Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
2.42K+ 7.21% |
$1.15M - $1.27M
|
35.9K
$20.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.4K+ 6.5% |
$1.14M - $1.27M
|
39.3K
$22.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.4K+ 11.22% |
$1.14M - $1.27M
|
23.8K
$13.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
2.4K+ 267.82% |
$1.14M - $1.26M
|
3.29K
$1.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Community Bank Of Raymore
|
BUY
|
- |
2.39K+ 95.6% |
$1.14M - $1.26M
|
4.89K
$2.81M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
2.39K+ 7.9% |
$1.13M - $1.26M
|
32.6K
$18.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
2.39K+ 1.36% |
$1.13M - $1.26M
|
177K
$102M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.38K+ 335.63% |
$1.13M - $1.26M
|
3.09K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
2.38KNew |
$1.13M - $1.25M
|
2.38K
$1.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.37K+ 1.62% |
$1.13M - $1.25M
|
149K
$85.6M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
2.37K+ 10.29% |
$1.13M - $1.25M
|
25.4K
$14.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.37K+ 2.84% |
$1.13M - $1.25M
|
85.7K
$49.3M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2.36K+ 3.84% |
$1.12M - $1.25M
|
63.9K
$36.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.35K+ 5.75% |
$1.12M - $1.24M
|
43.2K
$24.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
BUY
|
- |
2.33K+ 8.72% |
$1.11M - $1.23M
|
29.1K
$16.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.27K+ 6.53% |
$1.08M - $1.2M
|
37.1K
$21.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
2.27K+ 77.26% |
$1.08M - $1.2M
|
5.21K
$2.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2.27K+ 2.7% |
$1.08M - $1.2M
|
86.3K
$49.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
2.26K+ 369.89% |
$1.07M - $1.19M
|
2.87K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Hikari Tsushin, Inc.
Tokyo, M0 |
BUY
|
- |
2.24K+ 2.62% |
$1.07M - $1.18M
|
88K
$50.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.24K+ 34.87% |
$1.06M - $1.18M
|
8.66K
$4.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.23K+ 2.22% |
$1.06M - $1.18M
|
103K
$59.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
2.23KNew |
$1.06M - $1.18M
|
2.23K
$1.28M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
2.21K+ 253.85% |
$1.05M - $1.17M
|
3.08K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
2.21KNew |
$1.05M - $1.16M
|
2.21K
$1.27M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.2K+ 6.19% |
$1.05M - $1.16M
|
37.8K
$21.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
2.2K+ 1.74% |
$1.04M - $1.16M
|
129K
$74.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.19K+ 0.69% |
$1.04M - $1.16M
|
318K
$183M
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2.18KNew |
$1.04M - $1.15M
|
2.18K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.18K+ 1.85% |
$1.03M - $1.15M
|
120K
$69.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2.18KNew |
$1.03M - $1.15M
|
2.18K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.17KNew |
$1.03M - $1.15M
|
2.17K
$1.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.17K+ 13.53% |
$1.03M - $1.14M
|
18.2K
$10.5M
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
2.15K+ 48.0% |
$1.02M - $1.13M
|
6.62K
$3.81M
|
|
|
Mar 13, 2025
Q3 2024
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
2.15K+ 5.71% |
$1.02M - $1.13M
|
39.8K
$22.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.15K+ 20.8% |
$1.02M - $1.13M
|
12.5K
$7.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
2.13K+ 12.54% |
$1.01M - $1.12M
|
19.1K
$11M
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.13K+ 6.78% |
$1.01M - $1.12M
|
33.5K
$19.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
2.11K+ 8.8% |
$1M - $1.11M
|
26.1K
$15M
|
|
|
Apr 17, 2025
Q3 2024
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
2.11K+ 3.79% |
$1M - $1.11M
|
57.8K
$33.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.11K+ 28.58% |
$1M - $1.11M
|
9.48K
$5.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.1K+ 19.3% |
$999K - $1.11M
|
13K
$7.48M
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
2.1K+ 2.48% |
$998K - $1.11M
|
87K
$50M
|
|
|
Nov 13, 2024
Q3 2024
|
Msa Advisors, LLC
Santa Monica, CA |
BUY
|
- |
2.09KNew |
$995K - $1.1M
|
2.09K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
2.09K+ 27.51% |
$993K - $1.1M
|
9.69K
$5.57M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
2.09K+ 35.18% |
$991K - $1.1M
|
8.02K
$4.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.08K+ 0.76% |
$989K - $1.1M
|
277K
$159M
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.08K+ 10.12% |
$989K - $1.1M
|
22.7K
$13M
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
2.07K+ 2.15% |
$982K - $1.09M
|
98.3K
$56.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2.06K+ 162.95% |
$980K - $1.09M
|
3.33K
$1.91M
|