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
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-21- 8.2% |
$9.56K - $10.6K
|
235
$136K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-21- 0.48% |
$9.56K - $10.6K
|
4.31K
$2.49M
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-21- 1.98% |
$9.56K - $10.6K
|
1.04K
$600K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-21- 0.81% |
$9.56K - $10.6K
|
2.57K
$1.48M
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-22- 0.55% |
$10K - $11.1K
|
3.95K
$2.28M
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-23- 2.69% |
$10.5K - $11.6K
|
832
$481K
|
|
|
Jul 25, 2024
Q2 2024
|
Shaker Investments LLC
|
SELL
|
- |
-23- 1.36% |
$10.5K - $11.6K
|
1.67K
$964K
|
|
|
Jul 29, 2024
Q2 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-23- 1.39% |
$10.5K - $11.6K
|
1.64K
$946K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-23- 0.26% |
$10.5K - $11.6K
|
8.92K
$5.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-23- 0.81% |
$10.5K - $11.6K
|
2.82K
$1.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-23- 2.17% |
$10.5K - $11.6K
|
1.04K
$601K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-23- 0.22% |
$10.5K - $11.6K
|
10.5K
$6.05M
|
|
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-23- 1.89% |
$10.5K - $11.6K
|
1.19K
$689K
|
|
|
Aug 12, 2024
Q2 2024
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-24- 3.95% |
$10.9K - $12.1K
|
583
$337K
|
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-24- 0.05% |
$10.9K - $12.1K
|
51.1K
$29.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-24- 2.44% |
$10.9K - $12.1K
|
959
$554K
|
|
|
Jul 11, 2024
Q2 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-25- 2.01% |
$11.4K - $12.6K
|
1.22K
$704K
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-25- 2.3% |
$11.4K - $12.6K
|
1.06K
$615K
|
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-25- 0.62% |
$11.4K - $12.6K
|
4.02K
$2.32M
|
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-25- 4.58% |
$11.4K - $12.6K
|
521
$301K
|
|
|
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
$1.51M
|
|
|
Jul 16, 2024
Q2 2024
|
Riverview Trust CO
|
SELL
|
- |
-26- 0.83% |
$11.8K - $13.1K
|
3.11K
$1.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-26- 4.3% |
$11.8K - $13.1K
|
579
$335K
|
|
|
Jul 19, 2024
Q2 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-27- 1.49% |
$12.3K - $13.6K
|
1.78K
$1.03M
|
|
|
Jul 22, 2024
Q2 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-27- 2.49% |
$12.3K - $13.6K
|
1.06K
$612K
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-27- 3.0% |
$12.3K - $13.6K
|
874
$505K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-27- 0.78% |
$12.3K - $13.6K
|
3.43K
$1.98M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-27- 1.01% |
$12.3K - $13.6K
|
2.66K
$1.53M
|
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-27- 0.64% |
$12.3K - $13.6K
|
4.19K
$2.42M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-28- 0.09% |
$12.7K - $14.1K
|
30.4K
$17.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-29- 3.23% |
$13.2K - $14.6K
|
868
$502K
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-29- 0.55% |
$13.2K - $14.6K
|
5.24K
$3.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-29- 2.16% |
$13.2K - $14.6K
|
1.32K
$760K
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-29- 1.49% |
$13.2K - $14.6K
|
1.92K
$1.11M
|
|
|
Jul 22, 2024
Q2 2024
|
Bay Rivers Group
|
SELL
|
- |
-30- 2.7% |
$13.7K - $15.1K
|
1.08K
$624K
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-30- 1.47% |
$13.7K - $15.1K
|
2.01K
$1.16M
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-31- 3.5% |
$14.1K - $15.6K
|
854
$494K
|
|
|
Aug 01, 2024
Q2 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-31- 0.72% |
$14.1K - $15.6K
|
4.3K
$2.48M
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-32- 35.96% |
$14.6K - $16.1K
|
57
$32.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
SELL
|
- |
-32- 2.16% |
$14.6K - $16.1K
|
1.45K
$839K
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
SELL
|
- |
-32- 3.61% |
$14.6K - $16.1K
|
855
$494K
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-32- 39.51% |
$14.6K - $16.1K
|
49
$28.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-33- 2.77% |
$15K - $16.6K
|
1.16K
$669K
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-34- 1.17% |
$15.5K - $17.1K
|
2.86K
$1.65M
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-34- 0.55% |
$15.5K - $17.1K
|
6.15K
$3.56M
|
|
|
Aug 08, 2024
Q2 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-34- 2.62% |
$15.5K - $17.1K
|
1.27K
$732K
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-34- 0.26% |
$15.5K - $17.1K
|
13.2K
$7.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-35- 0.34% |
$15.9K - $17.6K
|
10.1K
$5.86M
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-35- 3.31% |
$15.9K - $17.6K
|
1.02K
$591K
|