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 25, 2024
Q3 2024
|
Bernzott Capital Advisors
|
SELL
|
- |
-104- 13.3% |
$49.4K - $54.9K
|
678
$353K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-104- 1.89% |
$49.4K - $54.9K
|
5.39K
$2.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-108- 6.66% |
$51.3K - $57K
|
1.51K
$787K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-108- 11.21% |
$51.3K - $57K
|
855
$445K
|
|
|
Oct 21, 2024
Q3 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-108- 14.01% |
$51.3K - $57K
|
663
$345K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-108- 2.21% |
$51.3K - $57K
|
4.77K
$2.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-108- 2.77% |
$51.3K - $57K
|
3.79K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-108- 0.88% |
$51.3K - $57K
|
12.1K
$6.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-108- 4.72% |
$51.3K - $57K
|
2.18K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-110- 2.26% |
$52.3K - $58K
|
4.76K
$2.48M
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-113- 1.72% |
$53.7K - $59.6K
|
6.45K
$3.35M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-113- 11.81% |
$53.7K - $59.6K
|
844
$439K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-114- 2.82% |
$54.2K - $60.2K
|
3.93K
$2.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-115- 2.84% |
$54.6K - $60.7K
|
3.94K
$2.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-115- 5.44% |
$54.6K - $60.7K
|
2K
$1.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-116- 4.84% |
$55.1K - $61.2K
|
2.28K
$1.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-119- 3.7% |
$56.5K - $62.8K
|
3.1K
$1.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-120- 3.35% |
$57K - $63.3K
|
3.46K
$1.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-120- 0.57% |
$57K - $63.3K
|
20.8K
$10.8M
|
|
|
Nov 07, 2024
Q3 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-120- 22.64% |
$57K - $63.3K
|
410
$213K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-121- 1.55% |
$57.5K - $63.9K
|
7.67K
$3.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-122- 96.06% |
$58K - $64.4K
|
5
$2.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-123- 5.65% |
$58.4K - $64.9K
|
2.05K
$1.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-124- 0.81% |
$58.9K - $65.4K
|
15.2K
$7.93M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-124- 0.19% |
$58.9K - $65.4K
|
64.1K
$33.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-125- 4.94% |
$59.4K - $66K
|
2.4K
$1.25M
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-125- 5.58% |
$59.4K - $66K
|
2.12K
$1.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-126- 4.42% |
$59.9K - $66.5K
|
2.73K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-126- 8.49% |
$59.9K - $66.5K
|
1.36K
$706K
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-126- 4.03% |
$59.9K - $66.5K
|
3K
$1.56M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-126- 2.21% |
$59.9K - $66.5K
|
5.58K
$2.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Flower City Capital
|
SELL
|
- |
-127- 0.58% |
$60.4K - $67K
|
21.9K
$11.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-128- 16.6% |
$60.8K - $67.5K
|
643
$334K
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-130- 41.94% |
$61.8K - $68.6K
|
180
$93.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-132- 0.86% |
$62.7K - $69.7K
|
15.2K
$7.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-133- 6.81% |
$63.2K - $70.2K
|
1.82K
$947K
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-134- 3.43% |
$63.7K - $70.7K
|
3.77K
$1.96M
|
|
|
Oct 25, 2024
Q3 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-137- 1.49% |
$65.1K - $72.3K
|
9.03K
$4.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-137- 9.08% |
$65.1K - $72.3K
|
1.37K
$714K
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-138- 12.56% |
$65.6K - $72.8K
|
961
$500K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-139- 12.48% |
$66.1K - $73.4K
|
975
$507K
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-141- 8.29% |
$67K - $74.4K
|
1.56K
$811K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-143- 6.4% |
$68K - $75.5K
|
2.09K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-144- 0.77% |
$68.4K - $76K
|
18.6K
$9.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-147- 2.64% |
$69.9K - $77.6K
|
5.42K
$2.82M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-148- 1.21% |
$70.3K - $78.1K
|
12.1K
$6.31M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-148- 2.97% |
$70.3K - $78.1K
|
4.83K
$2.51M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-150- 8.16% |
$71.3K - $79.2K
|
1.69K
$878K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-150- 8.54% |
$71.3K - $79.2K
|
1.61K
$835K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-150- 6.26% |
$71.3K - $79.2K
|
2.25K
$1.17M
|