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
|
Noesis Capital Mangement Corp
|
BUY
|
- |
578+ 141.32% |
$275K - $305K
|
987
$568K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
576+ 17.98% |
$274K - $304K
|
3.78K
$2.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
574+ 32.08% |
$273K - $303K
|
2.36K
$1.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
569+ 62.87% |
$270K - $300K
|
1.47K
$848K
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
569+ 58.84% |
$270K - $300K
|
1.54K
$884K
|
|
|
Oct 11, 2024
Q3 2024
|
Stegner Investment Associates Inc.
|
BUY
|
- |
568+ 5.87% |
$270K - $300K
|
10.2K
$5.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
568+ 52.79% |
$270K - $300K
|
1.64K
$946K
|
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
BUY
|
- |
564+ 1.21% |
$268K - $298K
|
47.3K
$27.2M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
562+ 191.81% |
$267K - $297K
|
855
$492K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
561+ 6.57% |
$267K - $296K
|
9.09K
$5.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
559New |
$266K - $295K
|
559
$322K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
557+ 4.02% |
$265K - $294K
|
14.4K
$8.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
556+ 4.16% |
$264K - $293K
|
13.9K
$8.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
553+ 5.46% |
$263K - $292K
|
10.7K
$6.15M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
550New |
$261K - $290K
|
550
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
550New |
$261K - $290K
|
550
$316K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
549+ 27.0% |
$261K - $290K
|
2.58K
$1.49M
|
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
549New |
$261K - $290K
|
549
$316K
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
547New |
$260K - $289K
|
547
$315K
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
547+ 35.36% |
$260K - $289K
|
2.09K
$1.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
545+ 11.17% |
$259K - $288K
|
5.43K
$3.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
545+ 7.92% |
$259K - $288K
|
7.43K
$4.27M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
543+ 29.74% |
$258K - $287K
|
2.37K
$1.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
543+ 114.8% |
$258K - $287K
|
1.02K
$584K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
542+ 23.73% |
$258K - $286K
|
2.83K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
541+ 7.21% |
$257K - $285K
|
8.04K
$4.63M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
539+ 9.5% |
$256K - $284K
|
6.21K
$3.57M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
539+ 5.28% |
$256K - $284K
|
10.7K
$6.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
535+ 43.43% |
$254K - $282K
|
1.77K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
531+ 0.71% |
$252K - $280K
|
75.2K
$43.2M
|
|
|
May 28, 2025
Q3 2024
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
530+ 19.31% |
$252K - $280K
|
3.28K
$1.88M
|
|
|
Oct 16, 2024
Q3 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
527+ 3.65% |
$250K - $278K
|
15K
$8.6M
|
|
|
Feb 05, 2025
Q3 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
525+ 73.32% |
$249K - $277K
|
1.24K
$714K
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
523New |
$249K - $276K
|
523
$301K
|
|
|
Oct 30, 2024
Q3 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
523New |
$249K - $276K
|
523
$301K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
522+ 39.85% |
$248K - $275K
|
1.83K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
518+ 65.32% |
$246K - $273K
|
1.31K
$754K
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
515+ 2.61% |
$245K - $272K
|
20.3K
$11.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
515+ 2.61% |
$245K - $272K
|
20.3K
$11.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
515+ 10.36% |
$245K - $272K
|
5.49K
$3.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
513+ 66.97% |
$244K - $271K
|
1.28K
$736K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
509New |
$242K - $269K
|
509
$293K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
509+ 87.61% |
$242K - $269K
|
1.09K
$627K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
509+ 102.41% |
$242K - $269K
|
1.01K
$579K
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
503+ 5.47% |
$239K - $265K
|
9.7K
$5.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
501+ 12.05% |
$238K - $264K
|
4.66K
$2.68M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
501New |
$238K - $264K
|
501
$288K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
501+ 3.75% |
$238K - $264K
|
13.9K
$7.98M
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
500+ 1.67% |
$238K - $264K
|
30.4K
$17.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
500New |
$238K - $264K
|
500
$288K
|