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
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-35- 1.8% |
$15.9K - $17.6K
|
1.91K
$1.1M
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-36- 0.12% |
$16.4K - $18.2K
|
30.5K
$17.7M
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-37- 1.3% |
$16.8K - $18.7K
|
2.82K
$1.63M
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-37- 7.33% |
$16.8K - $18.7K
|
468
$270K
|
|
Aug 07, 2024
Q2 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-37- 2.52% |
$16.8K - $18.7K
|
1.43K
$827K
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
SELL
|
- |
-37- 1.77% |
$16.8K - $18.7K
|
2.05K
$1.19M
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
SELL
|
- |
-38- 3.79% |
$17.3K - $19.2K
|
964
$557K
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-39- 4.98% |
$17.7K - $19.7K
|
744
$430K
|
|
Jul 18, 2024
Q2 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-39- 0.5% |
$17.7K - $19.7K
|
7.77K
$4.49M
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-40- 0.35% |
$18.2K - $20.2K
|
11.5K
$6.63M
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-40- 3.02% |
$18.2K - $20.2K
|
1.29K
$743K
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-40- 5.76% |
$18.2K - $20.2K
|
654
$378K
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-41- 1.3% |
$18.7K - $20.7K
|
3.12K
$1.8M
|
|
Aug 08, 2024
Q2 2024
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-41- 0.24% |
$18.7K - $20.7K
|
17.2K
$9.92M
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-42- 7.38% |
$19.1K - $21.2K
|
527
$305K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-42- 0.3% |
$19.1K - $21.2K
|
14.2K
$8.19M
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-44- 3.44% |
$20K - $22.2K
|
1.23K
$713K
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-45- 0.26% |
$20.5K - $22.7K
|
17.4K
$10.1M
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-45- 0.2% |
$20.5K - $22.7K
|
22.7K
$13.1M
|
|
Jul 26, 2024
Q2 2024
|
Bernzott Capital Advisors
|
SELL
|
- |
-45- 5.44% |
$20.5K - $22.7K
|
782
$452K
|
|
Aug 05, 2024
Q2 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-45- 3.32% |
$20.5K - $22.7K
|
1.31K
$758K
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-45- 15.52% |
$20.5K - $22.7K
|
245
$142K
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-46- 3.84% |
$20.9K - $23.2K
|
1.15K
$665K
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-46- 0.69% |
$20.9K - $23.2K
|
6.59K
$3.81M
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-47- 3.08% |
$21.4K - $23.7K
|
1.48K
$854K
|
|
Jul 16, 2024
Q2 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-48- 0.58% |
$21.8K - $24.2K
|
8.24K
$4.76M
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-48- 1.84% |
$21.8K - $24.2K
|
2.56K
$1.48M
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-49- 1.33% |
$22.3K - $24.7K
|
3.63K
$2.1M
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-50- 0.78% |
$22.8K - $25.2K
|
6.37K
$3.68M
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-50- 0.44% |
$22.8K - $25.2K
|
11.3K
$6.55M
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-50- 2.79% |
$22.8K - $25.2K
|
1.74K
$1.01M
|
|
Jul 24, 2024
Q2 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-50- 4.32% |
$22.8K - $25.2K
|
1.11K
$640K
|
|
Jul 25, 2024
Q2 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-50- 0.61% |
$22.8K - $25.2K
|
8.09K
$4.68M
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-50- 6.81% |
$22.8K - $25.2K
|
684
$395K
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-50- 9.56% |
$22.8K - $25.2K
|
473
$273K
|
|
Aug 16, 2024
Q2 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-50- 7.51% |
$22.8K - $25.2K
|
616
$356K
|
|
Aug 13, 2024
Q2 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-51- 4.38% |
$23.2K - $25.7K
|
1.11K
$644K
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-51- 0.99% |
$23.2K - $25.7K
|
5.1K
$2.95M
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-52- 0.28% |
$23.7K - $26.2K
|
18.5K
$10.7M
|
|
Aug 01, 2024
Q2 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-53- 0.64% |
$24.1K - $26.7K
|
8.18K
$4.73M
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-53- 2.98% |
$24.1K - $26.7K
|
1.73K
$997K
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-53- 3.08% |
$24.1K - $26.7K
|
1.67K
$965K
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-54- 11.34% |
$24.6K - $27.2K
|
422
$244K
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-54- 11.54% |
$24.6K - $27.2K
|
414
$239K
|
|
Feb 10, 2025
Q2 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-54- 0.44% |
$24.6K - $27.2K
|
12.4K
$7.14M
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-55- 4.97% |
$25K - $27.7K
|
1.05K
$608K
|
|
Aug 08, 2024
Q2 2024
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-56- 10.37% |
$25.5K - $28.2K
|
484
$280K
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-57- 3.38% |
$25.9K - $28.7K
|
1.63K
$940K
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-57- 2.49% |
$25.9K - $28.7K
|
2.23K
$1.29M
|
|
Aug 01, 2024
Q2 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-57- 0.83% |
$25.9K - $28.7K
|
6.79K
$3.93M
|