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 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
94+ 1.43% |
$40.4K - $45.2K
|
6.67K
$3.64M
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
94+ 2.65% |
$40.4K - $45.2K
|
3.64K
$1.99M
|
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
93+ 9.7% |
$39.9K - $44.8K
|
1.05K
$575K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
93+ 0.28% |
$39.9K - $44.8K
|
33.6K
$18.4M
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
93+ 2.79% |
$39.9K - $44.8K
|
3.42K
$1.87M
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
92+ 0.35% |
$39.5K - $44.3K
|
26.2K
$14.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
91+ 13.85% |
$39.1K - $43.8K
|
748
$408K
|
|
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
91+ 8.31% |
$39.1K - $43.8K
|
1.19K
$648K
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
91+ 4.49% |
$39.1K - $43.8K
|
2.12K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
91+ 0.91% |
$39.1K - $43.8K
|
10.1K
$5.51M
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
90+ 3.14% |
$38.6K - $43.3K
|
2.96K
$1.62M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
90+ 0.65% |
$38.6K - $43.3K
|
13.8K
$7.56M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
89+ 26.41% |
$38.2K - $42.8K
|
426
$233K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
89+ 17.98% |
$38.2K - $42.8K
|
584
$319K
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
89+ 14.08% |
$38.2K - $42.8K
|
721
$394K
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
89+ 4.81% |
$38.2K - $42.8K
|
1.94K
$1.06M
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
88+ 1.17% |
$37.8K - $42.4K
|
7.58K
$4.14M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
88+ 15.8% |
$37.8K - $42.4K
|
645
$352K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
85+ 3.9% |
$36.5K - $40.9K
|
2.26K
$1.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
85+ 2.73% |
$36.5K - $40.9K
|
3.2K
$1.75M
|
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
85New |
$36.5K - $40.9K
|
85
$46.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
84+ 1.07% |
$36.1K - $40.4K
|
7.93K
$4.33M
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
81New |
$34.8K - $39K
|
81
$44.2K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
81+ 4.4% |
$34.8K - $39K
|
1.92K
$1.05M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
80+ 2.31% |
$34.4K - $38.5K
|
3.54K
$1.94M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
80+ 7.55% |
$34.4K - $38.5K
|
1.14K
$622K
|
|
|
May 15, 2024
Q1 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
79+ 10.87% |
$33.9K - $38K
|
806
$440K
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
BUY
|
- |
78+ 5.1% |
$33.5K - $37.5K
|
1.61K
$877K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
78+ 4.78% |
$33.5K - $37.5K
|
1.71K
$934K
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
78+ 4.65% |
$33.5K - $37.5K
|
1.76K
$960K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
77+ 641.67% |
$33.1K - $37.1K
|
89
$48.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
76+ 5.05% |
$32.6K - $36.6K
|
1.58K
$864K
|
|
|
Apr 17, 2024
Q1 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
76+ 1.24% |
$32.6K - $36.6K
|
6.19K
$3.38M
|
|
|
May 03, 2024
Q1 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
76+ 7.12% |
$32.6K - $36.6K
|
1.14K
$624K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
74+ 7.58% |
$31.8K - $35.6K
|
1.05K
$573K
|
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
74+ 3.02% |
$31.8K - $35.6K
|
2.53K
$1.38M
|
|
|
May 07, 2024
Q1 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
74+ 9.87% |
$31.8K - $35.6K
|
824
$450K
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
73+ 0.56% |
$31.3K - $35.1K
|
13.1K
$7.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
73+ 6.28% |
$31.3K - $35.1K
|
1.24K
$674K
|
|
|
May 10, 2024
Q1 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
73+ 6.03% |
$31.3K - $35.1K
|
1.28K
$701K
|
|
|
Apr 10, 2024
Q1 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
71+ 6.87% |
$30.5K - $34.2K
|
1.1K
$603K
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
71+ 6.02% |
$30.5K - $34.2K
|
1.25K
$683K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
70+ 3.25% |
$30.1K - $33.7K
|
2.23K
$1.22M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
70+ 13.49% |
$30.1K - $33.7K
|
589
$322K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
69+ 1.21% |
$29.6K - $33.2K
|
5.76K
$3.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
69+ 6.34% |
$29.6K - $33.2K
|
1.16K
$632K
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
69+ 8.47% |
$29.6K - $33.2K
|
884
$483K
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
68+ 0.58% |
$29.2K - $32.7K
|
11.7K
$6.4M
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
67+ 24.1% |
$28.8K - $32.3K
|
345
$188K
|
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
BUY
|
- |
67+ 0.53% |
$28.8K - $32.3K
|
12.7K
$6.95M
|