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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
733New |
$334K - $370K
|
733
$422K
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
BUY
|
- |
733+ 7.72% |
$334K - $370K
|
10.2K
$5.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
729+ 0.14% |
$332K - $368K
|
515K
$296M
|
|
|
Aug 14, 2024
Q2 2024
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
724+ 15.76% |
$329K - $365K
|
5.32K
$3.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
723+ 2.9% |
$329K - $365K
|
25.6K
$14.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
722+ 9.18% |
$329K - $364K
|
8.58K
$4.94M
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
722New |
$329K - $364K
|
722
$415K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
715+ 0.52% |
$325K - $361K
|
139K
$79.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
715+ 0.2% |
$325K - $361K
|
365K
$210M
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
712+ 31.06% |
$324K - $359K
|
3K
$1.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
709+ 2.7% |
$323K - $358K
|
27K
$15.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
708+ 2.13% |
$322K - $357K
|
33.9K
$19.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
BUY
|
- |
707+ 13.21% |
$322K - $357K
|
6.06K
$3.48M
|
|
|
Aug 07, 2024
Q2 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
707New |
$322K - $357K
|
707
$407K
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
703New |
$320K - $355K
|
703
$404K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
701+ 3.34% |
$319K - $354K
|
21.7K
$12.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
700+ 3.91% |
$319K - $353K
|
18.6K
$10.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
700New |
$319K - $353K
|
700
$403K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
699+ 6.64% |
$318K - $352K
|
11.2K
$6.46M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
693+ 4076.47% |
$315K - $349K
|
710
$408K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
689+ 4.34% |
$314K - $347K
|
16.6K
$9.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
686+ 41.05% |
$312K - $346K
|
2.36K
$1.36M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
683+ 4.56% |
$311K - $344K
|
15.7K
$9.01M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
680+ 12.0% |
$309K - $343K
|
6.35K
$3.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
679New |
$309K - $342K
|
679
$391K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
679New |
$309K - $342K
|
679
$391K
|
|
|
Jul 31, 2024
Q2 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
678New |
$309K - $342K
|
678
$390K
|
|
|
Jul 18, 2024
Q2 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
672+ 0.97% |
$306K - $339K
|
70.2K
$40.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
670+ 11.38% |
$305K - $338K
|
6.56K
$3.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
670+ 1155.17% |
$305K - $338K
|
728
$419K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
669+ 38.67% |
$304K - $337K
|
2.4K
$1.38M
|
|
|
Aug 16, 2024
Q2 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
666+ 1.94% |
$303K - $336K
|
34.9K
$20.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
662New |
$301K - $334K
|
662
$381K
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
661New |
$301K - $333K
|
661
$380K
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
658+ 4.09% |
$299K - $332K
|
16.8K
$9.64M
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
657New |
$299K - $331K
|
657
$378K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
656+ 2.12% |
$299K - $331K
|
31.5K
$18.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
654+ 1.97% |
$298K - $330K
|
33.8K
$19.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
650+ 98.48% |
$296K - $328K
|
1.31K
$754K
|
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
649+ 5.69% |
$295K - $327K
|
12.1K
$6.94M
|
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
649+ 0.08% |
$295K - $327K
|
794K
$457M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
647+ 4.5% |
$294K - $326K
|
15K
$8.65M
|
|
|
Jul 18, 2024
Q2 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
641New |
$292K - $323K
|
641
$369K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
641+ 12.79% |
$292K - $323K
|
5.65K
$3.25M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
641New |
$292K - $323K
|
641
$369K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
640+ 17.95% |
$291K - $323K
|
4.21K
$2.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
638New |
$290K - $322K
|
638
$367K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
636+ 2.32% |
$289K - $321K
|
28.1K
$16.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
632New |
$288K - $319K
|
632
$364K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
629+ 3.58% |
$286K - $317K
|
18.2K
$10.5M
|