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 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
302+ 1.12% |
$137K - $152K
|
27.2K
$13.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
302+ 22.81% |
$137K - $152K
|
1.63K
$800K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
301+ 3.16% |
$137K - $152K
|
9.84K
$4.84M
|
|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
298+ 1.54% |
$136K - $150K
|
19.6K
$9.64M
|
|
|
Jul 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
296+ 65.63% |
$135K - $149K
|
747
$367K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
296+ 10.38% |
$135K - $149K
|
3.15K
$1.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
295+ 33.87% |
$134K - $149K
|
1.17K
$574K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
294+ 17.44% |
$134K - $148K
|
1.98K
$974K
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
288+ 7.78% |
$131K - $145K
|
3.99K
$1.96M
|
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
288+ 5.16% |
$131K - $145K
|
5.87K
$2.89M
|
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
287+ 8.82% |
$131K - $145K
|
3.54K
$1.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
286+ 0.63% |
$130K - $144K
|
45.3K
$22.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
284+ 24.93% |
$129K - $143K
|
1.42K
$700K
|
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
280+ 63.06% |
$127K - $141K
|
724
$356K
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
278+ 0.83% |
$127K - $140K
|
33.9K
$16.7M
|
|
|
Jan 21, 2025
Q2 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
276+ 1.43% |
$126K - $139K
|
19.5K
$9.61M
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
274+ 16.94% |
$125K - $138K
|
1.89K
$930K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
274+ 0.29% |
$125K - $138K
|
94K
$46.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
274+ 1.51% |
$125K - $138K
|
18.4K
$9.07M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
274+ 0.29% |
$125K - $138K
|
94K
$46.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
273+ 2.72% |
$124K - $138K
|
10.3K
$5.08M
|
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
272+ 0.77% |
$124K - $137K
|
35.4K
$17.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
271+ 9.37% |
$123K - $137K
|
3.16K
$1.56M
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
BUY
|
- |
270New |
$123K - $136K
|
270
$133K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
267+ 15.84% |
$122K - $135K
|
1.95K
$961K
|
|
|
Jul 22, 2024
Q2 2024
|
Lincoln Capital LLC
|
BUY
|
- |
265+ 46.17% |
$121K - $134K
|
839
$413K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
265+ 0.69% |
$121K - $134K
|
38.4K
$18.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
260+ 8.83% |
$118K - $131K
|
3.21K
$1.58M
|
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
260+ 59.09% |
$118K - $131K
|
700
$344K
|
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
258+ 0.35% |
$117K - $130K
|
73.7K
$36.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
256+ 5.66% |
$117K - $129K
|
4.78K
$2.35M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
253+ 1.1% |
$115K - $128K
|
23.3K
$11.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
251+ 87.15% |
$114K - $127K
|
539
$265K
|
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
BUY
|
- |
250+ 3.49% |
$114K - $126K
|
7.41K
$3.64M
|
|
|
Jul 19, 2024
Q2 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
250+ 2.07% |
$114K - $126K
|
12.3K
$6.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
250+ 5.8% |
$114K - $126K
|
4.56K
$2.24M
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
249+ 13.36% |
$113K - $126K
|
2.11K
$1.04M
|
|
|
Jul 23, 2024
Q2 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
243+ 5.24% |
$111K - $123K
|
4.88K
$2.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
242+ 3.45% |
$110K - $122K
|
7.25K
$3.57M
|
|
|
Aug 08, 2024
Q2 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
239+ 0.69% |
$109K - $121K
|
34.9K
$17.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
239+ 0.58% |
$109K - $121K
|
41.4K
$20.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
237+ 33.1% |
$108K - $120K
|
953
$469K
|
|
|
Aug 05, 2024
Q2 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
235+ 1.79% |
$107K - $119K
|
13.4K
$6.58M
|
|
|
Jul 12, 2024
Q2 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
234+ 17.09% |
$106K - $118K
|
1.6K
$789K
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
234+ 12.51% |
$106K - $118K
|
2.1K
$1.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
232+ 18.53% |
$106K - $117K
|
1.48K
$730K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Consulate, Inc
|
BUY
|
- |
231+ 11.21% |
$105K - $116K
|
2.29K
$1.13M
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
231+ 17.32% |
$105K - $116K
|
1.57K
$770K
|
|
|
Aug 14, 2024
Q2 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
229+ 0.55% |
$104K - $115K
|
41.7K
$20.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
227+ 10.07% |
$103K - $114K
|
2.48K
$1.22M
|