Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.4M+ 95.78% |
$4.46B - $5B
|
21.2M
$11.7B
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3.4MNew |
$1.46B - $1.64B
|
3.4M
$1.88B
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
3.02M+ 557.54% |
$1.3B - $1.45B
|
3.56M
$1.97B
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.55M+ 11.15% |
$1.09B - $1.23B
|
25.4M
$14B
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.41M+ 7.79% |
$606M - $679M
|
19.5M
$10.8B
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.41M+ 7.79% |
$606M - $679M
|
19.5M
$10.8B
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
981K+ 427.5% |
$421M - $472M
|
1.21M
$669M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
900KNew |
$386M - $433M
|
900K
$498M
|
|
|
May 09, 2024
Q1 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
863K+ 1130.4% |
$371M - $416M
|
940K
$519M
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
854K+ 318.27% |
$367M - $411M
|
1.12M
$620M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
733K+ 3.35% |
$315M - $353M
|
22.6M
$12.5B
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
718KNew |
$308M - $346M
|
718K
$397M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
698KNew |
$300M - $336M
|
698K
$386M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
564K+ 19.4% |
$242M - $272M
|
3.47M
$1.92B
|
|
|
May 07, 2024
Q1 2024
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
537K+ 1531.75% |
$230M - $258M
|
572K
$316M
|
|
|
Aug 29, 2024
Q1 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
530KNew |
$227M - $255M
|
530K
$293M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
506K+ 359.09% |
$217M - $243M
|
646K
$357M
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
499K+ 31.41% |
$214M - $240M
|
2.09M
$1.15B
|
|
|
May 13, 2024
Q1 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
445KNew |
$191M - $214M
|
445K
$246M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
432K+ 13.32% |
$185M - $208M
|
3.67M
$2.03B
|
|
|
May 14, 2024
Q1 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
394KNew |
$169M - $190M
|
394K
$218M
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
356K+ 333.94% |
$153M - $172M
|
463K
$256M
|
|
|
May 10, 2024
Q1 2024
|
New York Life Insurance CO
New York, NY |
BUY
|
- |
325K+ 314.65% |
$139M - $156M
|
428K
$237M
|
|
|
Apr 16, 2024
Q1 2024
|
Trb Advisors LP
New York, NY |
BUY
|
- |
300K+ 600.0% |
$129M - $144M
|
350K
$193M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
275KNew |
$118M - $132M
|
275K
$152M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
254K+ 70.29% |
$109M - $122M
|
615K
$340M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
221K+ 19.26% |
$95.1M - $107M
|
1.37M
$758M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
220K+ 17.91% |
$94.6M - $106M
|
1.45M
$801M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
215K+ 26.52% |
$92.1M - $103M
|
1.02M
$566M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
207K+ 1018.51% |
$88.8M - $99.5M
|
227K
$126M
|
|
|
May 15, 2024
Q1 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
200K+ 27.92% |
$86M - $96.4M
|
917K
$507M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
197K+ 3358.43% |
$84.4M - $94.6M
|
202K
$112M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
191KNew |
$82M - $91.9M
|
191K
$106M
|
|
|
May 21, 2024
Q1 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
186K+ 58.28% |
$79.9M - $89.6M
|
505K
$279M
|
|
|
Apr 25, 2024
Q1 2024
|
Q3 Asset Management
|
BUY
|
- |
184KNew |
$79M - $88.6M
|
184K
$102M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
166K+ 3.95% |
$71.4M - $80.1M
|
4.38M
$2.42B
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
159K+ 5.17% |
$68.2M - $76.4M
|
3.23M
$1.79B
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
146K+ 24.65% |
$62.6M - $70.2M
|
738K
$408M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
136K+ 12.47% |
$58.3M - $65.3M
|
1.22M
$676M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
129K+ 1818.7% |
$55.3M - $62M
|
136K
$75.1M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
118K+ 9.04% |
$50.7M - $56.8M
|
1.42M
$787M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
114KNew |
$48.9M - $54.8M
|
114K
$63M
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
110KNew |
$47.3M - $53M
|
110K
$60.9M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
107K+ 4.71% |
$46.1M - $51.7M
|
2.39M
$1.32B
|
|
|
May 01, 2024
Q1 2024
|
Axis Capital Holdings LTD
|
BUY
|
- |
106K+ 41.57% |
$45.4M - $50.9M
|
360K
$199M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
100K+ 54.93% |
$43M - $48.2M
|
283K
$156M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
99.3K+ 3.4% |
$42.6M - $47.8M
|
3.02M
$1.67B
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
96.6K+ 10.43% |
$41.5M - $46.5M
|
1.02M
$565M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
91KNew |
$39.1M - $43.8M
|
91K
$50.3M
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
87.9K+ 10.54% |
$37.7M - $42.3M
|
922K
$510M
|