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 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-277- 0.79% |
$132K - $146K
|
35K
$20.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-277- 2.66% |
$132K - $146K
|
10.1K
$5.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
SELL
|
- |
-277- 4.27% |
$132K - $146K
|
6.21K
$3.57M
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-280- 7.1% |
$133K - $148K
|
3.66K
$2.11M
|
|
|
Apr 28, 2025
Q3 2024
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-286- 6.77% |
$136K - $151K
|
3.94K
$2.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-291- 2.41% |
$138K - $154K
|
11.8K
$6.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-292- 1.03% |
$139K - $154K
|
27.9K
$16.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-299- 8.32% |
$142K - $158K
|
3.29K
$1.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-300- 2.53% |
$143K - $158K
|
11.5K
$6.64M
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-300- 1.78% |
$143K - $158K
|
16.5K
$9.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-302- 1.3% |
$144K - $159K
|
22.9K
$13.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-302- 3.52% |
$144K - $159K
|
8.27K
$4.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-302- 2.6% |
$144K - $159K
|
11.3K
$6.51M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-306- 2.34% |
$145K - $161K
|
12.8K
$7.34M
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-307- 0.44% |
$146K - $162K
|
69.9K
$40.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-307- 0.4% |
$146K - $162K
|
76.7K
$44.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-313- 6.67% |
$149K - $165K
|
4.38K
$2.52M
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-316- 5.46% |
$150K - $167K
|
5.48K
$3.15M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-318- 0.97% |
$151K - $168K
|
32.3K
$18.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-321- 19.67% |
$153K - $169K
|
1.31K
$754K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-323- 1.43% |
$153K - $170K
|
22.3K
$12.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-324- 6.71% |
$154K - $171K
|
4.51K
$2.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-325- 12.51% |
$154K - $172K
|
2.27K
$1.31M
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
SELL
|
- |
-326- 2.27% |
$155K - $172K
|
14.1K
$8.09M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-328- 0.76% |
$156K - $173K
|
42.6K
$24.5M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-330- 2.1% |
$157K - $174K
|
15.4K
$8.84M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-334- 2.45% |
$159K - $176K
|
13.3K
$7.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
SELL
|
- |
-335- 2.03% |
$159K - $177K
|
16.2K
$9.32M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-338- 19.38% |
$161K - $178K
|
1.41K
$809K
|
|
|
Oct 10, 2024
Q3 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-343- 1.01% |
$163K - $181K
|
33.5K
$19.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-346- 3.32% |
$164K - $183K
|
10.1K
$5.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-347- 1.37% |
$165K - $183K
|
25.1K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-357- 20.15% |
$170K - $188K
|
1.42K
$814K
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-358- 0.21% |
$170K - $189K
|
172K
$98.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-360- 0.99% |
$171K - $190K
|
36.1K
$20.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-360- 7.13% |
$171K - $190K
|
4.69K
$2.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-360- 22.64% |
$171K - $190K
|
1.23K
$708K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-364- 30.03% |
$173K - $192K
|
848
$488K
|
|
|
Jan 08, 2025
Q3 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-364- 24.63% |
$173K - $192K
|
1.11K
$641K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-368- 10.56% |
$175K - $194K
|
3.12K
$1.79M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-368- 0.47% |
$175K - $194K
|
77.9K
$44.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-369- 3.48% |
$175K - $195K
|
10.2K
$5.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-378- 15.48% |
$180K - $199K
|
2.06K
$1.19M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-378- 21.8% |
$180K - $199K
|
1.36K
$780K
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-380- 0.25% |
$181K - $201K
|
153K
$88.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-388- 24.79% |
$184K - $205K
|
1.18K
$677K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-390- 2.49% |
$185K - $206K
|
15.3K
$8.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-390- 1.89% |
$185K - $206K
|
20.2K
$11.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-391- 3.73% |
$186K - $206K
|
10.1K
$5.8M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-392- 30.04% |
$186K - $207K
|
913
$525K
|