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
|
Ma Private Wealth
|
SELL
|
- |
-10.2K- 5.38% |
$4.63M - $5.13M
|
179K
$100M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-10.2K- 16.47% |
$4.63M - $5.13M
|
51.6K
$29M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-10.4K- 1.78% |
$4.74M - $5.25M
|
575K
$323M
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-10.5K- 12.43% |
$4.79M - $5.31M
|
74.2K
$41.6M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-10.8K- 40.09% |
$4.93M - $5.46M
|
16.2K
$9.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-10.9K- 26.44% |
$4.95M - $5.49M
|
30.3K
$17M
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
SELL
|
- |
-11.5K- 21.29% |
$5.23M - $5.8M
|
42.5K
$23.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-13.4K- 2.51% |
$6.12M - $6.78M
|
521K
$292M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-13.6K- 1.61% |
$6.18M - $6.85M
|
832K
$466M
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-14.2K- 10.91% |
$6.48M - $7.18M
|
116K
$65.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-14.4K- 90.31% |
$6.56M - $7.27M
|
1.55K
$867K
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-14.5K- 87.26% |
$6.58M - $7.3M
|
2.11K
$1.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-14.6K- 2.04% |
$6.65M - $7.37M
|
703K
$394M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-14.6K- 2.04% |
$6.65M - $7.37M
|
703K
$394M
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-14.8K- 23.01% |
$6.73M - $7.46M
|
49.5K
$27.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-15.6K- 10.36% |
$7.08M - $7.84M
|
135K
$75.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-16K- 2.86% |
$7.26M - $8.05M
|
542K
$304M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-17.4K- 34.76% |
$7.94M - $8.8M
|
32.7K
$18.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-17.7K- 23.56% |
$8.07M - $8.95M
|
57.6K
$32.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-18.2K- 38.98% |
$8.26M - $9.15M
|
28.4K
$15.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-18.5K- 2.18% |
$8.41M - $9.32M
|
829K
$465M
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-18.6K- 8.52% |
$8.45M - $9.36M
|
199K
$112M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-19K- 48.18% |
$8.63M - $9.56M
|
20.4K
$11.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-19K- 2.07% |
$8.66M - $9.6M
|
898K
$504M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-19.2K- 4.06% |
$8.73M - $9.68M
|
453K
$254M
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-19.5K- 12.75% |
$8.86M - $9.82M
|
133K
$74.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-19.5K- 89.17% |
$8.88M - $9.83M
|
2.37K
$1.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-19.8K- 1.81% |
$9.02M - $9.99M
|
1.07M
$602M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-20.4K- 3.83% |
$9.28M - $10.3M
|
512K
$287M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-20.6K- 10.85% |
$9.37M - $10.4M
|
169K
$94.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-21K- 10.86% |
$9.56M - $10.6M
|
172K
$96.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-23.7K- 8.38% |
$10.8M - $12M
|
259K
$145M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-24.6K- 88.33% |
$11.2M - $12.4M
|
3.25K
$1.82M
|
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-24.8K- 96.9% |
$11.3M - $12.5M
|
793
$445K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-24.8K- 18.29% |
$11.3M - $12.5M
|
111K
$62.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-25.1K- 39.77% |
$11.4M - $12.6M
|
38K
$21.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-25.2K- 2.86% |
$11.5M - $12.7M
|
856K
$480M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-25.9K- 20.76% |
$11.8M - $13.1M
|
99K
$55.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-26.3K- 38.96% |
$12M - $13.2M
|
41.2K
$23.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-26.7K- 33.15% |
$12.1M - $13.5M
|
53.8K
$30.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-26.7K- 53.22% |
$12.2M - $13.5M
|
23.5K
$13.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-26.7K- 80.08% |
$12.2M - $13.5M
|
6.64K
$3.73M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-28.7K- 3.52% |
$13.1M - $14.5M
|
787K
$441M
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-29.8K- 64.1% |
$13.6M - $15.1M
|
16.7K
$9.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-30.4K- 49.03% |
$13.9M - $15.4M
|
31.7K
$17.7M
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-32.8K- 8.48% |
$14.9M - $16.5M
|
354K
$198M
|
|
|
Aug 13, 2024
Q2 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-34.1K- 8.43% |
$15.5M - $17.2M
|
370K
$208M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-34.1K- 1.43% |
$15.5M - $17.2M
|
2.35M
$1.32B
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-37K- 7.92% |
$16.8M - $18.7M
|
430K
$241M
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-37.7K- 21.61% |
$17.2M - $19M
|
137K
$76.7M
|