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 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.77K+ 3.28% |
$1.26M - $1.39M
|
87K
$48.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
2.76K+ 7.25% |
$1.26M - $1.39M
|
40.8K
$22.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.74K+ 9.21% |
$1.24M - $1.38M
|
32.4K
$18.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
2.69K+ 8.26% |
$1.22M - $1.36M
|
35.2K
$19.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.69K+ 13.19% |
$1.22M - $1.36M
|
23.1K
$12.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
2.65KNew |
$1.21M - $1.34M
|
2.65K
$1.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.63K+ 3.16% |
$1.2M - $1.33M
|
85.9K
$48.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.63K+ 9.49% |
$1.2M - $1.32M
|
30.3K
$17M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.61K+ 54.28% |
$1.19M - $1.32M
|
7.42K
$4.16M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.59K+ 44.55% |
$1.18M - $1.31M
|
8.4K
$4.71M
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
2.52KNew |
$1.15M - $1.27M
|
2.52K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2.52KNew |
$1.14M - $1.27M
|
2.52K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
2.51K+ 33.69% |
$1.14M - $1.26M
|
9.95K
$5.58M
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
2.49K+ 155.53% |
$1.13M - $1.26M
|
4.09K
$2.29M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.49K+ 25.62% |
$1.13M - $1.26M
|
12.2K
$6.84M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.47K+ 9.73% |
$1.13M - $1.25M
|
27.9K
$15.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.47KNew |
$1.13M - $1.25M
|
2.47K
$1.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.47K+ 171.18% |
$1.12M - $1.24M
|
3.91K
$2.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.45K+ 10.69% |
$1.12M - $1.24M
|
25.4K
$14.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.45K+ 211.31% |
$1.11M - $1.23M
|
3.61K
$2.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.43K+ 9.36% |
$1.11M - $1.23M
|
28.4K
$15.9M
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.43K+ 11.07% |
$1.1M - $1.22M
|
24.3K
$13.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
2.4K+ 28.98% |
$1.09M - $1.21M
|
10.7K
$6M
|
|
|
Jul 12, 2024
Q2 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
2.39K+ 1.54% |
$1.09M - $1.2M
|
158K
$88.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.38K+ 22.4% |
$1.08M - $1.2M
|
13K
$7.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
2.38K+ 8.84% |
$1.08M - $1.2M
|
29.3K
$16.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
BUY
|
- |
2.34K+ 69.07% |
$1.07M - $1.18M
|
5.73K
$3.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.33K+ 34.2% |
$1.06M - $1.17M
|
9.14K
$5.12M
|
|
|
Jul 17, 2024
Q2 2024
|
Corundum Group, Inc.
|
BUY
|
- |
2.32K+ 96.07% |
$1.06M - $1.17M
|
4.74K
$2.65M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.32K+ 2.4% |
$1.06M - $1.17M
|
99K
$55.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.29K+ 5.95% |
$1.04M - $1.16M
|
40.9K
$22.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Capital City Trust CO
|
BUY
|
- |
2.29K+ 10.54% |
$1.04M - $1.15M
|
24K
$13.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
2.29KNew |
$1.04M - $1.15M
|
2.29K
$1.28M
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
2.28K+ 20.94% |
$1.04M - $1.15M
|
13.2K
$7.38M
|
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
2.25K+ 95.22% |
$1.02M - $1.13M
|
4.61K
$2.59M
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
2.25K+ 12.79% |
$1.02M - $1.13M
|
19.8K
$11.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.25K+ 15.31% |
$1.02M - $1.13M
|
16.9K
$9.48M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
2.23K+ 57.65% |
$1.01M - $1.12M
|
6.09K
$3.42M
|
|
|
Jul 03, 2024
Q2 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
2.2K+ 8.7% |
$999K - $1.11M
|
27.4K
$15.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
2.2K+ 7.57% |
$999K - $1.11M
|
31.2K
$17.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.19KNew |
$996K - $1.1M
|
2.19K
$1.23M
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.15K+ 7.54% |
$977K - $1.08M
|
30.6K
$17.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
2.14KNew |
$975K - $1.08M
|
2.14K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.13K+ 2.18% |
$970K - $1.07M
|
100K
$56.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
2.12K+ 51.02% |
$965K - $1.07M
|
6.28K
$3.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.11K+ 4.07% |
$962K - $1.07M
|
54.1K
$30.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.1K+ 167.87% |
$953K - $1.06M
|
3.34K
$1.87M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
2.09K+ 1.83% |
$950K - $1.05M
|
116K
$65.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.07K+ 22.92% |
$941K - $1.04M
|
11.1K
$6.22M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.07K+ 94.34% |
$940K - $1.04M
|
4.25K
$2.39M
|