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 08, 2024
Q2 2024
|
Sym Financial Corp
|
SELL
|
- |
-61- 10.85% |
$27.8K - $30.8K
|
501
$254K
|
|
|
Aug 09, 2024
Q2 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-61- 1.29% |
$27.8K - $30.8K
|
4.65K
$2.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
SELL
|
- |
-62- 7.92% |
$28.2K - $31.3K
|
721
$365K
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-63- 0.97% |
$28.7K - $31.8K
|
6.44K
$3.26M
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-63- 3.69% |
$28.7K - $31.8K
|
1.64K
$832K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-63- 3.65% |
$28.7K - $31.8K
|
1.67K
$843K
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-64- 5.52% |
$29.1K - $32.3K
|
1.1K
$554K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-64- 6.65% |
$29.1K - $32.3K
|
899
$455K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-64- 16.89% |
$29.1K - $32.3K
|
315
$159K
|
|
|
Jul 29, 2024
Q2 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-65- 13.49% |
$29.6K - $32.8K
|
417
$211K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-67- 0.44% |
$30.5K - $33.8K
|
15.2K
$7.71M
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-68- 1.64% |
$30.9K - $34.3K
|
4.08K
$2.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-68- 8.9% |
$30.9K - $34.3K
|
696
$352K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-69- 14.0% |
$31.4K - $34.8K
|
424
$215K
|
|
|
Jul 26, 2024
Q2 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-69- 3.6% |
$31.4K - $34.8K
|
1.85K
$935K
|
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-69- 5.79% |
$31.4K - $34.8K
|
1.12K
$568K
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-69- 1.35% |
$31.4K - $34.8K
|
5.03K
$2.54M
|
|
|
Jul 18, 2024
Q2 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-70- 4.14% |
$31.9K - $35.3K
|
1.62K
$821K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-71- 3.0% |
$32.3K - $35.8K
|
2.29K
$1.16M
|
|
|
Jul 18, 2024
Q2 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-72- 3.32% |
$32.8K - $36.3K
|
2.09K
$1.06M
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-72- 0.25% |
$32.8K - $36.3K
|
29.1K
$14.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-72- 4.25% |
$32.8K - $36.3K
|
1.62K
$820K
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-72- 3.49% |
$32.8K - $36.3K
|
1.99K
$1.01M
|
|
|
Jul 10, 2024
Q2 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-73- 1.34% |
$33.2K - $36.8K
|
5.38K
$2.72M
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
SELL
|
- |
-74- 1.5% |
$33.7K - $37.3K
|
4.87K
$2.46M
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-74- 2.93% |
$33.7K - $37.3K
|
2.45K
$1.24M
|
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-74- 10.0% |
$33.7K - $37.3K
|
666
$337K
|
|
|
Jul 30, 2024
Q2 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-74- 8.76% |
$33.7K - $37.3K
|
771
$390K
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-74- 3.67% |
$33.7K - $37.3K
|
1.94K
$983K
|
|
|
Jul 16, 2024
Q2 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-75- 10.49% |
$34.1K - $37.8K
|
640
$324K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-75- 0.35% |
$34.1K - $37.8K
|
21.1K
$10.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-76- 10.37% |
$34.6K - $38.3K
|
657
$333K
|
|
|
Aug 07, 2024
Q2 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-77- 2.15% |
$35K - $38.8K
|
3.51K
$1.78M
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-78- 0.09% |
$35.5K - $39.3K
|
88.1K
$44.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-78- 2.36% |
$35.5K - $39.3K
|
3.23K
$1.64M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-79- 1.8% |
$36K - $39.8K
|
4.32K
$2.18M
|
|
|
Aug 06, 2024
Q2 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-79- 0.76% |
$36K - $39.8K
|
10.3K
$5.22M
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-80- 3.86% |
$36.4K - $40.3K
|
2K
$1.01M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-80- 0.72% |
$36.4K - $40.3K
|
11.1K
$5.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-80- 2.4% |
$36.4K - $40.3K
|
3.25K
$1.64M
|
|
|
Jul 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-81- 1.69% |
$36.9K - $40.8K
|
4.72K
$2.39M
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-82- 2.65% |
$37.3K - $41.4K
|
3.01K
$1.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-84- 0.83% |
$38.2K - $42.4K
|
10K
$5.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
SELL
|
- |
-85- 1.35% |
$38.7K - $42.9K
|
6.19K
$3.13M
|
|
|
Jul 26, 2024
Q2 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-86- 2.62% |
$39.1K - $43.4K
|
3.2K
$1.62M
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-86- 0.81% |
$39.1K - $43.4K
|
10.6K
$5.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-86- 2.79% |
$39.1K - $43.4K
|
3K
$1.52M
|
|
|
Aug 01, 2024
Q2 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-87- 3.06% |
$39.6K - $43.9K
|
2.76K
$1.39M
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-88- 0.73% |
$40K - $44.4K
|
12K
$6.06M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-89- 0.65% |
$40.5K - $44.9K
|
13.6K
$6.88M
|