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 28, 2024
Q3 2024
|
Congress Asset Management CO
|
SELL
|
- |
-45- 3.0% |
$21.4K - $23.7K
|
1.45K
$836K
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
SELL
|
- |
-45- 1.74% |
$21.4K - $23.7K
|
2.54K
$1.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-46- 1.07% |
$21.9K - $24.3K
|
4.25K
$2.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-46- 1.66% |
$21.9K - $24.3K
|
2.72K
$1.57M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-47- 4.26% |
$22.3K - $24.8K
|
1.06K
$607K
|
|
|
Oct 17, 2024
Q3 2024
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-47- 9.71% |
$22.3K - $24.8K
|
437
$251K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-47- 4.81% |
$22.3K - $24.8K
|
931
$536K
|
|
|
Jan 10, 2025
Q3 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-47- 3.08% |
$22.3K - $24.8K
|
1.48K
$850K
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-48- 7.89% |
$22.8K - $25.3K
|
560
$322K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-48- 0.74% |
$22.8K - $25.3K
|
6.4K
$3.68M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-48- 10.0% |
$22.8K - $25.3K
|
432
$248K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-48- 3.34% |
$22.8K - $25.3K
|
1.39K
$799K
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-49- 10.38% |
$23.3K - $25.9K
|
423
$243K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-49- 0.98% |
$23.3K - $25.9K
|
4.95K
$2.85M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-50- 3.14% |
$23.8K - $26.4K
|
1.54K
$886K
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-50- 8.1% |
$23.8K - $26.4K
|
567
$326K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-52- 1.2% |
$24.7K - $27.4K
|
4.29K
$2.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-52- 0.64% |
$24.7K - $27.4K
|
8.13K
$4.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-53- 1.29% |
$25.2K - $28K
|
4.07K
$2.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-54- 3.45% |
$25.7K - $28.5K
|
1.51K
$869K
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-54- 5.08% |
$25.7K - $28.5K
|
1.01K
$580K
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-55- 4.84% |
$26.1K - $29K
|
1.08K
$622K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-55- 12.53% |
$26.1K - $29K
|
384
$221K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-56- 0.23% |
$26.6K - $29.6K
|
24K
$13.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
SELL
|
- |
-56- 5.58% |
$26.6K - $29.6K
|
947
$545K
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-56- 1.44% |
$26.6K - $29.6K
|
3.82K
$2.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-57- 9.39% |
$27.1K - $30.1K
|
550
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-57- 0.34% |
$27.1K - $30.1K
|
16.8K
$9.68M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-58- 1.68% |
$27.6K - $30.6K
|
3.39K
$1.95M
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-58- 59.18% |
$27.6K - $30.6K
|
40
$23K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-58- 0.07% |
$27.6K - $30.6K
|
82.8K
$47.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-58- 0.08% |
$27.6K - $30.6K
|
75.8K
$43.6M
|
|
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-58- 2.34% |
$27.6K - $30.6K
|
2.42K
$1.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-59- 1.18% |
$28K - $31.1K
|
4.92K
$2.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-59- 8.23% |
$28K - $31.1K
|
658
$378K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-59- 9.15% |
$28K - $31.1K
|
586
$337K
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-60- 1.0% |
$28.5K - $31.7K
|
5.96K
$3.43M
|
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-60- 0.87% |
$28.5K - $31.7K
|
6.81K
$3.92M
|
|
|
Oct 11, 2024
Q3 2024
|
M. Kraus & CO
|
SELL
|
- |
-60- 11.43% |
$28.5K - $31.7K
|
465
$267K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-60- 6.13% |
$28.5K - $31.7K
|
919
$529K
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-60- 8.85% |
$28.5K - $31.7K
|
618
$355K
|
|
|
Nov 01, 2024
Q3 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-60- 0.78% |
$28.5K - $31.7K
|
7.65K
$4.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-60- 0.11% |
$28.5K - $31.7K
|
56.2K
$32.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-61- 0.36% |
$29K - $32.2K
|
17.1K
$9.83M
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-61- 2.34% |
$29K - $32.2K
|
2.55K
$1.47M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-62- 4.49% |
$29.5K - $32.7K
|
1.32K
$759K
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-62- 1.75% |
$29.5K - $32.7K
|
3.48K
$2M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-63- 7.19% |
$29.9K - $33.2K
|
813
$468K
|
|
|
Nov 12, 2024
Q3 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-63- 0.93% |
$29.9K - $33.2K
|
6.73K
$3.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-63- 11.95% |
$29.9K - $33.2K
|
464
$267K
|