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
|
Capital Square, LLC
|
BUY
|
- |
17+ 0.84% |
$8.08K - $8.97K
|
2.04K
$1.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
16+ 15.53% |
$7.6K - $8.44K
|
119
$70.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
16+ 0.96% |
$7.6K - $8.44K
|
1.68K
$995K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
16+ 0.26% |
$7.6K - $8.44K
|
6.16K
$3.64M
|
|
|
Nov 06, 2024
Q3 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
16+ 0.14% |
$7.6K - $8.44K
|
11.3K
$6.67M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
16+ 1.64% |
$7.6K - $8.44K
|
990
$585K
|
|
|
Oct 07, 2024
Q3 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
15+ 0.34% |
$7.13K - $7.92K
|
4.49K
$2.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
15+ 2.6% |
$7.13K - $7.92K
|
592
$350K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
15New |
$7.13K - $7.92K
|
15
$8.87K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
15+ 1.56% |
$7.13K - $7.92K
|
979
$579K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
BUY
|
- |
15+ 0.26% |
$7.13K - $7.92K
|
5.88K
$3.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
15+ 1.14% |
$7.13K - $7.92K
|
1.33K
$786K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
15+ 1.23% |
$7.13K - $7.92K
|
1.24K
$731K
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
14+ 0.32% |
$6.65K - $7.39K
|
4.35K
$2.57M
|
|
|
Oct 10, 2024
Q3 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.2% |
$6.65K - $7.39K
|
7.13K
$4.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
14+ 0.74% |
$6.65K - $7.39K
|
1.91K
$1.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
14+ 2.3% |
$6.65K - $7.39K
|
622
$368K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
14+ 127.27% |
$6.65K - $7.39K
|
25
$14.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
14+ 0.91% |
$6.65K - $7.39K
|
1.55K
$914K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
13+ 185.71% |
$6.18K - $6.86K
|
20
$11.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
13+ 0.03% |
$6.18K - $6.86K
|
40.1K
$23.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
13+ 1.09% |
$6.18K - $6.86K
|
1.21K
$714K
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
13+ 0.36% |
$6.18K - $6.86K
|
3.61K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
13+ 6.57% |
$6.18K - $6.86K
|
211
$125K
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
13New |
$6.18K - $6.86K
|
13
$7.69K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
12+ 0.87% |
$5.7K - $6.33K
|
1.4K
$827K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
12+ 1.06% |
$5.7K - $6.33K
|
1.15K
$679K
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
12+ 2.01% |
$5.7K - $6.33K
|
610
$361K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
12+ 0.21% |
$5.7K - $6.33K
|
5.85K
$3.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
12+ 0.49% |
$5.7K - $6.33K
|
2.49K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
12+ 0.71% |
$5.7K - $6.33K
|
1.71K
$1.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
11+ 28.95% |
$5.23K - $5.8K
|
49
$29K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
11+ 0.25% |
$5.23K - $5.8K
|
4.4K
$2.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
11+ 2.68% |
$5.23K - $5.8K
|
421
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
11+ 2.07% |
$5.23K - $5.8K
|
542
$320K
|
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
10+ 1.01% |
$4.75K - $5.28K
|
1K
$591K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10+ 0.03% |
$4.75K - $5.28K
|
31.6K
$18.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
10+ 0.87% |
$4.75K - $5.28K
|
1.17K
$689K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
10+ 0.58% |
$4.75K - $5.28K
|
1.74K
$1.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
10+ 1.03% |
$4.75K - $5.28K
|
985
$582K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
10+ 0.34% |
$4.75K - $5.28K
|
2.95K
$1.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
10+ 1.56% |
$4.75K - $5.28K
|
649
$384K
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
10+ 2.37% |
$4.75K - $5.28K
|
432
$255K
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
10+ 0.44% |
$4.75K - $5.28K
|
2.27K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
10+ 0.32% |
$4.75K - $5.28K
|
3.11K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
10+ 0.35% |
$4.75K - $5.28K
|
2.89K
$1.71M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
9+ 0.47% |
$4.28K - $4.75K
|
1.92K
$1.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
9+ 1.52% |
$4.28K - $4.75K
|
603
$357K
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
9+ 0.17% |
$4.28K - $4.75K
|
5.26K
$3.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
BUY
|
- |
9+ 2.04% |
$4.28K - $4.75K
|
451
$267K
|