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 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
132+ 3.07% |
$60.1K - $66.6K
|
4.43K
$2.18M
|
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
132+ 2.39% |
$60.1K - $66.6K
|
5.65K
$2.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
132+ 11.42% |
$60.1K - $66.6K
|
1.29K
$634K
|
|
|
Aug 14, 2024
Q2 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
131+ 1.22% |
$59.6K - $66.1K
|
10.9K
$5.34M
|
|
|
Jul 19, 2024
Q2 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
130+ 12.04% |
$59.2K - $65.6K
|
1.21K
$595K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
129+ 3.19% |
$58.7K - $65.1K
|
4.17K
$2.05M
|
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
BUY
|
- |
127+ 16.8% |
$57.8K - $64K
|
883
$434K
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
127+ 3.0% |
$57.8K - $64K
|
4.36K
$2.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
127+ 4.64% |
$57.8K - $64K
|
2.87K
$1.41M
|
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
127+ 2.11% |
$57.8K - $64K
|
6.16K
$3.03M
|
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
126+ 0.75% |
$57.3K - $63.5K
|
16.8K
$8.28M
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
BUY
|
- |
126New |
$57.3K - $63.5K
|
126
$62K
|
|
|
Jul 12, 2024
Q2 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
124+ 0.65% |
$56.4K - $62.5K
|
19.3K
$9.48M
|
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
123+ 0.37% |
$56K - $62K
|
33.5K
$16.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
123+ 8.29% |
$56K - $62K
|
1.61K
$790K
|
|
|
Jul 16, 2024
Q2 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
122+ 6.46% |
$55.5K - $61.5K
|
2.01K
$989K
|
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
122+ 2.2% |
$55.5K - $61.5K
|
5.66K
$2.79M
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
122+ 10.37% |
$55.5K - $61.5K
|
1.3K
$639K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
122+ 2440.0% |
$55.5K - $61.5K
|
127
$62.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
121+ 1.97% |
$55.1K - $61K
|
6.25K
$3.07M
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
120+ 1.11% |
$54.6K - $60.5K
|
10.9K
$5.36M
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
120+ 5.7% |
$54.6K - $60.5K
|
2.23K
$1.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
120+ 16.76% |
$54.6K - $60.5K
|
836
$411K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
BUY
|
- |
119+ 0.38% |
$54.2K - $60K
|
31.2K
$15.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
118+ 1.27% |
$53.7K - $59.5K
|
9.41K
$4.63M
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
117+ 1.02% |
$53.2K - $59K
|
11.6K
$5.71M
|
|
|
Jul 19, 2024
Q2 2024
|
Washington Capital Management Inc
|
BUY
|
- |
116+ 7.44% |
$52.8K - $58.5K
|
1.68K
$824K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
115+ 6.36% |
$52.3K - $58K
|
1.92K
$946K
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
115+ 0.74% |
$52.3K - $58K
|
15.7K
$7.72M
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
114+ 25.56% |
$51.9K - $57.5K
|
560
$275K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
114+ 11.0% |
$51.9K - $57.5K
|
1.15K
$566K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
114+ 2.1% |
$51.9K - $57.5K
|
5.55K
$2.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
114+ 7.75% |
$51.9K - $57.5K
|
1.59K
$780K
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
113+ 5.86% |
$51.4K - $57K
|
2.04K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
112+ 2.18% |
$51K - $56.5K
|
5.25K
$2.58M
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
111+ 17.0% |
$50.5K - $56K
|
764
$376K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
110+ 0.52% |
$50.1K - $55.5K
|
21.4K
$10.5M
|
|
|
Jul 02, 2024
Q2 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
108+ 0.24% |
$49.2K - $54.5K
|
45.3K
$22.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
108+ 6.65% |
$49.2K - $54.5K
|
1.73K
$852K
|
|
|
Jul 26, 2024
Q2 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
107+ 0.66% |
$48.7K - $54K
|
16.4K
$8.06M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
106+ 6.45% |
$48.2K - $53.5K
|
1.75K
$861K
|
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
106+ 22.51% |
$48.2K - $53.5K
|
577
$284K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
105New |
$47.8K - $52.9K
|
105
$51.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
105+ 4.89% |
$47.8K - $52.9K
|
2.25K
$1.11M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
104+ 2.5% |
$47.3K - $52.4K
|
4.27K
$2.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
104+ 7.78% |
$47.3K - $52.4K
|
1.44K
$708K
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
104+ 2.16% |
$47.3K - $52.4K
|
4.91K
$2.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
BUY
|
- |
104+ 24.36% |
$47.3K - $52.4K
|
531
$261K
|
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
103+ 3.46% |
$46.9K - $51.9K
|
3.08K
$1.51M
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
103+ 18.23% |
$46.9K - $51.9K
|
668
$329K
|