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
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-357- 20.15% |
$170K - $188K
|
1.42K
$787K
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-358- 0.21% |
$170K - $189K
|
172K
$95.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-360- 0.99% |
$171K - $190K
|
36.1K
$20M
|
|
|
Nov 14, 2024
Q3 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-360- 7.13% |
$171K - $190K
|
4.69K
$2.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-360- 22.64% |
$171K - $190K
|
1.23K
$684K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-364- 30.03% |
$173K - $192K
|
848
$471K
|
|
|
Jan 08, 2025
Q3 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-364- 24.63% |
$173K - $192K
|
1.11K
$619K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-368- 10.56% |
$175K - $194K
|
3.12K
$1.73M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-368- 0.47% |
$175K - $194K
|
77.9K
$43.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-369- 3.48% |
$175K - $195K
|
10.2K
$5.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-378- 15.48% |
$180K - $199K
|
2.06K
$1.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-378- 21.8% |
$180K - $199K
|
1.36K
$754K
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-380- 0.25% |
$181K - $201K
|
153K
$85.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-388- 24.79% |
$184K - $205K
|
1.18K
$654K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-390- 2.49% |
$185K - $206K
|
15.3K
$8.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-390- 1.89% |
$185K - $206K
|
20.2K
$11.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-391- 3.73% |
$186K - $206K
|
10.1K
$5.6M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-392- 30.04% |
$186K - $207K
|
913
$507K
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-393- 7.01% |
$187K - $207K
|
5.22K
$2.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-395- 15.9% |
$188K - $208K
|
2.09K
$1.16M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-396- 1.7% |
$188K - $209K
|
22.9K
$12.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-396- 3.49% |
$188K - $209K
|
10.9K
$6.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-396- 7.01% |
$188K - $209K
|
5.25K
$2.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-400- 4.73% |
$190K - $211K
|
8.06K
$4.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-400- 7.63% |
$190K - $211K
|
4.84K
$2.69M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-409- 1.45% |
$194K - $216K
|
27.7K
$15.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-415- 1.99% |
$197K - $219K
|
20.4K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-416- 3.06% |
$198K - $220K
|
13.2K
$7.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-417- 0.11% |
$198K - $220K
|
364K
$202M
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-419- 1.42% |
$199K - $221K
|
29.1K
$16.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-422- 17.0% |
$201K - $223K
|
2.06K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-433- 3.99% |
$206K - $228K
|
10.4K
$5.79M
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-435- 2.4% |
$207K - $230K
|
17.7K
$9.85M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-436- 5.06% |
$207K - $230K
|
8.19K
$4.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-436- 3.19% |
$207K - $230K
|
13.3K
$7.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-442- 27.59% |
$210K - $233K
|
1.16K
$645K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-446- 0.5% |
$212K - $235K
|
89.2K
$49.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-462- 8.14% |
$220K - $244K
|
5.22K
$2.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-464- 4.26% |
$220K - $245K
|
10.4K
$5.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-466- 7.38% |
$221K - $246K
|
5.85K
$3.25M
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-470- 8.84% |
$223K - $248K
|
4.85K
$2.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-473- 17.64% |
$225K - $250K
|
2.21K
$1.23M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-476- 10.1% |
$226K - $251K
|
4.24K
$2.35M
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-477- 2.44% |
$227K - $252K
|
19.1K
$10.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-481- 1.25% |
$229K - $254K
|
37.9K
$21.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-488- 2.97% |
$232K - $258K
|
15.9K
$8.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-488- 3.74% |
$232K - $258K
|
12.5K
$6.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-490- 3.92% |
$233K - $259K
|
12K
$6.67M
|
|
|
Oct 23, 2024
Q3 2024
|
Coerente Capital Management
|
SELL
|
- |
-500- 3.79% |
$238K - $264K
|
12.7K
$7.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-501- 10.37% |
$238K - $264K
|
4.33K
$2.41M
|