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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.56K+ 6.78% |
$1.1M - $1.23M
|
40.3K
$20.6M
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
2.54K+ 12.22% |
$1.09M - $1.22M
|
23.3K
$11.9M
|
|
|
May 14, 2024
Q1 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
2.53KNew |
$1.09M - $1.22M
|
2.53K
$1.29M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.52K+ 28.72% |
$1.08M - $1.21M
|
11.3K
$5.78M
|
|
|
Apr 11, 2024
Q1 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
2.5K+ 9.44% |
$1.07M - $1.2M
|
29K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
2.49K+ 9.37% |
$1.07M - $1.2M
|
29K
$14.8M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2.48K+ 6.93% |
$1.07M - $1.19M
|
38.3K
$19.6M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.43K+ 27.86% |
$1.04M - $1.17M
|
11.1K
$5.69M
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
2.41K+ 3.28% |
$1.04M - $1.16M
|
75.9K
$38.8M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.4K+ 2.63% |
$1.03M - $1.15M
|
93.7K
$47.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
2.39K+ 26.15% |
$1.02M - $1.15M
|
11.5K
$5.88M
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.38K+ 29.67% |
$1.02M - $1.14M
|
10.4K
$5.31M
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2.37K+ 27.2% |
$1.02M - $1.14M
|
11.1K
$5.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.37K+ 0.84% |
$1.02M - $1.14M
|
285K
$146M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.35K+ 4.29% |
$1.01M - $1.13M
|
57.2K
$29.2M
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
2.32K+ 13.18% |
$998K - $1.12M
|
19.9K
$10.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.32K+ 3.82% |
$997K - $1.12M
|
63K
$32.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.3K+ 10.16% |
$988K - $1.11M
|
24.9K
$12.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2.29K+ 37.28% |
$984K - $1.1M
|
8.44K
$4.31M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.28K+ 4.09% |
$979K - $1.1M
|
58.1K
$29.7M
|
|
|
Jun 13, 2024
Q1 2024
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
2.27K+ 97.46% |
$974K - $1.09M
|
4.6K
$2.35M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.26K+ 24.94% |
$970K - $1.09M
|
11.3K
$5.78M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.23KNew |
$959K - $1.08M
|
2.23K
$1.14M
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
2.23K+ 1.02% |
$958K - $1.07M
|
221K
$113M
|
|
|
May 10, 2024
Q1 2024
|
Resolute Advisors LLC
|
BUY
|
- |
2.23K+ 3.26% |
$956K - $1.07M
|
70.5K
$36M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.21K+ 2.35% |
$950K - $1.06M
|
96.3K
$49.2M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.21K+ 130.21% |
$949K - $1.06M
|
3.91K
$2M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
2.2K+ 53.14% |
$945K - $1.06M
|
6.34K
$3.24M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.2KNew |
$944K - $1.06M
|
2.2K
$1.12M
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
2.2KNew |
$943K - $1.06M
|
2.2K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
2.2K+ 66.15% |
$943K - $1.06M
|
5.51K
$2.82M
|
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
BUY
|
- |
2.19K+ 0.8% |
$940K - $1.05M
|
275K
$141M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.13K+ 4.23% |
$916K - $1.03M
|
52.5K
$26.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.13KNew |
$914K - $1.02M
|
2.13K
$1.09M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.12K+ 7.58% |
$912K - $1.02M
|
30.2K
$15.4M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.11K+ 8.83% |
$906K - $1.02M
|
26K
$13.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
2.11KNew |
$905K - $1.01M
|
2.11K
$1.08M
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.1K+ 391.43% |
$903K - $1.01M
|
2.64K
$1.35M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.09K+ 116.81% |
$895K - $1M
|
3.87K
$1.98M
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.07K+ 2.2% |
$889K - $997K
|
96.1K
$49.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
2.06K+ 101.98% |
$886K - $993K
|
4.09K
$2.09M
|
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
2.06KNew |
$885K - $992K
|
2.06K
$1.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.04K+ 20.03% |
$876K - $981K
|
12.2K
$6.25M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2.01K+ 12.9% |
$862K - $967K
|
17.6K
$8.98M
|
|
|
May 15, 2024
Q1 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
2K+ 0.93% |
$860K - $964K
|
218K
$111M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
2K+ 15.13% |
$858K - $962K
|
15.2K
$7.77M
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
2K+ 103.64% |
$857K - $960K
|
3.92K
$2M
|
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
1.97KNew |
$844K - $946K
|
1.97K
$1M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.97K+ 6.28% |
$844K - $946K
|
33.3K
$17M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.96K+ 2.3% |
$843K - $945K
|
87.3K
$44.6M
|