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 25, 2024
Q3 2024
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-791- 23.93% |
$376K - $417K
|
2.51K
$1.49M
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-794- 50.09% |
$377K - $419K
|
791
$468K
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-800- 36.1% |
$380K - $422K
|
1.42K
$837K
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-809- 6.12% |
$384K - $427K
|
12.4K
$7.34M
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-814- 0.86% |
$387K - $430K
|
94.2K
$55.7M
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-820- 0.33% |
$390K - $433K
|
246K
$146M
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-826- 1.8% |
$393K - $436K
|
45.2K
$26.7M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-849- 11.33% |
$403K - $448K
|
6.64K
$3.93M
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-851- 53.39% |
$404K - $449K
|
743
$439K
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-856- 2.67% |
$407K - $452K
|
31.2K
$18.4M
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-857- 3.04% |
$407K - $452K
|
27.3K
$16.2M
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-863- 5.43% |
$410K - $455K
|
15K
$8.88M
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-868- 11.7% |
$412K - $458K
|
6.55K
$3.87M
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-870- 11.66% |
$413K - $459K
|
6.59K
$3.9M
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-872- 2.49% |
$414K - $460K
|
34.1K
$20.2M
|
|
Feb 26, 2025
Q3 2024
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-872- 7.51% |
$414K - $460K
|
10.7K
$6.35M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-882- 1.7% |
$419K - $465K
|
51.1K
$30.2M
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-893- 40.87% |
$424K - $471K
|
1.29K
$764K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-897- 9.29% |
$426K - $473K
|
8.76K
$5.18M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-905- 1.65% |
$430K - $478K
|
54K
$32M
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-911- 32.16% |
$433K - $481K
|
1.92K
$1.14M
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-925- 7.25% |
$440K - $488K
|
11.8K
$6.99M
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-930- 3.13% |
$442K - $491K
|
28.8K
$17M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-932- 4.28% |
$443K - $492K
|
20.8K
$12.3M
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
SELL
|
- |
-950- 15.72% |
$451K - $501K
|
5.09K
$3.01M
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-976- 50.36% |
$464K - $515K
|
962
$569K
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-980- 0.79% |
$466K - $517K
|
123K
$73M
|
|
Nov 13, 2024
Q3 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-983- 3.5% |
$467K - $519K
|
27.1K
$16M
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-989- 8.38% |
$470K - $522K
|
10.8K
$6.39M
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-993- 6.44% |
$472K - $524K
|
14.4K
$8.53M
|
|
Oct 22, 2024
Q3 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-993- 0.79% |
$472K - $524K
|
124K
$73.4M
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1K- 2.05% |
$476K - $528K
|
47.8K
$28.3M
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.03K- 8.06% |
$491K - $545K
|
11.8K
$6.97M
|
|
Nov 14, 2024
Q3 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.05K- 5.02% |
$499K - $554K
|
19.9K
$11.7M
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-1.08K- 15.57% |
$513K - $569K
|
5.85K
$3.46M
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-1.08K- 0.23% |
$514K - $570K
|
462K
$273M
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.1K- 8.8% |
$520K - $578K
|
11.3K
$6.71M
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-1.16K- 5.81% |
$549K - $609K
|
18.7K
$11.1M
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1.16K- 1.47% |
$549K - $609K
|
77.6K
$45.9M
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.16K- 7.14% |
$551K - $612K
|
15.1K
$8.91M
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.16K- 37.97% |
$552K - $613K
|
1.9K
$1.12M
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-1.16K- 31.79% |
$553K - $614K
|
2.5K
$1.48M
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.17K- 1.13% |
$556K - $617K
|
102K
$60.4M
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1.17K- 0.7% |
$556K - $617K
|
166K
$98.2M
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.17K- 1.15% |
$556K - $618K
|
100K
$59.3M
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.18K- 8.4% |
$562K - $624K
|
12.9K
$7.62M
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.19K- 1.06% |
$565K - $627K
|
111K
$65.7M
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-1.2K- 3.25% |
$568K - $631K
|
35.6K
$21.1M
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-1.2K- 2.76% |
$572K - $635K
|
42.5K
$25.1M
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.21K- 3.84% |
$575K - $638K
|
30.3K
$17.9M
|