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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
9+ 1.37% |
$4.28K - $4.75K
|
668
$395K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
9+ 0.63% |
$4.28K - $4.75K
|
1.45K
$857K
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
9+ 0.1% |
$4.28K - $4.75K
|
9.08K
$5.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
9+ 0.32% |
$4.28K - $4.75K
|
2.83K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
9+ 0.48% |
$4.28K - $4.75K
|
1.89K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
9+ 0.37% |
$4.28K - $4.75K
|
2.42K
$1.43M
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
8+ 0.11% |
$3.8K - $4.22K
|
7.43K
$4.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
8+ 44.44% |
$3.8K - $4.22K
|
26
$15.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
8+ 1.88% |
$3.8K - $4.22K
|
434
$257K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
8+ 0.76% |
$3.8K - $4.22K
|
1.06K
$625K
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
8+ 2.97% |
$3.8K - $4.22K
|
277
$164K
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
8+ 0.05% |
$3.8K - $4.22K
|
15.6K
$9.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
8+ 0.14% |
$3.8K - $4.22K
|
5.67K
$3.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
8+ 2.06% |
$3.8K - $4.22K
|
396
$234K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
7+ 0.42% |
$3.33K - $3.69K
|
1.67K
$989K
|
|
|
Oct 01, 2024
Q3 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
7+ 0.26% |
$3.33K - $3.69K
|
2.73K
$1.61M
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
7+ 3.18% |
$3.33K - $3.69K
|
227
$134K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
7+ 0.25% |
$3.33K - $3.69K
|
2.82K
$1.67M
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
7+ 1.21% |
$3.33K - $3.69K
|
585
$346K
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
7+ 0.38% |
$3.33K - $3.69K
|
1.83K
$1.08M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
7+ 1.55% |
$3.33K - $3.69K
|
459
$271K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
7New |
$3.33K - $3.69K
|
7
$4.14K
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
7+ 0.36% |
$3.33K - $3.69K
|
1.95K
$1.15M
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
7+ 1.02% |
$3.33K - $3.69K
|
691
$409K
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
7+ 0.85% |
$3.33K - $3.69K
|
830
$491K
|
|
|
Nov 08, 2024
Q3 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
7+ 0.34% |
$3.33K - $3.69K
|
2.05K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
7+ 0.41% |
$3.33K - $3.69K
|
1.72K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
7+ 0.61% |
$3.33K - $3.69K
|
1.16K
$686K
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
7+ 0.5% |
$3.33K - $3.69K
|
1.42K
$838K
|
|
|
Oct 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
6+ 0.27% |
$2.85K - $3.17K
|
2.21K
$1.31M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
6+ 0.39% |
$2.85K - $3.17K
|
1.56K
$923K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
6+ 0.33% |
$2.85K - $3.17K
|
1.83K
$1.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
6+ 0.35% |
$2.85K - $3.17K
|
1.72K
$1.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
6+ 0.36% |
$2.85K - $3.17K
|
1.66K
$983K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
6+ 0.19% |
$2.85K - $3.17K
|
3.21K
$1.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
6+ 0.4% |
$2.85K - $3.17K
|
1.52K
$896K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
6+ 1.28% |
$2.85K - $3.17K
|
474
$280K
|
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
5+ 0.25% |
$2.38K - $2.64K
|
2.01K
$1.19M
|
|
|
Oct 10, 2024
Q3 2024
|
Shaker Investments LLC
|
BUY
|
- |
5+ 0.3% |
$2.38K - $2.64K
|
1.67K
$989K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5+ 0.22% |
$2.38K - $2.64K
|
2.25K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
5+ 0.18% |
$2.38K - $2.64K
|
2.81K
$1.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
5+ 0.21% |
$2.38K - $2.64K
|
2.41K
$1.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
5+ 0.14% |
$2.38K - $2.64K
|
3.57K
$2.11M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
5+ 1.02% |
$2.38K - $2.64K
|
496
$293K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
5+ 0.24% |
$2.38K - $2.64K
|
2.11K
$1.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
5+ 1.14% |
$2.38K - $2.64K
|
444
$263K
|
|
|
Oct 31, 2024
Q3 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
5+ 1.16% |
$2.38K - $2.64K
|
437
$258K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
5+ 0.09% |
$2.38K - $2.64K
|
5.55K
$3.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
5+ 0.11% |
$2.38K - $2.64K
|
4.77K
$2.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.42% |
$2.38K - $2.64K
|
1.2K
$711K
|