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 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-826- 1.8% |
$393K - $436K
|
45.2K
$26M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-849- 11.33% |
$403K - $448K
|
6.64K
$3.82M
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-851- 53.39% |
$404K - $449K
|
743
$427K
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-856- 2.67% |
$407K - $452K
|
31.2K
$17.9M
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-857- 3.04% |
$407K - $452K
|
27.3K
$15.7M
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-863- 5.43% |
$410K - $455K
|
15K
$8.64M
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-868- 11.7% |
$412K - $458K
|
6.55K
$3.77M
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-870- 11.66% |
$413K - $459K
|
6.59K
$3.79M
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-872- 2.49% |
$414K - $460K
|
34.1K
$19.6M
|
|
Feb 26, 2025
Q3 2024
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-872- 7.51% |
$414K - $460K
|
10.7K
$6.18M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-882- 1.7% |
$419K - $465K
|
51.1K
$29.4M
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-893- 40.87% |
$424K - $471K
|
1.29K
$743K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-897- 9.29% |
$426K - $473K
|
8.76K
$5.04M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-905- 1.65% |
$430K - $478K
|
54K
$31.1M
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-911- 32.16% |
$433K - $481K
|
1.92K
$1.11M
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-925- 7.25% |
$440K - $488K
|
11.8K
$6.8M
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-930- 3.13% |
$442K - $491K
|
28.8K
$16.6M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-932- 4.28% |
$443K - $492K
|
20.8K
$12M
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
SELL
|
- |
-950- 15.72% |
$451K - $501K
|
5.09K
$2.93M
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-976- 50.36% |
$464K - $515K
|
962
$553K
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-980- 0.79% |
$466K - $517K
|
123K
$71M
|
|
Nov 13, 2024
Q3 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-983- 3.5% |
$467K - $519K
|
27.1K
$15.6M
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-989- 8.38% |
$470K - $522K
|
10.8K
$6.22M
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-993- 6.44% |
$472K - $524K
|
14.4K
$8.3M
|
|
Oct 22, 2024
Q3 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-993- 0.79% |
$472K - $524K
|
124K
$71.4M
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1K- 2.05% |
$476K - $528K
|
47.8K
$27.5M
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.03K- 8.06% |
$491K - $545K
|
11.8K
$6.78M
|
|
Nov 14, 2024
Q3 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.05K- 5.02% |
$499K - $554K
|
19.9K
$11.4M
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-1.08K- 15.57% |
$513K - $569K
|
5.85K
$3.36M
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-1.08K- 0.23% |
$514K - $570K
|
462K
$266M
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.1K- 8.8% |
$520K - $578K
|
11.3K
$6.53M
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-1.16K- 5.81% |
$549K - $609K
|
18.7K
$10.8M
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1.16K- 1.47% |
$549K - $609K
|
77.6K
$44.7M
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.16K- 7.14% |
$551K - $612K
|
15.1K
$8.67M
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.16K- 37.97% |
$552K - $613K
|
1.9K
$1.09M
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-1.16K- 31.79% |
$553K - $614K
|
2.5K
$1.44M
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.17K- 1.13% |
$556K - $617K
|
102K
$58.7M
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1.17K- 0.7% |
$556K - $617K
|
166K
$95.5M
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.17K- 1.15% |
$556K - $618K
|
100K
$57.7M
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.18K- 8.4% |
$562K - $624K
|
12.9K
$7.41M
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.19K- 1.06% |
$565K - $627K
|
111K
$64M
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-1.2K- 3.25% |
$568K - $631K
|
35.6K
$20.5M
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-1.2K- 2.76% |
$572K - $635K
|
42.5K
$24.4M
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.21K- 3.84% |
$575K - $638K
|
30.3K
$17.4M
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-1.22K- 35.65% |
$578K - $642K
|
2.2K
$1.26M
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.22K- 0.35% |
$581K - $645K
|
348K
$200M
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.23K- 1.91% |
$586K - $651K
|
63.3K
$36.4M
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.27K- 23.02% |
$605K - $672K
|
4.26K
$2.45M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.29K- 2.81% |
$613K - $681K
|
44.6K
$25.7M
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.31K- 3.89% |
$624K - $693K
|
32.4K
$18.6M
|