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 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
172+ 2.76% |
$78.3K - $86.7K
|
6.41K
$3.15M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
172+ 13.21% |
$78.3K - $86.7K
|
1.47K
$725K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
172+ 8.05% |
$78.3K - $86.7K
|
2.31K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
172+ 29.2% |
$78.3K - $86.7K
|
761
$374K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
168+ 4.65% |
$76.5K - $84.7K
|
3.78K
$1.86M
|
|
|
Nov 05, 2024
Q2 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
168+ 37.33% |
$76.5K - $84.7K
|
618
$304K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
167+ 6.04% |
$76K - $84.2K
|
2.93K
$1.44M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
166+ 5.76% |
$75.5K - $83.7K
|
3.05K
$1.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
BUY
|
- |
166+ 1.95% |
$75.5K - $83.7K
|
8.66K
$4.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
165+ 1.96% |
$75.1K - $83.2K
|
8.6K
$4.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
165+ 7.5% |
$75.1K - $83.2K
|
2.36K
$1.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
164+ 2.48% |
$74.6K - $82.7K
|
6.78K
$3.34M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
164+ 8.88% |
$74.6K - $82.7K
|
2.01K
$989K
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
163+ 10.4% |
$74.2K - $82.2K
|
1.73K
$851K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
163+ 14.78% |
$74.2K - $82.2K
|
1.27K
$623K
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
BUY
|
- |
161+ 14.31% |
$73.3K - $81.2K
|
1.29K
$633K
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
161+ 2.46% |
$73.3K - $81.2K
|
6.7K
$3.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Elm Partners Management LLC
|
BUY
|
- |
161+ 0.53% |
$73.3K - $81.2K
|
30.7K
$15.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
161+ 23.96% |
$73.3K - $81.2K
|
833
$410K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
161+ 7.07% |
$73.3K - $81.2K
|
2.44K
$1.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
159+ 4.74% |
$72.4K - $80.2K
|
3.51K
$1.73M
|
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
BUY
|
- |
158+ 0.5% |
$71.9K - $79.7K
|
31.6K
$15.6M
|
|
|
Oct 18, 2024
Q2 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
158+ 0.84% |
$71.9K - $79.7K
|
18.9K
$9.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
157+ 1.34% |
$71.5K - $79.2K
|
11.9K
$5.84M
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
BUY
|
- |
155+ 7.43% |
$70.5K - $78.2K
|
2.24K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
154+ 1.86% |
$70.1K - $77.7K
|
8.45K
$4.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
153+ 1.31% |
$69.6K - $77.2K
|
11.8K
$5.8M
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
153+ 19.03% |
$69.6K - $77.2K
|
957
$471K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
150+ 7500.0% |
$68.3K - $75.6K
|
152
$74.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
150+ 7.86% |
$68.3K - $75.6K
|
2.06K
$1.01M
|
|
|
Jul 15, 2024
Q2 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
148+ 1.34% |
$67.4K - $74.6K
|
11.2K
$5.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
147+ 9.2% |
$66.9K - $74.1K
|
1.74K
$858K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
145+ 1.02% |
$66K - $73.1K
|
14.4K
$7.07M
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
144+ 117.07% |
$65.5K - $72.6K
|
267
$131K
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
143+ 0.94% |
$65.1K - $72.1K
|
15.4K
$7.56M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
142+ 94.04% |
$64.6K - $71.6K
|
293
$144K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
142+ 0.56% |
$64.6K - $71.6K
|
25.4K
$12.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
141+ 10.84% |
$64.2K - $71.1K
|
1.44K
$709K
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
139+ 8.99% |
$63.3K - $70.1K
|
1.69K
$829K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
139+ 2.09% |
$63.3K - $70.1K
|
6.8K
$3.35M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
138+ 5.55% |
$62.8K - $69.6K
|
2.63K
$1.29M
|
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
137+ 4.51% |
$62.3K - $69.1K
|
3.17K
$1.56M
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
136New |
$61.9K - $68.6K
|
136
$66.9K
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
BUY
|
- |
136+ 0.31% |
$61.9K - $68.6K
|
43.7K
$21.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
136+ 8.35% |
$61.9K - $68.6K
|
1.77K
$868K
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
136+ 22.33% |
$61.9K - $68.6K
|
745
$366K
|
|
|
Jul 11, 2024
Q2 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
135+ 9.1% |
$61.4K - $68.1K
|
1.62K
$796K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
135+ 1.03% |
$61.4K - $68.1K
|
13.2K
$6.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
134+ 3.1% |
$61K - $67.6K
|
4.45K
$2.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
134+ 2.98% |
$61K - $67.6K
|
4.63K
$2.28M
|