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
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
4+ 0.11% |
$1.9K - $2.11K
|
3.76K
$2.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
4+ 0.44% |
$1.9K - $2.11K
|
921
$530K
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
4+ 0.34% |
$1.9K - $2.11K
|
1.2K
$687K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
4+ 0.05% |
$1.9K - $2.11K
|
7.92K
$4.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.19% |
$1.9K - $2.11K
|
2.11K
$1.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
4+ 0.18% |
$1.9K - $2.11K
|
2.28K
$1.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
4+ 0.24% |
$1.9K - $2.11K
|
1.68K
$969K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
4+ 0.51% |
$1.9K - $2.11K
|
787
$453K
|
|
|
Nov 04, 2024
Q3 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
4+ 0.35% |
$1.9K - $2.11K
|
1.15K
$661K
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
4+ 0.08% |
$1.9K - $2.11K
|
4.73K
$2.72M
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
BUY
|
- |
4+ 0.72% |
$1.9K - $2.11K
|
561
$323K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
4+ 0.72% |
$1.9K - $2.11K
|
559
$322K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
4+ 0.31% |
$1.9K - $2.11K
|
1.28K
$734K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
4+ 0.08% |
$1.9K - $2.11K
|
5.03K
$2.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
4+ 0.78% |
$1.9K - $2.11K
|
517
$297K
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
4+ 0.14% |
$1.9K - $2.11K
|
2.82K
$1.62M
|
|
|
May 19, 2025
Q3 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
4+ 0.35% |
$1.9K - $2.11K
|
1.15K
$661K
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
3+ 0.18% |
$1.43K - $1.58K
|
1.67K
$963K
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
3+ 0.25% |
$1.43K - $1.58K
|
1.22K
$702K
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
3+ 0.2% |
$1.43K - $1.58K
|
1.53K
$880K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
3+ 0.25% |
$1.43K - $1.58K
|
1.21K
$694K
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
BUY
|
- |
3+ 0.28% |
$1.43K - $1.58K
|
1.08K
$619K
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.35% |
$1.43K - $1.58K
|
865
$498K
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3+ 0.14% |
$1.43K - $1.58K
|
2.16K
$1.24M
|
|
|
Oct 22, 2024
Q3 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
3+ 0.37% |
$1.43K - $1.58K
|
812
$467K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3New |
$1.43K - $1.58K
|
3
$1.73K
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.3% |
$1.43K - $1.58K
|
1.02K
$584K
|
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
3+ 0.11% |
$1.43K - $1.58K
|
2.82K
$1.62M
|
|
|
Oct 25, 2024
Q3 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
3+ 0.51% |
$1.43K - $1.58K
|
586
$337K
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
3+ 0.08% |
$1.43K - $1.58K
|
3.91K
$2.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
3+ 0.43% |
$1.43K - $1.58K
|
706
$406K
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
3+ 0.4% |
$1.43K - $1.58K
|
750
$431K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
3+ 0.35% |
$1.43K - $1.58K
|
861
$495K
|
|
|
Nov 12, 2024
Q3 2024
|
Cypress Capital, LLC
|
BUY
|
- |
3+ 0.34% |
$1.43K - $1.58K
|
887
$510K
|
|
|
Nov 12, 2024
Q3 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
3+ 0.34% |
$1.43K - $1.58K
|
880
$506K
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
3+ 0.28% |
$1.43K - $1.58K
|
1.08K
$624K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
3+ 0.04% |
$1.43K - $1.58K
|
6.91K
$3.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
3+ 0.41% |
$1.43K - $1.58K
|
742
$427K
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3+ 0.16% |
$1.43K - $1.58K
|
1.93K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3+ 0.14% |
$1.43K - $1.58K
|
2.14K
$1.23M
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
3+ 0.26% |
$1.43K - $1.58K
|
1.15K
$661K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3+ 0.46% |
$1.43K - $1.58K
|
660
$380K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
2+ 0.0% |
$950 - $1.06K
|
45.1K
$26M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
2+ 0.11% |
$950 - $1.06K
|
1.79K
$1.03M
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.45% |
$950 - $1.06K
|
451
$259K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
2+ 0.34% |
$950 - $1.06K
|
594
$342K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
2+ 0.29% |
$950 - $1.06K
|
697
$401K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
2+ 0.27% |
$950 - $1.06K
|
735
$423K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2+ 0.25% |
$950 - $1.06K
|
803
$462K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2+ 0.11% |
$950 - $1.06K
|
1.84K
$1.06M
|