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 05, 2024
Q2 2024
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-57- 11.66% |
$25.9K - $28.7K
|
432
$250K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-57- 3.82% |
$25.9K - $28.7K
|
1.44K
$831K
|
|
|
Aug 14, 2024
Q2 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-57- 0.87% |
$25.9K - $28.7K
|
6.5K
$3.76M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-58- 2.55% |
$26.4K - $29.2K
|
2.22K
$1.28M
|
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-58- 1.02% |
$26.4K - $29.2K
|
5.61K
$3.24M
|
|
|
Jul 10, 2024
Q2 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-59- 1.74% |
$26.9K - $29.8K
|
3.34K
$1.93M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-59- 0.56% |
$26.9K - $29.8K
|
10.5K
$6.05M
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-61- 0.56% |
$27.8K - $30.8K
|
10.9K
$6.28M
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-61- 1.06% |
$27.8K - $30.8K
|
5.69K
$3.29M
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
SELL
|
- |
-61- 10.85% |
$27.8K - $30.8K
|
501
$290K
|
|
|
Aug 09, 2024
Q2 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-61- 1.29% |
$27.8K - $30.8K
|
4.65K
$2.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
SELL
|
- |
-62- 7.92% |
$28.2K - $31.3K
|
721
$417K
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-63- 0.97% |
$28.7K - $31.8K
|
6.44K
$3.72M
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-63- 3.69% |
$28.7K - $31.8K
|
1.64K
$950K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-63- 3.65% |
$28.7K - $31.8K
|
1.67K
$962K
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-64- 5.52% |
$29.1K - $32.3K
|
1.1K
$633K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-64- 6.65% |
$29.1K - $32.3K
|
899
$520K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-64- 16.89% |
$29.1K - $32.3K
|
315
$182K
|
|
|
Jul 29, 2024
Q2 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-65- 13.49% |
$29.6K - $32.8K
|
417
$241K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-67- 0.44% |
$30.5K - $33.8K
|
15.2K
$8.81M
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-68- 1.64% |
$30.9K - $34.3K
|
4.08K
$2.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-68- 8.9% |
$30.9K - $34.3K
|
696
$402K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-69- 14.0% |
$31.4K - $34.8K
|
424
$245K
|
|
|
Jul 26, 2024
Q2 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-69- 3.6% |
$31.4K - $34.8K
|
1.85K
$1.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-69- 5.79% |
$31.4K - $34.8K
|
1.12K
$649K
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-69- 1.35% |
$31.4K - $34.8K
|
5.03K
$2.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-70- 4.14% |
$31.9K - $35.3K
|
1.62K
$937K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-71- 3.0% |
$32.3K - $35.8K
|
2.29K
$1.32M
|
|
|
Jul 18, 2024
Q2 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-72- 3.32% |
$32.8K - $36.3K
|
2.09K
$1.21M
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-72- 0.25% |
$32.8K - $36.3K
|
29.1K
$16.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-72- 4.25% |
$32.8K - $36.3K
|
1.62K
$937K
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-72- 3.49% |
$32.8K - $36.3K
|
1.99K
$1.15M
|
|
|
Jul 10, 2024
Q2 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-73- 1.34% |
$33.2K - $36.8K
|
5.38K
$3.11M
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
SELL
|
- |
-74- 1.5% |
$33.7K - $37.3K
|
4.87K
$2.81M
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-74- 2.93% |
$33.7K - $37.3K
|
2.45K
$1.42M
|
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-74- 10.0% |
$33.7K - $37.3K
|
666
$385K
|
|
|
Jul 30, 2024
Q2 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-74- 8.76% |
$33.7K - $37.3K
|
771
$446K
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-74- 3.67% |
$33.7K - $37.3K
|
1.94K
$1.12M
|
|
|
Jul 16, 2024
Q2 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-75- 10.49% |
$34.1K - $37.8K
|
640
$370K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-75- 0.35% |
$34.1K - $37.8K
|
21.1K
$12.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-76- 10.37% |
$34.6K - $38.3K
|
657
$380K
|
|
|
Aug 07, 2024
Q2 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-77- 2.15% |
$35K - $38.8K
|
3.51K
$2.03M
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-78- 0.09% |
$35.5K - $39.3K
|
88.1K
$50.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-78- 2.36% |
$35.5K - $39.3K
|
3.23K
$1.87M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-79- 1.8% |
$36K - $39.8K
|
4.32K
$2.49M
|
|
|
Aug 06, 2024
Q2 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-79- 0.76% |
$36K - $39.8K
|
10.3K
$5.96M
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-80- 3.86% |
$36.4K - $40.3K
|
2K
$1.15M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-80- 0.72% |
$36.4K - $40.3K
|
11.1K
$6.39M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-80- 2.4% |
$36.4K - $40.3K
|
3.25K
$1.88M
|
|
|
Jul 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-81- 1.69% |
$36.9K - $40.8K
|
4.72K
$2.73M
|