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 10, 2024
Q3 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-27- 3.94% |
$12.8K - $14.2K
|
659
$379K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-27- 12.74% |
$12.8K - $14.2K
|
185
$106K
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-27- 2.5% |
$12.8K - $14.2K
|
1.05K
$606K
|
|
|
Nov 14, 2024
Q3 2024
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-27- 2.11% |
$12.8K - $14.2K
|
1.25K
$721K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-28- 6.24% |
$13.3K - $14.8K
|
421
$242K
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-28- 4.06% |
$13.3K - $14.8K
|
662
$381K
|
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-28- 5.41% |
$13.3K - $14.8K
|
490
$282K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-28- 1.39% |
$13.3K - $14.8K
|
1.98K
$1.14M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-29- 2.8% |
$13.8K - $15.3K
|
1.01K
$579K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-29- 1.0% |
$13.8K - $15.3K
|
2.88K
$1.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-30- 5.0% |
$14.3K - $15.8K
|
570
$328K
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-30- 1.69% |
$14.3K - $15.8K
|
1.75K
$1.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-30- 14.78% |
$14.3K - $15.8K
|
173
$99.5K
|
|
|
May 28, 2025
Q3 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-30- 2.46% |
$14.3K - $15.8K
|
1.19K
$683K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-31- 3.48% |
$14.7K - $16.4K
|
860
$495K
|
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-31- 0.32% |
$14.7K - $16.4K
|
9.74K
$5.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-32- 2.19% |
$15.2K - $16.9K
|
1.43K
$820K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-33- 0.44% |
$15.7K - $17.4K
|
7.42K
$4.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-34- 2.65% |
$16.2K - $17.9K
|
1.25K
$718K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-34- 2.28% |
$16.2K - $17.9K
|
1.46K
$838K
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-34- 1.77% |
$16.2K - $17.9K
|
1.89K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-34- 1.01% |
$16.2K - $17.9K
|
3.35K
$1.93M
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-35- 0.87% |
$16.6K - $18.5K
|
3.98K
$2.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
SELL
|
- |
-36- 1.75% |
$17.1K - $19K
|
2.02K
$1.16M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-37- 1.35% |
$17.6K - $19.5K
|
2.71K
$1.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-37- 1.17% |
$17.6K - $19.5K
|
3.13K
$1.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-37- 5.78% |
$17.6K - $19.5K
|
603
$347K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-38- 0.67% |
$18.1K - $20.1K
|
5.64K
$3.24M
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-38- 5.37% |
$18.1K - $20.1K
|
669
$385K
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-38- 0.81% |
$18.1K - $20.1K
|
4.63K
$2.66M
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-38- 3.71% |
$18.1K - $20.1K
|
987
$568K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-39- 68.42% |
$18.5K - $20.6K
|
18
$10.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-39- 1.48% |
$18.5K - $20.6K
|
2.61K
$1.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-40- 1.87% |
$19K - $21.1K
|
2.1K
$1.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-40- 5.69% |
$19K - $21.1K
|
663
$381K
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
SELL
|
- |
-40- 0.47% |
$19K - $21.1K
|
8.39K
$4.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-40- 1.92% |
$19K - $21.1K
|
2.04K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-40- 1.16% |
$19K - $21.1K
|
3.4K
$1.96M
|
|
|
Feb 10, 2025
Q3 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-40- 0.32% |
$19K - $21.1K
|
12.3K
$7.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-41- 1.98% |
$19.5K - $21.6K
|
2.03K
$1.17M
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
SELL
|
- |
-41- 4.94% |
$19.5K - $21.6K
|
789
$454K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-42- 4.87% |
$20K - $22.2K
|
821
$472K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-42- 0.17% |
$20K - $22.2K
|
25.4K
$14.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-43- 0.09% |
$20.4K - $22.7K
|
50.4K
$29M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-43- 7.43% |
$20.4K - $22.7K
|
536
$308K
|
|
|
Nov 14, 2024
Q3 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-43- 4.64% |
$20.4K - $22.7K
|
884
$508K
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-44- 0.82% |
$20.9K - $23.2K
|
5.34K
$3.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-44- 5.5% |
$20.9K - $23.2K
|
756
$435K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-45- 0.4% |
$21.4K - $23.7K
|
11.1K
$6.39M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-45- 8.04% |
$21.4K - $23.7K
|
515
$296K
|