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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
937+ 27.78% |
$402K - $451K
|
4.31K
$2.38M
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
920New |
$395K - $443K
|
920
$509K
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
920+ 74.13% |
$395K - $443K
|
2.16K
$1.19M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
913+ 1.98% |
$392K - $439K
|
46.9K
$25.9M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
904+ 52.74% |
$388K - $435K
|
2.62K
$1.45M
|
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
903+ 14.49% |
$388K - $435K
|
7.14K
$3.95M
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
903New |
$388K - $435K
|
903
$499K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
896+ 64.65% |
$385K - $431K
|
2.28K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
893+ 32.33% |
$383K - $430K
|
3.66K
$2.02M
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
889+ 1.38% |
$382K - $428K
|
65.4K
$36.1M
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
887+ 2.21% |
$381K - $427K
|
41K
$22.7M
|
|
|
May 10, 2024
Q1 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
885+ 2.18% |
$380K - $426K
|
41.4K
$22.9M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
883+ 5.48% |
$379K - $425K
|
17K
$9.4M
|
|
|
May 15, 2024
Q1 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
882New |
$379K - $425K
|
882
$488K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
873+ 7.28% |
$375K - $420K
|
12.9K
$7.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
865+ 43.01% |
$371K - $416K
|
2.88K
$1.59M
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
860+ 14.46% |
$369K - $414K
|
6.81K
$3.76M
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
859+ 33.57% |
$369K - $413K
|
3.42K
$1.89M
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
858+ 92.36% |
$368K - $413K
|
1.79K
$988K
|
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
BUY
|
- |
857+ 2.89% |
$368K - $413K
|
30.5K
$16.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
855+ 25.82% |
$367K - $412K
|
4.17K
$2.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
854+ 8.69% |
$367K - $411K
|
10.7K
$5.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
852+ 22.34% |
$366K - $410K
|
4.67K
$2.58M
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
847New |
$364K - $408K
|
847
$468K
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
843+ 0.67% |
$362K - $406K
|
127K
$70.2M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
842+ 1.12% |
$362K - $405K
|
76.1K
$42.1M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
840+ 1.87% |
$361K - $404K
|
45.8K
$25.3M
|
|
|
May 14, 2024
Q1 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
839New |
$360K - $404K
|
839
$464K
|
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
835+ 15.54% |
$359K - $402K
|
6.21K
$3.43M
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
829+ 21.63% |
$356K - $399K
|
4.66K
$2.58M
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
828+ 7.59% |
$356K - $399K
|
11.7K
$6.49M
|
|
|
May 14, 2024
Q1 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
828+ 10.78% |
$356K - $399K
|
8.51K
$4.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
821New |
$353K - $395K
|
821
$454K
|
|
|
Apr 09, 2024
Q1 2024
|
New Capital Management LP
|
BUY
|
- |
813New |
$349K - $391K
|
813
$449K
|
|
|
Apr 30, 2024
Q1 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
812New |
$349K - $391K
|
812
$449K
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
810+ 1.15% |
$348K - $390K
|
71.1K
$39.3M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
808New |
$347K - $389K
|
808
$447K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
804+ 2.04% |
$345K - $387K
|
40.2K
$22.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
803+ 2.47% |
$345K - $387K
|
33.4K
$18.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
802+ 59.63% |
$344K - $386K
|
2.15K
$1.19M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
793+ 15.65% |
$341K - $382K
|
5.86K
$3.24M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
791+ 6.61% |
$340K - $381K
|
12.8K
$7.05M
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
789+ 7.81% |
$339K - $380K
|
10.9K
$6.02M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
787+ 26.95% |
$338K - $379K
|
3.71K
$2.05M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
783+ 8.11% |
$336K - $377K
|
10.4K
$5.77M
|
|
|
May 14, 2024
Q1 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
783New |
$336K - $377K
|
783
$433K
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
782New |
$336K - $376K
|
782
$432K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
775+ 2.6% |
$333K - $373K
|
30.6K
$16.9M
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
772+ 8.0% |
$332K - $372K
|
10.4K
$5.76M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
770+ 2.88% |
$331K - $371K
|
27.5K
$15.2M
|