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 14, 2024
Q3 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
109+ 1.32% |
$51.8K - $57.5K
|
8.39K
$4.96M
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
108+ 4.11% |
$51.3K - $57K
|
2.73K
$1.62M
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
108+ 1.53% |
$51.3K - $57K
|
7.15K
$4.23M
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
108+ 2.7% |
$51.3K - $57K
|
4.11K
$2.43M
|
|
Nov 14, 2024
Q3 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
107+ 6.29% |
$50.8K - $56.5K
|
1.81K
$1.07M
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
106+ 0.31% |
$50.4K - $55.9K
|
34.3K
$20.3M
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
106+ 2.38% |
$50.4K - $55.9K
|
4.56K
$2.69M
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
106+ 1.58% |
$50.4K - $55.9K
|
6.81K
$4.02M
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
105+ 3.14% |
$49.9K - $55.4K
|
3.45K
$2.04M
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
105New |
$49.9K - $55.4K
|
105
$62.1K
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
105+ 4.46% |
$49.9K - $55.4K
|
2.46K
$1.46M
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
104New |
$49.4K - $54.9K
|
104
$61.5K
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
104+ 12.64% |
$49.4K - $54.9K
|
927
$548K
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
103+ 5.08% |
$48.9K - $54.4K
|
2.13K
$1.26M
|
|
Nov 14, 2024
Q3 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
102+ 4.32% |
$48.5K - $53.8K
|
2.46K
$1.46M
|
|
Oct 08, 2024
Q3 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
100+ 14.33% |
$47.5K - $52.8K
|
798
$472K
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
100New |
$47.5K - $52.8K
|
100
$59.1K
|
|
Nov 06, 2024
Q3 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
100+ 16.39% |
$47.5K - $52.8K
|
710
$420K
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
99+ 8.94% |
$47K - $52.2K
|
1.21K
$713K
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
99+ 27.97% |
$47K - $52.2K
|
453
$268K
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
99+ 0.24% |
$47K - $52.2K
|
41.5K
$24.6M
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
98+ 3.73% |
$46.6K - $51.7K
|
2.73K
$1.61M
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
98+ 40.5% |
$46.6K - $51.7K
|
340
$201K
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
98+ 5.05% |
$46.6K - $51.7K
|
2.04K
$1.21M
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
97New |
$46.1K - $51.2K
|
97
$57.4K
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
BUY
|
- |
97+ 2.33% |
$46.1K - $51.2K
|
4.27K
$2.52M
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
96+ 2.07% |
$45.6K - $50.7K
|
4.73K
$2.8M
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
96+ 2.12% |
$45.6K - $50.7K
|
4.61K
$2.73M
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
96+ 15.14% |
$45.6K - $50.7K
|
730
$432K
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
96New |
$45.6K - $50.7K
|
96
$56.8K
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
95+ 4.12% |
$45.1K - $50.1K
|
2.4K
$1.42M
|
|
Aug 15, 2025
Q3 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
95+ 2.03% |
$45.1K - $50.1K
|
4.77K
$2.82M
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
93+ 0.13% |
$44.2K - $49.1K
|
69.7K
$41.2M
|
|
Nov 12, 2024
Q3 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
93+ 3.2% |
$44.2K - $49.1K
|
3K
$1.77M
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
BUY
|
- |
92+ 0.67% |
$43.7K - $48.5K
|
13.8K
$8.14M
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
92+ 7.35% |
$43.7K - $48.5K
|
1.34K
$794K
|
|
Dec 12, 2024
Q3 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
91+ 2.33% |
$43.2K - $48K
|
3.99K
$2.36M
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
90+ 1.31% |
$42.8K - $47.5K
|
6.98K
$4.13M
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
90+ 3.14% |
$42.8K - $47.5K
|
2.95K
$1.75M
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
90+ 1.37% |
$42.8K - $47.5K
|
6.68K
$3.95M
|
|
Feb 14, 2025
Q3 2024
|
Triumph Capital Management
|
BUY
|
- |
90+ 9.73% |
$42.8K - $47.5K
|
1.02K
$600K
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
88+ 2.77% |
$41.8K - $46.4K
|
3.26K
$1.93M
|
|
Oct 18, 2024
Q3 2024
|
Baker Boyer National Bank
|
BUY
|
- |
88+ 2.66% |
$41.8K - $46.4K
|
3.39K
$2.01M
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
88+ 0.98% |
$41.8K - $46.4K
|
9.1K
$5.38M
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
88+ 0.82% |
$41.8K - $46.4K
|
10.8K
$6.37M
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
87+ 1.51% |
$41.3K - $45.9K
|
5.84K
$3.46M
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
87New |
$41.3K - $45.9K
|
87
$51.4K
|
|
Oct 29, 2024
Q3 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
86+ 2.68% |
$40.9K - $45.4K
|
3.3K
$1.95M
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
85+ 1.73% |
$40.4K - $44.9K
|
4.99K
$2.95M
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
84New |
$39.9K - $44.3K
|
84
$49.7K
|