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 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.01K- 2.47% |
$954K - $1.06M
|
79.2K
$45.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-2.03K- 14.8% |
$964K - $1.07M
|
11.7K
$6.72M
|
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-2.05K- 0.93% |
$976K - $1.08M
|
220K
$126M
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-2.06K- 2.24% |
$978K - $1.09M
|
90.1K
$51.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.14K- 2.06% |
$1.02M - $1.13M
|
102K
$58.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.19K- 14.32% |
$1.04M - $1.15M
|
13.1K
$7.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.22K- 12.28% |
$1.05M - $1.17M
|
15.8K
$9.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-2.23K- 7.97% |
$1.06M - $1.18M
|
25.7K
$14.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-2.27K- 48.03% |
$1.08M - $1.2M
|
2.46K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-2.31K- 40.83% |
$1.1M - $1.22M
|
3.34K
$1.92M
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-2.31K- 14.87% |
$1.1M - $1.22M
|
13.2K
$7.62M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.37K- 5.68% |
$1.13M - $1.25M
|
39.4K
$22.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-2.37K- 2.45% |
$1.13M - $1.25M
|
94.4K
$54.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2.37K- 3.64% |
$1.13M - $1.25M
|
62.8K
$36.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-2.38K- 52.24% |
$1.13M - $1.26M
|
2.18K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-2.39K- 9.5% |
$1.14M - $1.26M
|
22.8K
$13.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.42K- 8.88% |
$1.15M - $1.28M
|
24.8K
$14.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.48K- 3.2% |
$1.18M - $1.31M
|
75.1K
$43.2M
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-2.5K- 21.17% |
$1.19M - $1.32M
|
9.3K
$5.35M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.5K- 6.58% |
$1.19M - $1.32M
|
35.5K
$20.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.51K- 2.59% |
$1.19M - $1.33M
|
94.5K
$54.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.52K- 15.28% |
$1.2M - $1.33M
|
14K
$8.03M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.52K- 3.69% |
$1.2M - $1.33M
|
65.8K
$37.9M
|
|
|
Mar 21, 2025
Q3 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-2.53K- 57.01% |
$1.2M - $1.34M
|
1.91K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-2.55K- 10.42% |
$1.21M - $1.35M
|
22K
$12.6M
|
|
|
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
$2.15M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.61K- 33.61% |
$1.24M - $1.38M
|
5.16K
$2.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-2.62K- 24.46% |
$1.24M - $1.38M
|
8.08K
$4.65M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.63K- 1.87% |
$1.25M - $1.39M
|
138K
$79.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-2.65K- 11.29% |
$1.26M - $1.4M
|
20.8K
$12M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.66K- 16.88% |
$1.26M - $1.4M
|
13.1K
$7.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Reliant Wealth Planning
|
SELL
|
- |
-2.67K- 17.47% |
$1.27M - $1.41M
|
12.6K
$7.27M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.72K- 8.9% |
$1.29M - $1.43M
|
27.8K
$16M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-2.73K- 51.26% |
$1.3M - $1.44M
|
2.59K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-2.78K- 13.77% |
$1.32M - $1.47M
|
17.4K
$10M
|
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-2.81K- 30.21% |
$1.33M - $1.48M
|
6.48K
$3.73M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.82K- 3.92% |
$1.34M - $1.49M
|
69K
$39.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-2.89K- 5.33% |
$1.37M - $1.52M
|
51.3K
$29.5M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-2.9K- 7.0% |
$1.38M - $1.53M
|
38.5K
$22.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-2.92K- 1.91% |
$1.39M - $1.54M
|
151K
$86.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.96K- 11.99% |
$1.4M - $1.56M
|
21.7K
$12.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-2.99K- 1.92% |
$1.42M - $1.58M
|
153K
$88M
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-3K- 26.95% |
$1.43M - $1.58M
|
8.13K
$4.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-3.03K- 2.52% |
$1.44M - $1.6M
|
117K
$67.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.04K- 4.35% |
$1.44M - $1.6M
|
66.8K
$38.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-3.05K- 22.59% |
$1.45M - $1.61M
|
10.4K
$6M
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3.1K- 6.35% |
$1.47M - $1.64M
|
45.7K
$26.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-3.14K- 7.14% |
$1.49M - $1.66M
|
40.9K
$23.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.2K- 84.6% |
$1.52M - $1.69M
|
582
$335K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.23K- 0.39% |
$1.53M - $1.7M
|
825K
$475M
|