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 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
374+ 90.34% |
$178K - $197K
|
788
$453K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
373+ 27.11% |
$177K - $197K
|
1.75K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
373+ 0.07% |
$177K - $197K
|
526K
$302M
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
371+ 76.49% |
$176K - $196K
|
856
$492K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
365+ 28.38% |
$173K - $193K
|
1.65K
$950K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
363+ 4.4% |
$172K - $192K
|
8.61K
$4.95M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
362+ 4.9% |
$172K - $191K
|
7.74K
$4.45M
|
|
|
Nov 05, 2024
Q3 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
361+ 1.28% |
$172K - $190K
|
28.6K
$16.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
360+ 1.93% |
$171K - $190K
|
19K
$10.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
359+ 2.43% |
$171K - $189K
|
15.1K
$8.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
358+ 2.45% |
$170K - $189K
|
15K
$8.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
356+ 3.02% |
$169K - $188K
|
12.2K
$6.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
356+ 4.38% |
$169K - $188K
|
8.49K
$4.88M
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
BUY
|
- |
353+ 1.08% |
$168K - $186K
|
33K
$19M
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
353+ 26.17% |
$168K - $186K
|
1.7K
$979K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
353+ 1.88% |
$168K - $186K
|
19.1K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
351+ 13.13% |
$167K - $185K
|
3.02K
$1.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
350+ 17.14% |
$166K - $185K
|
2.39K
$1.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
347+ 3.27% |
$165K - $183K
|
11K
$6.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
346+ 59.97% |
$164K - $183K
|
923
$531K
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
BUY
|
- |
346+ 10.67% |
$164K - $183K
|
3.59K
$2.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
346New |
$164K - $183K
|
346
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
346+ 46.44% |
$164K - $183K
|
1.09K
$628K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
343+ 2.17% |
$163K - $181K
|
16.1K
$9.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
341+ 11.23% |
$162K - $180K
|
3.38K
$1.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
337+ 1.41% |
$160K - $178K
|
24.2K
$13.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
336+ 1.82% |
$160K - $177K
|
18.8K
$10.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
336+ 5.18% |
$160K - $177K
|
6.82K
$3.92M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
335+ 3.41% |
$159K - $177K
|
10.2K
$5.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
334+ 8.02% |
$159K - $176K
|
4.5K
$2.59M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
333+ 7.52% |
$158K - $176K
|
4.76K
$2.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
332+ 43.12% |
$158K - $175K
|
1.1K
$634K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
329+ 3.44% |
$156K - $174K
|
9.9K
$5.69M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
BUY
|
- |
326+ 0.7% |
$155K - $172K
|
46.8K
$26.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
322+ 11.16% |
$153K - $170K
|
3.21K
$1.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
321+ 5.47% |
$153K - $169K
|
6.19K
$3.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
318+ 9.46% |
$151K - $168K
|
3.68K
$2.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
318+ 6.5% |
$151K - $168K
|
5.21K
$3M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
318New |
$151K - $168K
|
318
$183K
|
|
|
Oct 10, 2024
Q3 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
312+ 16.21% |
$148K - $165K
|
2.24K
$1.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
312+ 10.32% |
$148K - $165K
|
3.34K
$1.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
311+ 52.62% |
$148K - $164K
|
902
$519K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
310+ 26.07% |
$147K - $164K
|
1.5K
$862K
|
|
|
Feb 13, 2025
Q3 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
310+ 3.47% |
$147K - $164K
|
9.25K
$5.32M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
309+ 4.69% |
$147K - $163K
|
6.9K
$3.97M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
307+ 3.0% |
$146K - $162K
|
10.5K
$6.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
306+ 15.34% |
$145K - $161K
|
2.3K
$1.32M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
306+ 8.75% |
$145K - $161K
|
3.81K
$2.19M
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
299+ 2.28% |
$142K - $158K
|
13.4K
$7.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
298+ 5.82% |
$142K - $157K
|
5.42K
$3.12M
|