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 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.29K+ 4.78% |
$612K - $680K
|
28.2K
$14.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
1.28K+ 21.64% |
$608K - $675K
|
7.19K
$3.71M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
1.27K+ 146.92% |
$601K - $668K
|
2.13K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.26K+ 1.34% |
$600K - $666K
|
95.2K
$49.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
1.26KNew |
$599K - $665K
|
1.26K
$650K
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1.24KNew |
$589K - $654K
|
1.24K
$640K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.24K+ 2.38% |
$587K - $652K
|
53K
$27.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
1.23K+ 3.65% |
$586K - $651K
|
35K
$18.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.23K+ 68.64% |
$585K - $650K
|
3.03K
$1.56M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.23K+ 0.81% |
$584K - $648K
|
153K
$79M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.23K+ 6.64% |
$583K - $647K
|
19.7K
$10.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
1.22K+ 1.21% |
$581K - $645K
|
102K
$52.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
1.22KNew |
$577K - $641K
|
1.22K
$627K
|
|
|
Nov 12, 2024
Q3 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
1.22K+ 16.78% |
$577K - $641K
|
8.46K
$4.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
1.19KNew |
$565K - $628K
|
1.19K
$614K
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.18K+ 112.69% |
$561K - $623K
|
2.23K
$1.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.18K+ 49.68% |
$559K - $621K
|
3.54K
$1.83M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.17K+ 5.75% |
$557K - $618K
|
21.6K
$11.1M
|
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
1.16K+ 112.36% |
$553K - $614K
|
2.2K
$1.14M
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.16K+ 139.0% |
$552K - $613K
|
2K
$1.03M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.16K+ 14.98% |
$550K - $611K
|
8.89K
$4.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.16K+ 7.7% |
$550K - $611K
|
16.2K
$8.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
1.15KNew |
$548K - $609K
|
1.15K
$595K
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
BUY
|
- |
1.15KNew |
$548K - $608K
|
1.15K
$595K
|
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.14K+ 2.63% |
$542K - $602K
|
44.6K
$23M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.13KNew |
$539K - $598K
|
1.13K
$585K
|
|
|
Oct 16, 2024
Q3 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
1.12K+ 2.39% |
$532K - $590K
|
47.9K
$24.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.1KNew |
$524K - $582K
|
1.1K
$569K
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
1.09K+ 2732.5% |
$519K - $577K
|
1.13K
$585K
|
|
|
Oct 29, 2024
Q3 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
1.09K+ 0.79% |
$519K - $577K
|
140K
$72.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.09K+ 7.07% |
$516K - $573K
|
16.4K
$8.48M
|
|
|
Feb 13, 2025
Q3 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
1.08K+ 7.53% |
$513K - $570K
|
15.4K
$7.96M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
1.07K+ 7.2% |
$510K - $566K
|
16K
$8.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.07K+ 66.28% |
$510K - $566K
|
2.69K
$1.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.07K+ 101.81% |
$509K - $565K
|
2.12K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
1.07K+ 2.06% |
$508K - $564K
|
53K
$27.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
1.07K+ 2.6% |
$506K - $562K
|
42K
$21.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.06K+ 48.52% |
$505K - $560K
|
3.25K
$1.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
1.05K+ 16.0% |
$500K - $555K
|
7.63K
$3.93M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.05K+ 6.66% |
$497K - $551K
|
16.7K
$8.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.04K+ 98.21% |
$496K - $551K
|
2.11K
$1.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
1.04K+ 5.47% |
$492K - $546K
|
20K
$10.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.01K+ 2.6% |
$480K - $533K
|
39.9K
$20.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
999+ 76.14% |
$475K - $527K
|
2.31K
$1.19M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
998+ 1.96% |
$474K - $527K
|
52K
$26.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
986+ 58.24% |
$469K - $520K
|
2.68K
$1.38M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
981New |
$466K - $518K
|
981
$506K
|
|
|
Oct 29, 2024
Q3 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
977+ 2.95% |
$464K - $516K
|
34.1K
$17.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
973+ 0.19% |
$462K - $513K
|
526K
$272M
|
|
|
Nov 14, 2024
Q3 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
970New |
$461K - $512K
|
970
$500K
|