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 25, 2024
Q2 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
444New |
$202K - $224K
|
444
$248K
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
BUY
|
- |
442New |
$201K - $223K
|
442
$247K
|
|
Aug 07, 2024
Q2 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
442New |
$201K - $223K
|
442
$247K
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
BUY
|
- |
441New |
$201K - $222K
|
441
$247K
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
441+ 3.15% |
$201K - $222K
|
14.4K
$8.06M
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
439+ 16.71% |
$200K - $221K
|
3.07K
$1.71M
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
439New |
$200K - $221K
|
439
$245K
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
438New |
$199K - $221K
|
438
$245K
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
438+ 5.86% |
$199K - $221K
|
7.92K
$4.43M
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
437+ 5.18% |
$199K - $220K
|
8.88K
$4.96M
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
434+ 0.48% |
$198K - $219K
|
91.4K
$51.1M
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
430+ 11.11% |
$196K - $217K
|
4.3K
$2.4M
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
429New |
$195K - $216K
|
429
$240K
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
428+ 3.48% |
$195K - $216K
|
12.7K
$7.11M
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
426New |
$194K - $215K
|
426
$238K
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
424+ 53.81% |
$193K - $214K
|
1.21K
$678K
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
423+ 30.28% |
$193K - $213K
|
1.82K
$1.02M
|
|
Jul 29, 2024
Q2 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
423+ 19.45% |
$193K - $213K
|
2.6K
$1.45M
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
423New |
$193K - $213K
|
423
$236K
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
421+ 30.42% |
$192K - $212K
|
1.81K
$1.01M
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
418+ 3.31% |
$190K - $211K
|
13K
$7.28M
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
416New |
$189K - $210K
|
416
$233K
|
|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
415New |
$189K - $209K
|
415
$232K
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
414New |
$188K - $209K
|
414
$231K
|
|
Aug 09, 2024
Q2 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
414New |
$188K - $209K
|
414
$231K
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
BUY
|
- |
413New |
$188K - $208K
|
413
$231K
|
|
Jan 10, 2025
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
411+ 36.89% |
$187K - $207K
|
1.53K
$852K
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
410New |
$187K - $207K
|
410
$229K
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
410New |
$187K - $207K
|
410
$229K
|
|
Aug 13, 2024
Q2 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
410New |
$187K - $207K
|
410
$229K
|
|
Aug 05, 2024
Q2 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
409New |
$186K - $206K
|
409
$229K
|
|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
407New |
$185K - $205K
|
407
$228K
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
407+ 9.21% |
$185K - $205K
|
4.82K
$2.7M
|
|
Jul 09, 2024
Q2 2024
|
Grassi Investment Management
|
BUY
|
- |
406New |
$185K - $205K
|
406
$227K
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
405+ 7.06% |
$184K - $204K
|
6.14K
$3.43M
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
404+ 1.11% |
$184K - $204K
|
36.8K
$20.5M
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
404+ 47.7% |
$184K - $204K
|
1.25K
$699K
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
403New |
$183K - $203K
|
403
$225K
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
403New |
$183K - $203K
|
403
$225K
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
400New |
$182K - $202K
|
400
$224K
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
399New |
$182K - $201K
|
399
$223K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
397+ 16.55% |
$181K - $200K
|
2.8K
$1.56M
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
397+ 5.48% |
$181K - $200K
|
7.65K
$4.27M
|
|
Jul 15, 2024
Q2 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
394+ 32.08% |
$179K - $199K
|
1.62K
$907K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
393+ 45.02% |
$179K - $198K
|
1.27K
$708K
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
389+ 9.52% |
$177K - $196K
|
4.48K
$2.5M
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
381+ 0.46% |
$173K - $192K
|
82.8K
$46.3M
|
|
Aug 13, 2024
Q2 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
376+ 0.79% |
$171K - $190K
|
48.2K
$27M
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
375+ 12.34% |
$171K - $189K
|
3.41K
$1.91M
|
|
Aug 01, 2024
Q2 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
374+ 9.12% |
$170K - $189K
|
4.48K
$2.5M
|