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 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
297+ 12.08% |
$141K - $157K
|
2.76K
$1.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
296+ 0.67% |
$141K - $156K
|
44.5K
$25.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
296+ 3.79% |
$141K - $156K
|
8.1K
$4.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
296+ 14.69% |
$141K - $156K
|
2.31K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
295+ 35.5% |
$140K - $156K
|
1.13K
$648K
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
293+ 29.15% |
$139K - $155K
|
1.3K
$747K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
292+ 0.45% |
$139K - $154K
|
64.8K
$37.3M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
291+ 0.75% |
$138K - $154K
|
39.1K
$22.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
290+ 2.61% |
$138K - $153K
|
11.4K
$6.56M
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
288+ 7.48% |
$137K - $152K
|
4.14K
$2.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
285+ 5.55% |
$135K - $150K
|
5.42K
$3.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
285+ 0.81% |
$135K - $150K
|
35.7K
$20.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Professional Advisory Services Inc
|
BUY
|
- |
283+ 8.48% |
$134K - $149K
|
3.62K
$2.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
281+ 2.94% |
$134K - $148K
|
9.83K
$5.65M
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
278+ 15.04% |
$132K - $147K
|
2.13K
$1.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
276+ 11.98% |
$131K - $146K
|
2.58K
$1.48M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
276+ 14.36% |
$131K - $146K
|
2.2K
$1.26M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
275+ 20.37% |
$131K - $145K
|
1.63K
$935K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
275+ 7.33% |
$131K - $145K
|
4.03K
$2.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
275+ 37.06% |
$131K - $145K
|
1.02K
$585K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
275+ 6.54% |
$131K - $145K
|
4.48K
$2.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
274+ 4.45% |
$130K - $145K
|
6.44K
$3.7M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
274New |
$130K - $145K
|
274
$158K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
273+ 6.67% |
$130K - $144K
|
4.36K
$2.51M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
272+ 9.14% |
$129K - $144K
|
3.25K
$1.87M
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
272+ 7.33% |
$129K - $144K
|
3.98K
$2.29M
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
271+ 23.2% |
$129K - $143K
|
1.44K
$828K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
269+ 15.34% |
$128K - $142K
|
2.02K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
269New |
$128K - $142K
|
269
$155K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
268+ 0.76% |
$127K - $141K
|
35.6K
$20.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
266+ 23.54% |
$126K - $140K
|
1.4K
$803K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
262+ 0.49% |
$125K - $138K
|
53.3K
$30.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
262+ 15.12% |
$125K - $138K
|
2K
$1.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
261+ 36.92% |
$124K - $138K
|
968
$557K
|
|
|
Oct 15, 2024
Q3 2024
|
Adams Asset Advisors, LLC
|
BUY
|
- |
259+ 50.68% |
$123K - $137K
|
770
$443K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
257+ 11.82% |
$122K - $136K
|
2.43K
$1.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
254+ 12.22% |
$121K - $134K
|
2.33K
$1.34M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
254+ 6.43% |
$121K - $134K
|
4.2K
$2.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
251+ 0.78% |
$119K - $132K
|
32.3K
$18.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
250+ 38.58% |
$119K - $132K
|
898
$517K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
246+ 33.02% |
$117K - $130K
|
991
$570K
|
|
|
Nov 14, 2024
Q3 2024
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
245+ 0.31% |
$116K - $129K
|
80.3K
$46.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
244+ 32.75% |
$116K - $129K
|
989
$569K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
242+ 0.94% |
$115K - $128K
|
26K
$14.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
241+ 9.69% |
$115K - $127K
|
2.73K
$1.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
241+ 36.52% |
$115K - $127K
|
901
$518K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
240+ 69.57% |
$114K - $127K
|
585
$337K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
238+ 14.48% |
$113K - $126K
|
1.88K
$1.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
235+ 2.83% |
$112K - $124K
|
8.54K
$4.91M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
234+ 0.53% |
$111K - $123K
|
44.2K
$25.5M
|