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 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-5- 1.24% |
$2.38K - $2.64K
|
398
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-5- 0.2% |
$2.38K - $2.64K
|
2.44K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-5- 0.02% |
$2.38K - $2.64K
|
29.3K
$17.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-5- 0.19% |
$2.38K - $2.64K
|
2.67K
$1.58M
|
|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-5- 0.61% |
$2.38K - $2.64K
|
818
$484K
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-6- 1.42% |
$2.85K - $3.17K
|
418
$247K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-6- 1.22% |
$2.85K - $3.17K
|
487
$288K
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-6- 0.87% |
$2.85K - $3.17K
|
681
$403K
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-6- 50.0% |
$2.85K - $3.17K
|
6
$3.55K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-6- 0.66% |
$2.85K - $3.17K
|
906
$536K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-7- 0.02% |
$3.33K - $3.69K
|
41.3K
$24.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-7- 3.4% |
$3.33K - $3.69K
|
199
$118K
|
|
|
Oct 21, 2024
Q3 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-7- 0.12% |
$3.33K - $3.69K
|
5.64K
$3.34M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-7- 0.35% |
$3.33K - $3.69K
|
2.01K
$1.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-7- -0.0% |
$3.33K - $3.69K
|
230K
$136M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-8- 0.81% |
$3.8K - $4.22K
|
978
$578K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-8- 0.23% |
$3.8K - $4.22K
|
3.55K
$2.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-8- 5.26% |
$3.8K - $4.22K
|
144
$85.1K
|
|
|
Feb 04, 2025
Q3 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-8- 0.26% |
$3.8K - $4.22K
|
3.12K
$1.84M
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-9- 0.53% |
$4.28K - $4.75K
|
1.68K
$995K
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-9- 1.73% |
$4.28K - $4.75K
|
512
$303K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-10- 18.87% |
$4.75K - $5.28K
|
43
$25.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-10- 3.03% |
$4.75K - $5.28K
|
320
$189K
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-10- 1.49% |
$4.75K - $5.28K
|
663
$392K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-10- 2.25% |
$4.75K - $5.28K
|
434
$257K
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-10- 0.67% |
$4.75K - $5.28K
|
1.49K
$878K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-10- 0.03% |
$4.75K - $5.28K
|
29.1K
$17.2M
|
|
|
Oct 29, 2024
Q3 2024
|
E L Financial Corp LTD
|
SELL
|
- |
-10- -0.0% |
$4.75K - $5.28K
|
1.65M
$978M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-10- 0.03% |
$4.75K - $5.28K
|
28.8K
$17M
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
SELL
|
- |
-10- 0.09% |
$4.75K - $5.28K
|
10.7K
$6.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-10- 1.95% |
$4.75K - $5.28K
|
502
$297K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-10- 0.2% |
$4.75K - $5.28K
|
5.09K
$3.01M
|
|
|
Jan 03, 2025
Q3 2024
|
Allie Family Office LLC
|
SELL
|
- |
-10- 0.09% |
$4.75K - $5.28K
|
10.7K
$6.31M
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-10- 0.36% |
$4.75K - $5.28K
|
2.78K
$1.64M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-11- 2.38% |
$5.23K - $5.8K
|
451
$267K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-11- 1.06% |
$5.23K - $5.8K
|
1.03K
$606K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-11- 0.49% |
$5.23K - $5.8K
|
2.23K
$1.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.06% |
$5.23K - $5.8K
|
19K
$11.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-11- 0.73% |
$5.23K - $5.8K
|
1.49K
$882K
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-12- 0.19% |
$5.7K - $6.33K
|
6.36K
$3.76M
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-12- 0.79% |
$5.7K - $6.33K
|
1.51K
$891K
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-12- 1.71% |
$5.7K - $6.33K
|
688
$407K
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-12- 0.46% |
$5.7K - $6.33K
|
2.57K
$1.52M
|
|
|
Oct 09, 2024
Q3 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-13- 0.31% |
$6.18K - $6.86K
|
4.23K
$2.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
SELL
|
- |
-13- 2.59% |
$6.18K - $6.86K
|
489
$289K
|
|
|
Nov 08, 2024
Q3 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-13- 0.27% |
$6.18K - $6.86K
|
4.76K
$2.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-13- 1.32% |
$6.18K - $6.86K
|
975
$577K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-13- 1.13% |
$6.18K - $6.86K
|
1.14K
$673K
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-14- 0.96% |
$6.65K - $7.39K
|
1.45K
$854K
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-14- 0.17% |
$6.65K - $7.39K
|
8.08K
$4.78M
|