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 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
234+ 1.79% |
$111K - $123K
|
13.3K
$7.67M
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
BUY
|
- |
231+ 0.15% |
$110K - $122K
|
156K
$89.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
230+ 19.91% |
$109K - $121K
|
1.39K
$797K
|
|
|
Nov 06, 2024
Q3 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
230+ 0.36% |
$109K - $121K
|
64.9K
$37.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
229+ 4.32% |
$109K - $121K
|
5.53K
$3.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
224+ 18.78% |
$106K - $118K
|
1.42K
$815K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
223+ 3.77% |
$106K - $118K
|
6.14K
$3.53M
|
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
220+ 24.31% |
$105K - $116K
|
1.13K
$647K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
219+ 11.58% |
$104K - $116K
|
2.11K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
219+ 17.37% |
$104K - $116K
|
1.48K
$851K
|
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
218+ 4.04% |
$104K - $115K
|
5.62K
$3.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
217+ 1808.33% |
$103K - $115K
|
229
$132K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
215+ 13.06% |
$102K - $113K
|
1.86K
$1.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
214+ 6.55% |
$102K - $113K
|
3.48K
$2M
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
213+ 10.59% |
$101K - $112K
|
2.22K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
213+ 4.3% |
$101K - $112K
|
5.16K
$2.97M
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
212+ 45.11% |
$101K - $112K
|
682
$392K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
211+ 0.44% |
$100K - $111K
|
48.4K
$27.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
209+ 13.04% |
$99.3K - $110K
|
1.81K
$1.04M
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
209+ 0.99% |
$99.3K - $110K
|
21.3K
$12.3M
|
|
|
Nov 08, 2024
Q3 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
208+ 2.51% |
$98.8K - $110K
|
8.51K
$4.89M
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
206+ 3.79% |
$97.9K - $109K
|
5.64K
$3.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
206+ 10.15% |
$97.9K - $109K
|
2.24K
$1.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
205+ 13.15% |
$97.4K - $108K
|
1.76K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
205+ 2.21% |
$97.4K - $108K
|
9.47K
$5.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
204+ 1.48% |
$96.9K - $108K
|
13.9K
$8.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
204+ 3.35% |
$96.9K - $108K
|
6.3K
$3.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
204+ 1.18% |
$96.9K - $108K
|
17.6K
$10.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
203+ 2.28% |
$96.5K - $107K
|
9.13K
$5.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
203+ 2.37% |
$96.5K - $107K
|
8.79K
$5.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
203+ 2.29% |
$96.5K - $107K
|
9.06K
$5.21M
|
|
|
Oct 10, 2024
Q3 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
201+ 6.72% |
$95.5K - $106K
|
3.19K
$1.84M
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
200+ 0.83% |
$95K - $106K
|
24.2K
$13.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
200+ 28.57% |
$95K - $106K
|
900
$518K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
199+ 6.05% |
$94.6K - $105K
|
3.49K
$2.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
BUY
|
- |
197+ 0.46% |
$93.6K - $104K
|
42.8K
$24.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
197+ 2.9% |
$93.6K - $104K
|
7K
$4.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
196+ 9.62% |
$93.1K - $103K
|
2.23K
$1.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
194+ 15.59% |
$92.2K - $102K
|
1.44K
$827K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
BUY
|
- |
191+ 1.94% |
$90.8K - $101K
|
10K
$5.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
191+ 1.45% |
$90.8K - $101K
|
13.3K
$7.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
190+ 2.3% |
$90.3K - $100K
|
8.44K
$4.86M
|
|
|
Jan 16, 2025
Q3 2024
|
Cim, LLC
|
BUY
|
- |
189+ 37.57% |
$89.8K - $99.7K
|
692
$398K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
187+ 11.2% |
$88.9K - $98.7K
|
1.86K
$1.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
186+ 6.4% |
$88.4K - $98.2K
|
3.09K
$1.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
186+ 0.78% |
$88.4K - $98.2K
|
24K
$13.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
186+ 1.13% |
$88.4K - $98.2K
|
16.7K
$9.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
186+ 9.48% |
$88.4K - $98.2K
|
2.15K
$1.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
185+ 17.96% |
$87.9K - $97.6K
|
1.22K
$699K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
184+ 2.15% |
$87.4K - $97.1K
|
8.74K
$5.03M
|