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
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.8K- 9.78% |
$857K - $951K
|
16.6K
$9.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-1.84K- 2.73% |
$876K - $973K
|
65.7K
$36.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.85K- 3.22% |
$880K - $977K
|
55.7K
$31M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.86K- 6.17% |
$884K - $982K
|
28.3K
$15.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.89K- 1.45% |
$896K - $995K
|
128K
$71M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-1.89K- 1.41% |
$900K - $999K
|
133K
$73.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.9K- 87.42% |
$901K - $1M
|
273
$152K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.92K- 29.25% |
$911K - $1.01M
|
4.64K
$2.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.94K- 11.89% |
$921K - $1.02M
|
14.4K
$7.98M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.95K- 20.45% |
$928K - $1.03M
|
7.6K
$4.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-1.97K- 25.22% |
$938K - $1.04M
|
5.85K
$3.25M
|
|
|
Oct 09, 2024
Q3 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-1.98K- 61.83% |
$939K - $1.04M
|
1.22K
$678K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-1.98K- 10.62% |
$940K - $1.04M
|
16.6K
$9.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-1.98K- 99.65% |
$942K - $1.05M
|
7
$3.89K
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-2K- 2.66% |
$951K - $1.06M
|
73.1K
$40.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.01K- 2.47% |
$954K - $1.06M
|
79.2K
$44M
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-2.03K- 14.8% |
$964K - $1.07M
|
11.7K
$6.49M
|
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-2.05K- 0.93% |
$976K - $1.08M
|
220K
$122M
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-2.06K- 2.24% |
$978K - $1.09M
|
90.1K
$50.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.14K- 2.06% |
$1.02M - $1.13M
|
102K
$56.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.19K- 14.32% |
$1.04M - $1.15M
|
13.1K
$7.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.22K- 12.28% |
$1.05M - $1.17M
|
15.8K
$8.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-2.23K- 7.97% |
$1.06M - $1.18M
|
25.7K
$14.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-2.27K- 48.03% |
$1.08M - $1.2M
|
2.46K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-2.31K- 40.83% |
$1.1M - $1.22M
|
3.34K
$1.86M
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-2.31K- 14.87% |
$1.1M - $1.22M
|
13.2K
$7.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.37K- 5.68% |
$1.13M - $1.25M
|
39.4K
$21.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-2.37K- 2.45% |
$1.13M - $1.25M
|
94.4K
$52.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2.37K- 3.64% |
$1.13M - $1.25M
|
62.8K
$34.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-2.38K- 52.24% |
$1.13M - $1.26M
|
2.18K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-2.39K- 9.5% |
$1.14M - $1.26M
|
22.8K
$12.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.42K- 8.88% |
$1.15M - $1.28M
|
24.8K
$13.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.48K- 3.2% |
$1.18M - $1.31M
|
75.1K
$41.7M
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-2.5K- 21.17% |
$1.19M - $1.32M
|
9.3K
$5.17M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.5K- 6.58% |
$1.19M - $1.32M
|
35.5K
$19.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.51K- 2.59% |
$1.19M - $1.33M
|
94.5K
$52.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.52K- 15.28% |
$1.2M - $1.33M
|
14K
$7.76M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.52K- 3.69% |
$1.2M - $1.33M
|
65.8K
$36.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-2.55K- 10.42% |
$1.21M - $1.35M
|
22K
$12.2M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.61K- 41.16% |
$1.24M - $1.38M
|
3.73K
$2.07M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.61K- 33.61% |
$1.24M - $1.38M
|
5.16K
$2.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-2.62K- 24.46% |
$1.24M - $1.38M
|
8.08K
$4.49M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.63K- 1.87% |
$1.25M - $1.39M
|
138K
$76.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-2.65K- 11.29% |
$1.26M - $1.4M
|
20.8K
$11.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.66K- 16.88% |
$1.26M - $1.4M
|
13.1K
$7.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Reliant Wealth Planning
|
SELL
|
- |
-2.67K- 17.47% |
$1.27M - $1.41M
|
12.6K
$7.02M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.72K- 8.9% |
$1.29M - $1.43M
|
27.8K
$15.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-2.73K- 51.26% |
$1.3M - $1.44M
|
2.59K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-2.78K- 13.77% |
$1.32M - $1.47M
|
17.4K
$9.69M
|
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-2.81K- 30.21% |
$1.33M - $1.48M
|
6.48K
$3.6M
|