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 06, 2024
Q1 2024
|
Ballast, Inc.
|
BUY
|
- |
426New |
$183K - $205K
|
426
$233K
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
426New |
$183K - $205K
|
426
$233K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
423+ 0.99% |
$182K - $204K
|
43.3K
$23.7M
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
423New |
$182K - $204K
|
423
$232K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
422+ 32.31% |
$181K - $203K
|
1.73K
$947K
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
422New |
$181K - $203K
|
422
$231K
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
420+ 8.45% |
$180K - $202K
|
5.39K
$2.96M
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
419+ 67.04% |
$180K - $202K
|
1.04K
$572K
|
|
|
Apr 17, 2024
Q1 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
417New |
$179K - $201K
|
417
$229K
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
417+ 85.45% |
$179K - $201K
|
905
$496K
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
415+ 60.41% |
$178K - $200K
|
1.1K
$604K
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
414+ 12.71% |
$178K - $199K
|
3.67K
$2.01M
|
|
|
Apr 22, 2024
Q1 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
412+ 32.19% |
$177K - $198K
|
1.69K
$927K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
411+ 16.63% |
$176K - $198K
|
2.88K
$1.58M
|
|
|
Apr 23, 2024
Q1 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
411+ 934.09% |
$176K - $198K
|
455
$249K
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
BUY
|
- |
410+ 14.73% |
$176K - $197K
|
3.19K
$1.75M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
409+ 7.66% |
$176K - $197K
|
5.75K
$3.15M
|
|
|
Jan 29, 2025
Q1 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
407+ 5.33% |
$175K - $196K
|
8.04K
$4.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
403+ 3.66% |
$173K - $194K
|
11.4K
$6.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
399+ 15.14% |
$171K - $192K
|
3.04K
$1.66M
|
|
|
Apr 05, 2024
Q1 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
395+ 26.78% |
$170K - $190K
|
1.87K
$1.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
395+ 29.92% |
$170K - $190K
|
1.72K
$940K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
395+ 7.08% |
$170K - $190K
|
5.97K
$3.27M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
395+ 42.07% |
$170K - $190K
|
1.33K
$731K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
393+ 3.15% |
$169K - $189K
|
12.9K
$7.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
391+ 0.11% |
$168K - $188K
|
364K
$200M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
387+ 6.43% |
$166K - $186K
|
6.4K
$3.51M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
387+ 12.68% |
$166K - $186K
|
3.44K
$1.88M
|
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
385+ 4.37% |
$165K - $185K
|
9.19K
$5.04M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
385+ 1.05% |
$165K - $185K
|
37K
$20.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
382+ 10.95% |
$164K - $184K
|
3.87K
$2.12M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
380+ 13.98% |
$163K - $183K
|
3.1K
$1.7M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
379New |
$163K - $182K
|
379
$208K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
377+ 2.0% |
$162K - $181K
|
19.2K
$10.5M
|
|
|
May 03, 2024
Q1 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
376+ 3.12% |
$161K - $181K
|
12.4K
$6.81M
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
374+ 10.08% |
$161K - $180K
|
4.09K
$2.24M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
373+ 12.01% |
$160K - $180K
|
3.48K
$1.91M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
371+ 18.63% |
$159K - $179K
|
2.36K
$1.29M
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
370+ 76.29% |
$159K - $178K
|
855
$469K
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
369+ 16.97% |
$158K - $178K
|
2.54K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
368+ 37.4% |
$158K - $177K
|
1.35K
$741K
|
|
|
May 13, 2024
Q1 2024
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
366+ 1.46% |
$157K - $176K
|
25.4K
$13.9M
|
|
|
May 15, 2024
Q1 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
364+ 0.41% |
$156K - $175K
|
88.3K
$48.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
360+ 12.32% |
$155K - $173K
|
3.28K
$1.8M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
359+ 43.36% |
$154K - $173K
|
1.19K
$650K
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
354+ 34.88% |
$152K - $170K
|
1.37K
$750K
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
351+ 8.47% |
$151K - $169K
|
4.5K
$2.46M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
351+ 1.87% |
$151K - $169K
|
19.1K
$10.5M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
351+ 11.96% |
$151K - $169K
|
3.29K
$1.8M
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
351+ 4.42% |
$151K - $169K
|
8.29K
$4.54M
|