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 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.88K+ 0.85% |
$1.85M - $2.05M
|
462K
$265M
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
3.85K+ 63.77% |
$1.83M - $2.03M
|
9.9K
$5.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
3.85K+ 69.39% |
$1.83M - $2.03M
|
9.4K
$5.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
3.84K+ 2.31% |
$1.83M - $2.03M
|
170K
$97.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.84K+ 8.68% |
$1.82M - $2.02M
|
48K
$27.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
3.83K+ 2.24% |
$1.82M - $2.02M
|
175K
$101M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.8K+ 20.66% |
$1.81M - $2.01M
|
22.2K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.8K+ 369.62% |
$1.8M - $2M
|
4.82K
$2.77M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
3.78K+ 56.78% |
$1.8M - $2M
|
10.4K
$6.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.72K+ 6.84% |
$1.77M - $1.96M
|
58K
$33.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
3.7K+ 4.22% |
$1.76M - $1.95M
|
91.4K
$52.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Fortune 45 LLC
|
BUY
|
- |
3.65K+ 3.34% |
$1.73M - $1.93M
|
113K
$65M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.62K+ 2.34% |
$1.72M - $1.91M
|
158K
$90.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
3.61KNew |
$1.71M - $1.9M
|
3.61K
$2.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.6K+ 4.64% |
$1.71M - $1.9M
|
81.1K
$46.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.59K+ 4.35% |
$1.7M - $1.89M
|
86K
$49.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Belmont Capital, LLC
|
BUY
|
- |
3.56K+ 249.13% |
$1.69M - $1.88M
|
4.99K
$2.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
3.56KNew |
$1.69M - $1.88M
|
3.56K
$2.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
3.55KNew |
$1.69M - $1.87M
|
3.55K
$2.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.55K+ 24.54% |
$1.69M - $1.87M
|
18K
$10.4M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
3.53KNew |
$1.68M - $1.86M
|
3.53K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
3.53KNew |
$1.68M - $1.86M
|
3.53K
$2.03M
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
3.5KNew |
$1.66M - $1.85M
|
3.5K
$2.01M
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
BUY
|
- |
3.49K+ 34.13% |
$1.66M - $1.84M
|
13.7K
$7.89M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.47K+ 63.18% |
$1.65M - $1.83M
|
8.96K
$5.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.46K+ 2.77% |
$1.64M - $1.82M
|
128K
$73.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
BUY
|
- |
3.43KNew |
$1.63M - $1.81M
|
3.43K
$1.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3.34K+ 12.53% |
$1.58M - $1.76M
|
29.9K
$17.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.33K+ 26.31% |
$1.58M - $1.76M
|
16K
$9.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3.3KNew |
$1.57M - $1.74M
|
3.3K
$1.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
3.28K+ 6.09% |
$1.56M - $1.73M
|
57.1K
$32.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
3.27K+ 2.61% |
$1.55M - $1.73M
|
129K
$74M
|
|
|
Oct 31, 2024
Q3 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
3.23K+ 3.47% |
$1.53M - $1.7M
|
96.2K
$55.3M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.22K+ 11.49% |
$1.53M - $1.7M
|
31.2K
$17.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
3.2KNew |
$1.52M - $1.69M
|
3.2K
$1.84M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.19K+ 101.17% |
$1.52M - $1.68M
|
6.35K
$3.65M
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
3.18K+ 138.92% |
$1.51M - $1.68M
|
5.46K
$3.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
3.15KNew |
$1.5M - $1.66M
|
3.15K
$1.81M
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
3.15K+ 4.29% |
$1.5M - $1.66M
|
76.7K
$44.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
3.15K+ 9.14% |
$1.5M - $1.66M
|
37.6K
$21.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
3.15K+ 584.6% |
$1.5M - $1.66M
|
3.69K
$2.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
BUY
|
- |
3.14KNew |
$1.49M - $1.66M
|
3.14K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.14K+ 3.17% |
$1.49M - $1.66M
|
102K
$58.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
BUY
|
- |
3.13K+ 4.35% |
$1.49M - $1.65M
|
75.1K
$43.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
3.12K+ 7.55% |
$1.48M - $1.65M
|
44.5K
$25.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
3.11KNew |
$1.48M - $1.64M
|
3.11K
$1.79M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3.1K+ 42.05% |
$1.47M - $1.64M
|
10.5K
$6.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.1K+ 3.1% |
$1.47M - $1.64M
|
103K
$59.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
3.1K+ 1.86% |
$1.47M - $1.64M
|
170K
$97.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.08K+ 5.27% |
$1.47M - $1.63M
|
61.6K
$35.4M
|