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 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
570+ 6.77% |
$245K - $274K
|
8.99K
$4.93M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
565New |
$243K - $272K
|
565
$310K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
564New |
$242K - $271K
|
564
$309K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
561+ 10.66% |
$241K - $270K
|
5.83K
$3.19M
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
560+ 0.62% |
$240K - $270K
|
90.7K
$49.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
558+ 13.85% |
$240K - $269K
|
4.59K
$2.51M
|
|
|
Aug 08, 2024
Q1 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
557+ 10.5% |
$239K - $268K
|
5.86K
$3.21M
|
|
|
Apr 11, 2024
Q1 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
555New |
$238K - $267K
|
555
$304K
|
|
|
May 10, 2024
Q1 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
554New |
$238K - $267K
|
554
$304K
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
550+ 80.06% |
$236K - $265K
|
1.24K
$678K
|
|
|
May 02, 2024
Q1 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
549New |
$236K - $264K
|
549
$301K
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
544+ 10.83% |
$234K - $262K
|
5.57K
$3.05M
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
542+ 1.04% |
$233K - $261K
|
52.5K
$28.8M
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
542+ 47.46% |
$233K - $261K
|
1.68K
$923K
|
|
|
May 10, 2024
Q1 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
541+ 76.09% |
$232K - $260K
|
1.25K
$686K
|
|
|
May 01, 2024
Q1 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
540New |
$232K - $260K
|
540
$296K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
539+ 7.64% |
$231K - $259K
|
7.6K
$4.16M
|
|
|
Apr 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
535+ 15.56% |
$230K - $258K
|
3.97K
$2.18M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
531+ 2.37% |
$228K - $256K
|
22.9K
$12.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
529+ 10.83% |
$227K - $255K
|
5.41K
$2.97M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
528New |
$227K - $254K
|
528
$289K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
521+ 1.01% |
$224K - $251K
|
52.2K
$28.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
520+ 56.4% |
$223K - $250K
|
1.44K
$790K
|
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
520+ 8.93% |
$223K - $250K
|
6.35K
$3.48M
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
520New |
$223K - $250K
|
520
$285K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
513New |
$220K - $247K
|
513
$281K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
511New |
$219K - $246K
|
511
$280K
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
511New |
$219K - $246K
|
511
$280K
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
508+ 10.52% |
$218K - $245K
|
5.34K
$2.93M
|
|
|
May 15, 2024
Q1 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
508+ 2.57% |
$218K - $245K
|
20.3K
$11.1M
|
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
501New |
$215K - $241K
|
501
$275K
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
500+ 1.68% |
$215K - $241K
|
30.3K
$16.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
500+ 8.2% |
$215K - $241K
|
6.6K
$3.62M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
496+ 4.13% |
$213K - $239K
|
12.5K
$6.85M
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
489New |
$210K - $235K
|
489
$268K
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
489New |
$210K - $235K
|
489
$268K
|
|
|
Apr 25, 2024
Q1 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
489New |
$210K - $235K
|
489
$268K
|
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
489New |
$210K - $235K
|
489
$268K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
489+ 3.46% |
$210K - $235K
|
14.6K
$8.02M
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
488+ 9.25% |
$210K - $235K
|
5.76K
$3.16M
|
|
|
May 14, 2024
Q1 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
486+ 19.9% |
$209K - $234K
|
2.93K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
486New |
$209K - $234K
|
486
$266K
|
|
|
May 10, 2024
Q1 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
485New |
$208K - $233K
|
485
$266K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
484+ 63.02% |
$208K - $233K
|
1.25K
$686K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
484+ 1.59% |
$208K - $233K
|
30.9K
$16.9M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
BUY
|
- |
483New |
$207K - $232K
|
483
$265K
|
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
482+ 6.53% |
$207K - $232K
|
7.86K
$4.31M
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
479+ 159.67% |
$206K - $231K
|
779
$427K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
478+ 5.18% |
$205K - $230K
|
9.71K
$5.32M
|
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
476New |
$204K - $229K
|
476
$261K
|