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 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
34+ 1.4% |
$15.5K - $17.1K
|
2.46K
$1.41M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
34+ 2.54% |
$15.5K - $17.1K
|
1.37K
$790K
|
|
|
Jul 10, 2024
Q2 2024
|
Madden Securities Corp
|
BUY
|
- |
33+ 1.35% |
$15K - $16.6K
|
2.47K
$1.42M
|
|
|
Jul 15, 2024
Q2 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
33+ 1.74% |
$15K - $16.6K
|
1.93K
$1.11M
|
|
|
Jul 12, 2024
Q2 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
32+ 0.74% |
$14.6K - $16.1K
|
4.33K
$2.49M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
32+ 1.78% |
$14.6K - $16.1K
|
1.83K
$1.05M
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
32+ 5.52% |
$14.6K - $16.1K
|
612
$352K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
32+ 1.17% |
$14.6K - $16.1K
|
2.77K
$1.59M
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
31+ 0.42% |
$14.1K - $15.6K
|
7.43K
$4.28M
|
|
|
Oct 29, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
31+ 3.63% |
$14.1K - $15.6K
|
884
$508K
|
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
BUY
|
- |
30+ 0.72% |
$13.7K - $15.1K
|
4.17K
$2.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
30+ 2.72% |
$13.7K - $15.1K
|
1.13K
$652K
|
|
|
Jul 31, 2024
Q2 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
30+ 5.26% |
$13.7K - $15.1K
|
600
$345K
|
|
|
Aug 07, 2024
Q2 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
30+ 2.08% |
$13.7K - $15.1K
|
1.47K
$847K
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
30+ 5.46% |
$13.7K - $15.1K
|
579
$333K
|
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
30+ 0.25% |
$13.7K - $15.1K
|
12.1K
$6.98M
|
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
30New |
$13.7K - $15.1K
|
30
$17.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
30+ 0.4% |
$13.7K - $15.1K
|
7.5K
$4.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
30+ 0.89% |
$13.7K - $15.1K
|
3.38K
$1.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
30+ 3.02% |
$13.7K - $15.1K
|
1.03K
$590K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
29+ 2.5% |
$13.2K - $14.6K
|
1.19K
$684K
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
29+ 1.14% |
$13.2K - $14.6K
|
2.58K
$1.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
29+ 0.62% |
$13.2K - $14.6K
|
4.71K
$2.71M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
29+ 2.44% |
$13.2K - $14.6K
|
1.22K
$699K
|
|
|
Jul 29, 2024
Q2 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
28+ 2.97% |
$12.7K - $14.1K
|
972
$559K
|
|
|
Jul 29, 2024
Q2 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
28+ 0.04% |
$12.7K - $14.1K
|
65K
$37.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
28+ 3.87% |
$12.7K - $14.1K
|
752
$433K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
28+ 5.0% |
$12.7K - $14.1K
|
588
$338K
|
|
|
Jul 16, 2024
Q2 2024
|
Community Bank Of Raymore
|
BUY
|
- |
27+ 1.09% |
$12.3K - $13.6K
|
2.5K
$1.44M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
27+ 0.55% |
$12.3K - $13.6K
|
4.97K
$2.86M
|
|
|
Aug 06, 2024
Q2 2024
|
Baker Boyer National Bank
|
BUY
|
- |
27+ 0.82% |
$12.3K - $13.6K
|
3.31K
$1.9M
|
|
|
Feb 05, 2025
Q2 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
27+ 3.92% |
$12.3K - $13.6K
|
716
$412K
|
|
|
Jul 08, 2024
Q2 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
26+ 3.85% |
$11.8K - $13.1K
|
701
$403K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
26+ 0.35% |
$11.8K - $13.1K
|
7.37K
$4.24M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
25+ 0.79% |
$11.4K - $12.6K
|
3.21K
$1.84M
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
25+ 3.4% |
$11.4K - $12.6K
|
761
$438K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
25+ 2.49% |
$11.4K - $12.6K
|
1.03K
$592K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
BUY
|
- |
25+ 0.83% |
$11.4K - $12.6K
|
3.02K
$1.74M
|
|
|
Aug 01, 2024
Q2 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
25+ 0.23% |
$11.4K - $12.6K
|
10.7K
$6.17M
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
25+ 0.89% |
$11.4K - $12.6K
|
2.82K
$1.62M
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
25+ 1.79% |
$11.4K - $12.6K
|
1.42K
$819K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
25+ 1.74% |
$11.4K - $12.6K
|
1.46K
$839K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
BUY
|
- |
25+ 1.11% |
$11.4K - $12.6K
|
2.29K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
25+ 3.1% |
$11.4K - $12.6K
|
831
$478K
|
|
|
Jul 18, 2024
Q2 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
24+ 2.06% |
$10.9K - $12.1K
|
1.19K
$685K
|
|
|
Jul 19, 2024
Q2 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
24+ 3.23% |
$10.9K - $12.1K
|
766
$441K
|
|
|
Jul 30, 2024
Q2 2024
|
Matisse Capital
|
BUY
|
- |
24+ 3.23% |
$10.9K - $12.1K
|
766
$441K
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
24+ 3.85% |
$10.9K - $12.1K
|
648
$373K
|
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
23+ 3.46% |
$10.5K - $11.6K
|
687
$395K
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
23+ 1.59% |
$10.5K - $11.6K
|
1.47K
$844K
|