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 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
125+ 1.03% |
$59.4K - $66K
|
12.3K
$6.82M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
124+ 7.79% |
$58.9K - $65.4K
|
1.72K
$955K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
124+ 2.57% |
$58.9K - $65.4K
|
4.95K
$2.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
123+ 1.27% |
$58.4K - $64.9K
|
9.8K
$5.45M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
122+ 1.33% |
$58K - $64.4K
|
9.28K
$5.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
122+ 1.8% |
$58K - $64.4K
|
6.91K
$3.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
122New |
$58K - $64.4K
|
122
$67.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
121+ 5.37% |
$57.5K - $63.9K
|
2.38K
$1.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
121+ 12.19% |
$57.5K - $63.9K
|
1.11K
$620K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
120+ 1.72% |
$57K - $63.3K
|
7.11K
$3.96M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
120+ 26.97% |
$57K - $63.3K
|
565
$315K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
120+ 23.95% |
$57K - $63.3K
|
621
$346K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
120+ 1.07% |
$57K - $63.3K
|
11.3K
$6.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
119+ 850.0% |
$56.5K - $62.8K
|
133
$74K
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
119+ 1.47% |
$56.5K - $62.8K
|
8.21K
$4.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
119+ 2.24% |
$56.5K - $62.8K
|
5.44K
$3.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
116+ 18.95% |
$55.1K - $61.2K
|
728
$405K
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
114+ 12.71% |
$54.2K - $60.2K
|
1.01K
$563K
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
114+ 18.57% |
$54.2K - $60.2K
|
728
$405K
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
113+ 10.3% |
$53.7K - $59.6K
|
1.21K
$674K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
112+ 21.46% |
$53.2K - $59.1K
|
634
$353K
|
|
|
Nov 07, 2024
Q3 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
112+ 24.62% |
$53.2K - $59.1K
|
567
$316K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
111+ 12.54% |
$52.7K - $58.6K
|
996
$554K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
111+ 10.58% |
$52.7K - $58.6K
|
1.16K
$646K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
111New |
$52.7K - $58.6K
|
111
$61.8K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
111+ 3.72% |
$52.7K - $58.6K
|
3.1K
$1.72M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
110+ 0.75% |
$52.3K - $58K
|
14.8K
$8.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
110+ 1.75% |
$52.3K - $58K
|
6.41K
$3.57M
|
|
|
Oct 22, 2024
Q3 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
110+ 0.13% |
$52.3K - $58K
|
86.9K
$48.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
110+ 20.83% |
$52.3K - $58K
|
638
$355K
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
110+ 4.79% |
$52.3K - $58K
|
2.41K
$1.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
110+ 17.05% |
$52.3K - $58K
|
755
$420K
|
|
|
Nov 14, 2024
Q3 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
109+ 1.32% |
$51.8K - $57.5K
|
8.39K
$4.67M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
108+ 4.11% |
$51.3K - $57K
|
2.73K
$1.52M
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
108+ 1.53% |
$51.3K - $57K
|
7.15K
$3.98M
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
108+ 2.7% |
$51.3K - $57K
|
4.11K
$2.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
107+ 6.29% |
$50.8K - $56.5K
|
1.81K
$1.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
106+ 0.31% |
$50.4K - $55.9K
|
34.3K
$19.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
106+ 2.38% |
$50.4K - $55.9K
|
4.56K
$2.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
106+ 1.58% |
$50.4K - $55.9K
|
6.81K
$3.79M
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
105+ 3.14% |
$49.9K - $55.4K
|
3.45K
$1.92M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
105New |
$49.9K - $55.4K
|
105
$58.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
105+ 4.46% |
$49.9K - $55.4K
|
2.46K
$1.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
104New |
$49.4K - $54.9K
|
104
$57.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
104+ 12.64% |
$49.4K - $54.9K
|
927
$516K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
103+ 5.08% |
$48.9K - $54.4K
|
2.13K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
102+ 4.32% |
$48.5K - $53.8K
|
2.46K
$1.37M
|
|
|
Oct 08, 2024
Q3 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
100+ 14.33% |
$47.5K - $52.8K
|
798
$444K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
100New |
$47.5K - $52.8K
|
100
$55.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
100+ 16.39% |
$47.5K - $52.8K
|
710
$395K
|