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 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
5.43K+ 4.07% |
$2.47M - $2.74M
|
139K
$68.2M
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.4K+ 11.5% |
$2.46M - $2.72M
|
52.3K
$25.7M
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.22K+ 27.26% |
$2.37M - $2.63M
|
24.3K
$12M
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
5.21K+ 21.87% |
$2.37M - $2.63M
|
29K
$14.3M
|
|
Aug 13, 2024
Q2 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
5.19KNew |
$2.36M - $2.62M
|
5.19K
$2.55M
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
5.12KNew |
$2.33M - $2.58M
|
5.12K
$2.52M
|
|
Jul 12, 2024
Q2 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
5.1K+ 916.37% |
$2.32M - $2.57M
|
5.65K
$2.78M
|
|
Aug 13, 2024
Q2 2024
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
5.08KNew |
$2.31M - $2.56M
|
5.08K
$2.5M
|
|
Aug 14, 2024
Q2 2024
|
Unconventional Investor, LLC
|
BUY
|
- |
5.07K+ 19.29% |
$2.31M - $2.56M
|
31.3K
$15.4M
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
5.05K+ 14.98% |
$2.3M - $2.54M
|
38.7K
$19.1M
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
BUY
|
- |
5.02K+ 1.88% |
$2.29M - $2.53M
|
272K
$134M
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
5.02K+ 62.18% |
$2.28M - $2.53M
|
13.1K
$6.44M
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
5.01K+ 6.24% |
$2.28M - $2.53M
|
85.3K
$42M
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
5K+ 1148.28% |
$2.27M - $2.52M
|
5.43K
$2.67M
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
4.99K+ 89.58% |
$2.27M - $2.52M
|
10.6K
$5.2M
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
4.9KNew |
$2.23M - $2.47M
|
4.9K
$2.41M
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
4.89K+ 3.67% |
$2.22M - $2.46M
|
138K
$68M
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
4.85K+ 20.79% |
$2.21M - $2.45M
|
28.2K
$13.9M
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.82K+ 4.51% |
$2.2M - $2.43M
|
112K
$55M
|
|
Jul 31, 2024
Q2 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
4.78K+ 14.68% |
$2.18M - $2.41M
|
37.4K
$18.4M
|
|
Aug 14, 2024
Q2 2024
|
Front Street Capital Management, Inc.
|
BUY
|
- |
4.74K+ 7.15% |
$2.16M - $2.39M
|
71.1K
$35M
|
|
Jul 22, 2024
Q2 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
4.71K+ 2.17% |
$2.14M - $2.38M
|
222K
$109M
|
|
Aug 12, 2024
Q2 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
4.71KNew |
$2.14M - $2.38M
|
4.71K
$2.32M
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
4.56K+ 197.06% |
$2.08M - $2.3M
|
6.87K
$3.38M
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.49K+ 113.17% |
$2.04M - $2.26M
|
8.45K
$4.16M
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.49K+ 6.45% |
$2.04M - $2.26M
|
74.1K
$36.4M
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
4.48K+ 5.1% |
$2.04M - $2.26M
|
92.3K
$45.4M
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
4.47K+ 211.05% |
$2.03M - $2.25M
|
6.59K
$3.24M
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.45K+ 12.0% |
$2.02M - $2.24M
|
41.5K
$20.4M
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
4.43K+ 14.25% |
$2.02M - $2.24M
|
35.6K
$17.5M
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
BUY
|
- |
4.42K+ 16.59% |
$2.01M - $2.23M
|
31.1K
$15.3M
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
4.42KNew |
$2.01M - $2.23M
|
4.42K
$2.17M
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
4.35KNew |
$1.98M - $2.19M
|
4.35K
$2.14M
|
|
Apr 17, 2025
Q2 2024
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
4.32K+ 8.41% |
$1.97M - $2.18M
|
55.7K
$27.4M
|
|
Jan 10, 2025
Q2 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
4.3K+ 26.44% |
$1.96M - $2.17M
|
20.6K
$10.1M
|
|
Jul 08, 2024
Q2 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
4.17K+ 2.56% |
$1.9M - $2.1M
|
167K
$82.2M
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.1K+ 9.62% |
$1.87M - $2.07M
|
46.7K
$23M
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.1K+ 273.13% |
$1.86M - $2.07M
|
5.6K
$2.75M
|
|
Aug 12, 2024
Q2 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
4.09K+ 3.39% |
$1.86M - $2.06M
|
125K
$61.4M
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
4.09K+ 10.22% |
$1.86M - $2.06M
|
44.1K
$21.7M
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
BUY
|
- |
4.08K+ 5.86% |
$1.86M - $2.06M
|
73.7K
$36.3M
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
4.07K+ 1.84% |
$1.85M - $2.05M
|
225K
$111M
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.03K+ 107.18% |
$1.83M - $2.03M
|
7.79K
$3.83M
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4K+ 6.47% |
$1.82M - $2.02M
|
65.8K
$32.4M
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.96K+ 34.94% |
$1.8M - $1.99M
|
15.3K
$7.52M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.95K+ 9.83% |
$1.8M - $1.99M
|
44.2K
$21.7M
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
3.93K+ 84.96% |
$1.79M - $1.98M
|
8.56K
$4.21M
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
3.89K+ 1.84% |
$1.77M - $1.96M
|
215K
$106M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.81K+ 7.71% |
$1.73M - $1.92M
|
53.2K
$26.1M
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
3.81K+ 0.59% |
$1.73M - $1.92M
|
650K
$320M
|