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 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
841+ 16.35% |
$400K - $444K
|
5.99K
$3.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
841New |
$400K - $444K
|
841
$484K
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
840+ 12.93% |
$399K - $443K
|
7.34K
$4.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
838+ 16.91% |
$398K - $442K
|
5.79K
$3.33M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
837+ 17.67% |
$398K - $442K
|
5.58K
$3.21M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
837+ 13.03% |
$398K - $442K
|
7.26K
$4.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
831+ 3.55% |
$395K - $439K
|
24.3K
$13.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
828New |
$393K - $437K
|
828
$476K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
BUY
|
- |
825+ 4.87% |
$392K - $435K
|
17.8K
$10.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
824+ 4.44% |
$392K - $435K
|
19.4K
$11.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
824New |
$392K - $435K
|
824
$474K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
823+ 2.89% |
$391K - $434K
|
29.3K
$16.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
822+ 71.48% |
$391K - $434K
|
1.97K
$1.13M
|
|
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
822+ 4.61% |
$391K - $434K
|
18.7K
$10.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
821+ 0.91% |
$390K - $433K
|
91K
$52.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
821+ 60.06% |
$390K - $433K
|
2.19K
$1.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
808+ 3.3% |
$384K - $426K
|
25.3K
$14.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
806+ 21.74% |
$383K - $425K
|
4.51K
$2.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
792New |
$376K - $418K
|
792
$456K
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
791New |
$376K - $417K
|
791
$455K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
789+ 2.71% |
$375K - $416K
|
29.9K
$17.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
785+ 1.61% |
$373K - $414K
|
49.7K
$28.6M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
782+ 7.42% |
$372K - $413K
|
11.3K
$6.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
775+ 1.8% |
$368K - $409K
|
43.8K
$25.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
772+ 23.76% |
$367K - $407K
|
4.02K
$2.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
771+ 8.69% |
$366K - $407K
|
9.64K
$5.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
763+ 3.27% |
$363K - $403K
|
24.1K
$13.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
759+ 14.57% |
$361K - $401K
|
5.97K
$3.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
758+ 6.14% |
$360K - $400K
|
13.1K
$7.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
757+ 2.06% |
$360K - $399K
|
37.5K
$21.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
756+ 13.23% |
$359K - $399K
|
6.47K
$3.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
749New |
$356K - $395K
|
749
$431K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
742New |
$353K - $392K
|
742
$427K
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
740+ 2.83% |
$352K - $390K
|
26.9K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
740+ 1.49% |
$352K - $390K
|
50.4K
$29M
|
|
|
Oct 21, 2024
Q3 2024
|
Suncoast Equity Management
|
BUY
|
- |
739New |
$351K - $390K
|
739
$425K
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
734New |
$349K - $387K
|
734
$422K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
727+ 4.92% |
$345K - $384K
|
15.5K
$8.91M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
725+ 2.14% |
$345K - $383K
|
34.6K
$19.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
724+ 160.89% |
$344K - $382K
|
1.17K
$675K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
722+ 0.93% |
$343K - $381K
|
78.3K
$45M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
721+ 2.54% |
$343K - $380K
|
29.2K
$16.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
720+ 11.19% |
$342K - $380K
|
7.16K
$4.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
720+ 52.06% |
$342K - $380K
|
2.1K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
719+ 3.39% |
$342K - $379K
|
21.9K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
714New |
$339K - $377K
|
714
$411K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
711+ 5.64% |
$338K - $375K
|
13.3K
$7.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
706+ 12.49% |
$335K - $373K
|
6.36K
$3.66M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
700New |
$333K - $369K
|
700
$403K
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
698+ 19.67% |
$332K - $368K
|
4.25K
$2.44M
|