K+ 3.35% |
$2.12M - $2.36M
|
138K
$76.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4.43K+ 104.68% |
$2.1M - $2.34M
|
8.66K
$4.79M
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
4.43K+ 11.51% |
$2.1M - $2.34M
|
42.9K
$23.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
4.42K+ 13.87% |
$2.1M - $2.33M
|
36.3K
$20.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
4.39K+ 0.79% |
$2.09M - $2.32M
|
560K
$310M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
4.36K+ 4.72% |
$2.07M - $2.3M
|
96.6K
$53.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
4.31K+ 1.5% |
$2.05M - $2.28M
|
291K
$161M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.29K+ 17.67% |
$2.04M - $2.26M
|
28.6K
$15.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
4.28K+ 8.35% |
$2.03M - $2.26M
|
55.5K
$30.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
4.18K+ 14.54% |
$1.99M - $2.21M
|
33K
$18.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.18K+ 2.84% |
$1.99M - $2.2M
|
151K
$83.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.16KNew |
$1.98M - $2.2M
|
4.16K
$2.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.15K+ 7.93% |
$1.97M - $2.19M
|
56.5K
$31.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.08K+ 4.36% |
$1.94M - $2.15M
|
97.6K
$54M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
4.07K+ 3.34% |
$1.93M - $2.15M
|
126K
$69.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
4.05K+ 14.34% |
$1.93M - $2.14M
|
32.3K
$17.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
4.05K+ 45.64% |
$1.92M - $2.14M
|
12.9K
$7.14M
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
4.01K+ 10.16% |
$1.91M - $2.12M
|
43.5K
$24.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
3.98K+ 12.83% |
$1.89M - $2.1M
|
35K
$19.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3.97K+ 5.9% |
$1.89M - $2.09M
|
71.2K
$39.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3.97K+ 132200.0% |
$1.88M - $2.09M
|
3.97K
$2.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.97K+ 2.9% |
$1.88M - $2.09M
|
141K
$77.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.92K+ 2.09% |
$1.86M - $2.07M
|
192K
$106M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
3.9K+ 1.83% |
$1.85M - $2.06M
|
217K
$120M
|
|
|
Oct 10, 2024
Q3 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
3.89K+ 2.47% |
$1.85M - $2.05M
|
161K
$89.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.88K+ 0.85% |
$1.85M - $2.05M
|
462K
$255M
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
3.85K+ 63.77% |
$1.83M - $2.03M
|
9.9K
$5.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
3.85K+ 69.39% |
$1.83M - $2.03M
|
9.4K
$5.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
3.84K+ 2.31% |
$1.83M - $2.03M
|
170K
$94M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.84K+ 8.68% |
$1.82M - $2.02M
|
48K
$26.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
3.83K+ 2.24% |
$1.82M - $2.02M
|
175K
$96.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.8K+ 20.66% |
$1.81M - $2.01M
|
22.2K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.8K+ 369.62% |
$1.8M - $2M
|
4.82K
$2.67M
|