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 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-201- 44.18% |
$95.5K - $106K
|
254
$146K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-207- 0.79% |
$98.4K - $109K
|
25.9K
$14.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-214- 5.53% |
$102K - $113K
|
3.66K
$2.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-214- 1.51% |
$102K - $113K
|
13.9K
$8.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-214- 0.73% |
$102K - $113K
|
29.3K
$16.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-215- 0.53% |
$102K - $113K
|
40.1K
$23.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-216- 8.99% |
$103K - $114K
|
2.19K
$1.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-217- 1.76% |
$103K - $115K
|
12.1K
$6.97M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-218- 3.28% |
$104K - $115K
|
6.43K
$3.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-219- 30.25% |
$104K - $116K
|
505
$290K
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-219- 0.09% |
$104K - $116K
|
250K
$144M
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-219- 27.86% |
$104K - $116K
|
567
$326K
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-221- 1.11% |
$105K - $117K
|
19.6K
$11.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-223- 0.86% |
$106K - $118K
|
25.6K
$14.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-223- 4.8% |
$106K - $118K
|
4.43K
$2.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-224- 11.31% |
$106K - $118K
|
1.76K
$1.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-225- 34.25% |
$107K - $119K
|
432
$248K
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-225- 7.29% |
$107K - $119K
|
2.86K
$1.65M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-231- 26.22% |
$110K - $122K
|
650
$374K
|
|
|
Nov 12, 2024
Q3 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-231- 2.24% |
$110K - $122K
|
10.1K
$5.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-233- 9.53% |
$111K - $123K
|
2.21K
$1.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-233- 1.52% |
$111K - $123K
|
15.1K
$8.68M
|
|
|
Nov 06, 2024
Q3 2024
|
Gouws Capital LLC
|
SELL
|
- |
-235- 2.34% |
$112K - $124K
|
9.81K
$5.64M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-240- 27.43% |
$114K - $127K
|
635
$365K
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-242- 78.57% |
$115K - $128K
|
66
$38K
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-242- 28.84% |
$115K - $128K
|
597
$343K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-243- 21.13% |
$115K - $128K
|
907
$522K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-244- 11.64% |
$116K - $129K
|
1.85K
$1.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-245- 0.9% |
$116K - $129K
|
26.9K
$15.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-247- 7.44% |
$117K - $130K
|
3.07K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-250- 1.12% |
$119K - $132K
|
22.1K
$12.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-252- 19.89% |
$120K - $133K
|
1.02K
$584K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-253- 2.83% |
$120K - $134K
|
8.7K
$5M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-253- 8.32% |
$120K - $134K
|
2.79K
$1.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-255- 5.43% |
$121K - $135K
|
4.44K
$2.55M
|
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-255- 0.77% |
$121K - $135K
|
32.9K
$18.9M
|
|
|
Feb 10, 2025
Q3 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-256- 16.17% |
$122K - $135K
|
1.33K
$763K
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-258- 22.95% |
$123K - $136K
|
866
$498K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-259- 1.3% |
$123K - $137K
|
19.7K
$11.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-260- 7.89% |
$124K - $137K
|
3.04K
$1.75M
|
|
|
Nov 07, 2024
Q3 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-260- 4.08% |
$124K - $137K
|
6.11K
$3.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-261- 3.46% |
$124K - $138K
|
7.28K
$4.19M
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-262- 1.41% |
$125K - $138K
|
18.3K
$10.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-263- 11.5% |
$125K - $139K
|
2.02K
$1.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-264- 1.08% |
$125K - $139K
|
24.2K
$13.9M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-264- 19.21% |
$125K - $139K
|
1.11K
$638K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-265- 1.79% |
$126K - $140K
|
14.5K
$8.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-267- 6.71% |
$127K - $141K
|
3.71K
$2.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-269- 6.26% |
$128K - $142K
|
4.03K
$2.32M
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-270- 9.57% |
$128K - $142K
|
2.55K
$1.47M
|