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
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
67+ 1.51% |
$28.8K - $32.3K
|
4.5K
$2.46M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
67+ 3.68% |
$28.8K - $32.3K
|
1.89K
$1.03M
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
67+ 3.33% |
$28.8K - $32.3K
|
2.08K
$1.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
66+ 10.93% |
$28.3K - $31.8K
|
670
$366K
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
66+ 2.02% |
$28.3K - $31.8K
|
3.33K
$1.82M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
66+ 1.28% |
$28.3K - $31.8K
|
5.24K
$2.86M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
66+ 1.29% |
$28.3K - $31.8K
|
5.18K
$2.83M
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
65+ 0.32% |
$27.9K - $31.3K
|
20.4K
$11.1M
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
65+ 13.0% |
$27.9K - $31.3K
|
565
$309K
|
|
|
Apr 22, 2024
Q1 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
64+ 3.17% |
$27.5K - $30.8K
|
2.08K
$1.14M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
64+ 4.8% |
$27.5K - $30.8K
|
1.4K
$763K
|
|
|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
63+ 1.35% |
$27.1K - $30.3K
|
4.73K
$2.58M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
62+ 11.97% |
$26.6K - $29.8K
|
580
$317K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
BUY
|
- |
62+ 1.76% |
$26.6K - $29.8K
|
3.58K
$1.95M
|
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
62+ 9.14% |
$26.6K - $29.8K
|
740
$404K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
62+ 3.34% |
$26.6K - $29.8K
|
1.92K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
62+ 1.21% |
$26.6K - $29.8K
|
5.17K
$2.82M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
61+ 1.7% |
$26.2K - $29.4K
|
3.64K
$1.99M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
61+ 3.71% |
$26.2K - $29.4K
|
1.71K
$932K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
60+ 0.59% |
$25.8K - $28.9K
|
10.2K
$5.54M
|
|
|
Apr 19, 2024
Q1 2024
|
Whelan Financial
|
BUY
|
- |
60+ 6.9% |
$25.8K - $28.9K
|
929
$507K
|
|
|
Apr 25, 2024
Q1 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
60+ 1.33% |
$25.8K - $28.9K
|
4.56K
$2.49M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
60+ 1.51% |
$25.8K - $28.9K
|
4.04K
$2.21M
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
60+ 1.67% |
$25.8K - $28.9K
|
3.65K
$1.99M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
60+ 4.91% |
$25.8K - $28.9K
|
1.28K
$701K
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
60+ 0.22% |
$25.8K - $28.9K
|
26.9K
$14.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
58+ 5.6% |
$24.9K - $27.9K
|
1.09K
$597K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
58+ 1.41% |
$24.9K - $27.9K
|
4.17K
$2.28M
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
58+ 1.02% |
$24.9K - $27.9K
|
5.74K
$3.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
58+ 3.68% |
$24.9K - $27.9K
|
1.64K
$893K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
58+ 1.99% |
$24.9K - $27.9K
|
2.97K
$1.62M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
57+ 1.33% |
$24.5K - $27.4K
|
4.33K
$2.37M
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
57+ 0.55% |
$24.5K - $27.4K
|
10.5K
$5.73M
|
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
57+ 2.78% |
$24.5K - $27.4K
|
2.11K
$1.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
BUY
|
- |
56+ 0.42% |
$24K - $27K
|
13.4K
$7.33M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
56+ 1.25% |
$24K - $27K
|
4.53K
$2.47M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
56+ 0.16% |
$24K - $27K
|
35.5K
$19.4M
|
|
|
Dec 03, 2024
Q1 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
55+ 14.1% |
$23.6K - $26.5K
|
445
$243K
|
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
BUY
|
- |
54+ 1.32% |
$23.2K - $26K
|
4.14K
$2.26M
|
|
|
May 01, 2024
Q1 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
54+ 1.32% |
$23.2K - $26K
|
4.13K
$2.26M
|
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
54+ 5.81% |
$23.2K - $26K
|
983
$537K
|
|
|
May 10, 2024
Q1 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
54+ 4.86% |
$23.2K - $26K
|
1.17K
$636K
|
|
|
Apr 23, 2024
Q1 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
52+ 4.71% |
$22.3K - $25K
|
1.16K
$632K
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
52+ 10.02% |
$22.3K - $25K
|
571
$312K
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
52+ 4.56% |
$22.3K - $25K
|
1.19K
$651K
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
51+ 3.59% |
$21.9K - $24.5K
|
1.47K
$803K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
51+ 2.57% |
$21.9K - $24.5K
|
2.03K
$1.11M
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
51+ 0.74% |
$21.9K - $24.5K
|
6.9K
$3.77M
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
51+ 5.96% |
$21.9K - $24.5K
|
906
$495K
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
51+ 1.27% |
$21.9K - $24.5K
|
4.06K
$2.22M
|