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 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6.32K- 8.23% |
$3M - $3.34M
|
70.4K
$41.7M
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-6.35K- 37.98% |
$3.02M - $3.35M
|
10.4K
$6.13M
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-6.39K- 50.22% |
$3.03M - $3.37M
|
6.33K
$3.74M
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-6.61K- 3.69% |
$3.14M - $3.49M
|
172K
$102M
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.62K- 9.49% |
$3.15M - $3.49M
|
63.1K
$37.3M
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-6.66K- 1.54% |
$3.16M - $3.51M
|
426K
$252M
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-6.73K- 35.2% |
$3.2M - $3.55M
|
12.4K
$7.33M
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-6.84K- 42.94% |
$3.25M - $3.61M
|
9.08K
$5.37M
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-6.84K- 76.91% |
$3.25M - $3.61M
|
2.05K
$1.21M
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-6.86K- 9.24% |
$3.26M - $3.62M
|
67.4K
$39.9M
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.91K- 50.41% |
$3.29M - $3.65M
|
6.8K
$4.02M
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-7.03K- 3.8% |
$3.34M - $3.71M
|
178K
$105M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.08K- 4.18% |
$3.37M - $3.74M
|
162K
$95.9M
|
|
Nov 13, 2024
Q3 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-7.11K- 5.83% |
$3.38M - $3.75M
|
115K
$67.9M
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-7.12K- 20.39% |
$3.38M - $3.76M
|
27.8K
$16.4M
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-7.12K- 17.68% |
$3.38M - $3.76M
|
33.2K
$19.6M
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.27K- 2.91% |
$3.45M - $3.83M
|
242K
$143M
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-7.4K- 13.88% |
$3.52M - $3.9M
|
45.9K
$27.1M
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-7.96K- 65.74% |
$3.78M - $4.2M
|
4.15K
$2.45M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8.09K- 2.15% |
$3.85M - $4.27M
|
368K
$218M
|
|
Nov 01, 2024
Q3 2024
|
Call To Action Foundation
Salt Lake City, UT |
SELL
|
- |
-8.22K- 0.9% |
$3.9M - $4.34M
|
900K
$532M
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-8.25K- 35.55% |
$3.92M - $4.35M
|
15K
$8.84M
|
|
Nov 14, 2024
Q3 2024
|
Thomist Capital Management, LP
Houston, TX |
SELL
|
- |
-9.26K- 30.68% |
$4.4M - $4.88M
|
20.9K
$12.4M
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-9.37K- 33.34% |
$4.45M - $4.95M
|
18.7K
$11.1M
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-9.5K- 11.07% |
$4.51M - $5.01M
|
76.3K
$45.1M
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-9.85K- 3.44% |
$4.68M - $5.2M
|
277K
$164M
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-10.1K- 14.56% |
$4.79M - $5.32M
|
59.1K
$35M
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-10.1K- 20.4% |
$4.8M - $5.33M
|
39.4K
$23.3M
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-10.3K- 67.19% |
$4.88M - $5.42M
|
5.01K
$2.96M
|
|
Oct 09, 2024
Q3 2024
|
Spence Asset Management
|
SELL
|
- |
-10.4K- 96.44% |
$4.95M - $5.5M
|
385
$228K
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10.7K- 4.02% |
$5.1M - $5.66M
|
256K
$152M
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-10.8K- 68.84% |
$5.11M - $5.68M
|
4.87K
$2.88M
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-11K- 15.42% |
$5.25M - $5.83M
|
60.6K
$35.8M
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-11.2K- 45.93% |
$5.31M - $5.9M
|
13.2K
$7.78M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11.3K- 15.76% |
$5.37M - $5.96M
|
60.4K
$35.7M
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-11.3K- 33.61% |
$5.38M - $5.97M
|
22.4K
$13.2M
|
|
Nov 14, 2024
Q3 2024
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-11.8K- 68.55% |
$5.59M - $6.21M
|
5.4K
$3.19M
|
|
Nov 07, 2024
Q3 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
SELL
|
- |
-11.8K- 12.17% |
$5.6M - $6.22M
|
85.1K
$50.3M
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-12.4K- 4.17% |
$5.91M - $6.56M
|
286K
$169M
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-12.5K- 9.14% |
$5.93M - $6.59M
|
124K
$73.4M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-13.2K- 17.5% |
$6.25M - $6.94M
|
62K
$36.7M
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-13.3K- 39.52% |
$6.31M - $7.01M
|
20.3K
$12M
|
|
Oct 29, 2024
Q3 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-13.8K- 14.3% |
$6.54M - $7.27M
|
82.5K
$48.8M
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-13.8K- 10.42% |
$6.57M - $7.29M
|
119K
$70.3M
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-13.9K- 3.6% |
$6.61M - $7.34M
|
373K
$220M
|
|
Oct 25, 2024
Q3 2024
|
Toews Corp
|
SELL
|
- |
-14.2K- 6.34% |
$6.77M - $7.51M
|
211K
$124M
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-14.3K- 83.21% |
$6.81M - $7.56M
|
2.89K
$1.71M
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-14.4K- 18.28% |
$6.86M - $7.62M
|
64.5K
$38.2M
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-14.8K- 5.85% |
$7.05M - $7.83M
|
239K
$141M
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-14.8K- 5.85% |
$7.05M - $7.83M
|
239K
$141M
|