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 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-15- 0.89% |
$7.13K - $7.92K
|
1.67K
$961K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-15- 0.18% |
$7.13K - $7.92K
|
8.35K
$4.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-15- 1.81% |
$7.13K - $7.92K
|
816
$469K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-15- 1.17% |
$7.13K - $7.92K
|
1.27K
$731K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-16- 0.25% |
$7.6K - $8.44K
|
6.34K
$3.64M
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
SELL
|
- |
-16- 0.78% |
$7.6K - $8.44K
|
2.04K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-16- 0.62% |
$7.6K - $8.44K
|
2.55K
$1.47M
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-16- 0.63% |
$7.6K - $8.44K
|
2.54K
$1.46M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-17- 0.57% |
$8.08K - $8.97K
|
2.99K
$1.72M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-17- 0.17% |
$8.08K - $8.97K
|
9.82K
$5.65M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-17- 2.21% |
$8.08K - $8.97K
|
753
$433K
|
|
|
Mar 05, 2025
Q3 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-17- 0.31% |
$8.08K - $8.97K
|
5.39K
$3.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-18- 5.61% |
$8.55K - $9.5K
|
303
$174K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-18- 2.04% |
$8.55K - $9.5K
|
865
$498K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-18- 1.24% |
$8.55K - $9.5K
|
1.43K
$824K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-18- 0.5% |
$8.55K - $9.5K
|
3.62K
$2.08M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-19- 2.55% |
$9.03K - $10K
|
725
$417K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-19- 4.03% |
$9.03K - $10K
|
452
$260K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-19- 0.92% |
$9.03K - $10K
|
2.05K
$1.18M
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-19- 95.0% |
$9.03K - $10K
|
1
$575
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-19- 0.17% |
$9.03K - $10K
|
11.1K
$6.37M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-20- 1.87% |
$9.5K - $10.6K
|
1.05K
$605K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-20- 0.46% |
$9.5K - $10.6K
|
4.34K
$2.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-20- 1.91% |
$9.5K - $10.6K
|
1.03K
$590K
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-20- 0.16% |
$9.5K - $10.6K
|
12.3K
$7.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-20- 1.75% |
$9.5K - $10.6K
|
1.13K
$648K
|
|
|
Nov 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-20- 2.12% |
$9.5K - $10.6K
|
925
$532K
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-21- 1.92% |
$9.98K - $11.1K
|
1.07K
$617K
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-21- 2.59% |
$9.98K - $11.1K
|
789
$454K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-21- 0.2% |
$9.98K - $11.1K
|
10.7K
$6.15M
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-22- 3.14% |
$10.5K - $11.6K
|
678
$390K
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-22- 1.54% |
$10.5K - $11.6K
|
1.4K
$807K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-23- 0.11% |
$10.9K - $12.1K
|
20.9K
$12M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-23- 4.73% |
$10.9K - $12.1K
|
463
$266K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-23- 0.39% |
$10.9K - $12.1K
|
5.81K
$3.34M
|
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-24- 1.83% |
$11.4K - $12.7K
|
1.29K
$740K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-24- 1.39% |
$11.4K - $12.7K
|
1.71K
$982K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-24- 0.97% |
$11.4K - $12.7K
|
2.44K
$1.41M
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-24- 1.9% |
$11.4K - $12.7K
|
1.24K
$714K
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-24- 1.96% |
$11.4K - $12.7K
|
1.2K
$692K
|
|
|
Oct 30, 2024
Q3 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
SELL
|
- |
-24- 0.14% |
$11.4K - $12.7K
|
16.6K
$9.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-25- 3.0% |
$11.9K - $13.2K
|
809
$465K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-25- 11.26% |
$11.9K - $13.2K
|
197
$113K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-25- 2.12% |
$11.9K - $13.2K
|
1.15K
$664K
|
|
|
Nov 25, 2024
Q3 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-25- 0.48% |
$11.9K - $13.2K
|
5.15K
$2.96M
|
|
|
Oct 23, 2024
Q3 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-26- 3.71% |
$12.4K - $13.7K
|
675
$388K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-26- 0.61% |
$12.4K - $13.7K
|
4.26K
$2.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-26- 0.06% |
$12.4K - $13.7K
|
45.2K
$26M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-26- 1.47% |
$12.4K - $13.7K
|
1.74K
$1M
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
SELL
|
- |
-27- 17.42% |
$12.8K - $14.2K
|
128
$73.6K
|