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 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
86.4K+ 19.89% |
$37.1M - $41.6M
|
521K
$288M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
83.9K+ 15.14% |
$36M - $40.4M
|
638K
$353M
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
81.2K+ 14.37% |
$34.9M - $39.1M
|
646K
$357M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
79.2K+ 1418.09% |
$34M - $38.1M
|
84.7K
$46.8M
|
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
79K+ 1546.3% |
$33.9M - $38M
|
84.1K
$46.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
77.8K+ 10.55% |
$33.4M - $37.5M
|
815K
$451M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
77.4K+ 3.93% |
$33.2M - $37.3M
|
2.05M
$1.13B
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
76.9K+ 2.48% |
$33M - $37M
|
3.18M
$1.76B
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
74.3K+ 790.99% |
$31.9M - $35.8M
|
83.7K
$46.3M
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
72.1K+ 22.78% |
$30.9M - $34.7M
|
388K
$215M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
71.2K+ 11.48% |
$30.6M - $34.3M
|
691K
$382M
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
71.1K+ 432.62% |
$30.5M - $34.2M
|
87.6K
$48.4M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
67.9K+ 590.05% |
$29.2M - $32.7M
|
79.5K
$43.9M
|
|
|
May 14, 2024
Q1 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
67.6K+ 0.86% |
$29M - $32.6M
|
7.95M
$4.39B
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
66.1K+ 22.7% |
$28.4M - $31.8M
|
357K
$198M
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
63.7KNew |
$27.4M - $30.7M
|
63.7K
$35.2M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
63.1K+ 47.7% |
$27.1M - $30.4M
|
195K
$108M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
60.5K+ 621.4% |
$26M - $29.1M
|
70.3K
$38.9M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
60.5K+ 185.86% |
$26M - $29.1M
|
93.1K
$51.5M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
60.2K+ 22.25% |
$25.9M - $29M
|
331K
$183M
|
|
|
Apr 26, 2024
Q1 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
59.4KNew |
$25.5M - $28.6M
|
59.4K
$32.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
59.3K+ 9.15% |
$25.5M - $28.5M
|
707K
$391M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
59.2K+ 14.86% |
$25.4M - $28.5M
|
457K
$253M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
55.9K+ 1.45% |
$24M - $26.9M
|
3.91M
$2.16B
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
55.2K+ 12.26% |
$23.7M - $26.6M
|
505K
$279M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
55KNew |
$23.6M - $26.5M
|
55K
$30.4M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
54.1K+ 144.03% |
$23.2M - $26M
|
91.6K
$50.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
53.4K+ 51.36% |
$22.9M - $25.7M
|
157K
$87M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
53.3K+ 24.2% |
$22.9M - $25.7M
|
274K
$151M
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
51.8K+ 72.07% |
$22.2M - $24.9M
|
124K
$68.4M
|
|
|
May 13, 2024
Q1 2024
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
51.5K+ 32.73% |
$22.1M - $24.8M
|
209K
$115M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
51.3K+ 37.02% |
$22M - $24.7M
|
190K
$105M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
49.9K+ 1223.87% |
$21.4M - $24M
|
54K
$29.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
49.8K+ 7.04% |
$21.4M - $24M
|
758K
$419M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
49.6K+ 18.8% |
$21.3M - $23.9M
|
313K
$173M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
49.3K+ 395.54% |
$21.2M - $23.8M
|
61.8K
$34.2M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
49.2K+ 188.17% |
$21.1M - $23.7M
|
75.4K
$41.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
48.6K+ 9.6% |
$20.9M - $23.4M
|
555K
$307M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
48.6K+ 3.91% |
$20.9M - $23.4M
|
1.29M
$714M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
47.8K+ 3.06% |
$20.5M - $23M
|
1.61M
$890M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
47.4K+ 46.14% |
$20.4M - $22.8M
|
150K
$83M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
47.2K+ 1.21% |
$20.3M - $22.7M
|
3.95M
$2.18B
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
44.1K+ 5.04% |
$18.9M - $21.2M
|
919K
$508M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
43.6K+ 3.23% |
$18.7M - $21M
|
1.39M
$769M
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
42.8KNew |
$18.4M - $20.6M
|
42.8K
$23.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
41K+ 36.02% |
$17.6M - $19.8M
|
155K
$85.7M
|
|
|
May 14, 2024
Q1 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
40.9K+ 4.45% |
$17.6M - $19.7M
|
960K
$531M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
40.1K+ 7.48% |
$17.2M - $19.3M
|
576K
$319M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
40KNew |
$17.2M - $19.3M
|
40K
$22.1M
|
|
|
May 13, 2024
Q1 2024
|
Passaic Partners LLC
|
BUY
|
- |
39.4KNew |
$16.9M - $19M
|
39.4K
$21.8M
|