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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
2.05KNew |
$976K - $1.08M
|
2.05K
$1.18M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
2.05K+ 10.35% |
$975K - $1.08M
|
21.9K
$12.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.04K+ 6.66% |
$970K - $1.08M
|
32.7K
$18.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
2.03KNew |
$965K - $1.07M
|
2.03K
$1.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Trust CO Of Tennessee
Knoxville, TN |
BUY
|
- |
2.03K+ 2.37% |
$964K - $1.07M
|
87.5K
$50.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
2.01KNew |
$957K - $1.06M
|
2.01K
$1.16M
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
2K+ 24.95% |
$952K - $1.06M
|
10K
$5.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
2K+ 5.46% |
$951K - $1.06M
|
38.7K
$22.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.99K+ 17.42% |
$946K - $1.05M
|
13.4K
$7.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.99K+ 95.67% |
$944K - $1.05M
|
4.06K
$2.34M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
1.97K+ 5.54% |
$937K - $1.04M
|
37.5K
$21.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
1.96K+ 52.68% |
$929K - $1.03M
|
5.67K
$3.26M
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.95K+ 3.85% |
$925K - $1.03M
|
52.5K
$30.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.94K+ 96.66% |
$920K - $1.02M
|
3.94K
$2.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
1.93KNew |
$918K - $1.02M
|
1.93K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
1.93K+ 4.25% |
$915K - $1.02M
|
47.3K
$27.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.92K+ 44.87% |
$910K - $1.01M
|
6.19K
$3.56M
|
|
|
Oct 21, 2024
Q3 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
1.91KNew |
$910K - $1.01M
|
1.91K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.91K+ 0.37% |
$909K - $1.01M
|
517K
$297M
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.91K+ 218.19% |
$906K - $1.01M
|
2.78K
$1.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.91K+ 29.62% |
$905K - $1.01M
|
8.34K
$4.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.89K+ 100.0% |
$899K - $998K
|
3.78K
$2.18M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
1.88K+ 13.59% |
$895K - $994K
|
15.8K
$9.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.88K+ 40.58% |
$892K - $990K
|
6.5K
$3.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.83K+ 15.79% |
$872K - $968K
|
13.4K
$7.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
1.81K+ 409.5% |
$860K - $955K
|
2.25K
$1.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.81K+ 111.08% |
$858K - $952K
|
3.43K
$1.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.8K+ 109.49% |
$855K - $949K
|
3.44K
$1.98M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.78K+ 6.93% |
$848K - $941K
|
27.5K
$15.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
1.78K+ 12.98% |
$845K - $938K
|
15.5K
$8.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.77K+ 15.96% |
$841K - $934K
|
12.9K
$7.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1.75K+ 12.14% |
$833K - $925K
|
16.2K
$9.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.75K+ 13.43% |
$831K - $922K
|
14.8K
$8.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
1.75K+ 1.11% |
$829K - $921K
|
159K
$91.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.74K+ 2.49% |
$829K - $920K
|
71.8K
$41.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1.74KNew |
$827K - $918K
|
1.74K
$1M
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.71K+ 8.73% |
$814K - $903K
|
21.3K
$12.3M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
1.69K+ 4.88% |
$805K - $894K
|
36.4K
$20.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.69K+ 4.07% |
$804K - $892K
|
43.2K
$24.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.69K+ 5.25% |
$803K - $891K
|
33.9K
$19.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.69K+ 1.86% |
$802K - $890K
|
92.4K
$53.2M
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.68K+ 9.54% |
$800K - $888K
|
19.3K
$11.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.68K+ 15.38% |
$796K - $884K
|
12.6K
$7.23M
|
|
|
Oct 24, 2024
Q3 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
1.67KNew |
$793K - $880K
|
1.67K
$959K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
1.67K+ 0.57% |
$793K - $880K
|
292K
$168M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.66K+ 22.81% |
$790K - $878K
|
8.96K
$5.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
1.66K+ 2.9% |
$788K - $875K
|
58.7K
$33.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.65K+ 187.16% |
$783K - $869K
|
2.53K
$1.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
1.65K+ 27.17% |
$782K - $869K
|
7.7K
$4.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.65K+ 4.0% |
$782K - $869K
|
42.8K
$24.6M
|