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 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-14- 0.11% |
$6.37K - $7.06K
|
12.3K
$6.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-14- 0.44% |
$6.37K - $7.06K
|
3.2K
$1.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-14- 1.31% |
$6.37K - $7.06K
|
1.06K
$591K
|
|
|
Aug 15, 2024
Q2 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-14- 2.66% |
$6.37K - $7.06K
|
512
$286K
|
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-15- 2.41% |
$6.83K - $7.56K
|
608
$340K
|
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-15- 0.93% |
$6.83K - $7.56K
|
1.59K
$890K
|
|
|
Aug 07, 2024
Q2 2024
|
Parthenon LLC
|
SELL
|
- |
-15- 0.12% |
$6.83K - $7.56K
|
12.7K
$7.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-15- 3.39% |
$6.83K - $7.56K
|
427
$239K
|
|
|
Aug 14, 2024
Q2 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-15- 2.75% |
$6.83K - $7.56K
|
530
$296K
|
|
|
Jul 18, 2024
Q2 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-16- 23.19% |
$7.28K - $8.07K
|
53
$29.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-16- 1.33% |
$7.28K - $8.07K
|
1.19K
$665K
|
|
|
Jul 05, 2024
Q2 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-17- 0.18% |
$7.74K - $8.57K
|
9.38K
$5.25M
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-17- 0.64% |
$7.74K - $8.57K
|
2.64K
$1.47M
|
|
|
Aug 05, 2024
Q2 2024
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-17- 3.6% |
$7.74K - $8.57K
|
455
$254K
|
|
|
Aug 08, 2024
Q2 2024
|
Stolper CO
|
SELL
|
- |
-18- 3.46% |
$8.19K - $9.08K
|
502
$281K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-18- 4.62% |
$8.19K - $9.08K
|
372
$208K
|
|
|
Jul 10, 2024
Q2 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-19- 0.76% |
$8.65K - $9.58K
|
2.49K
$1.39M
|
|
|
Jul 12, 2024
Q2 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-19- 0.31% |
$8.65K - $9.58K
|
6.17K
$3.45M
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-20- 16.53% |
$9.1K - $10.1K
|
101
$56.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
SELL
|
- |
-20- 0.82% |
$9.1K - $10.1K
|
2.41K
$1.35M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-20- 0.52% |
$9.1K - $10.1K
|
3.85K
$2.15M
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-20- 3.91% |
$9.1K - $10.1K
|
491
$274K
|
|
|
Aug 14, 2024
Q2 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-20- 4.12% |
$9.1K - $10.1K
|
465
$260K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-21- 2.91% |
$9.56K - $10.6K
|
700
$391K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-21- 0.31% |
$9.56K - $10.6K
|
6.65K
$3.72M
|
|
|
Jul 29, 2024
Q2 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-21- 8.2% |
$9.56K - $10.6K
|
235
$131K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-21- 0.48% |
$9.56K - $10.6K
|
4.31K
$2.41M
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-21- 1.98% |
$9.56K - $10.6K
|
1.04K
$580K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-21- 0.81% |
$9.56K - $10.6K
|
2.57K
$1.44M
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-22- 0.55% |
$10K - $11.1K
|
3.95K
$2.21M
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-23- 2.69% |
$10.5K - $11.6K
|
832
$465K
|
|
|
Jul 25, 2024
Q2 2024
|
Shaker Investments LLC
|
SELL
|
- |
-23- 1.36% |
$10.5K - $11.6K
|
1.67K
$932K
|
|
|
Jul 29, 2024
Q2 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-23- 1.39% |
$10.5K - $11.6K
|
1.64K
$915K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-23- 0.26% |
$10.5K - $11.6K
|
8.92K
$4.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-23- 0.81% |
$10.5K - $11.6K
|
2.82K
$1.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-23- 2.17% |
$10.5K - $11.6K
|
1.04K
$581K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-23- 0.22% |
$10.5K - $11.6K
|
10.5K
$5.86M
|
|
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-23- 1.89% |
$10.5K - $11.6K
|
1.19K
$666K
|
|
|
Aug 12, 2024
Q2 2024
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-24- 3.95% |
$10.9K - $12.1K
|
583
$326K
|
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-24- 0.05% |
$10.9K - $12.1K
|
51.1K
$28.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-24- 2.44% |
$10.9K - $12.1K
|
959
$536K
|
|
|
Jul 11, 2024
Q2 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-25- 2.01% |
$11.4K - $12.6K
|
1.22K
$681K
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-25- 2.3% |
$11.4K - $12.6K
|
1.06K
$595K
|
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-25- 0.62% |
$11.4K - $12.6K
|
4.02K
$2.25M
|
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-25- 4.58% |
$11.4K - $12.6K
|
521
$291K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-25Closed |
$11.4K - $12.6K
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-25- 0.95% |
$11.4K - $12.6K
|
2.62K
$1.46M
|
|
|
Jul 16, 2024
Q2 2024
|
Riverview Trust CO
|
SELL
|
- |
-26- 0.83% |
$11.8K - $13.1K
|
3.11K
$1.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-26- 4.3% |
$11.8K - $13.1K
|
579
$324K
|
|
|
Jul 19, 2024
Q2 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-27- 1.49% |
$12.3K - $13.6K
|
1.78K
$996K
|