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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-14.6K- 2.04% |
$6.65M - $7.37M
|
703K
$405M
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-14.8K- 23.01% |
$6.73M - $7.46M
|
49.5K
$28.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-15.6K- 10.36% |
$7.08M - $7.84M
|
135K
$77.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-16K- 2.86% |
$7.26M - $8.05M
|
542K
$312M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-17.4K- 34.76% |
$7.94M - $8.8M
|
32.7K
$18.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-17.7K- 23.56% |
$8.07M - $8.95M
|
57.6K
$33.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-18.2K- 38.98% |
$8.26M - $9.15M
|
28.4K
$16.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-18.5K- 2.18% |
$8.41M - $9.32M
|
829K
$477M
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-18.6K- 8.52% |
$8.45M - $9.36M
|
199K
$115M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-19K- 48.18% |
$8.63M - $9.56M
|
20.4K
$11.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-19K- 2.07% |
$8.66M - $9.6M
|
898K
$517M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-19.2K- 4.06% |
$8.73M - $9.68M
|
453K
$261M
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-19.5K- 12.75% |
$8.86M - $9.82M
|
133K
$76.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-19.5K- 89.17% |
$8.88M - $9.83M
|
2.37K
$1.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-19.8K- 1.81% |
$9.02M - $9.99M
|
1.07M
$617M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-20.4K- 3.83% |
$9.28M - $10.3M
|
512K
$294M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-20.6K- 10.85% |
$9.37M - $10.4M
|
169K
$97.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-21K- 10.86% |
$9.56M - $10.6M
|
172K
$99.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-23.7K- 8.38% |
$10.8M - $12M
|
259K
$149M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-24.6K- 88.33% |
$11.2M - $12.4M
|
3.25K
$1.87M
|
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-24.8K- 96.9% |
$11.3M - $12.5M
|
793
$456K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-24.8K- 18.29% |
$11.3M - $12.5M
|
111K
$63.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-25.1K- 39.77% |
$11.4M - $12.6M
|
38K
$21.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-25.2K- 2.86% |
$11.5M - $12.7M
|
856K
$493M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-25.9K- 20.76% |
$11.8M - $13.1M
|
99K
$56.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-26.3K- 38.96% |
$12M - $13.2M
|
41.2K
$23.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-26.7K- 33.15% |
$12.1M - $13.5M
|
53.8K
$31M
|
|
|
Aug 14, 2024
Q2 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-26.7K- 53.22% |
$12.2M - $13.5M
|
23.5K
$13.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-26.7K- 80.08% |
$12.2M - $13.5M
|
6.64K
$3.82M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-28.7K- 3.52% |
$13.1M - $14.5M
|
787K
$453M
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-29.8K- 64.1% |
$13.6M - $15.1M
|
16.7K
$9.61M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-30.4K- 49.03% |
$13.9M - $15.4M
|
31.7K
$18.2M
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-32.8K- 8.48% |
$14.9M - $16.5M
|
354K
$204M
|
|
|
Aug 13, 2024
Q2 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-34.1K- 8.43% |
$15.5M - $17.2M
|
370K
$213M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-34.1K- 1.43% |
$15.5M - $17.2M
|
2.35M
$1.35B
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-37K- 7.92% |
$16.8M - $18.7M
|
430K
$248M
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-37.7K- 21.61% |
$17.2M - $19M
|
137K
$78.7M
|
|
|
Jul 01, 2024
Q2 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-38.2K- 32.65% |
$17.4M - $19.2M
|
78.7K
$45.3M
|
|
|
Aug 13, 2024
Q2 2024
|
M.D. Sass Investors Services, Inc.
New York, NY |
SELL
|
- |
-40.8K- 21.7% |
$18.6M - $20.6M
|
147K
$84.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-47.5K- 54.2% |
$21.6M - $23.9M
|
40.1K
$23.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-48.6K- 39.25% |
$22.1M - $24.5M
|
75.1K
$43.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-50.1K- 29.12% |
$22.8M - $25.3M
|
122K
$70.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-50.3K- 5.25% |
$22.9M - $25.4M
|
909K
$523M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-51.4K- 1.62% |
$23.4M - $25.9M
|
3.13M
$1.8B
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-69.4K- 50.26% |
$31.6M - $35M
|
68.7K
$39.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-72.6K- 22.53% |
$33M - $36.6M
|
249K
$143M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-75.2K- 89.81% |
$34.2M - $37.9M
|
8.53K
$4.91M
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-80.1K- 95.27% |
$36.5M - $40.4M
|
3.98K
$2.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-82.3K- 12.89% |
$37.4M - $41.5M
|
556K
$320M
|
|
|
Aug 08, 2024
Q2 2024
|
Call To Action Foundation
Salt Lake City, UT |
SELL
|
- |
-91.1K- 9.12% |
$41.5M - $46M
|
908K
$522M
|