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 14, 2024
Q3 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-43- 4.64% |
$20.4K - $22.7K
|
884
$523K
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-44- 0.82% |
$20.9K - $23.2K
|
5.34K
$3.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-44- 5.5% |
$20.9K - $23.2K
|
756
$447K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-45- 0.4% |
$21.4K - $23.7K
|
11.1K
$6.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-45- 8.04% |
$21.4K - $23.7K
|
515
$305K
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
SELL
|
- |
-45- 3.0% |
$21.4K - $23.7K
|
1.45K
$860K
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
SELL
|
- |
-45- 1.74% |
$21.4K - $23.7K
|
2.54K
$1.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-46- 1.07% |
$21.9K - $24.3K
|
4.25K
$2.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-46- 1.66% |
$21.9K - $24.3K
|
2.72K
$1.61M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-47- 4.26% |
$22.3K - $24.8K
|
1.06K
$624K
|
|
|
Oct 17, 2024
Q3 2024
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-47- 9.71% |
$22.3K - $24.8K
|
437
$258K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-47- 4.81% |
$22.3K - $24.8K
|
931
$550K
|
|
|
Jan 10, 2025
Q3 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-47- 3.08% |
$22.3K - $24.8K
|
1.48K
$874K
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-48- 7.89% |
$22.8K - $25.3K
|
560
$331K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-48- 0.74% |
$22.8K - $25.3K
|
6.4K
$3.78M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-48- 10.0% |
$22.8K - $25.3K
|
432
$255K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-48- 3.34% |
$22.8K - $25.3K
|
1.39K
$821K
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-49- 10.38% |
$23.3K - $25.9K
|
423
$250K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-49- 0.98% |
$23.3K - $25.9K
|
4.95K
$2.93M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-50- 3.14% |
$23.8K - $26.4K
|
1.54K
$911K
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-50- 8.1% |
$23.8K - $26.4K
|
567
$335K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-52- 1.2% |
$24.7K - $27.4K
|
4.29K
$2.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-52- 0.64% |
$24.7K - $27.4K
|
8.13K
$4.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-53- 1.29% |
$25.2K - $28K
|
4.07K
$2.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-54- 3.45% |
$25.7K - $28.5K
|
1.51K
$893K
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-54- 5.08% |
$25.7K - $28.5K
|
1.01K
$597K
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-55- 4.84% |
$26.1K - $29K
|
1.08K
$640K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-55- 12.53% |
$26.1K - $29K
|
384
$227K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-56- 0.23% |
$26.6K - $29.6K
|
24K
$14.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
SELL
|
- |
-56- 5.58% |
$26.6K - $29.6K
|
947
$560K
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-56- 1.44% |
$26.6K - $29.6K
|
3.82K
$2.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-57- 9.39% |
$27.1K - $30.1K
|
550
$325K
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-57- 0.34% |
$27.1K - $30.1K
|
16.8K
$9.95M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-58- 1.68% |
$27.6K - $30.6K
|
3.39K
$2.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-58- 59.18% |
$27.6K - $30.6K
|
40
$23.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-58- 0.07% |
$27.6K - $30.6K
|
82.8K
$48.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-58- 0.08% |
$27.6K - $30.6K
|
75.8K
$44.8M
|
|
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-58- 2.34% |
$27.6K - $30.6K
|
2.42K
$1.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-59- 1.18% |
$28K - $31.1K
|
4.92K
$2.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-59- 8.23% |
$28K - $31.1K
|
658
$389K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-59- 9.15% |
$28K - $31.1K
|
586
$346K
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-60- 1.0% |
$28.5K - $31.7K
|
5.96K
$3.52M
|
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-60- 0.87% |
$28.5K - $31.7K
|
6.81K
$4.03M
|
|
|
Oct 11, 2024
Q3 2024
|
M. Kraus & CO
|
SELL
|
- |
-60- 11.43% |
$28.5K - $31.7K
|
465
$275K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-60- 6.13% |
$28.5K - $31.7K
|
919
$543K
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-60- 8.85% |
$28.5K - $31.7K
|
618
$365K
|
|
|
Nov 01, 2024
Q3 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-60- 0.78% |
$28.5K - $31.7K
|
7.65K
$4.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-60- 0.11% |
$28.5K - $31.7K
|
56.2K
$33.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-61- 0.36% |
$29K - $32.2K
|
17.1K
$10.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-61- 2.34% |
$29K - $32.2K
|
2.55K
$1.51M
|