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 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
189+ 5.33% |
$81.2K - $91K
|
3.74K
$1.91M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
189+ 0.86% |
$81.2K - $91K
|
22.1K
$11.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
187New |
$80.3K - $90K
|
187
$95.6K
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
186+ 6.2% |
$79.9K - $89.5K
|
3.19K
$1.63M
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
186+ 2.04% |
$79.9K - $89.5K
|
9.31K
$4.76M
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
184+ 3.75% |
$79K - $88.6K
|
5.09K
$2.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
183+ 0.71% |
$78.6K - $88.1K
|
25.8K
$13.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
180+ 2.36% |
$77.3K - $86.6K
|
7.81K
$3.99M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
179+ 0.98% |
$76.9K - $86.2K
|
18.5K
$9.47M
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
178+ 3.5% |
$76.4K - $85.7K
|
5.27K
$2.69M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
178+ 15.49% |
$76.4K - $85.7K
|
1.33K
$678K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
177+ 11.42% |
$76K - $85.2K
|
1.73K
$883K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
177+ 1.91% |
$76K - $85.2K
|
9.45K
$4.83M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
177+ 6.48% |
$76K - $85.2K
|
2.91K
$1.49M
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
177+ 16.43% |
$76K - $85.2K
|
1.25K
$641K
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
176+ 1.44% |
$75.6K - $84.7K
|
12.4K
$6.35M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
176+ 10.38% |
$75.6K - $84.7K
|
1.87K
$956K
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
BUY
|
- |
174+ 2.47% |
$74.7K - $83.8K
|
7.21K
$3.68M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
174+ 8.31% |
$74.7K - $83.8K
|
2.27K
$1.16M
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
173+ 32.28% |
$74.3K - $83.3K
|
709
$362K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
172+ 1.32% |
$73.9K - $82.8K
|
13.2K
$6.72M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
171+ 2.66% |
$73.4K - $82.3K
|
6.59K
$3.37M
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
171+ 24.5% |
$73.4K - $82.3K
|
869
$444K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
169+ 0.94% |
$72.6K - $81.3K
|
18.2K
$9.28M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
167+ 27.2% |
$71.7K - $80.4K
|
781
$399K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
166+ 0.06% |
$71.3K - $79.9K
|
274K
$140M
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
163+ 15.09% |
$70K - $78.5K
|
1.24K
$635K
|
|
|
Feb 26, 2025
Q1 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
163+ 1.32% |
$70K - $78.5K
|
12.5K
$6.41M
|
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
BUY
|
- |
161+ 0.48% |
$69.1K - $77.5K
|
33.8K
$17.3M
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
161+ 5.9% |
$69.1K - $77.5K
|
2.89K
$1.48M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
158+ 12.06% |
$67.8K - $76.1K
|
1.47K
$750K
|
|
|
Apr 15, 2024
Q1 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
157+ 28.14% |
$67.4K - $75.6K
|
715
$365K
|
|
|
Apr 29, 2024
Q1 2024
|
Asset Planning Corporation
|
BUY
|
- |
155+ 1.2% |
$66.6K - $74.6K
|
13.1K
$6.68M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
152+ 1.78% |
$65.3K - $73.2K
|
8.67K
$4.43M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
152+ 17.82% |
$65.3K - $73.2K
|
1.01K
$514K
|
|
|
May 10, 2024
Q1 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
151+ 18.76% |
$64.8K - $72.7K
|
956
$489K
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
151+ 0.56% |
$64.8K - $72.7K
|
26.9K
$13.7M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
150+ 0.75% |
$64.4K - $72.2K
|
20.1K
$10.3M
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
149+ 3.43% |
$64K - $71.7K
|
4.5K
$2.3M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
149+ 1.32% |
$64K - $71.7K
|
11.4K
$5.83M
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
148+ 296.0% |
$63.6K - $71.2K
|
198
$101K
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
147+ 8.3% |
$63.1K - $70.8K
|
1.92K
$980K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
147+ 0.92% |
$63.1K - $70.8K
|
16.2K
$8.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
146+ 14.9% |
$62.7K - $70.3K
|
1.13K
$576K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
145+ 13.25% |
$62.3K - $69.8K
|
1.24K
$633K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
BUY
|
- |
144+ 7.03% |
$61.8K - $69.3K
|
2.19K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
144+ 120.0% |
$61.8K - $69.3K
|
264
$135K
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
142+ 2.61% |
$61K - $68.4K
|
5.58K
$2.85M
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
141+ 57.32% |
$60.5K - $67.9K
|
387
$198K
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
140+ 12.64% |
$60.1K - $67.4K
|
1.25K
$638K
|