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 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.18K+ 12.37% |
$506K - $567K
|
10.7K
$5.6M
|
|
|
May 06, 2024
Q1 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
1.17K+ 3.1% |
$502K - $563K
|
38.9K
$20.4M
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.16K+ 96.25% |
$496K - $556K
|
2.36K
$1.23M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.15K+ 21.13% |
$496K - $555K
|
6.62K
$3.47M
|
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.15K+ 5.58% |
$494K - $554K
|
21.8K
$11.4M
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
1.15K+ 13.98% |
$493K - $552K
|
9.35K
$4.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
1.15K+ 16.3% |
$492K - $552K
|
8.18K
$4.28M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
1.14K+ 6.03% |
$490K - $549K
|
20.1K
$10.5M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.13K+ 2.97% |
$487K - $545K
|
39.2K
$20.6M
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
BUY
|
- |
1.13K+ 18.76% |
$486K - $544K
|
7.16K
$3.75M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.13K+ 11.05% |
$486K - $544K
|
11.4K
$5.95M
|
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
1.13K+ 8.98% |
$485K - $543K
|
13.7K
$7.17M
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.12K+ 17.64% |
$481K - $539K
|
7.47K
$3.91M
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.12K+ 72.9% |
$481K - $539K
|
2.65K
$1.39M
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.11K+ 0.71% |
$478K - $536K
|
158K
$82.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.11K+ 23.2% |
$476K - $534K
|
5.89K
$3.08M
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.11K+ 12.79% |
$476K - $533K
|
9.77K
$5.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.1K+ 258.82% |
$472K - $529K
|
1.53K
$799K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.1K+ 7.77% |
$471K - $528K
|
15.2K
$7.97M
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.09K+ 44.17% |
$470K - $527K
|
3.57K
$1.87M
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.09KNew |
$467K - $524K
|
1.09K
$570K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.09K+ 2.02% |
$467K - $524K
|
54.9K
$28.8M
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
BUY
|
- |
1.08K+ 144.37% |
$462K - $518K
|
1.82K
$955K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.08K+ 22.84% |
$462K - $517K
|
5.78K
$3.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.07K+ 10.42% |
$459K - $515K
|
11.3K
$5.94M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.07K+ 119.31% |
$459K - $515K
|
1.97K
$1.03M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.07KNew |
$458K - $513K
|
1.07K
$558K
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.06K+ 94.58% |
$457K - $512K
|
2.19K
$1.15M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.06KNew |
$456K - $511K
|
1.06K
$556K
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.05K+ 3.77% |
$449K - $503K
|
28.8K
$15.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.04K+ 45.16% |
$447K - $501K
|
3.34K
$1.75M
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
1.03KNew |
$443K - $496K
|
1.03K
$540K
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.03K+ 65.79% |
$443K - $496K
|
2.6K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
1.03K+ 6.08% |
$441K - $494K
|
17.9K
$9.39M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.03KNew |
$441K - $494K
|
1.03K
$537K
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.03KNew |
$440K - $493K
|
1.03K
$537K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
999+ 3.77% |
$429K - $481K
|
27.5K
$14.4M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
994+ 3.44% |
$427K - $478K
|
29.9K
$15.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
993New |
$426K - $478K
|
993
$520K
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
990+ 68.23% |
$425K - $477K
|
2.44K
$1.28M
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
987+ 36.34% |
$424K - $475K
|
3.7K
$1.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
980+ 19.41% |
$421K - $472K
|
6.03K
$3.16M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
972+ 12.07% |
$417K - $468K
|
9.02K
$4.73M
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
969+ 13.64% |
$416K - $466K
|
8.07K
$4.23M
|
|
|
May 09, 2024
Q1 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
968+ 6.59% |
$416K - $466K
|
15.7K
$8.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
963New |
$414K - $464K
|
963
$504K
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
961+ 26.28% |
$413K - $463K
|
4.62K
$2.42M
|
|
|
May 13, 2024
Q1 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
958+ 2.88% |
$411K - $461K
|
34.3K
$17.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
956+ 20.28% |
$411K - $460K
|
5.67K
$2.97M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
955+ 10.31% |
$410K - $460K
|
10.2K
$5.35M
|