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 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-157- 32.91% |
$71.5K - $79.2K
|
320
$189K
|
|
|
Jul 31, 2024
Q2 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-158- 24.46% |
$71.9K - $79.7K
|
488
$289K
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-158- 4.2% |
$71.9K - $79.7K
|
3.6K
$2.13M
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-160- 1.72% |
$72.8K - $80.7K
|
9.15K
$5.41M
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-162- 0.06% |
$73.7K - $81.7K
|
260K
$154M
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-164- 0.87% |
$74.6K - $82.7K
|
18.6K
$11M
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-164- 6.66% |
$74.6K - $82.7K
|
2.3K
$1.36M
|
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-165- 10.38% |
$75.1K - $83.2K
|
1.42K
$842K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-166- 12.08% |
$75.5K - $83.7K
|
1.21K
$714K
|
|
|
Jul 03, 2024
Q2 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-168- 18.34% |
$76.5K - $84.7K
|
748
$442K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-168- 1.51% |
$76.5K - $84.7K
|
10.9K
$6.47M
|
|
|
Jul 17, 2024
Q2 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-170- 3.47% |
$77.4K - $85.7K
|
4.73K
$2.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-171- 11.91% |
$77.8K - $86.2K
|
1.27K
$748K
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-171- 20.0% |
$77.8K - $86.2K
|
684
$404K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-171- 14.21% |
$77.8K - $86.2K
|
1.03K
$610K
|
|
|
Mar 05, 2025
Q2 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-173- 3.1% |
$78.7K - $87.2K
|
5.41K
$3.2M
|
|
|
Mar 28, 2025
Q2 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-173- 3.1% |
$78.7K - $87.2K
|
5.41K
$3.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-176- 3.01% |
$80.1K - $88.8K
|
5.66K
$3.35M
|
|
|
Jul 17, 2024
Q2 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-178- 5.95% |
$81K - $89.8K
|
2.81K
$1.66M
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
SELL
|
- |
-178- 7.53% |
$81K - $89.8K
|
2.19K
$1.29M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-179- 1.11% |
$81.5K - $90.3K
|
15.9K
$9.39M
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-180- 9.69% |
$81.9K - $90.8K
|
1.68K
$992K
|
|
|
Jul 24, 2024
Q2 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-182- 3.75% |
$82.8K - $91.8K
|
4.67K
$2.76M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-183- 3.04% |
$83.3K - $92.3K
|
5.83K
$3.45M
|
|
|
Aug 08, 2024
Q2 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-183- 3.12% |
$83.3K - $92.3K
|
5.68K
$3.36M
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-183- 1.07% |
$83.3K - $92.3K
|
16.9K
$10M
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-184- 9.77% |
$83.7K - $92.8K
|
1.7K
$1.01M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-184- 9.36% |
$83.7K - $92.8K
|
1.78K
$1.05M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-186- 2.05% |
$84.6K - $93.8K
|
8.88K
$5.25M
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-186- 2.13% |
$84.6K - $93.8K
|
8.56K
$5.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-186- 2.48% |
$84.6K - $93.8K
|
7.33K
$4.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-186- 8.95% |
$84.6K - $93.8K
|
1.89K
$1.12M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-189- 2.63% |
$86K - $95.3K
|
7K
$4.14M
|
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-190- 3.89% |
$86.5K - $95.8K
|
4.7K
$2.78M
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-190- 1.58% |
$86.5K - $95.8K
|
11.8K
$7M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-190- 0.64% |
$86.5K - $95.8K
|
29.7K
$17.6M
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-191- 5.7% |
$86.9K - $96.3K
|
3.16K
$1.87M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-192- 16.3% |
$87.4K - $96.8K
|
986
$583K
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-193- 3.08% |
$87.8K - $97.3K
|
6.08K
$3.59M
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-196- 2.34% |
$89.2K - $98.8K
|
8.17K
$4.83M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-196- 21.97% |
$89.2K - $98.8K
|
696
$412K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-196- 14.5% |
$89.2K - $98.8K
|
1.16K
$684K
|
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-197- 5.11% |
$89.7K - $99.3K
|
3.66K
$2.16M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-199- 6.25% |
$90.6K - $100K
|
2.99K
$1.77M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-199- 3.86% |
$90.6K - $100K
|
4.96K
$2.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-199- 4.28% |
$90.6K - $100K
|
4.45K
$2.63M
|
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-200- 1.16% |
$91K - $101K
|
17.1K
$10.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-200- 7.39% |
$91K - $101K
|
2.51K
$1.48M
|
|
|
Aug 15, 2024
Q2 2024
|
Ascension Asset Management LLC
|
SELL
|
- |
-200- 28.57% |
$91K - $101K
|
500
$296K
|
|
|
Jul 15, 2024
Q2 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-201- 1.1% |
$91.5K - $101K
|
18.2K
$10.7M
|