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 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
371+ 44.22% |
$169K - $187K
|
1.21K
$676K
|
|
|
Jul 18, 2024
Q2 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
369+ 31.01% |
$168K - $186K
|
1.56K
$871K
|
|
|
Jul 23, 2024
Q2 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
368+ 2.65% |
$167K - $186K
|
14.3K
$7.98M
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
367+ 51.76% |
$167K - $185K
|
1.08K
$601K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
366+ 2.41% |
$167K - $185K
|
15.5K
$8.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
364+ 6.75% |
$166K - $184K
|
5.76K
$3.22M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
362+ 3.57% |
$165K - $183K
|
10.5K
$5.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
359+ 4.22% |
$163K - $181K
|
8.87K
$4.96M
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
354+ 2.26% |
$161K - $179K
|
16K
$8.96M
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
351+ 4.05% |
$160K - $177K
|
9.01K
$5.04M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
351+ 2.84% |
$160K - $177K
|
12.7K
$7.11M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
348+ 5.26% |
$158K - $175K
|
6.96K
$3.89M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
348+ 7.93% |
$158K - $175K
|
4.74K
$2.65M
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
346+ 3.69% |
$157K - $174K
|
9.72K
$5.43M
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
342+ 19.8% |
$156K - $172K
|
2.07K
$1.16M
|
|
|
Jul 15, 2024
Q2 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
339+ 7.43% |
$154K - $171K
|
4.9K
$2.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
338+ 9.07% |
$154K - $170K
|
4.06K
$2.27M
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
335+ 2.07% |
$152K - $169K
|
16.5K
$9.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
BUY
|
- |
334+ 2.46% |
$152K - $168K
|
13.9K
$7.77M
|
|
|
Jul 19, 2024
Q2 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
332+ 4.75% |
$151K - $167K
|
7.32K
$4.09M
|
|
|
Aug 05, 2024
Q2 2024
|
Xr Securities LLC
|
BUY
|
- |
332+ 7.23% |
$151K - $167K
|
4.93K
$2.75M
|
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
332+ 7.45% |
$151K - $167K
|
4.79K
$2.68M
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
328+ 5.86% |
$149K - $165K
|
5.93K
$3.31M
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
327+ 7.48% |
$149K - $165K
|
4.7K
$2.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
324+ 2.09% |
$147K - $163K
|
15.8K
$8.85M
|
|
|
Jul 08, 2024
Q2 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
321New |
$146K - $162K
|
321
$179K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
321New |
$146K - $162K
|
321
$179K
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
320+ 3.44% |
$146K - $161K
|
9.61K
$5.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
317+ 2.58% |
$144K - $160K
|
12.6K
$7.05M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
316+ 6.91% |
$144K - $159K
|
4.89K
$2.73M
|
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
315+ 1.77% |
$143K - $159K
|
18.1K
$10.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
315+ 15.98% |
$143K - $159K
|
2.29K
$1.28M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
313+ 11.25% |
$142K - $158K
|
3.1K
$1.73M
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
312+ 5.82% |
$142K - $157K
|
5.68K
$3.17M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
311+ 0.21% |
$142K - $157K
|
152K
$85M
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
306+ 10.93% |
$139K - $154K
|
3.11K
$1.74M
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
305+ 0.63% |
$139K - $154K
|
48.5K
$27.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
303+ 23.62% |
$138K - $153K
|
1.59K
$887K
|
|
|
Aug 14, 2024
Q2 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
303+ 58.27% |
$138K - $153K
|
823
$460K
|
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
302+ 1.12% |
$137K - $152K
|
27.2K
$15.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
302+ 22.81% |
$137K - $152K
|
1.63K
$909K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
301+ 3.16% |
$137K - $152K
|
9.84K
$5.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
298+ 1.54% |
$136K - $150K
|
19.6K
$11M
|
|
|
Jul 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
296+ 65.63% |
$135K - $149K
|
747
$418K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
296+ 10.38% |
$135K - $149K
|
3.15K
$1.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
295+ 33.87% |
$134K - $149K
|
1.17K
$652K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
294+ 17.44% |
$134K - $148K
|
1.98K
$1.11M
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
288+ 7.78% |
$131K - $145K
|
3.99K
$2.23M
|
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
288+ 5.16% |
$131K - $145K
|
5.87K
$3.28M
|
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
287+ 8.82% |
$131K - $145K
|
3.54K
$1.98M
|