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 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
711+ 5.64% |
$338K - $375K
|
13.3K
$7.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
706+ 12.49% |
$335K - $373K
|
6.36K
$3.76M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
700New |
$333K - $369K
|
700
$414K
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
698+ 19.67% |
$332K - $368K
|
4.25K
$2.51M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
693+ 17.65% |
$329K - $366K
|
4.62K
$2.73M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
690+ 7.97% |
$328K - $364K
|
9.35K
$5.53M
|
|
|
Nov 05, 2024
Q3 2024
|
Fidato Wealth LLC
|
BUY
|
- |
684+ 0.62% |
$325K - $361K
|
112K
$66.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
683New |
$325K - $360K
|
683
$404K
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
683+ 1.96% |
$325K - $360K
|
35.5K
$21M
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
682+ 32.77% |
$324K - $360K
|
2.76K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
682+ 1.64% |
$324K - $360K
|
42.3K
$25M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
679+ 1.17% |
$323K - $358K
|
58.8K
$34.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
678New |
$322K - $358K
|
678
$401K
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
677New |
$322K - $357K
|
677
$400K
|
|
|
Nov 12, 2024
Q3 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
672New |
$319K - $355K
|
672
$397K
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
670+ 13400.0% |
$318K - $354K
|
675
$399K
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
669New |
$318K - $353K
|
669
$396K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
665+ 11.22% |
$316K - $351K
|
6.59K
$3.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
663+ 4.22% |
$315K - $350K
|
16.4K
$9.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
659+ 2.57% |
$313K - $348K
|
26.3K
$15.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Consulate, Inc
|
BUY
|
- |
657+ 28.68% |
$312K - $347K
|
2.95K
$1.74M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
656+ 8.83% |
$312K - $346K
|
8.09K
$4.78M
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
649+ 61.34% |
$308K - $342K
|
1.71K
$1.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
647+ 24.41% |
$307K - $341K
|
3.3K
$1.95M
|
|
|
Nov 08, 2024
Q3 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
644+ 89.32% |
$306K - $340K
|
1.37K
$807K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
BUY
|
- |
643+ 4.22% |
$306K - $339K
|
15.9K
$9.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
642New |
$305K - $339K
|
642
$380K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
639+ 17.44% |
$304K - $337K
|
4.3K
$2.54M
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
635+ 58.85% |
$302K - $335K
|
1.71K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
634+ 634.0% |
$301K - $335K
|
734
$434K
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
632New |
$300K - $334K
|
632
$374K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
628+ 9.45% |
$298K - $331K
|
7.28K
$4.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
626+ 21.25% |
$297K - $330K
|
3.57K
$2.11M
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
624+ 107.22% |
$297K - $329K
|
1.21K
$713K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
621+ 74.91% |
$295K - $328K
|
1.45K
$857K
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
616+ 2.03% |
$293K - $325K
|
30.9K
$18.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
613+ 1.32% |
$291K - $323K
|
47.1K
$27.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
611+ 13.01% |
$290K - $322K
|
5.31K
$3.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
611+ 6.06% |
$290K - $322K
|
10.7K
$6.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Front Street Capital Management, Inc.
|
BUY
|
- |
606+ 0.85% |
$288K - $320K
|
71.7K
$42.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
603+ 0.63% |
$287K - $318K
|
96.3K
$56.9M
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
603New |
$287K - $318K
|
603
$357K
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
602+ 109.45% |
$286K - $318K
|
1.15K
$681K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
601+ 31.42% |
$286K - $317K
|
2.51K
$1.49M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
600+ 6.95% |
$285K - $317K
|
9.23K
$5.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
600+ 50.46% |
$285K - $317K
|
1.79K
$1.06M
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
598New |
$284K - $316K
|
598
$354K
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
596+ 5.99% |
$283K - $315K
|
10.5K
$6.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
592+ 40.77% |
$281K - $312K
|
2.04K
$1.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
591+ 72.87% |
$281K - $312K
|
1.4K
$829K
|