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 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1New |
$475 - $528
|
1
$575
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1+ 0.21% |
$475 - $528
|
474
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.38% |
$475 - $528
|
265
$152K
|
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 50.0% |
$475 - $528
|
3
$1.73K
|
|
|
Apr 15, 2025
Q3 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
1+ 0.01% |
$475 - $528
|
8.69K
$5M
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1- 0.1% |
$475 - $528
|
982
$565K
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-1- 0.09% |
$475 - $528
|
1.06K
$609K
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-1- 0.17% |
$475 - $528
|
595
$342K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1- 0.08% |
$475 - $528
|
1.22K
$699K
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-1- 0.25% |
$475 - $528
|
401
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-1- 0.02% |
$475 - $528
|
5.24K
$3.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-1- 0.17% |
$475 - $528
|
575
$331K
|
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-1- 0.24% |
$475 - $528
|
413
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1- 0.13% |
$475 - $528
|
798
$459K
|
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- 0.02% |
$475 - $528
|
5.57K
$3.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.04% |
$950 - $1.06K
|
5.61K
$3.22M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-2- 0.37% |
$950 - $1.06K
|
542
$312K
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-2- 0.1% |
$950 - $1.06K
|
1.99K
$1.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-2- 0.18% |
$950 - $1.06K
|
1.09K
$629K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-2- 0.93% |
$950 - $1.06K
|
212
$122K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-2- 0.22% |
$950 - $1.06K
|
893
$514K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 0.05% |
$950 - $1.06K
|
4.18K
$2.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-3- 0.4% |
$1.43K - $1.58K
|
744
$428K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-3- 0.52% |
$1.43K - $1.58K
|
573
$330K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3- 0.18% |
$1.43K - $1.58K
|
1.66K
$956K
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-3- 1.94% |
$1.43K - $1.58K
|
152
$87.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-3- 0.25% |
$1.43K - $1.58K
|
1.22K
$699K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-3- 0.7% |
$1.43K - $1.58K
|
428
$246K
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-3- 0.23% |
$1.43K - $1.58K
|
1.29K
$741K
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.7% |
$1.43K - $1.58K
|
424
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3- 0.52% |
$1.43K - $1.58K
|
576
$331K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-3- 0.03% |
$1.43K - $1.58K
|
9.72K
$5.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-4- 0.06% |
$1.9K - $2.11K
|
6.17K
$3.55M
|
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-4- 0.59% |
$1.9K - $2.11K
|
671
$386K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-4- 0.09% |
$1.9K - $2.11K
|
4.46K
$2.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-4- 0.14% |
$1.9K - $2.11K
|
2.93K
$1.68M
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-4- 0.13% |
$1.9K - $2.11K
|
3.01K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-4- 0.41% |
$1.9K - $2.11K
|
968
$557K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-4- 1.08% |
$1.9K - $2.11K
|
368
$212K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-4- 0.56% |
$1.9K - $2.11K
|
709
$408K
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-4- 0.08% |
$1.9K - $2.11K
|
5.25K
$3.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-4- 0.67% |
$1.9K - $2.11K
|
592
$341K
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-5- 1.08% |
$2.38K - $2.64K
|
460
$265K
|
|
|
Nov 04, 2024
Q3 2024
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-5- 1.08% |
$2.38K - $2.64K
|
460
$265K
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-5- 1.24% |
$2.38K - $2.64K
|
398
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-5- 0.2% |
$2.38K - $2.64K
|
2.44K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-5- 0.02% |
$2.38K - $2.64K
|
29.3K
$16.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-5- 0.19% |
$2.38K - $2.64K
|
2.67K
$1.53M
|
|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-5- 0.61% |
$2.38K - $2.64K
|
818
$471K
|