Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
82+ 7.01% |
$37.3K - $41.4K
|
1.25K
$740K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
82+ 1.45% |
$37.3K - $41.4K
|
5.72K
$3.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
81+ 2.75% |
$36.9K - $40.8K
|
3.03K
$1.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
81+ 1.27% |
$36.9K - $40.8K
|
6.48K
$3.83M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
80+ 0.17% |
$36.4K - $40.3K
|
47.1K
$27.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
80+ 3.37% |
$36.4K - $40.3K
|
2.45K
$1.45M
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
80+ 444.44% |
$36.4K - $40.3K
|
98
$57.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
80+ 4.36% |
$36.4K - $40.3K
|
1.91K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
80+ 6.94% |
$36.4K - $40.3K
|
1.23K
$728K
|
|
|
May 28, 2025
Q2 2024
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
80+ 3.0% |
$36.4K - $40.3K
|
2.75K
$1.62M
|
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
79+ 14.44% |
$36K - $39.8K
|
626
$370K
|
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
79+ 1.9% |
$36K - $39.8K
|
4.24K
$2.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
79+ 23.03% |
$36K - $39.8K
|
422
$250K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
77+ 0.93% |
$35K - $38.8K
|
8.37K
$4.95M
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
77+ 1.95% |
$35K - $38.8K
|
4.02K
$2.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
77+ 0.94% |
$35K - $38.8K
|
8.26K
$4.88M
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
77+ 9.53% |
$35K - $38.8K
|
885
$523K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
76+ 2.31% |
$34.6K - $38.3K
|
3.37K
$1.99M
|
|
|
Jul 26, 2024
Q2 2024
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
75+ 0.42% |
$34.1K - $37.8K
|
17.9K
$10.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
75+ 3.28% |
$34.1K - $37.8K
|
2.36K
$1.4M
|
|
|
Sep 23, 2024
Q2 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
75+ 17.99% |
$34.1K - $37.8K
|
492
$291K
|
|
|
Jul 10, 2024
Q2 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
74+ 3.85% |
$33.7K - $37.3K
|
2K
$1.18M
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
74+ 0.42% |
$33.7K - $37.3K
|
17.9K
$10.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
BUY
|
- |
73+ 0.54% |
$33.2K - $36.8K
|
13.5K
$7.98M
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
72+ 10.75% |
$32.8K - $36.3K
|
742
$439K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
70New |
$31.9K - $35.3K
|
70
$41.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
69+ 6.5% |
$31.4K - $34.8K
|
1.13K
$668K
|
|
|
Jul 12, 2024
Q2 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
68+ 16.31% |
$30.9K - $34.3K
|
485
$287K
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
68+ 0.58% |
$30.9K - $34.3K
|
11.8K
$6.98M
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
68+ 11.79% |
$30.9K - $34.3K
|
645
$381K
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
67+ 5.31% |
$30.5K - $33.8K
|
1.33K
$785K
|
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
BUY
|
- |
67+ 3.69% |
$30.5K - $33.8K
|
1.88K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
67+ 1.36% |
$30.5K - $33.8K
|
5.01K
$2.96M
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
BUY
|
- |
66+ 0.79% |
$30K - $33.3K
|
8.43K
$4.98M
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
BUY
|
- |
65+ 4.05% |
$29.6K - $32.8K
|
1.67K
$988K
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
65+ 1.77% |
$29.6K - $32.8K
|
3.73K
$2.21M
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
64+ 5.62% |
$29.1K - $32.3K
|
1.2K
$711K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
64+ 0.63% |
$29.1K - $32.3K
|
10.2K
$6.04M
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
64+ 5.97% |
$29.1K - $32.3K
|
1.14K
$672K
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
64+ 1.45% |
$29.1K - $32.3K
|
4.48K
$2.65M
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
63+ 1.75% |
$28.7K - $31.8K
|
3.66K
$2.17M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
63+ 3.2% |
$28.7K - $31.8K
|
2.03K
$1.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
63+ 3.68% |
$28.7K - $31.8K
|
1.78K
$1.05M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
62+ 7.05% |
$28.2K - $31.3K
|
942
$557K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
61+ 0.89% |
$27.8K - $30.8K
|
6.89K
$4.07M
|
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
61+ 11.15% |
$27.8K - $30.8K
|
608
$360K
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
61+ 5.26% |
$27.8K - $30.8K
|
1.22K
$721K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
60+ 3.5% |
$27.3K - $30.3K
|
1.78K
$1.05M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
60+ 0.49% |
$27.3K - $30.3K
|
12.4K
$7.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
59+ 9.39% |
$26.9K - $29.8K
|
687
$406K
|