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 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
53+ 6.11% |
$25.2K - $28K
|
920
$544K
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
53+ 31.93% |
$25.2K - $28K
|
219
$129K
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
52+ 7.4% |
$24.7K - $27.4K
|
755
$446K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
51+ 5.8% |
$24.2K - $26.9K
|
931
$550K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
51+ 8.16% |
$24.2K - $26.9K
|
676
$400K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
51+ 0.46% |
$24.2K - $26.9K
|
11.1K
$6.54M
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
51+ 1.97% |
$24.2K - $26.9K
|
2.64K
$1.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
51+ 2.63% |
$24.2K - $26.9K
|
1.99K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
51+ 0.28% |
$24.2K - $26.9K
|
18K
$10.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
50+ 49.5% |
$23.8K - $26.4K
|
151
$89.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
BUY
|
- |
50+ 9.09% |
$23.8K - $26.4K
|
600
$355K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
50+ 4.47% |
$23.8K - $26.4K
|
1.17K
$691K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
50+ 4.72% |
$23.8K - $26.4K
|
1.11K
$656K
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
50+ 0.36% |
$23.8K - $26.4K
|
14.1K
$8.31M
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
50+ 11.55% |
$23.8K - $26.4K
|
483
$286K
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
49+ 0.13% |
$23.3K - $25.9K
|
37.2K
$22M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
49+ 0.04% |
$23.3K - $25.9K
|
138K
$81.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
48+ 0.63% |
$22.8K - $25.3K
|
7.63K
$4.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Braun Stacey Associates Inc
|
BUY
|
- |
48+ 0.16% |
$22.8K - $25.3K
|
30K
$17.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
48+ 11.62% |
$22.8K - $25.3K
|
461
$273K
|
|
|
Nov 12, 2024
Q3 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
48+ 0.28% |
$22.8K - $25.3K
|
17.4K
$10.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
47+ 10.71% |
$22.3K - $24.8K
|
486
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
47+ 1.79% |
$22.3K - $24.8K
|
2.67K
$1.58M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
46+ 2.22% |
$21.9K - $24.3K
|
2.12K
$1.25M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
46+ 5.38% |
$21.9K - $24.3K
|
901
$533K
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
46+ 2.04% |
$21.9K - $24.3K
|
2.3K
$1.36M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
45+ 0.51% |
$21.4K - $23.7K
|
8.8K
$5.21M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
45+ 0.13% |
$21.4K - $23.7K
|
34.7K
$20.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
45+ 0.8% |
$21.4K - $23.7K
|
5.64K
$3.34M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
43+ 9.62% |
$20.4K - $22.7K
|
490
$290K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
43+ 3.56% |
$20.4K - $22.7K
|
1.25K
$740K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
43+ 0.34% |
$20.4K - $22.7K
|
12.8K
$7.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
43+ 0.33% |
$20.4K - $22.7K
|
13.1K
$7.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
43+ 0.47% |
$20.4K - $22.7K
|
9.19K
$5.44M
|
|
|
Oct 22, 2024
Q3 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
42+ 0.13% |
$20K - $22.2K
|
31.2K
$18.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
42+ 0.89% |
$20K - $22.2K
|
4.77K
$2.82M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
BUY
|
- |
42+ 3.3% |
$20K - $22.2K
|
1.32K
$778K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
42+ 2.65% |
$20K - $22.2K
|
1.63K
$963K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
41+ 0.77% |
$19.5K - $21.6K
|
5.37K
$3.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
41+ 3.64% |
$19.5K - $21.6K
|
1.17K
$691K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
41+ 3.95% |
$19.5K - $21.6K
|
1.08K
$638K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
40+ 15.69% |
$19K - $21.1K
|
295
$174K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
40+ 1.67% |
$19K - $21.1K
|
2.43K
$1.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
40+ 0.2% |
$19K - $21.1K
|
20.5K
$12.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
40+ 0.29% |
$19K - $21.1K
|
13.9K
$8.24M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
40+ 5.41% |
$19K - $21.1K
|
779
$461K
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
40+ 3.47% |
$19K - $21.1K
|
1.19K
$705K
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
40+ 0.62% |
$19K - $21.1K
|
6.48K
$3.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
40+ 0.88% |
$19K - $21.1K
|
4.58K
$2.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
39+ 11.44% |
$18.5K - $20.6K
|
380
$225K
|