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 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
2+ 0.34% |
$950 - $1.06K
|
594
$351K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
2+ 0.29% |
$950 - $1.06K
|
697
$412K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
2+ 0.27% |
$950 - $1.06K
|
735
$435K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2+ 0.25% |
$950 - $1.06K
|
803
$475K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2+ 0.11% |
$950 - $1.06K
|
1.84K
$1.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2New |
$950 - $1.06K
|
2
$1.18K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
2+ 0.39% |
$950 - $1.06K
|
515
$305K
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2+ 0.07% |
$950 - $1.06K
|
2.91K
$1.72M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2+ 0.36% |
$950 - $1.06K
|
558
$330K
|
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2+ 22.22% |
$950 - $1.06K
|
11
$6.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
2+ 0.4% |
$950 - $1.06K
|
503
$297K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2+ 0.06% |
$950 - $1.06K
|
3.42K
$2.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
2+ 0.24% |
$950 - $1.06K
|
831
$491K
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
2+ 0.39% |
$950 - $1.06K
|
521
$308K
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2+ 0.26% |
$950 - $1.06K
|
766
$453K
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2+ 0.03% |
$950 - $1.06K
|
6.78K
$4.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
BUY
|
- |
2+ 0.3% |
$950 - $1.06K
|
669
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2+ 0.21% |
$950 - $1.06K
|
936
$553K
|
|
|
May 29, 2025
Q3 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
2+ 0.1% |
$950 - $1.06K
|
1.97K
$1.16M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
1+ 0.23% |
$475 - $528
|
427
$252K
|
|
|
Oct 03, 2024
Q3 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1+ 0.09% |
$475 - $528
|
1.08K
$637K
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
1+ 0.05% |
$475 - $528
|
1.85K
$1.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
BUY
|
- |
1+ 0.04% |
$475 - $528
|
2.22K
$1.32M
|
|
|
Oct 09, 2024
Q3 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
1+ 0.18% |
$475 - $528
|
556
$329K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.11% |
$475 - $528
|
939
$555K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.72% |
$475 - $528
|
140
$82.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1+ 0.06% |
$475 - $528
|
1.81K
$1.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
1+ 0.1% |
$475 - $528
|
974
$576K
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
1+ 0.11% |
$475 - $528
|
875
$517K
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1+ 0.07% |
$475 - $528
|
1.34K
$793K
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
BUY
|
- |
1+ 0.74% |
$475 - $528
|
137
$81K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
1+ 0.04% |
$475 - $528
|
2.29K
$1.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
1+ 0.17% |
$475 - $528
|
604
$357K
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
BUY
|
- |
1+ 0.25% |
$475 - $528
|
407
$241K
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
1+ 0.15% |
$475 - $528
|
667
$394K
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
1+ 0.01% |
$475 - $528
|
15.7K
$9.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
1New |
$475 - $528
|
1
$591
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1+ 0.07% |
$475 - $528
|
1.41K
$835K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1+ 0.17% |
$475 - $528
|
589
$348K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.06% |
$475 - $528
|
1.74K
$1.03M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.13% |
$475 - $528
|
752
$445K
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
1+ 0.24% |
$475 - $528
|
418
$247K
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1+ 0.18% |
$475 - $528
|
545
$322K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1New |
$475 - $528
|
1
$591
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1+ 0.26% |
$475 - $528
|
388
$229K
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1+ 0.15% |
$475 - $528
|
674
$399K
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
1+ 0.11% |
$475 - $528
|
895
$529K
|
|
|
Nov 06, 2024
Q3 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1+ 0.17% |
$475 - $528
|
594
$351K
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
1+ 0.15% |
$475 - $528
|
682
$403K
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
BUY
|
- |
1+ 0.01% |
$475 - $528
|
7.87K
$4.66M
|