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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
13+ 0.19% |
$5.92K - $6.56K
|
6.91K
$4.09M
|
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
12+ 2.5% |
$5.46K - $6.05K
|
492
$291K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
12+ 0.15% |
$5.46K - $6.05K
|
7.94K
$4.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
12New |
$5.46K - $6.05K
|
12
$7.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
12+ 1.47% |
$5.46K - $6.05K
|
831
$491K
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.44% |
$5.46K - $6.05K
|
2.77K
$1.64M
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
12+ 0.11% |
$5.46K - $6.05K
|
10.6K
$6.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
12+ 0.36% |
$5.46K - $6.05K
|
3.34K
$1.97M
|
|
|
Jul 18, 2024
Q2 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
11+ 1.63% |
$5.01K - $5.55K
|
685
$405K
|
|
|
Aug 09, 2024
Q2 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
11+ 1.34% |
$5.01K - $5.55K
|
829
$490K
|
|
|
Aug 13, 2024
Q2 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
11+ 1.15% |
$5.01K - $5.55K
|
967
$572K
|
|
|
Aug 14, 2024
Q2 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.93% |
$5.01K - $5.55K
|
1.2K
$708K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
11+ 0.12% |
$5.01K - $5.55K
|
8.88K
$5.25M
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
11+ 1.77% |
$5.01K - $5.55K
|
634
$375K
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
11+ 0.03% |
$5.01K - $5.55K
|
37.1K
$21.9M
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
10+ 35.71% |
$4.55K - $5.04K
|
38
$22.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
10+ 0.7% |
$4.55K - $5.04K
|
1.45K
$856K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
10New |
$4.55K - $5.04K
|
10
$5.91K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
10+ 0.06% |
$4.55K - $5.04K
|
17.1K
$10.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
10+ 0.8% |
$4.55K - $5.04K
|
1.26K
$746K
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
10+ 0.11% |
$4.55K - $5.04K
|
9.51K
$5.62M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
10+ 1.18% |
$4.55K - $5.04K
|
858
$507K
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
10+ 0.22% |
$4.55K - $5.04K
|
4.63K
$2.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
10+ 0.41% |
$4.55K - $5.04K
|
2.42K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Qcm Cayman, Ltd.
|
BUY
|
- |
10+ 2.2% |
$4.55K - $5.04K
|
465
$275K
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
9+ 0.85% |
$4.1K - $4.54K
|
1.07K
$633K
|
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
9+ 0.09% |
$4.1K - $4.54K
|
9.77K
$5.78M
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
9+ 0.18% |
$4.1K - $4.54K
|
4.88K
$2.88M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
9New |
$4.1K - $4.54K
|
9
$5.32K
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
9+ 1.79% |
$4.1K - $4.54K
|
513
$303K
|
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.53% |
$3.64K - $4.03K
|
1.51K
$891K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
8+ 0.7% |
$3.64K - $4.03K
|
1.15K
$682K
|
|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
8+ 1.81% |
$3.64K - $4.03K
|
450
$266K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
8+ 1.23% |
$3.64K - $4.03K
|
659
$390K
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
BUY
|
- |
8+ 0.14% |
$3.64K - $4.03K
|
5.84K
$3.45M
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
8+ 1.37% |
$3.64K - $4.03K
|
591
$349K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
8+ 9.52% |
$3.64K - $4.03K
|
92
$54.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
8+ 0.73% |
$3.64K - $4.03K
|
1.11K
$654K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7New |
$3.19K - $3.53K
|
7
$4.14K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
7+ 1.33% |
$3.19K - $3.53K
|
532
$315K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7+ 0.13% |
$3.19K - $3.53K
|
5.24K
$3.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
7+ 0.18% |
$3.19K - $3.53K
|
3.93K
$2.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
7+ 0.33% |
$3.19K - $3.53K
|
2.13K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
7+ 0.77% |
$3.19K - $3.53K
|
913
$540K
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
7+ 0.48% |
$3.19K - $3.53K
|
1.48K
$872K
|
|
|
Aug 07, 2025
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7+ 0.13% |
$3.19K - $3.53K
|
5.24K
$3.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
6+ 0.4% |
$2.73K - $3.03K
|
1.52K
$898K
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
6+ 0.56% |
$2.73K - $3.03K
|
1.08K
$639K
|
|
|
Aug 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
6+ 0.77% |
$2.73K - $3.03K
|
788
$466K
|
|
|
Aug 09, 2024
Q2 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
6+ 0.16% |
$2.73K - $3.03K
|
3.68K
$2.18M
|