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 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
213+ 3.98% |
$96.9K - $107K
|
5.57K
$3.08M
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
211+ 28.28% |
$96K - $106K
|
957
$530K
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
211+ 17.63% |
$96K - $106K
|
1.41K
$779K
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
210+ 18.37% |
$95.6K - $106K
|
1.35K
$749K
|
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
209+ 1.55% |
$95.1K - $105K
|
13.7K
$7.58M
|
|
|
Jul 29, 2024
Q2 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
208+ 2.31% |
$94.7K - $105K
|
9.2K
$5.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
208+ 1.02% |
$94.7K - $105K
|
20.6K
$11.4M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
207+ 1.53% |
$94.2K - $104K
|
13.7K
$7.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
206+ 7.35% |
$93.8K - $104K
|
3.01K
$1.66M
|
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
206+ 9.11% |
$93.8K - $104K
|
2.47K
$1.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
206+ 31.74% |
$93.8K - $104K
|
855
$473K
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
205+ 33.12% |
$93.3K - $103K
|
824
$456K
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
204+ 18.77% |
$92.8K - $103K
|
1.29K
$714K
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
204+ 24.79% |
$92.8K - $103K
|
1.03K
$568K
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
203+ 7.4% |
$92.4K - $102K
|
2.95K
$1.63M
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
203+ 2.03% |
$92.4K - $102K
|
10.2K
$5.65M
|
|
|
Jul 11, 2024
Q2 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
200+ 19.01% |
$91K - $101K
|
1.25K
$693K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
200+ 11.66% |
$91K - $101K
|
1.92K
$1.06M
|
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
200+ 12.2% |
$91K - $101K
|
1.84K
$1.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
200+ 15.59% |
$91K - $101K
|
1.48K
$821K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
197+ 2.25% |
$89.7K - $99.3K
|
8.95K
$4.95M
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
196+ 15.65% |
$89.2K - $98.8K
|
1.45K
$801K
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
194+ 1.16% |
$88.3K - $97.8K
|
16.9K
$9.34M
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
190+ 0.83% |
$86.5K - $95.8K
|
23.2K
$12.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
190+ 5.0% |
$86.5K - $95.8K
|
3.99K
$2.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
190+ 14.16% |
$86.5K - $95.8K
|
1.53K
$848K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
189+ 5.94% |
$86K - $95.3K
|
3.37K
$1.87M
|
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
186+ 2.02% |
$84.6K - $93.8K
|
9.37K
$5.19M
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
185+ 0.24% |
$84.2K - $93.3K
|
75.8K
$42M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
185+ 2.13% |
$84.2K - $93.3K
|
8.86K
$4.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
184+ 8.95% |
$83.7K - $92.8K
|
2.24K
$1.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
184+ 13.09% |
$83.7K - $92.8K
|
1.59K
$880K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
184+ 1.26% |
$83.7K - $92.8K
|
14.8K
$8.2M
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
182+ 104.0% |
$82.8K - $91.8K
|
357
$198K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
182+ 0.53% |
$82.8K - $91.8K
|
34.7K
$19.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
180+ 34.62% |
$81.9K - $90.8K
|
700
$387K
|
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
179+ 0.86% |
$81.5K - $90.3K
|
21.1K
$11.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
179+ 1.43% |
$81.5K - $90.3K
|
12.7K
$7.04M
|
|
|
Aug 06, 2024
Q2 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
175+ 3.81% |
$79.6K - $88.2K
|
4.77K
$2.64M
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
172+ 7.3% |
$78.3K - $86.7K
|
2.53K
$1.4M
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
172New |
$78.3K - $86.7K
|
172
$95.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
172+ 2.76% |
$78.3K - $86.7K
|
6.41K
$3.54M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
172+ 13.21% |
$78.3K - $86.7K
|
1.47K
$816K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
172+ 8.05% |
$78.3K - $86.7K
|
2.31K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
172+ 29.2% |
$78.3K - $86.7K
|
761
$421K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
168+ 4.65% |
$76.5K - $84.7K
|
3.78K
$2.09M
|
|
|
Nov 05, 2024
Q2 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
168+ 37.33% |
$76.5K - $84.7K
|
618
$342K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
167+ 6.04% |
$76K - $84.2K
|
2.93K
$1.62M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
166+ 5.76% |
$75.5K - $83.7K
|
3.05K
$1.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
BUY
|
- |
166+ 1.95% |
$75.5K - $83.7K
|
8.66K
$4.79M
|