Purchases and Sales Made in Q1 2024 in Vanguard Index Fds S&P 500 ETF (VOO)

VOO Quotes by TradingView

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 30, 2024 Q1 2024
Rf&L Wealth Management, LLC

Acton, MA
BUY
 -
663
+ 10.49%
$285K - $319K
6.99K $3.86M
Apr 12, 2024 Q1 2024
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
656
+ 18.81%
$282K - $316K
4.14K $2.29M
Apr 15, 2024 Q1 2024
Cx Institutional

BUY
 -
656
+ 40.54%
$282K - $316K
2.27K $1.26M
May 07, 2024 Q1 2024
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
654
+ 2.64%
$281K - $315K
25.4K $14M
Jul 23, 2024 Q1 2024
City Center Advisors, LLC

Troy, MI
BUY
 -
647
New
$278K - $311K
647 $358K
May 09, 2024 Q1 2024
Forum Financial Management, LP

Lombard, IL
BUY
 -
644
+ 11.98%
$277K - $310K
6.02K $3.33M
May 15, 2024 Q1 2024
Frg Family Wealth Advisors LLC

BUY
 -
640
+ 64.0%
$275K - $308K
1.64K $907K
May 02, 2024 Q1 2024
Choreo, LLC

Minneapolis, MN
BUY
 -
638
+ 0.81%
$274K - $307K
79.6K $44M
Apr 10, 2024 Q1 2024
Walker Asset Management, LLC

BUY
 -
633
+ 71.93%
$272K - $305K
1.51K $836K
Apr 18, 2024 Q1 2024
Foster & Motley Inc

Cincinnati, OH
BUY
 -
625
+ 93.42%
$268K - $301K
1.29K $715K
May 08, 2024 Q1 2024
New Insight Wealth Advisors

San Ramon, CA
BUY
 -
623
New
$268K - $300K
623 $344K
Apr 29, 2024 Q1 2024
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
622
+ 4.16%
$267K - $299K
15.6K $8.61M
Apr 26, 2024 Q1 2024
Foster Victor Wealth Advisors, LLC

BUY
 -
619
New
$266K - $298K
619 $342K
Apr 15, 2024 Q1 2024
Peterson Wealth Advisors, LLC

BUY
 -
618
New
$265K - $297K
618 $342K
May 06, 2024 Q1 2024
Parallel Advisors, LLC

BUY
 -
617
+ 2.04%
$265K - $297K
30.9K $17.1M
May 15, 2024 Q1 2024
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
617
+ 4.41%
$265K - $297K
14.6K $8.07M
May 10, 2024 Q1 2024
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
616
+ 31.1%
$265K - $297K
2.6K $1.44M
Apr 04, 2024 Q1 2024
Verity Wealth Advisors

BUY
 -
615
+ 44.89%
$264K - $296K
1.99K $1.1M
Apr 30, 2024 Q1 2024
E L Financial Corp LTD

BUY
 -
615
+ 0.04%
$264K - $296K
1.65M $914M
Apr 18, 2024 Q1 2024
Tradewinds Capital Management, LLC

BUY
 -
613
+ 50.25%
$263K - $295K
1.83K $1.01M
Apr 17, 2024 Q1 2024
Romano Brothers And Company

Evanston, IL
BUY
 -
611
+ 1.61%
$262K - $294K
38.6K $21.3M
May 03, 2024 Q1 2024
Trust CO Of Vermont

BUY
 -
609
+ 6.31%
$262K - $293K
10.3K $5.67M
May 13, 2024 Q1 2024
Wrenne Financial Planning LLC

Lexington, KY
BUY
 -
609
New
$262K - $293K
609 $337K
May 03, 2024 Q1 2024
Ballentine Capital Advisors, Inc

Greenville, SC
BUY
 -
607
+ 1.91%
$261K - $292K
32.4K $17.9M
Apr 23, 2024 Q1 2024
Bfsg, LLC

BUY
 -
606
+ 7.0%
$260K - $292K
9.26K $5.12M
May 17, 2024 Q1 2024
First Citizens Asset Management, Inc.

