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 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.78K+ 6.9% |
$1.72M - $1.91M
|
58.5K
$32.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.77K+ 29.32% |
$1.71M - $1.9M
|
16.6K
$9.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.73K+ 7.1% |
$1.7M - $1.88M
|
56.3K
$31.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.72K+ 137.22% |
$1.69M - $1.88M
|
6.43K
$3.61M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
3.72K+ 2.05% |
$1.69M - $1.88M
|
185K
$104M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.7K+ 12.99% |
$1.68M - $1.87M
|
32.2K
$18M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.69K+ 12.89% |
$1.68M - $1.86M
|
32.3K
$18.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
3.66K+ 25.48% |
$1.67M - $1.85M
|
18K
$10.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
3.64K+ 259.73% |
$1.66M - $1.84M
|
5.05K
$2.83M
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
3.64K+ 151.31% |
$1.66M - $1.84M
|
6.04K
$3.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
3.64K+ 0.7% |
$1.66M - $1.83M
|
521K
$292M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.62K+ 10.39% |
$1.65M - $1.83M
|
38.5K
$21.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
3.58K+ 2.56% |
$1.63M - $1.81M
|
144K
$80.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
3.55K+ 7.45% |
$1.62M - $1.79M
|
51.2K
$28.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.53K+ 10.58% |
$1.61M - $1.78M
|
36.9K
$20.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Hikari Tsushin, Inc.
Tokyo, M0 |
BUY
|
- |
3.46K+ 4.21% |
$1.58M - $1.75M
|
85.8K
$48.1M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.43K+ 18.71% |
$1.56M - $1.73M
|
21.8K
$12.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3.39K+ 5.3% |
$1.54M - $1.71M
|
67.3K
$37.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.38K+ 4.89% |
$1.54M - $1.7M
|
72.5K
$40.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
3.38K+ 4.48% |
$1.54M - $1.7M
|
78.8K
$44.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.36K+ 2.22% |
$1.53M - $1.69M
|
154K
$86.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.28K+ 3.56% |
$1.49M - $1.65M
|
95.2K
$53.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.25KNew |
$1.48M - $1.64M
|
3.25K
$1.82M
|
|
|
Jul 25, 2024
Q2 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
3.21K+ 28.21% |
$1.46M - $1.62M
|
14.6K
$8.18M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.21K+ 3.33% |
$1.46M - $1.62M
|
99.5K
$55.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3.2K+ 8.24% |
$1.46M - $1.62M
|
42.1K
$23.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
3.17K+ 12.78% |
$1.44M - $1.6M
|
28K
$15.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.15K+ 7.01% |
$1.43M - $1.59M
|
48.1K
$27M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.11K+ 639.09% |
$1.41M - $1.57M
|
3.59K
$2.01M
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
3.1K+ 8.09% |
$1.41M - $1.56M
|
41.4K
$23.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
3.1K+ 50.06% |
$1.41M - $1.56M
|
9.28K
$5.21M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.08K+ 0.61% |
$1.4M - $1.55M
|
508K
$285M
|
|
|
Aug 14, 2024
Q2 2024
|
Independent Family Office, LLC
|
BUY
|
- |
3.07K+ 29.57% |
$1.4M - $1.55M
|
13.4K
$7.54M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.05K+ 69.25% |
$1.39M - $1.54M
|
7.46K
$4.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
3.04K+ 52.81% |
$1.39M - $1.54M
|
8.81K
$4.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
3.01K+ 23.59% |
$1.37M - $1.52M
|
15.8K
$8.84M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
2.99KNew |
$1.36M - $1.51M
|
2.99K
$1.68M
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.98K+ 112.88% |
$1.36M - $1.5M
|
5.62K
$3.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.96K+ 3.69% |
$1.35M - $1.49M
|
83.3K
$46.7M
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2.94K+ 28.66% |
$1.34M - $1.48M
|
13.2K
$7.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2.93K+ 4.11% |
$1.33M - $1.48M
|
74.3K
$41.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
2.92K+ 3.23% |
$1.33M - $1.47M
|
93.5K
$52.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.92K+ 21.82% |
$1.33M - $1.47M
|
16.3K
$9.14M
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
BUY
|
- |
2.91K+ 1.9% |
$1.33M - $1.47M
|
156K
$87.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.91KNew |
$1.32M - $1.47M
|
2.91K
$1.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
2.89K+ 10.27% |
$1.31M - $1.46M
|
31K
$17.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.88K+ 4.35% |
$1.31M - $1.45M
|
69.1K
$38.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.84K+ 5.97% |
$1.29M - $1.43M
|
50.5K
$28.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.81KNew |
$1.28M - $1.42M
|
2.81K
$1.57M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.8K+ 22.89% |
$1.27M - $1.41M
|
15K
$8.42M
|