Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1.34K+ 0.29% |
$609K - $675K
|
462K
$266M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.34K+ 1.96% |
$609K - $675K
|
69.8K
$40.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.32K+ 44.51% |
$601K - $666K
|
4.29K
$2.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.32KNew |
$599K - $664K
|
1.32K
$757K
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.31K+ 118.87% |
$596K - $661K
|
2.41K
$1.39M
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.31K+ 1.36% |
$596K - $660K
|
97.5K
$56.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.31K+ 3.94% |
$595K - $660K
|
34.5K
$19.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.3K+ 2.54% |
$593K - $658K
|
52.7K
$30.3M
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
1.3K+ 1.85% |
$593K - $657K
|
71.8K
$41.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.3K+ 43.91% |
$592K - $656K
|
4.26K
$2.45M
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.3K+ 29.59% |
$589K - $653K
|
5.67K
$3.26M
|
|
|
Aug 02, 2024
Q2 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
1.29K+ 1.61% |
$589K - $653K
|
81.7K
$47M
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.29K+ 3.17% |
$588K - $651K
|
42K
$24.2M
|
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
1.29K+ 5.15% |
$588K - $651K
|
26.4K
$15.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.28K+ 8.95% |
$584K - $647K
|
15.6K
$8.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.28K+ 6.4% |
$581K - $644K
|
21.2K
$12.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.27KNew |
$576K - $638K
|
1.27K
$728K
|
|
|
Aug 06, 2024
Q2 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.26K+ 153.47% |
$573K - $635K
|
2.08K
$1.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
1.24K+ 0.73% |
$566K - $627K
|
171K
$98.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.24K+ 4.18% |
$566K - $627K
|
31K
$17.8M
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.24K+ 33.15% |
$564K - $625K
|
4.98K
$2.86M
|
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
1.24K+ 4.27% |
$563K - $624K
|
30.2K
$17.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.23K+ 4.02% |
$561K - $622K
|
31.9K
$18.4M
|
|
|
Oct 18, 2024
Q2 2024
|
Applied Capital LLC
|
BUY
|
- |
1.23K+ 2.69% |
$558K - $618K
|
46.8K
$26.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
1.23KNew |
$557K - $618K
|
1.23K
$705K
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.21K+ 45.96% |
$552K - $612K
|
3.85K
$2.22M
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.21K+ 101.68% |
$552K - $611K
|
2.4K
$1.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.21K+ 1.19% |
$552K - $611K
|
103K
$59.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1.21K+ 2.18% |
$551K - $610K
|
56.8K
$32.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
1.21K+ 18.59% |
$550K - $610K
|
7.71K
$4.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
BUY
|
- |
1.21K+ 26.86% |
$550K - $609K
|
5.71K
$3.28M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
1.2K+ 6.3% |
$545K - $604K
|
20.2K
$11.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
1.2K+ 12.12% |
$544K - $603K
|
11.1K
$6.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.19KNew |
$543K - $602K
|
1.19K
$687K
|
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
1.18K+ 0.76% |
$535K - $593K
|
156K
$89.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Thomist Capital Management, LP
Houston, TX |
BUY
|
- |
1.17K+ 4.05% |
$534K - $592K
|
30.2K
$17.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.16K+ 4.15% |
$528K - $585K
|
29.1K
$16.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.16K+ 4.49% |
$527K - $584K
|
27K
$15.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
1.16KNew |
$526K - $583K
|
1.16K
$665K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.15KNew |
$523K - $580K
|
1.15K
$662K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.15K+ 4.24% |
$523K - $580K
|
28.3K
$16.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.15K+ 1.24% |
$523K - $579K
|
93.7K
$53.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.15KNew |
$522K - $578K
|
1.15K
$659K
|
|
|
Jul 31, 2024
Q2 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1.15KNew |
$521K - $577K
|
1.15K
$659K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1.14K+ 2.45% |
$519K - $575K
|
47.7K
$27.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.14K+ 12.03% |
$517K - $573K
|
10.6K
$6.09M
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.13KNew |
$516K - $572K
|
1.13K
$652K
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.13K+ 43.61% |
$516K - $571K
|
3.73K
$2.15M
|
|
|
Jul 18, 2024
Q2 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
1.13K+ 3.54% |
$515K - $571K
|
33.1K
$19M
|
|
|
Aug 09, 2024
Q2 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.13K+ 1.64% |
$513K - $568K
|
70K
$40.3M
|