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
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
3.78K+ 56.78% |
$1.8M - $2M
|
10.4K
$5.77M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.72K+ 6.84% |
$1.77M - $1.96M
|
58K
$32.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
3.7K+ 4.22% |
$1.76M - $1.95M
|
91.4K
$50.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Fortune 45 LLC
|
BUY
|
- |
3.65K+ 3.34% |
$1.73M - $1.93M
|
113K
$62.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.62K+ 2.34% |
$1.72M - $1.91M
|
158K
$87.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
3.61KNew |
$1.71M - $1.9M
|
3.61K
$1.99M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.6K+ 4.64% |
$1.71M - $1.9M
|
81.1K
$44.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.59K+ 4.35% |
$1.7M - $1.89M
|
86K
$47.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Belmont Capital, LLC
|
BUY
|
- |
3.56K+ 249.13% |
$1.69M - $1.88M
|
4.99K
$2.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
3.56KNew |
$1.69M - $1.88M
|
3.56K
$1.97M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
3.55KNew |
$1.69M - $1.87M
|
3.55K
$1.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.55K+ 24.54% |
$1.69M - $1.87M
|
18K
$9.95M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
3.53KNew |
$1.68M - $1.86M
|
3.53K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
3.53KNew |
$1.68M - $1.86M
|
3.53K
$1.95M
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
3.5KNew |
$1.66M - $1.85M
|
3.5K
$1.93M
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
BUY
|
- |
3.49K+ 34.13% |
$1.66M - $1.84M
|
13.7K
$7.58M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.47K+ 63.18% |
$1.65M - $1.83M
|
8.96K
$4.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.46K+ 2.77% |
$1.64M - $1.82M
|
128K
$71M
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
BUY
|
- |
3.43KNew |
$1.63M - $1.81M
|
3.43K
$1.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3.34K+ 12.53% |
$1.58M - $1.76M
|
29.9K
$16.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.33K+ 26.31% |
$1.58M - $1.76M
|
16K
$8.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3.3KNew |
$1.57M - $1.74M
|
3.3K
$1.82M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
3.28K+ 6.09% |
$1.56M - $1.73M
|
57.1K
$31.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
3.27K+ 2.61% |
$1.55M - $1.73M
|
129K
$71.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
3.23K+ 3.47% |
$1.53M - $1.7M
|
96.2K
$53.2M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.22K+ 11.49% |
$1.53M - $1.7M
|
31.2K
$17.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.19K+ 101.17% |
$1.52M - $1.68M
|
6.35K
$3.51M
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
3.18K+ 138.92% |
$1.51M - $1.68M
|
5.46K
$3.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
3.15KNew |
$1.5M - $1.66M
|
3.15K
$1.74M
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
3.15K+ 4.29% |
$1.5M - $1.66M
|
76.7K
$42.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
3.15K+ 9.14% |
$1.5M - $1.66M
|
37.6K
$20.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
3.15K+ 584.6% |
$1.5M - $1.66M
|
3.69K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
BUY
|
- |
3.14KNew |
$1.49M - $1.66M
|
3.14K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.14K+ 3.17% |
$1.49M - $1.66M
|
102K
$56.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
BUY
|
- |
3.13K+ 4.35% |
$1.49M - $1.65M
|
75.1K
$41.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
3.12K+ 7.55% |
$1.48M - $1.65M
|
44.5K
$24.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
3.11KNew |
$1.48M - $1.64M
|
3.11K
$1.72M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3.1K+ 42.05% |
$1.47M - $1.64M
|
10.5K
$5.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.1K+ 3.1% |
$1.47M - $1.64M
|
103K
$57M
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
3.1K+ 1.86% |
$1.47M - $1.64M
|
170K
$94.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.08K+ 5.27% |
$1.47M - $1.63M
|
61.6K
$34.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
BUY
|
- |
3.04K+ 4.13% |
$1.45M - $1.61M
|
76.8K
$42.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
3.04KNew |
$1.45M - $1.6M
|
3.04K
$1.68M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
3.02K+ 2.43% |
$1.44M - $1.59M
|
127K
$70.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
3.02K+ 55.52% |
$1.43M - $1.59M
|
8.46K
$4.68M
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.01K+ 78.25% |
$1.43M - $1.59M
|
6.87K
$3.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
3.01K+ 10.34% |
$1.43M - $1.59M
|
32.1K
$17.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.97K+ 67.35% |
$1.41M - $1.57M
|
7.39K
$4.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
2.91KNew |
$1.38M - $1.54M
|
2.91K
$1.61M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
2.91K+ 92.93% |
$1.38M - $1.53M
|
6.04K
$3.34M
|