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 14, 2024
Q2 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
286+ 0.63% |
$130K - $144K
|
45.3K
$25.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
284+ 24.93% |
$129K - $143K
|
1.42K
$795K
|
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
280+ 63.06% |
$127K - $141K
|
724
$405K
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
278+ 0.83% |
$127K - $140K
|
33.9K
$18.9M
|
|
|
Jan 21, 2025
Q2 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
276+ 1.43% |
$126K - $139K
|
19.5K
$10.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
274+ 16.94% |
$125K - $138K
|
1.89K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
274+ 0.29% |
$125K - $138K
|
94K
$52.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
274+ 1.51% |
$125K - $138K
|
18.4K
$10.3M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
274+ 0.29% |
$125K - $138K
|
94K
$52.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
273+ 2.72% |
$124K - $138K
|
10.3K
$5.77M
|
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
272+ 0.77% |
$124K - $137K
|
35.4K
$19.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
271+ 9.37% |
$123K - $137K
|
3.16K
$1.77M
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
BUY
|
- |
270New |
$123K - $136K
|
270
$151K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
267+ 15.84% |
$122K - $135K
|
1.95K
$1.09M
|
|
|
Jul 22, 2024
Q2 2024
|
Lincoln Capital LLC
|
BUY
|
- |
265+ 46.17% |
$121K - $134K
|
839
$469K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
265+ 0.69% |
$121K - $134K
|
38.4K
$21.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
260+ 8.83% |
$118K - $131K
|
3.21K
$1.79M
|
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
260+ 59.09% |
$118K - $131K
|
700
$391K
|
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
258+ 0.35% |
$117K - $130K
|
73.7K
$41.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
256+ 5.66% |
$117K - $129K
|
4.78K
$2.67M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
253+ 1.1% |
$115K - $128K
|
23.3K
$13M
|
|
|
Aug 14, 2024
Q2 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
251+ 87.15% |
$114K - $127K
|
539
$301K
|
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
BUY
|
- |
250+ 3.49% |
$114K - $126K
|
7.41K
$4.14M
|
|
|
Jul 19, 2024
Q2 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
250+ 2.07% |
$114K - $126K
|
12.3K
$6.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
250+ 5.8% |
$114K - $126K
|
4.56K
$2.55M
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
249+ 13.36% |
$113K - $126K
|
2.11K
$1.18M
|
|
|
Jul 23, 2024
Q2 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
243+ 5.24% |
$111K - $123K
|
4.88K
$2.73M
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
242+ 3.45% |
$110K - $122K
|
7.25K
$4.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
239+ 0.69% |
$109K - $121K
|
34.9K
$19.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
239+ 0.58% |
$109K - $121K
|
41.4K
$23.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
237+ 33.1% |
$108K - $120K
|
953
$533K
|
|
|
Aug 05, 2024
Q2 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
235+ 1.79% |
$107K - $119K
|
13.4K
$7.48M
|
|
|
Jul 12, 2024
Q2 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
234+ 17.09% |
$106K - $118K
|
1.6K
$896K
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
234+ 12.51% |
$106K - $118K
|
2.1K
$1.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
232+ 18.53% |
$106K - $117K
|
1.48K
$830K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Consulate, Inc
|
BUY
|
- |
231+ 11.21% |
$105K - $116K
|
2.29K
$1.28M
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
231+ 17.32% |
$105K - $116K
|
1.57K
$875K
|
|
|
Aug 14, 2024
Q2 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
229+ 0.55% |
$104K - $115K
|
41.7K
$23.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
227+ 10.07% |
$103K - $114K
|
2.48K
$1.39M
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
225+ 69.23% |
$102K - $113K
|
550
$307K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
223+ 2.5% |
$101K - $112K
|
9.16K
$5.12M
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
222New |
$101K - $112K
|
222
$124K
|
|
|
Jul 22, 2024
Q2 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
220+ 6.95% |
$100K - $111K
|
3.38K
$1.89M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
219+ 0.05% |
$99.7K - $110K
|
458K
$256M
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
217+ 3.68% |
$98.8K - $109K
|
6.12K
$3.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
216+ 4.28% |
$98.3K - $109K
|
5.26K
$2.94M
|
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
BUY
|
- |
215+ 45.84% |
$97.8K - $108K
|
684
$382K
|
|
|
Aug 05, 2024
Q2 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
214+ 1.8% |
$97.4K - $108K
|
12.1K
$6.77M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
213+ 3.98% |
$96.9K - $107K
|
5.57K
$3.11M
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
211+ 28.28% |
$96K - $106K
|
957
$535K
|