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
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-64- 1.49% |
$30.4K - $33.8K
|
4.23K
$2.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-65- 2.03% |
$30.9K - $34.3K
|
3.14K
$1.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-65- 1.6% |
$30.9K - $34.3K
|
4K
$2.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-66- 5.35% |
$31.4K - $34.8K
|
1.17K
$672K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-66- 9.85% |
$31.4K - $34.8K
|
604
$347K
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-66- 7.72% |
$31.4K - $34.8K
|
789
$454K
|
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-68- 4.3% |
$32.3K - $35.9K
|
1.52K
$871K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-68- 0.49% |
$32.3K - $35.9K
|
13.8K
$7.93M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-69- 2.25% |
$32.8K - $36.4K
|
3K
$1.72M
|
|
|
Oct 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-69- 14.14% |
$32.8K - $36.4K
|
419
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-69- 0.73% |
$32.8K - $36.4K
|
9.34K
$5.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-70- 3.67% |
$33.3K - $36.9K
|
1.84K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-70- 4.42% |
$33.3K - $36.9K
|
1.52K
$871K
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-71- 2.9% |
$33.7K - $37.5K
|
2.38K
$1.37M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
SELL
|
- |
-72- 5.84% |
$34.2K - $38K
|
1.16K
$667K
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-72- 14.63% |
$34.2K - $38K
|
420
$242K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-72- 0.88% |
$34.2K - $38K
|
8.08K
$4.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-72- 3.21% |
$34.2K - $38K
|
2.17K
$1.25M
|
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-73- 13.57% |
$34.7K - $38.5K
|
465
$267K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-73- 2.25% |
$34.7K - $38.5K
|
3.18K
$1.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-74- 2.19% |
$35.2K - $39K
|
3.3K
$1.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-75- 4.59% |
$35.6K - $39.6K
|
1.56K
$897K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-75- 5.97% |
$35.6K - $39.6K
|
1.18K
$680K
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-75- 6.24% |
$35.6K - $39.6K
|
1.13K
$648K
|
|
|
Nov 14, 2024
Q3 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-75- 3.64% |
$35.6K - $39.6K
|
1.98K
$1.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-76- 3.44% |
$36.1K - $40.1K
|
2.14K
$1.23M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-77- 15.65% |
$36.6K - $40.6K
|
415
$239K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-77- 6.37% |
$36.6K - $40.6K
|
1.13K
$651K
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-77- 0.73% |
$36.6K - $40.6K
|
10.5K
$6.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-79- 0.71% |
$37.5K - $41.7K
|
11K
$6.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
SELL
|
- |
-79- 15.4% |
$37.5K - $41.7K
|
434
$250K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-81- 0.62% |
$38.5K - $42.7K
|
13K
$7.48M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-81- 2.84% |
$38.5K - $42.7K
|
2.77K
$1.6M
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-82- 0.62% |
$39K - $43.3K
|
13.2K
$7.61M
|
|
|
Oct 28, 2024
Q3 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-83- 1.4% |
$39.4K - $43.8K
|
5.85K
$3.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-83- 2.43% |
$39.4K - $43.8K
|
3.34K
$1.92M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-84- 0.76% |
$39.9K - $44.3K
|
11K
$6.32M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-85- 3.54% |
$40.4K - $44.9K
|
2.32K
$1.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-85- 2.01% |
$40.4K - $44.9K
|
4.15K
$2.39M
|
|
|
Oct 09, 2024
Q3 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-86- 0.76% |
$40.9K - $45.4K
|
11.3K
$6.47M
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-86- 2.72% |
$40.9K - $45.4K
|
3.07K
$1.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-88- 1.26% |
$41.8K - $46.4K
|
6.91K
$3.98M
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-90- 3.39% |
$42.8K - $47.5K
|
2.56K
$1.47M
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-90- 7.87% |
$42.8K - $47.5K
|
1.05K
$606K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-90- 2.56% |
$42.8K - $47.5K
|
3.42K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-91- 1.03% |
$43.2K - $48K
|
8.79K
$5.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-92- 2.21% |
$43.7K - $48.5K
|
4.07K
$2.34M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-93- 3.23% |
$44.2K - $49.1K
|
2.79K
$1.6M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-94- 35.21% |
$44.7K - $49.6K
|
173
$99.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-95- 1.56% |
$45.1K - $50.1K
|
5.98K
$3.44M
|