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 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-90- 12.03% |
$41K - $45.4K
|
658
$333K
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-90- 2.8% |
$41K - $45.4K
|
3.12K
$1.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-90- 0.16% |
$41K - $45.4K
|
54.7K
$27.7M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-91- 0.55% |
$41.4K - $45.9K
|
16.5K
$8.37M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-92- 2.22% |
$41.9K - $46.4K
|
4.05K
$2.05M
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-93- 0.7% |
$42.3K - $46.9K
|
13.2K
$6.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-93- 0.99% |
$42.3K - $46.9K
|
9.26K
$4.69M
|
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-93- 3.23% |
$42.3K - $46.9K
|
2.79K
$1.41M
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-94- 4.29% |
$42.8K - $47.4K
|
2.1K
$1.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-94- 2.21% |
$42.8K - $47.4K
|
4.16K
$2.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-94- 1.05% |
$42.8K - $47.4K
|
8.9K
$4.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-94- 1.23% |
$42.8K - $47.4K
|
7.58K
$3.84M
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-95- 2.68% |
$43.2K - $47.9K
|
3.45K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-95- 4.25% |
$43.2K - $47.9K
|
2.14K
$1.08M
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-96- 0.46% |
$43.7K - $48.4K
|
20.9K
$10.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-96- 15.64% |
$43.7K - $48.4K
|
518
$262K
|
|
|
Jul 17, 2024
Q2 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-97- 1.05% |
$44.1K - $48.9K
|
9.17K
$4.64M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-97- 0.19% |
$44.1K - $48.9K
|
51.4K
$26M
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-97- 1.79% |
$44.1K - $48.9K
|
5.32K
$2.69M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-98- 3.69% |
$44.6K - $49.4K
|
2.56K
$1.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Whelan Financial
|
SELL
|
- |
-99- 10.66% |
$45.1K - $49.9K
|
830
$420K
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-99- 0.3% |
$45.1K - $49.9K
|
32.8K
$16.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-100- 1.07% |
$45.5K - $50.4K
|
9.27K
$4.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-100- 4.73% |
$45.5K - $50.4K
|
2.02K
$1.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-101- 7.35% |
$46K - $50.9K
|
1.27K
$645K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-101- 5.34% |
$46K - $50.9K
|
1.79K
$905K
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-101- 16.21% |
$46K - $50.9K
|
522
$264K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-102- 4.7% |
$46.4K - $51.4K
|
2.07K
$1.05M
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-102- 16.01% |
$46.4K - $51.4K
|
535
$271K
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-105- 10.79% |
$47.8K - $52.9K
|
868
$439K
|
|
|
Jul 25, 2024
Q2 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-105- 6.56% |
$47.8K - $52.9K
|
1.5K
$757K
|
|
|
Aug 14, 2024
Q2 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-105- 4.9% |
$47.8K - $52.9K
|
2.04K
$1.03M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-106- 0.86% |
$48.2K - $53.5K
|
12.3K
$6.21M
|
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-108- 2.94% |
$49.2K - $54.5K
|
3.56K
$1.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
SELL
|
- |
-110- 25.58% |
$50.1K - $55.5K
|
320
$162K
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
SELL
|
- |
-110- 5.67% |
$50.1K - $55.5K
|
1.83K
$926K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-110- 9.88% |
$50.1K - $55.5K
|
1K
$508K
|
|
|
Aug 13, 2024
Q2 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-111- 15.77% |
$50.5K - $56K
|
593
$300K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-112- 8.18% |
$51K - $56.5K
|
1.26K
$636K
|
|
|
Aug 13, 2024
Q2 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-112- 0.79% |
$51K - $56.5K
|
14K
$7.09M
|
|
|
Aug 02, 2024
Q2 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-113- 1.84% |
$51.4K - $57K
|
6.02K
$3.05M
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-117- 11.7% |
$53.2K - $59K
|
883
$447K
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-117- 9.96% |
$53.2K - $59K
|
1.06K
$535K
|
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-118- 4.75% |
$53.7K - $59.5K
|
2.37K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-118- 6.72% |
$53.7K - $59.5K
|
1.64K
$830K
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-121- 4.53% |
$55.1K - $61K
|
2.55K
$1.29M
|
|
|
Jul 22, 2024
Q2 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-122- 0.95% |
$55.5K - $61.5K
|
12.8K
$6.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-123- 9.24% |
$56K - $62K
|
1.21K
$611K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-123- 2.9% |
$56K - $62K
|
4.12K
$2.09M
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-124- 4.92% |
$56.4K - $62.5K
|
2.4K
$1.21M
|