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 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.96K+ 2.3% |
$843K - $945K
|
87.3K
$47.8M
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
1.94K+ 4.19% |
$833K - $934K
|
48.2K
$26.4M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.93K+ 0.45% |
$831K - $931K
|
436K
$239M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.93K+ 43.12% |
$830K - $930K
|
6.42K
$3.52M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.92K+ 8.37% |
$825K - $925K
|
24.9K
$13.6M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.92KNew |
$824K - $924K
|
1.92K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.91K+ 1.14% |
$821K - $921K
|
170K
$93.1M
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1.87K+ 2.69% |
$803K - $901K
|
71.3K
$39.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
1.87K+ 388.54% |
$801K - $898K
|
2.35K
$1.29M
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
1.86K+ 65.68% |
$799K - $895K
|
4.69K
$2.57M
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.86K+ 18.26% |
$798K - $894K
|
12K
$6.59M
|
|
|
May 14, 2024
Q1 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
1.85KNew |
$795K - $891K
|
1.85K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.85K+ 2.19% |
$794K - $890K
|
86.4K
$47.3M
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1.85KNew |
$793K - $889K
|
1.85K
$1.01M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.83K+ 24.33% |
$788K - $883K
|
9.37K
$5.14M
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.82K+ 31.73% |
$781K - $876K
|
7.55K
$4.14M
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.8K+ 14.24% |
$772K - $865K
|
14.4K
$7.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.77K+ 11.16% |
$761K - $852K
|
17.6K
$9.67M
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.76K+ 200.57% |
$756K - $848K
|
2.64K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.73KNew |
$743K - $833K
|
1.73K
$949K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.71K+ 34.29% |
$735K - $824K
|
6.71K
$3.67M
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
1.7K+ 2.79% |
$728K - $816K
|
62.6K
$34.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
1.69K+ 3.72% |
$724K - $812K
|
47K
$25.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
1.68K+ 5.56% |
$723K - $811K
|
31.9K
$17.5M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.66K+ 6.65% |
$713K - $799K
|
26.6K
$14.6M
|
|
|
May 13, 2024
Q1 2024
|
Front Street Capital Management, Inc.
|
BUY
|
- |
1.65K+ 2.55% |
$710K - $796K
|
66.4K
$36.4M
|
|
|
Sep 20, 2024
Q1 2024
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
1.65K+ 0.65% |
$709K - $794K
|
254K
$139M
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.63K+ 1.49% |
$701K - $786K
|
111K
$61M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
1.63K+ 59.34% |
$699K - $783K
|
4.37K
$2.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.62K+ 17.14% |
$696K - $780K
|
11.1K
$6.07M
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
BUY
|
- |
1.62K+ 91.26% |
$695K - $779K
|
3.39K
$1.86M
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
1.6K+ 27.28% |
$685K - $768K
|
7.44K
$4.08M
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.59K+ 5.53% |
$684K - $766K
|
30.4K
$16.6M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.59K+ 22.29% |
$683K - $765K
|
8.72K
$4.78M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.58KNew |
$678K - $761K
|
1.58K
$866K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.57K+ 8.22% |
$673K - $754K
|
20.6K
$11.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Washington Capital Management Inc
|
BUY
|
- |
1.56KNew |
$669K - $750K
|
1.56K
$854K
|
|
|
Jul 01, 2024
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
1.53KNew |
$655K - $734K
|
1.53K
$836K
|
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.52K+ 2.99% |
$654K - $733K
|
52.4K
$28.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.52K+ 14.37% |
$651K - $730K
|
12.1K
$6.62M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1.52K+ 3.36% |
$651K - $730K
|
46.6K
$25.5M
|
|
|
May 10, 2024
Q1 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
1.51K+ 32.01% |
$648K - $727K
|
6.23K
$3.41M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.5K+ 2.3% |
$645K - $723K
|
66.8K
$36.6M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.5KNew |
$644K - $722K
|
1.5K
$822K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.5K+ 2.97% |
$643K - $721K
|
51.9K
$28.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.5K+ 3.27% |
$642K - $720K
|
47.1K
$25.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.49KNew |
$641K - $719K
|
1.49K
$818K
|
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.49K+ 2.96% |
$639K - $716K
|
51.7K
$28.3M
|
|
|
May 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
BUY
|
- |
1.47K+ 0.61% |
$631K - $708K
|
244K
$134M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.47K+ 35.23% |
$631K - $707K
|
5.64K
$3.09M
|