Raleigh, NC
BUY
 -
606
New
$260K - $292K
606 $335K
May 15, 2024 Q1 2024
Gen Wealth Partners Inc

Zeeland, MI
BUY
 -
605
New
$260K - $291K
605 $334K
May 13, 2024 Q1 2024
Everhart Financial Group, Inc.

BUY
 -
603
+ 16.69%
$259K - $290K
4.22K $2.33M
May 06, 2024 Q1 2024
Financial Services Advisory Inc

BUY
 -
600
+ 7.87%
$258K - $289K
8.22K $4.55M
May 15, 2024 Q1 2024
Blackston Financial Advisory Group, LLC

The Villages, FL
BUY
 -
599
+ 2.07%
$257K - $288K
29.6K $16.3M
Apr 26, 2024 Q1 2024
Fonville Wealth Management LLC

Richmond, VA
BUY
 -
595
+ 7.84%
$256K - $286K
8.18K $4.52M
May 06, 2024 Q1 2024
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
595
+ 4.67%
$256K - $286K
13.3K $7.38M
Apr 23, 2024 Q1 2024
Wetzel Investment Advisors, Inc.

Indianapolis, IN
BUY
 -
590
+ 2.87%
$253K - $284K
21.2K $11.7M
Apr 30, 2024 Q1 2024
Saxony Capital Management, LLC

St. Louis, MO
BUY
 -
581
+ 15.31%
$249K - $280K
4.38K $2.42M
May 03, 2024 Q1 2024
Catalina Capital Group, LLC

Torrance, CA
BUY
 -
580
New
$249K - $279K
580 $321K
Apr 26, 2024 Q1 2024
Quarry Hill Advisors, LLC

St Paul, MN
BUY
 -
579
New
$249K - $279K
579 $320K
May 07, 2024 Q1 2024
Capital Square, LLC

BUY
 -
578
New
$248K - $278K
578 $320K
Apr 24, 2024 Q1 2024
Round Rock Advisors, LLC

BUY
 -
577
New
$248K - $278K
577 $319K
Apr 24, 2024 Q1 2024
Fingerlakes Wealth Management, Inc.

BUY
 -
571
+ 66.55%
$245K - $275K
1.43K $790K
Apr 11, 2024 Q1 2024
Security Financial Services, Inc.

BUY
 -
570
+ 2.52%
$245K - $274K
23.2K $12.8M
Apr 22, 2024 Q1 2024
Arthur M. Cohen & Associates, LLC

BUY
 -
570
+ 6.77%
$245K - $274K
8.99K $4.97M
Apr 22, 2024 Q1 2024
Accordant Advisory Group Inc

Annapolis, MD
BUY
 -
565
New
$243K - $272K
565 $312K
Apr 25, 2024 Q1 2024
Triumph Capital Management

BUY
 -
564
New
$242K - $271K
564 $312K
Apr 15, 2024 Q1 2024
Ellis Investment Partners, LLC

BUY
 -
561
+ 10.66%
$241K - $270K
5.83K $3.22M
Apr 12, 2024 Q1 2024
Steph & CO

BUY
 -
560
+ 0.62%
$240K - $270K
90.7K $50.2M
Apr 16, 2024 Q1 2024
Long View Wealth Management

Atlanta, GA
BUY
 -
558
+ 13.85%
$240K - $269K
4.59K $2.54M
Aug 08, 2024 Q1 2024
Syntrinsic LLC

Denver, CO
BUY
 -
557
+ 10.5%
$239K - $268K
5.86K $3.24M
Apr 11, 2024 Q1 2024
Walker Financial Services, Inc.

Bowling Green, KY
BUY
 -
555
New
$238K - $267K
555 $307K
May 10, 2024 Q1 2024
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
554
New
$238K - $267K
554 $306K

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