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 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-164- 0.19% |
$77.9K - $86.5K
|
87.6K
$48.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-164- 24.48% |
$77.9K - $86.5K
|
506
$281K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-168- 1.89% |
$79.8K - $88.7K
|
8.71K
$4.84M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-170- 12.92% |
$80.8K - $89.7K
|
1.15K
$637K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-171- 0.18% |
$81.3K - $90.2K
|
94.9K
$52.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-171- 66.02% |
$81.3K - $90.2K
|
88
$48.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-172- 1.44% |
$81.7K - $90.8K
|
11.8K
$6.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-174- 10.17% |
$82.7K - $91.8K
|
1.54K
$854K
|
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-179- 4.4% |
$85.1K - $94.5K
|
3.89K
$2.16M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-181- 4.45% |
$86K - $95.5K
|
3.88K
$2.16M
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-182- 18.4% |
$86.5K - $96K
|
807
$448K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-182- 6.21% |
$86.5K - $96K
|
2.75K
$1.53M
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-184- 0.76% |
$87.4K - $97.1K
|
24.1K
$13.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-190- 1.05% |
$90.3K - $100K
|
18K
$9.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-190- 15.22% |
$90.3K - $100K
|
1.06K
$588K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-191- 60.63% |
$90.8K - $101K
|
124
$68.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-191- 31.16% |
$90.8K - $101K
|
422
$234K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-194- 1.85% |
$92.2K - $102K
|
10.3K
$5.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-196- 6.32% |
$93.1K - $103K
|
2.9K
$1.61M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-197- 2.33% |
$93.6K - $104K
|
8.25K
$4.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-197- 20.06% |
$93.6K - $104K
|
785
$436K
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-199- 0.73% |
$94.6K - $105K
|
27K
$15M
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
SELL
|
- |
-200- 29.24% |
$95K - $106K
|
484
$269K
|
|
|
Oct 29, 2024
Q3 2024
|
Kearns & Associates LLC
|
SELL
|
- |
-200- 0.22% |
$95K - $106K
|
92.7K
$51.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-201- 44.18% |
$95.5K - $106K
|
254
$141K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-207- 0.79% |
$98.4K - $109K
|
25.9K
$14.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-214- 5.53% |
$102K - $113K
|
3.66K
$2.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-214- 1.51% |
$102K - $113K
|
13.9K
$7.73M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-214- 0.73% |
$102K - $113K
|
29.3K
$16.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-215- 0.53% |
$102K - $113K
|
40.1K
$22.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-216- 8.99% |
$103K - $114K
|
2.19K
$1.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-217- 1.76% |
$103K - $115K
|
12.1K
$6.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-218- 3.28% |
$104K - $115K
|
6.43K
$3.57M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-219- 30.25% |
$104K - $116K
|
505
$281K
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-219- 0.09% |
$104K - $116K
|
250K
$139M
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-219- 27.86% |
$104K - $116K
|
567
$315K
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-221- 1.11% |
$105K - $117K
|
19.6K
$10.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-223- 0.86% |
$106K - $118K
|
25.6K
$14.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-223- 4.8% |
$106K - $118K
|
4.43K
$2.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-224- 11.31% |
$106K - $118K
|
1.76K
$976K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-225- 34.25% |
$107K - $119K
|
432
$240K
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-225- 7.29% |
$107K - $119K
|
2.86K
$1.59M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-231- 26.22% |
$110K - $122K
|
650
$361K
|
|
|
Nov 12, 2024
Q3 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-231- 2.24% |
$110K - $122K
|
10.1K
$5.61M
|
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-233- 9.53% |
$111K - $123K
|
2.21K
$1.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-233- 1.52% |
$111K - $123K
|
15.1K
$8.39M
|
|
|
Nov 06, 2024
Q3 2024
|
Gouws Capital LLC
|
SELL
|
- |
-235- 2.34% |
$112K - $124K
|
9.81K
$5.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-240- 27.43% |
$114K - $127K
|
635
$353K
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-242- 78.57% |
$115K - $128K
|
66
$36.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-242- 28.84% |
$115K - $128K
|
597
$332K
|