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 31, 2024
Q2 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
526+ 53.51% |
$239K - $265K
|
1.51K
$742K
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
524+ 20.18% |
$238K - $264K
|
3.12K
$1.54M
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
524+ 0.59% |
$238K - $264K
|
88.8K
$43.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
523+ 1.69% |
$238K - $264K
|
31.4K
$15.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
522+ 50.88% |
$238K - $263K
|
1.55K
$761K
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
522+ 69.6% |
$238K - $263K
|
1.27K
$626K
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
522+ 43.9% |
$238K - $263K
|
1.71K
$842K
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
522+ 0.99% |
$238K - $263K
|
53K
$26.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
521+ 27.15% |
$237K - $263K
|
2.44K
$1.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
517+ 9.55% |
$235K - $261K
|
5.93K
$2.92M
|
|
|
Jul 16, 2024
Q2 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
514New |
$234K - $259K
|
514
$253K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
514+ 30.27% |
$234K - $259K
|
2.21K
$1.09M
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
BUY
|
- |
513New |
$233K - $259K
|
513
$252K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
511+ 27.01% |
$233K - $258K
|
2.4K
$1.18M
|
|
|
Jul 10, 2024
Q2 2024
|
Adams Asset Advisors, LLC
|
BUY
|
- |
511New |
$233K - $258K
|
511
$251K
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
BUY
|
- |
510New |
$232K - $257K
|
510
$251K
|
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
506New |
$230K - $255K
|
506
$249K
|
|
|
Jul 25, 2024
Q2 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
505+ 10.83% |
$230K - $255K
|
5.17K
$2.54M
|
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
504+ 2.48% |
$229K - $254K
|
20.9K
$10.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
502New |
$228K - $253K
|
502
$247K
|
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
501New |
$228K - $253K
|
501
$246K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
BUY
|
- |
498+ 1.08% |
$227K - $251K
|
46.5K
$22.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
495+ 8.92% |
$225K - $250K
|
6.04K
$2.97M
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
490+ 8.36% |
$223K - $247K
|
6.35K
$3.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Cheviot Value Management, LLC
|
BUY
|
- |
490New |
$223K - $247K
|
490
$241K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
487+ 100.0% |
$222K - $246K
|
974
$479K
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
486New |
$221K - $245K
|
486
$239K
|
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
486+ 0.97% |
$221K - $245K
|
50.5K
$24.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
485+ 5.86% |
$221K - $245K
|
8.76K
$4.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
485+ 18.55% |
$221K - $245K
|
3.1K
$1.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
482+ 40.23% |
$219K - $243K
|
1.68K
$826K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
474+ 8.72% |
$216K - $239K
|
5.91K
$2.91M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
473+ 5.09% |
$215K - $239K
|
9.76K
$4.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
473New |
$215K - $239K
|
473
$233K
|
|
|
Feb 11, 2025
Q2 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
472New |
$215K - $238K
|
472
$232K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
470+ 25.64% |
$214K - $237K
|
2.3K
$1.13M
|
|
|
Jul 10, 2024
Q2 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
468+ 4.3% |
$213K - $236K
|
11.3K
$5.58M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
468+ 1.17% |
$213K - $236K
|
40.5K
$19.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
467+ 7.76% |
$213K - $235K
|
6.49K
$3.19M
|
|
|
Jul 26, 2024
Q2 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
465+ 2.79% |
$212K - $234K
|
17.2K
$8.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
464New |
$211K - $234K
|
464
$228K
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
463+ 37.64% |
$211K - $233K
|
1.69K
$833K
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
463+ 0.53% |
$211K - $233K
|
87.7K
$43.2M
|
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
462New |
$210K - $233K
|
462
$227K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
461+ 50.38% |
$210K - $232K
|
1.38K
$677K
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
460+ 20.11% |
$209K - $232K
|
2.75K
$1.35M
|
|
|
Jul 19, 2024
Q2 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
460New |
$209K - $232K
|
460
$226K
|
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
BUY
|
- |
458+ 37.3% |
$208K - $231K
|
1.69K
$829K
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
458+ 99.78% |
$208K - $231K
|
917
$451K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
455New |
$207K - $229K
|
455
$224K
|