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 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
57+ 0.24% |
$25.9K - $28.7K
|
24.3K
$14M
|
|
|
Jul 17, 2024
Q2 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
56+ 1.1% |
$25.5K - $28.2K
|
5.13K
$2.95M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
56+ 1.74% |
$25.5K - $28.2K
|
3.27K
$1.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
56+ 0.89% |
$25.5K - $28.2K
|
6.37K
$3.66M
|
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
55+ 2.17% |
$25K - $27.7K
|
2.59K
$1.49M
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
54+ 3.41% |
$24.6K - $27.2K
|
1.64K
$941K
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
54+ 2.06% |
$24.6K - $27.2K
|
2.67K
$1.54M
|
|
|
Jul 11, 2024
Q2 2024
|
New Capital Management LP
|
BUY
|
- |
53+ 6.52% |
$24.1K - $26.7K
|
866
$498K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
53+ 55.79% |
$24.1K - $26.7K
|
148
$85.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
52+ 2.94% |
$23.7K - $26.2K
|
1.82K
$1.05M
|
|
|
Jul 30, 2024
Q2 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
51+ 2.59% |
$23.2K - $25.7K
|
2.02K
$1.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
51+ 4.85% |
$23.2K - $25.7K
|
1.1K
$634K
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
50+ 4.82% |
$22.8K - $25.2K
|
1.09K
$626K
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
50+ 8.09% |
$22.8K - $25.2K
|
668
$384K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
50+ 19.23% |
$22.8K - $25.2K
|
310
$178K
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
BUY
|
- |
50+ 1.57% |
$22.8K - $25.2K
|
3.24K
$1.87M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
50New |
$22.8K - $25.2K
|
50
$28.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
50+ 1.97% |
$22.8K - $25.2K
|
2.59K
$1.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
50+ 6.12% |
$22.8K - $25.2K
|
867
$499K
|
|
|
Nov 21, 2024
Q2 2024
|
Chelsea Counsel CO
|
BUY
|
- |
50+ 28.09% |
$22.8K - $25.2K
|
228
$131K
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
49+ 8.72% |
$22.3K - $24.7K
|
611
$351K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
49+ 1.87% |
$22.3K - $24.7K
|
2.67K
$1.53M
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
48+ 5.73% |
$21.8K - $24.2K
|
886
$510K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
47New |
$21.4K - $23.7K
|
47
$27K
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
45+ 0.65% |
$20.5K - $22.7K
|
7.01K
$4.03M
|
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
45+ 8.12% |
$20.5K - $22.7K
|
599
$345K
|
|
|
Aug 06, 2024
Q2 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
44+ 0.59% |
$20K - $22.2K
|
7.54K
$4.34M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
43+ 2.3% |
$19.6K - $21.7K
|
1.91K
$1.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
43+ 4.44% |
$19.6K - $21.7K
|
1.01K
$582K
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
43+ 1.03% |
$19.6K - $21.7K
|
4.2K
$2.42M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
43+ 5.16% |
$19.6K - $21.7K
|
876
$504K
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
42+ 3.73% |
$19.1K - $21.2K
|
1.17K
$672K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
41+ 7.02% |
$18.7K - $20.7K
|
625
$360K
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
41+ 2.88% |
$18.7K - $20.7K
|
1.46K
$842K
|
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
41+ 1.94% |
$18.7K - $20.7K
|
2.15K
$1.24M
|
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
40+ 7.22% |
$18.2K - $20.2K
|
594
$342K
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
40+ 3.58% |
$18.2K - $20.2K
|
1.16K
$665K
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
40+ 0.26% |
$18.2K - $20.2K
|
15.2K
$8.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
40New |
$18.2K - $20.2K
|
40
$23K
|
|
|
Jul 23, 2024
Q2 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
39+ 0.98% |
$17.7K - $19.7K
|
4.01K
$2.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
39+ 3.11% |
$17.7K - $19.7K
|
1.29K
$744K
|
|
|
Aug 14, 2024
Q2 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
39+ 1.5% |
$17.7K - $19.7K
|
2.64K
$1.52M
|
|
|
Oct 10, 2024
Q2 2024
|
Tamar Securities, LLC
|
BUY
|
- |
39+ 4.12% |
$17.7K - $19.7K
|
985
$567K
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
38+ 2.58% |
$17.3K - $19.2K
|
1.51K
$868K
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
37+ 0.5% |
$16.8K - $18.7K
|
7.42K
$4.27M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
BUY
|
- |
37+ 1.12% |
$16.8K - $18.7K
|
3.33K
$1.92M
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
37+ 3.34% |
$16.8K - $18.7K
|
1.14K
$658K
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
36+ 3.31% |
$16.4K - $18.2K
|
1.12K
$647K
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
BUY
|
- |
35+ 0.32% |
$15.9K - $17.6K
|
11.1K
$6.41M
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
35+ 5.21% |
$15.9K - $17.6K
|
707
$407K
|