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 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
685New |
$294K - $330K
|
685
$375K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
685+ 1.88% |
$294K - $330K
|
37.1K
$20.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
684+ 1.31% |
$294K - $329K
|
52.8K
$28.9M
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
681New |
$292K - $328K
|
681
$373K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
679+ 30.11% |
$292K - $327K
|
2.93K
$1.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
675+ 3.42% |
$290K - $325K
|
20.4K
$11.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
674New |
$289K - $324K
|
674
$369K
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
671+ 7.64% |
$288K - $323K
|
9.46K
$5.18M
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
664New |
$285K - $320K
|
664
$364K
|
|
|
Apr 30, 2024
Q1 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
663+ 10.49% |
$285K - $319K
|
6.99K
$3.83M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
656+ 18.81% |
$282K - $316K
|
4.14K
$2.27M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
656+ 40.54% |
$282K - $316K
|
2.27K
$1.25M
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
654+ 2.64% |
$281K - $315K
|
25.4K
$13.9M
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
647New |
$278K - $311K
|
647
$355K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
644+ 11.98% |
$277K - $310K
|
6.02K
$3.3M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
640+ 64.0% |
$275K - $308K
|
1.64K
$899K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
638+ 0.81% |
$274K - $307K
|
79.6K
$43.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
633+ 71.93% |
$272K - $305K
|
1.51K
$829K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
625+ 93.42% |
$268K - $301K
|
1.29K
$709K
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
624New |
$268K - $300K
|
624
$342K
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
623New |
$268K - $300K
|
623
$341K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
622+ 4.16% |
$267K - $299K
|
15.6K
$8.54M
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
619New |
$266K - $298K
|
619
$339K
|
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
618New |
$265K - $297K
|
618
$339K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
617+ 2.04% |
$265K - $297K
|
30.9K
$16.9M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
617+ 4.41% |
$265K - $297K
|
14.6K
$8M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
616+ 31.1% |
$265K - $297K
|
2.6K
$1.42M
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
615+ 44.89% |
$264K - $296K
|
1.99K
$1.09M
|
|
|
Apr 30, 2024
Q1 2024
|
E L Financial Corp LTD
|
BUY
|
- |
615+ 0.04% |
$264K - $296K
|
1.65M
$907M
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
613+ 50.25% |
$263K - $295K
|
1.83K
$1M
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
611+ 1.61% |
$262K - $294K
|
38.6K
$21.1M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
609+ 6.31% |
$262K - $293K
|
10.3K
$5.62M
|
|
|
May 13, 2024
Q1 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
609New |
$262K - $293K
|
609
$334K
|
|
|
May 03, 2024
Q1 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
607+ 1.91% |
$261K - $292K
|
32.4K
$17.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
606+ 7.0% |
$260K - $292K
|
9.26K
$5.08M
|
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
606New |
$260K - $292K
|
606
$332K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
605New |
$260K - $291K
|
605
$332K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
603+ 16.69% |
$259K - $290K
|
4.22K
$2.31M
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
600+ 7.87% |
$258K - $289K
|
8.22K
$4.51M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
599+ 2.07% |
$257K - $288K
|
29.6K
$16.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
595+ 7.84% |
$256K - $286K
|
8.18K
$4.48M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
595+ 4.67% |
$256K - $286K
|
13.3K
$7.31M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
590+ 2.87% |
$253K - $284K
|
21.2K
$11.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
581+ 15.31% |
$249K - $280K
|
4.38K
$2.4M
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
580New |
$249K - $279K
|
580
$318K
|
|
|
Apr 26, 2024
Q1 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
579New |
$249K - $279K
|
579
$317K
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
578New |
$248K - $278K
|
578
$317K
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
577New |
$248K - $278K
|
577
$316K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
571+ 66.55% |
$245K - $275K
|
1.43K
$783K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
570+ 2.52% |
$245K - $274K
|
23.2K
$12.7M
|