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 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
986+ 58.24% |
$469K - $520K
|
2.68K
$1.54M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
981New |
$466K - $518K
|
981
$564K
|
|
|
Oct 29, 2024
Q3 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
977+ 2.95% |
$464K - $516K
|
34.1K
$19.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
973+ 0.19% |
$462K - $513K
|
526K
$303M
|
|
|
Nov 14, 2024
Q3 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
970New |
$461K - $512K
|
970
$558K
|
|
|
Nov 05, 2024
Q3 2024
|
Parthenon LLC
|
BUY
|
- |
970+ 7.64% |
$461K - $512K
|
13.7K
$7.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
963+ 7.89% |
$458K - $508K
|
13.2K
$7.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
963+ 4.15% |
$458K - $508K
|
24.2K
$13.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
954+ 66.34% |
$453K - $503K
|
2.39K
$1.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
952New |
$452K - $502K
|
952
$548K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
952+ 38.89% |
$452K - $502K
|
3.4K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
952+ 3.6% |
$452K - $502K
|
27.4K
$15.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
949+ 10.39% |
$451K - $501K
|
10.1K
$5.8M
|
|
|
Jan 29, 2025
Q3 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
947+ 11.02% |
$450K - $500K
|
9.54K
$5.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
945+ 2.92% |
$449K - $499K
|
33.3K
$19.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
942+ 12.17% |
$448K - $497K
|
8.68K
$4.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
942+ 15.95% |
$448K - $497K
|
6.85K
$3.94M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
937+ 29.23% |
$445K - $494K
|
4.14K
$2.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
936+ 3.25% |
$445K - $494K
|
29.8K
$17.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
933+ 2.22% |
$443K - $492K
|
43K
$24.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
928+ 55.04% |
$441K - $490K
|
2.61K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
927+ 10.83% |
$441K - $489K
|
9.49K
$5.46M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
927+ 2.23% |
$441K - $489K
|
42.4K
$24.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
924New |
$439K - $488K
|
924
$532K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
921+ 8.86% |
$438K - $486K
|
11.3K
$6.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
916+ 2.61% |
$435K - $483K
|
36K
$20.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
915+ 24.52% |
$435K - $483K
|
4.65K
$2.67M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
907+ 36.45% |
$431K - $479K
|
3.4K
$1.95M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
906+ 98.05% |
$431K - $478K
|
1.83K
$1.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
905+ 1.67% |
$430K - $478K
|
55K
$31.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
903+ 1.24% |
$429K - $477K
|
73.4K
$42.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
896+ 5.41% |
$426K - $473K
|
17.4K
$10M
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
890New |
$423K - $470K
|
890
$512K
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
890+ 6.61% |
$423K - $470K
|
14.4K
$8.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
882+ 0.42% |
$419K - $465K
|
210K
$121M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
879New |
$418K - $464K
|
879
$506K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
872+ 3.48% |
$414K - $460K
|
25.9K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
872+ 16.61% |
$414K - $460K
|
6.12K
$3.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
868+ 13.35% |
$412K - $458K
|
7.37K
$4.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
868+ 0.93% |
$412K - $458K
|
94.4K
$54.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
BUY
|
- |
865+ 3.72% |
$411K - $456K
|
24.1K
$13.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
865+ 4.27% |
$411K - $456K
|
21.1K
$12.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
862+ 2.77% |
$410K - $455K
|
31.9K
$18.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
859+ 15.57% |
$408K - $453K
|
6.38K
$3.67M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
858+ 11.22% |
$408K - $453K
|
8.5K
$4.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
856+ 10.77% |
$407K - $452K
|
8.8K
$5.06M
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
856+ 6.79% |
$407K - $452K
|
13.5K
$7.74M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
853+ 28.4% |
$405K - $450K
|
3.86K
$2.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
846+ 193.15% |
$402K - $446K
|
1.28K
$739K
|
|
|
Nov 13, 2024
Q3 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
843+ 21.98% |
$401K - $445K
|
4.68K
$2.69M
|