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 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-741- 52.85% |
$352K - $391K
|
661
$367K
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-745- 20.86% |
$354K - $393K
|
2.83K
$1.57M
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-750- 0.2% |
$356K - $396K
|
367K
$204M
|
|
Nov 06, 2024
Q3 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-750- 2.08% |
$356K - $396K
|
35.3K
$19.6M
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-755- 5.16% |
$359K - $398K
|
13.9K
$7.72M
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-759- 29.65% |
$361K - $401K
|
1.8K
$1M
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-774- 13.1% |
$368K - $408K
|
5.14K
$2.85M
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-775- 2.53% |
$368K - $409K
|
29.9K
$16.6M
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-784- 38.58% |
$373K - $414K
|
1.25K
$694K
|
|
Nov 08, 2024
Q3 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-785- 43.06% |
$373K - $414K
|
1.04K
$577K
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-789- 2.04% |
$375K - $416K
|
37.8K
$21M
|
|
Nov 25, 2024
Q3 2024
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-791- 23.93% |
$376K - $417K
|
2.51K
$1.4M
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-794- 50.09% |
$377K - $419K
|
791
$440K
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-800- 36.1% |
$380K - $422K
|
1.42K
$787K
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-809- 6.12% |
$384K - $427K
|
12.4K
$6.9M
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-814- 0.86% |
$387K - $430K
|
94.2K
$52.4M
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-820- 0.33% |
$390K - $433K
|
246K
$137M
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-826- 1.8% |
$393K - $436K
|
45.2K
$25.1M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-849- 11.33% |
$403K - $448K
|
6.64K
$3.69M
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-851- 53.39% |
$404K - $449K
|
743
$413K
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-856- 2.67% |
$407K - $452K
|
31.2K
$17.3M
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-857- 3.04% |
$407K - $452K
|
27.3K
$15.2M
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-863- 5.43% |
$410K - $455K
|
15K
$8.35M
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-868- 11.7% |
$412K - $458K
|
6.55K
$3.64M
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-870- 11.66% |
$413K - $459K
|
6.59K
$3.67M
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-872- 2.49% |
$414K - $460K
|
34.1K
$19M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-882- 1.7% |
$419K - $465K
|
51.1K
$28.4M
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-893- 40.87% |
$424K - $471K
|
1.29K
$718K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-897- 9.29% |
$426K - $473K
|
8.76K
$4.87M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-905- 1.65% |
$430K - $478K
|
54K
$30M
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-911- 32.16% |
$433K - $481K
|
1.92K
$1.07M
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-925- 7.25% |
$440K - $488K
|
11.8K
$6.57M
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-930- 3.13% |
$442K - $491K
|
28.8K
$16M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-932- 4.28% |
$443K - $492K
|
20.8K
$11.6M
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
SELL
|
- |
-950- 15.72% |
$451K - $501K
|
5.09K
$2.83M
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-976- 50.36% |
$464K - $515K
|
962
$535K
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-980- 0.79% |
$466K - $517K
|
123K
$68.6M
|
|
Nov 13, 2024
Q3 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-983- 3.5% |
$467K - $519K
|
27.1K
$15.1M
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-989- 8.38% |
$470K - $522K
|
10.8K
$6.01M
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-993- 6.44% |
$472K - $524K
|
14.4K
$8.02M
|
|
Oct 22, 2024
Q3 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-993- 0.79% |
$472K - $524K
|
124K
$69M
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1K- 2.05% |
$476K - $528K
|
47.8K
$26.6M
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.03K- 8.06% |
$491K - $545K
|
11.8K
$6.55M
|
|
Nov 14, 2024
Q3 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.05K- 5.02% |
$499K - $554K
|
19.9K
$11M
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-1.08K- 15.57% |
$513K - $569K
|
5.85K
$3.25M
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-1.08K- 0.23% |
$514K - $570K
|
462K
$257M
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.1K- 8.8% |
$520K - $578K
|
11.3K
$6.31M
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-1.16K- 5.81% |
$549K - $609K
|
18.7K
$10.4M
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1.16K- 1.47% |
$549K - $609K
|
77.6K
$43.1M
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.16K- 7.14% |
$551K - $612K
|
15.1K
$8.37M
|