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 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-905- 1.65% |
$430K - $478K
|
54K
$28.1M
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-911- 32.16% |
$433K - $481K
|
1.92K
$1M
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-925- 7.25% |
$440K - $488K
|
11.8K
$6.15M
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-930- 3.13% |
$442K - $491K
|
28.8K
$15M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-932- 4.28% |
$443K - $492K
|
20.8K
$10.8M
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
SELL
|
- |
-950- 15.72% |
$451K - $501K
|
5.09K
$2.65M
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-976- 50.36% |
$464K - $515K
|
962
$500K
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-980- 0.79% |
$466K - $517K
|
123K
$64.2M
|
|
Nov 13, 2024
Q3 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-983- 3.5% |
$467K - $519K
|
27.1K
$14.1M
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-989- 8.38% |
$470K - $522K
|
10.8K
$5.62M
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-993- 6.44% |
$472K - $524K
|
14.4K
$7.5M
|
|
Oct 22, 2024
Q3 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-993- 0.79% |
$472K - $524K
|
124K
$64.5M
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1K- 2.05% |
$476K - $528K
|
47.8K
$24.9M
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.03K- 8.06% |
$491K - $545K
|
11.8K
$6.13M
|
|
Nov 14, 2024
Q3 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.05K- 5.02% |
$499K - $554K
|
19.9K
$10.3M
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-1.08K- 15.57% |
$513K - $569K
|
5.85K
$3.04M
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-1.08K- 0.23% |
$514K - $570K
|
462K
$240M
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.1K- 8.8% |
$520K - $578K
|
11.3K
$5.9M
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-1.16K- 5.81% |
$549K - $609K
|
18.7K
$9.74M
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1.16K- 1.47% |
$549K - $609K
|
77.6K
$40.4M
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.16K- 7.14% |
$551K - $612K
|
15.1K
$7.84M
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.16K- 37.97% |
$552K - $613K
|
1.9K
$987K
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-1.16K- 31.79% |
$553K - $614K
|
2.5K
$1.3M
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.17K- 1.13% |
$556K - $617K
|
102K
$53.1M
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1.17K- 0.7% |
$556K - $617K
|
166K
$86.4M
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.17K- 1.15% |
$556K - $618K
|
100K
$52.2M
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.18K- 8.4% |
$562K - $624K
|
12.9K
$6.7M
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.19K- 1.06% |
$565K - $627K
|
111K
$57.8M
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-1.2K- 3.25% |
$568K - $631K
|
35.6K
$18.5M
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-1.2K- 2.76% |
$572K - $635K
|
42.5K
$22.1M
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.21K- 3.84% |
$575K - $638K
|
30.3K
$15.7M
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-1.22K- 35.65% |
$578K - $642K
|
2.2K
$1.14M
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.22K- 0.35% |
$581K - $645K
|
348K
$181M
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.23K- 1.91% |
$586K - $651K
|
63.3K
$32.9M
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.27K- 23.02% |
$605K - $672K
|
4.26K
$2.21M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.29K- 2.81% |
$613K - $681K
|
44.6K
$23.2M
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.31K- 3.89% |
$624K - $693K
|
32.4K
$16.9M
|
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.31K- 3.89% |
$624K - $693K
|
32.4K
$16.9M
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.34K- 12.23% |
$635K - $706K
|
9.6K
$4.99M
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
SELL
|
- |
-1.36K- 1.51% |
$644K - $715K
|
88.2K
$45.9M
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-1.38K- 3.92% |
$656K - $728K
|
33.9K
$17.6M
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.39K- 1.32% |
$661K - $734K
|
104K
$54.2M
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.4K- 2.03% |
$666K - $739K
|
67.7K
$35.2M
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.42K- 3.38% |
$675K - $750K
|
40.6K
$21.1M
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.42K- 11.08% |
$676K - $751K
|
11.4K
$5.94M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.45K- 1.89% |
$687K - $763K
|
75.2K
$39.1M
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.47K- 24.29% |
$696K - $773K
|
4.57K
$2.38M
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-1.48K- 6.06% |
$701K - $778K
|
22.9K
$11.9M
|
|
Nov 13, 2024
Q3 2024
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-1.48K- 2.1% |
$703K - $781K
|
69.1K
$36M
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-1.48K- 0.49% |
$705K - $783K
|
301K
$156M
|