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
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.1K+ 3.1% |
$1.47M - $1.64M
|
103K
$60.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
3.1K+ 1.86% |
$1.47M - $1.64M
|
170K
$101M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.08K+ 5.27% |
$1.47M - $1.63M
|
61.6K
$36.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
BUY
|
- |
3.04K+ 4.13% |
$1.45M - $1.61M
|
76.8K
$45.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
3.04KNew |
$1.45M - $1.6M
|
3.04K
$1.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
3.02K+ 2.43% |
$1.44M - $1.59M
|
127K
$75.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
3.02K+ 55.52% |
$1.43M - $1.59M
|
8.46K
$5M
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.01K+ 78.25% |
$1.43M - $1.59M
|
6.87K
$4.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
3.01K+ 10.34% |
$1.43M - $1.59M
|
32.1K
$19M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.97K+ 67.35% |
$1.41M - $1.57M
|
7.39K
$4.37M
|
|
|
Oct 29, 2024
Q3 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
2.91KNew |
$1.38M - $1.54M
|
2.91K
$1.72M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
2.91K+ 92.93% |
$1.38M - $1.53M
|
6.04K
$3.57M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
2.89K+ 71.85% |
$1.37M - $1.52M
|
6.91K
$4.09M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.88K+ 31.3% |
$1.37M - $1.52M
|
12.1K
$7.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.86K+ 4.94% |
$1.36M - $1.51M
|
60.8K
$35.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.86K+ 7.14% |
$1.36M - $1.51M
|
42.9K
$25.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.86K+ 0.4% |
$1.36M - $1.51M
|
720K
$426M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.8K+ 10.04% |
$1.33M - $1.48M
|
30.7K
$18.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
2.8K+ 5.78% |
$1.33M - $1.48M
|
51.2K
$30.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.79K+ 14.11% |
$1.33M - $1.47M
|
22.6K
$13.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.79K+ 8.61% |
$1.32M - $1.47M
|
35.1K
$20.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.77K+ 41.05% |
$1.32M - $1.46M
|
9.53K
$5.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
2.77K+ 3.74% |
$1.31M - $1.46M
|
76.8K
$45.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
2.77K+ 129.08% |
$1.31M - $1.46M
|
4.91K
$2.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.76K+ 9.12% |
$1.31M - $1.46M
|
33K
$19.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.75K+ 250.87% |
$1.31M - $1.45M
|
3.85K
$2.28M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
2.75K+ 13.02% |
$1.31M - $1.45M
|
23.8K
$14.1M
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
2.74K+ 5.73% |
$1.3M - $1.44M
|
50.5K
$29.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.72K+ 42.87% |
$1.29M - $1.44M
|
9.07K
$5.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.72K+ 4.35% |
$1.29M - $1.43M
|
65.1K
$38.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.71K+ 61.51% |
$1.29M - $1.43M
|
7.11K
$4.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.7K+ 44.55% |
$1.28M - $1.42M
|
8.75K
$5.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.67K+ 6.65% |
$1.27M - $1.41M
|
42.9K
$25.3M
|
|
|
Nov 14, 2024
Q3 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
2.66KNew |
$1.26M - $1.4M
|
2.66K
$1.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
2.65K+ 14.67% |
$1.26M - $1.4M
|
20.7K
$12.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
2.62KNew |
$1.24M - $1.38M
|
2.62K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
2.61KNew |
$1.24M - $1.38M
|
2.61K
$1.54M
|
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
BUY
|
- |
2.61K+ 5.59% |
$1.24M - $1.37M
|
49.2K
$29.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.59KNew |
$1.23M - $1.37M
|
2.59K
$1.53M
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
2.59K+ 4.09% |
$1.23M - $1.37M
|
66K
$39M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.58K+ 106.88% |
$1.23M - $1.36M
|
4.99K
$2.95M
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.56K+ 4.5% |
$1.22M - $1.35M
|
59.4K
$35.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2.53K+ 0.49% |
$1.2M - $1.34M
|
524K
$310M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.53K+ 3.85% |
$1.2M - $1.34M
|
68.3K
$40.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.53K+ 9.55% |
$1.2M - $1.33M
|
29K
$17.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.51K+ 20.58% |
$1.19M - $1.32M
|
14.7K
$8.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
2.49K+ 4.39% |
$1.18M - $1.31M
|
59K
$34.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.47K+ 15.88% |
$1.17M - $1.3M
|
18K
$10.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.47K+ 14.86% |
$1.17M - $1.3M
|
19.1K
$11.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
2.46K+ 8.71% |
$1.17M - $1.3M
|
30.6K
$18.1M
|