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 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-6- 1.42% |
$2.85K - $3.17K
|
418
$240K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-6- 1.22% |
$2.85K - $3.17K
|
487
$280K
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-6- 0.87% |
$2.85K - $3.17K
|
681
$392K
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-6- 50.0% |
$2.85K - $3.17K
|
6
$3.45K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-6- 0.66% |
$2.85K - $3.17K
|
906
$521K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-7- 0.02% |
$3.33K - $3.69K
|
41.3K
$23.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-7- 3.4% |
$3.33K - $3.69K
|
199
$114K
|
|
|
Oct 21, 2024
Q3 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-7- 0.12% |
$3.33K - $3.69K
|
5.64K
$3.25M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-7- 0.35% |
$3.33K - $3.69K
|
2.01K
$1.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-7- -0.0% |
$3.33K - $3.69K
|
230K
$132M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-8- 0.81% |
$3.8K - $4.22K
|
978
$563K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-8- 0.23% |
$3.8K - $4.22K
|
3.55K
$2.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-8- 5.26% |
$3.8K - $4.22K
|
144
$82.8K
|
|
|
Feb 04, 2025
Q3 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-8- 0.26% |
$3.8K - $4.22K
|
3.12K
$1.79M
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-9- 0.53% |
$4.28K - $4.75K
|
1.68K
$968K
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-9- 1.73% |
$4.28K - $4.75K
|
512
$295K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-10- 18.87% |
$4.75K - $5.28K
|
43
$24.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-10- 3.03% |
$4.75K - $5.28K
|
320
$184K
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-10- 1.49% |
$4.75K - $5.28K
|
663
$381K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-10- 2.25% |
$4.75K - $5.28K
|
434
$250K
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-10- 0.67% |
$4.75K - $5.28K
|
1.49K
$854K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-10- 0.03% |
$4.75K - $5.28K
|
29.1K
$16.7M
|
|
|
Oct 29, 2024
Q3 2024
|
E L Financial Corp LTD
|
SELL
|
- |
-10- -0.0% |
$4.75K - $5.28K
|
1.65M
$951M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-10- 0.03% |
$4.75K - $5.28K
|
28.8K
$16.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
SELL
|
- |
-10- 0.09% |
$4.75K - $5.28K
|
10.7K
$6.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-10- 1.95% |
$4.75K - $5.28K
|
502
$289K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-10- 0.2% |
$4.75K - $5.28K
|
5.09K
$2.93M
|
|
|
Jan 03, 2025
Q3 2024
|
Allie Family Office LLC
|
SELL
|
- |
-10- 0.09% |
$4.75K - $5.28K
|
10.7K
$6.14M
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-10- 0.36% |
$4.75K - $5.28K
|
2.78K
$1.6M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-11- 2.38% |
$5.23K - $5.8K
|
451
$259K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-11- 1.06% |
$5.23K - $5.8K
|
1.03K
$590K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-11- 0.49% |
$5.23K - $5.8K
|
2.23K
$1.28M
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.06% |
$5.23K - $5.8K
|
19K
$10.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-11- 0.73% |
$5.23K - $5.8K
|
1.49K
$858K
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-12- 0.19% |
$5.7K - $6.33K
|
6.36K
$3.66M
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-12- 0.79% |
$5.7K - $6.33K
|
1.51K
$867K
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-12- 1.71% |
$5.7K - $6.33K
|
688
$396K
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-12- 0.46% |
$5.7K - $6.33K
|
2.57K
$1.48M
|
|
|
Oct 09, 2024
Q3 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-13- 0.31% |
$6.18K - $6.86K
|
4.23K
$2.43M
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
SELL
|
- |
-13- 2.59% |
$6.18K - $6.86K
|
489
$281K
|
|
|
Nov 08, 2024
Q3 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-13- 0.27% |
$6.18K - $6.86K
|
4.76K
$2.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-13- 1.32% |
$6.18K - $6.86K
|
975
$561K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-13- 1.13% |
$6.18K - $6.86K
|
1.14K
$655K
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-14- 0.96% |
$6.65K - $7.39K
|
1.45K
$831K
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-14- 0.17% |
$6.65K - $7.39K
|
8.08K
$4.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-14- 1.04% |
$6.65K - $7.39K
|
1.33K
$764K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-14- 9.46% |
$6.65K - $7.39K
|
134
$77.1K
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-14- 0.18% |
$6.65K - $7.39K
|
7.8K
$4.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-14- 0.5% |
$6.65K - $7.39K
|
2.81K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-14- 0.24% |
$6.65K - $7.39K
|
5.81K
$3.34M
|