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 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
1.44K+ 1.64% |
$617K - $691K
|
88.9K
$49.1M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.43KNew |
$614K - $688K
|
1.43K
$790K
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
BUY
|
- |
1.43K+ 20.16% |
$612K - $686K
|
8.49K
$4.7M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.41K+ 8.02% |
$604K - $677K
|
18.9K
$10.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
1.4KNew |
$602K - $675K
|
1.4K
$776K
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.4K+ 280.72% |
$600K - $673K
|
1.9K
$1.05M
|
|
|
May 20, 2024
Q1 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
1.39K+ 2.18% |
$595K - $667K
|
65K
$35.9M
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.38K+ 54.6% |
$593K - $665K
|
3.91K
$2.16M
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
1.38K+ 38.73% |
$593K - $664K
|
4.94K
$2.73M
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1.37KNew |
$589K - $660K
|
1.37K
$758K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.37K+ 22.97% |
$589K - $660K
|
7.35K
$4.06M
|
|
|
May 07, 2024
Q1 2024
|
Edgehill Endowment Partners, LLC
|
BUY
|
- |
1.36K+ 0.32% |
$585K - $656K
|
426K
$236M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.35K+ 10.9% |
$578K - $648K
|
13.7K
$7.58M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.34K+ 106.5% |
$577K - $647K
|
2.61K
$1.44M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.34K+ 3.24% |
$577K - $646K
|
42.9K
$23.7M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.34K+ 4.56% |
$575K - $645K
|
30.7K
$17M
|
|
|
May 01, 2024
Q1 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1.34K+ 7.14% |
$573K - $643K
|
20K
$11.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.33K+ 869.93% |
$572K - $641K
|
1.48K
$820K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.33K+ 1.97% |
$572K - $641K
|
68.9K
$38.1M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.32K+ 69.46% |
$566K - $635K
|
3.22K
$1.78M
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1.32K+ 17.14% |
$565K - $633K
|
8.99K
$4.97M
|
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
1.31KNew |
$563K - $631K
|
1.31K
$724K
|
|
|
May 15, 2024
Q1 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
1.31K+ 13.91% |
$562K - $630K
|
10.7K
$5.93M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
1.31K+ 4.91% |
$561K - $629K
|
27.9K
$15.4M
|
|
|
Oct 18, 2024
Q1 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
1.3K+ 7.42% |
$557K - $624K
|
18.8K
$10.4M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.28K+ 40.94% |
$550K - $617K
|
4.41K
$2.44M
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
1.27K+ 1.56% |
$543K - $609K
|
82.5K
$45.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.26K+ 65.59% |
$541K - $607K
|
3.18K
$1.76M
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
BUY
|
- |
1.25K+ 9.79% |
$535K - $600K
|
14K
$7.73M
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.24K+ 1.84% |
$533K - $598K
|
68.6K
$37.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.24K+ 3.82% |
$531K - $595K
|
33.6K
$18.6M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.23K+ 46.9% |
$530K - $594K
|
3.87K
$2.14M
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.23K+ 19.89% |
$529K - $593K
|
7.42K
$4.1M
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
1.22K+ 4.04% |
$525K - $588K
|
31.5K
$17.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.22K+ 160.66% |
$524K - $588K
|
1.98K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.22K+ 28.42% |
$522K - $585K
|
5.49K
$3.04M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.22K+ 10.29% |
$522K - $585K
|
13K
$7.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.21K+ 203.87% |
$521K - $584K
|
1.81K
$999K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.21K+ 16.41% |
$521K - $584K
|
8.6K
$4.76M
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.21K+ 3.06% |
$519K - $582K
|
40.7K
$22.5M
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1.21KNew |
$518K - $581K
|
1.21K
$667K
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.21K+ 58.89% |
$518K - $581K
|
3.25K
$1.8M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.19K+ 24.68% |
$513K - $575K
|
6.03K
$3.33M
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
BUY
|
- |
1.19K+ 110.06% |
$512K - $574K
|
2.28K
$1.26M
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
1.18KNew |
$507K - $568K
|
1.18K
$652K
|
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.18K+ 12.37% |
$506K - $567K
|
10.7K
$5.92M
|
|
|
May 06, 2024
Q1 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
1.17K+ 3.1% |
$502K - $563K
|
38.9K
$21.5M
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.16K+ 96.25% |
$496K - $556K
|
2.36K
$1.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.15K+ 21.13% |
$496K - $555K
|
6.62K
$3.66M
|
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.15K+ 5.58% |
$494K - $554K
|
21.8K
$12M
|