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 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
37+ 0.47% |
$17.6K - $19.5K
|
7.84K
$4.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
37+ 5.85% |
$17.6K - $19.5K
|
670
$385K
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
37+ 3.11% |
$17.6K - $19.5K
|
1.23K
$706K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
36+ 4.99% |
$17.1K - $19K
|
758
$436K
|
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
36+ 0.2% |
$17.1K - $19K
|
18.2K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
36+ 1.48% |
$17.1K - $19K
|
2.48K
$1.42M
|
|
|
Oct 04, 2024
Q3 2024
|
Orser Capital Management, LLC
|
BUY
|
- |
35+ 0.16% |
$16.6K - $18.5K
|
22.1K
$12.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Bck Partners, Inc.
|
BUY
|
- |
35+ 0.03% |
$16.6K - $18.5K
|
101K
$58M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
35+ 4.85% |
$16.6K - $18.5K
|
757
$435K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
35+ 2.76% |
$16.6K - $18.5K
|
1.3K
$748K
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
34+ 2.38% |
$16.2K - $17.9K
|
1.46K
$842K
|
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
34+ 5.14% |
$16.2K - $17.9K
|
696
$400K
|
|
|
Nov 07, 2024
Q3 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
34New |
$16.2K - $17.9K
|
34
$19.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
33+ 0.84% |
$15.7K - $17.4K
|
3.98K
$2.29M
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
33+ 0.74% |
$15.7K - $17.4K
|
4.48K
$2.58M
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
32+ 0.9% |
$15.2K - $16.9K
|
3.57K
$2.06M
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
32+ 2.17% |
$15.2K - $16.9K
|
1.51K
$866K
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
32+ 0.06% |
$15.2K - $16.9K
|
51.2K
$29.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
32+ 3.34% |
$15.2K - $16.9K
|
991
$570K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
31+ 0.93% |
$14.7K - $16.4K
|
3.36K
$1.93M
|
|
|
Oct 24, 2024
Q3 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
31+ 6.81% |
$14.7K - $16.4K
|
486
$280K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
31New |
$14.7K - $16.4K
|
31
$17.8K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
30+ 8.4% |
$14.3K - $15.8K
|
387
$223K
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
30+ 1.84% |
$14.3K - $15.8K
|
1.66K
$953K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
30+ 0.35% |
$14.3K - $15.8K
|
8.63K
$4.97M
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
30+ 3.04% |
$14.3K - $15.8K
|
1.02K
$584K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
30+ 1.65% |
$14.3K - $15.8K
|
1.85K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
30+ 0.19% |
$14.3K - $15.8K
|
15.5K
$8.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
30+ 6.96% |
$14.3K - $15.8K
|
461
$265K
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
29+ 0.68% |
$13.8K - $15.3K
|
4.29K
$2.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
29+ 0.33% |
$13.8K - $15.3K
|
8.84K
$5.08M
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
29+ 0.71% |
$13.8K - $15.3K
|
4.11K
$2.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
29+ 0.93% |
$13.8K - $15.3K
|
3.14K
$1.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
29+ 3.11% |
$13.8K - $15.3K
|
961
$553K
|
|
|
Nov 12, 2024
Q3 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
29+ 0.35% |
$13.8K - $15.3K
|
8.43K
$4.85M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
28+ 5.42% |
$13.3K - $14.8K
|
545
$313K
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
28+ 5.87% |
$13.3K - $14.8K
|
505
$290K
|
|
|
Oct 21, 2024
Q3 2024
|
Asset Planning Corporation
|
BUY
|
- |
28+ 0.23% |
$13.3K - $14.8K
|
12.2K
$7.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
27+ 8.44% |
$12.8K - $14.2K
|
347
$200K
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
27+ 0.4% |
$12.8K - $14.2K
|
6.72K
$3.87M
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
27+ 0.87% |
$12.8K - $14.2K
|
3.14K
$1.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
27+ 0.09% |
$12.8K - $14.2K
|
31.7K
$18.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
27+ 1.73% |
$12.8K - $14.2K
|
1.59K
$912K
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
27+ 0.09% |
$12.8K - $14.2K
|
29.4K
$16.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
27+ 0.81% |
$12.8K - $14.2K
|
3.37K
$1.94M
|
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
26+ 1.46% |
$12.4K - $13.7K
|
1.81K
$1.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
26+ 3.13% |
$12.4K - $13.7K
|
858
$494K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
26+ 0.76% |
$12.4K - $13.7K
|
3.47K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
26+ 2.58% |
$12.4K - $13.7K
|
1.03K
$594K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
25+ 4.84% |
$11.9K - $13.2K
|
542
$312K
|