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
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
225+ 69.23% |
$102K - $113K
|
550
$271K
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
223+ 2.5% |
$101K - $112K
|
9.16K
$4.51M
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
222New |
$101K - $112K
|
222
$109K
|
|
Jul 22, 2024
Q2 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
220+ 6.95% |
$100K - $111K
|
3.38K
$1.66M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
219+ 0.05% |
$99.7K - $110K
|
458K
$225M
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
217+ 3.68% |
$98.8K - $109K
|
6.12K
$3.01M
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
216+ 4.28% |
$98.3K - $109K
|
5.26K
$2.59M
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
BUY
|
- |
215+ 45.84% |
$97.8K - $108K
|
684
$336K
|
|
Aug 05, 2024
Q2 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
214+ 1.8% |
$97.4K - $108K
|
12.1K
$5.96M
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
213+ 3.98% |
$96.9K - $107K
|
5.57K
$2.74M
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
211+ 28.28% |
$96K - $106K
|
957
$471K
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
211+ 17.63% |
$96K - $106K
|
1.41K
$693K
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
210+ 18.37% |
$95.6K - $106K
|
1.35K
$666K
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
209+ 1.55% |
$95.1K - $105K
|
13.7K
$6.74M
|
|
Jul 29, 2024
Q2 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
208+ 2.31% |
$94.7K - $105K
|
9.2K
$4.52M
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
208+ 1.02% |
$94.7K - $105K
|
20.6K
$10.1M
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
207+ 1.53% |
$94.2K - $104K
|
13.7K
$6.76M
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
206+ 7.35% |
$93.8K - $104K
|
3.01K
$1.48M
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
206+ 9.11% |
$93.8K - $104K
|
2.47K
$1.21M
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
206+ 31.74% |
$93.8K - $104K
|
855
$421K
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
205+ 33.12% |
$93.3K - $103K
|
824
$405K
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
204+ 18.77% |
$92.8K - $103K
|
1.29K
$635K
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
204+ 24.79% |
$92.8K - $103K
|
1.03K
$505K
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
203+ 7.4% |
$92.4K - $102K
|
2.95K
$1.45M
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
203+ 2.03% |
$92.4K - $102K
|
10.2K
$5.02M
|
|
Jul 11, 2024
Q2 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
200+ 19.01% |
$91K - $101K
|
1.25K
$616K
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
200+ 11.66% |
$91K - $101K
|
1.92K
$942K
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
200+ 12.2% |
$91K - $101K
|
1.84K
$905K
|
|
Aug 08, 2024
Q2 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
200+ 15.59% |
$91K - $101K
|
1.48K
$729K
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
197+ 2.25% |
$89.7K - $99.3K
|
8.95K
$4.4M
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
196+ 15.65% |
$89.2K - $98.8K
|
1.45K
$712K
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
194+ 1.16% |
$88.3K - $97.8K
|
16.9K
$8.3M
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
190+ 0.83% |
$86.5K - $95.8K
|
23.2K
$11.4M
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
190+ 5.0% |
$86.5K - $95.8K
|
3.99K
$1.96M
|
|
Aug 13, 2024
Q2 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
190+ 14.16% |
$86.5K - $95.8K
|
1.53K
$754K
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
189+ 5.94% |
$86K - $95.3K
|
3.37K
$1.66M
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
186+ 2.02% |
$84.6K - $93.8K
|
9.37K
$4.61M
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
185+ 0.24% |
$84.2K - $93.3K
|
75.8K
$37.3M
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
185+ 2.13% |
$84.2K - $93.3K
|
8.86K
$4.36M
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
184+ 8.95% |
$83.7K - $92.8K
|
2.24K
$1.1M
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
184+ 13.09% |
$83.7K - $92.8K
|
1.59K
$782K
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
184+ 1.26% |
$83.7K - $92.8K
|
14.8K
$7.29M
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
182+ 104.0% |
$82.8K - $91.8K
|
357
$176K
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
182+ 0.53% |
$82.8K - $91.8K
|
34.7K
$17.1M
|
|
Aug 01, 2024
Q2 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
180+ 34.62% |
$81.9K - $90.8K
|
700
$344K
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
179+ 0.86% |
$81.5K - $90.3K
|
21.1K
$10.4M
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
179+ 1.43% |
$81.5K - $90.3K
|
12.7K
$6.26M
|
|
Aug 06, 2024
Q2 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
175+ 3.81% |
$79.6K - $88.2K
|
4.77K
$2.35M
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
172+ 7.3% |
$78.3K - $86.7K
|
2.53K
$1.24M
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
172New |
$78.3K - $86.7K
|
172
$84.6K
|