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
|
Ade, LLC
|
BUY
|
- |
769+ 1.8% |
$330K - $370K
|
43.6K
$24.1M
|
|
|
May 14, 2024
Q1 2024
|
Envoi LLC
Minneapolis, MN |
BUY
|
- |
766New |
$329K - $369K
|
766
$423K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
760+ 10.27% |
$326K - $366K
|
8.16K
$4.51M
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
758New |
$326K - $365K
|
758
$419K
|
|
|
May 15, 2024
Q1 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
758+ 8.67% |
$326K - $365K
|
9.5K
$5.25M
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
756New |
$325K - $364K
|
756
$418K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
750New |
$322K - $361K
|
750
$415K
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
BUY
|
- |
749+ 4.77% |
$322K - $361K
|
16.4K
$9.09M
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
749+ 21.6% |
$322K - $361K
|
4.22K
$2.33M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
748+ 1.22% |
$321K - $360K
|
62.1K
$34.3M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
748+ 1.87% |
$321K - $360K
|
40.8K
$22.5M
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
745+ 12.54% |
$320K - $359K
|
6.69K
$3.7M
|
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
745+ 62.5% |
$320K - $359K
|
1.94K
$1.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
742+ 8.08% |
$319K - $357K
|
9.93K
$5.49M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
739New |
$317K - $356K
|
739
$409K
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
738New |
$317K - $355K
|
738
$408K
|
|
|
May 10, 2024
Q1 2024
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
736New |
$316K - $354K
|
736
$407K
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
728+ 6.35% |
$313K - $350K
|
12.2K
$6.74M
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
728+ 6.35% |
$313K - $350K
|
12.2K
$6.74M
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
724+ 17.16% |
$311K - $348K
|
4.94K
$2.73M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
724New |
$311K - $348K
|
724
$400K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
722New |
$310K - $348K
|
722
$399K
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
719+ 140.7% |
$309K - $346K
|
1.23K
$680K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
716+ 7.3% |
$307K - $345K
|
10.5K
$5.82M
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
716New |
$307K - $345K
|
716
$396K
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
710+ 23666.67% |
$305K - $342K
|
713
$394K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
707+ 1.66% |
$304K - $340K
|
43.2K
$23.9M
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
706New |
$303K - $340K
|
706
$390K
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
705+ 15.17% |
$303K - $339K
|
5.35K
$2.96M
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
705+ 51.46% |
$303K - $339K
|
2.08K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
701+ 109.36% |
$301K - $337K
|
1.34K
$742K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
700+ 14.79% |
$301K - $337K
|
5.43K
$3M
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
698New |
$300K - $336K
|
698
$386K
|
|
|
Apr 30, 2024
Q1 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
695+ 3.73% |
$298K - $335K
|
19.3K
$10.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
692+ 4.96% |
$297K - $333K
|
14.6K
$8.1M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
690+ 14.61% |
$296K - $332K
|
5.41K
$2.99M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
689+ 122.38% |
$296K - $332K
|
1.25K
$692K
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
689+ 5.81% |
$296K - $332K
|
12.5K
$6.93M
|
|
|
May 02, 2024
Q1 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
688+ 1.83% |
$295K - $331K
|
38.2K
$21.1M
|
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
686New |
$295K - $330K
|
686
$379K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
686New |
$295K - $330K
|
686
$379K
|
|
|
May 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
685New |
$294K - $330K
|
685
$379K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
685+ 1.88% |
$294K - $330K
|
37.1K
$20.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
684+ 1.31% |
$294K - $329K
|
52.8K
$29.2M
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
681New |
$292K - $328K
|
681
$376K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
679+ 30.11% |
$292K - $327K
|
2.93K
$1.62M
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
675+ 3.42% |
$290K - $325K
|
20.4K
$11.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
674New |
$289K - $324K
|
674
$373K
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
671+ 7.64% |
$288K - $323K
|
9.46K
$5.23M
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
664New |
$285K - $320K
|
664
$367K
|