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 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
802+ 59.63% |
$344K - $386K
|
2.15K
$1.33M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
793+ 15.65% |
$341K - $382K
|
5.86K
$3.64M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
791+ 6.61% |
$340K - $381K
|
12.8K
$7.92M
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
789+ 7.81% |
$339K - $380K
|
10.9K
$6.77M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
787+ 26.95% |
$338K - $379K
|
3.71K
$2.3M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
783+ 8.11% |
$336K - $377K
|
10.4K
$6.48M
|
|
|
May 14, 2024
Q1 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
783New |
$336K - $377K
|
783
$486K
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
782New |
$336K - $376K
|
782
$486K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
775+ 2.6% |
$333K - $373K
|
30.6K
$19M
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
772+ 8.0% |
$332K - $372K
|
10.4K
$6.47M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
770+ 2.88% |
$331K - $371K
|
27.5K
$17.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Ade, LLC
|
BUY
|
- |
769+ 1.8% |
$330K - $370K
|
43.6K
$27.1M
|
|
|
May 14, 2024
Q1 2024
|
Envoi LLC
Minneapolis, MN |
BUY
|
- |
766New |
$329K - $369K
|
766
$476K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
760+ 10.27% |
$326K - $366K
|
8.16K
$5.07M
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
758New |
$326K - $365K
|
758
$471K
|
|
|
May 15, 2024
Q1 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
758+ 8.67% |
$326K - $365K
|
9.5K
$5.9M
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
756New |
$325K - $364K
|
756
$469K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
750New |
$322K - $361K
|
750
$466K
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
BUY
|
- |
749+ 4.77% |
$322K - $361K
|
16.4K
$10.2M
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
749+ 21.6% |
$322K - $361K
|
4.22K
$2.62M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
748+ 1.22% |
$321K - $360K
|
62.1K
$38.6M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
748+ 1.87% |
$321K - $360K
|
40.8K
$25.3M
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
745+ 12.54% |
$320K - $359K
|
6.69K
$4.15M
|
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
745+ 62.5% |
$320K - $359K
|
1.94K
$1.2M
|
|
|
Aug 06, 2025
Q1 2024
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
743+ 17.96% |
$319K - $358K
|
4.88K
$3.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
742+ 8.08% |
$319K - $357K
|
9.93K
$6.17M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
739New |
$317K - $356K
|
739
$459K
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
738New |
$317K - $355K
|
738
$458K
|
|
|
May 10, 2024
Q1 2024
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
736New |
$316K - $354K
|
736
$457K
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
728+ 6.35% |
$313K - $350K
|
12.2K
$7.57M
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
728+ 6.35% |
$313K - $350K
|
12.2K
$7.57M
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
724+ 17.16% |
$311K - $348K
|
4.94K
$3.07M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
724New |
$311K - $348K
|
724
$450K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
722New |
$310K - $348K
|
722
$448K
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
719+ 140.7% |
$309K - $346K
|
1.23K
$764K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
716+ 7.3% |
$307K - $345K
|
10.5K
$6.54M
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
716New |
$307K - $345K
|
716
$445K
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
710+ 23666.67% |
$305K - $342K
|
713
$443K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
707+ 1.66% |
$304K - $340K
|
43.2K
$26.9M
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
706New |
$303K - $340K
|
706
$438K
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
705+ 15.17% |
$303K - $339K
|
5.35K
$3.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
705+ 51.46% |
$303K - $339K
|
2.08K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
701+ 109.36% |
$301K - $337K
|
1.34K
$833K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
700+ 14.79% |
$301K - $337K
|
5.43K
$3.37M
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
698New |
$300K - $336K
|
698
$433K
|
|
|
Apr 30, 2024
Q1 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
695+ 3.73% |
$298K - $335K
|
19.3K
$12M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
692+ 4.96% |
$297K - $333K
|
14.6K
$9.1M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
690+ 14.61% |
$296K - $332K
|
5.41K
$3.36M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
689+ 122.38% |
$296K - $332K
|
1.25K
$777K
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
689+ 5.81% |
$296K - $332K
|
12.5K
$7.79M
|