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
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
103+ 18.17% |
$46.9K - $51.9K
|
670
$330K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Management CO
|
BUY
|
- |
102+ 4.11% |
$46.4K - $51.4K
|
2.59K
$1.27M
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
101+ 480.95% |
$46K - $50.9K
|
122
$60K
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
101+ 2.31% |
$46K - $50.9K
|
4.48K
$2.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
101+ 0.66% |
$46K - $50.9K
|
15.3K
$7.53M
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
100+ 0.34% |
$45.5K - $50.4K
|
29.9K
$14.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
100+ 6.56% |
$45.5K - $50.4K
|
1.63K
$799K
|
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
BUY
|
- |
100+ 0.18% |
$45.5K - $50.4K
|
55.2K
$27.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
100+ 22.12% |
$45.5K - $50.4K
|
552
$272K
|
|
|
Aug 14, 2024
Q2 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
100New |
$45.5K - $50.4K
|
100
$49.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
100New |
$45.5K - $50.4K
|
100
$49.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
99+ 6.18% |
$45.1K - $49.9K
|
1.7K
$837K
|
|
|
Jul 15, 2024
Q2 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
98+ 5.26% |
$44.6K - $49.4K
|
1.96K
$965K
|
|
|
Aug 12, 2024
Q2 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
97+ 7.75% |
$44.1K - $48.9K
|
1.35K
$664K
|
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
97+ 2.56% |
$44.1K - $48.9K
|
3.88K
$1.91M
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
96+ 0.23% |
$43.7K - $48.4K
|
42K
$20.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
96+ 4.25% |
$43.7K - $48.4K
|
2.36K
$1.16M
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
96+ 4.0% |
$43.7K - $48.4K
|
2.5K
$1.23M
|
|
|
Jul 22, 2024
Q2 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
96+ 4.44% |
$43.7K - $48.4K
|
2.26K
$1.11M
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
95+ 4.54% |
$43.2K - $47.9K
|
2.19K
$1.08M
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
95+ 4.44% |
$43.2K - $47.9K
|
2.24K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
95+ 0.35% |
$43.2K - $47.9K
|
27K
$13.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
95+ 10.44% |
$43.2K - $47.9K
|
1.01K
$494K
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
94+ 19.22% |
$42.8K - $47.4K
|
583
$287K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
93+ 0.37% |
$42.3K - $46.9K
|
25K
$12.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
92+ 0.53% |
$41.9K - $46.4K
|
17.4K
$8.54M
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
92+ 3.23% |
$41.9K - $46.4K
|
2.94K
$1.45M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
91+ 21.98% |
$41.4K - $45.9K
|
505
$248K
|
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
90+ 16.39% |
$41K - $45.4K
|
639
$314K
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
90+ 4.1% |
$41K - $45.4K
|
2.29K
$1.12M
|
|
|
Jul 15, 2024
Q2 2024
|
Brave Asset Management Inc
|
BUY
|
- |
89+ 0.26% |
$40.5K - $44.9K
|
33.9K
$16.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
89+ 14.61% |
$40.5K - $44.9K
|
698
$343K
|
|
|
Jul 08, 2024
Q2 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
88+ 1.91% |
$40K - $44.4K
|
4.69K
$2.31M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
88+ 8800.0% |
$40K - $44.4K
|
89
$43.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
88+ 6.8% |
$40K - $44.4K
|
1.38K
$680K
|
|
|
Aug 14, 2024
Q2 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
88+ 10.49% |
$40K - $44.4K
|
927
$456K
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
87+ 5.74% |
$39.6K - $43.9K
|
1.6K
$788K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
87+ 21.43% |
$39.6K - $43.9K
|
493
$243K
|
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
86+ 3.38% |
$39.1K - $43.4K
|
2.63K
$1.29M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
83+ 9.43% |
$37.8K - $41.9K
|
963
$474K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
82+ 5.43% |
$37.3K - $41.4K
|
1.59K
$783K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
82+ 7.01% |
$37.3K - $41.4K
|
1.25K
$615K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
82+ 1.45% |
$37.3K - $41.4K
|
5.72K
$2.81M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
81+ 2.75% |
$36.9K - $40.8K
|
3.03K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
81+ 1.27% |
$36.9K - $40.8K
|
6.48K
$3.19M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
80+ 0.17% |
$36.4K - $40.3K
|
47.1K
$23.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
80+ 3.37% |
$36.4K - $40.3K
|
2.45K
$1.21M
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
80+ 444.44% |
$36.4K - $40.3K
|
98
$48.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
80+ 4.36% |
$36.4K - $40.3K
|
1.91K
$941K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
80+ 6.94% |
$36.4K - $40.3K
|
1.23K
$606K
|