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 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
56+ 0.16% |
$24K - $27K
|
35.5K
$18.1M
|
|
|
Dec 03, 2024
Q1 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
55+ 14.1% |
$23.6K - $26.5K
|
445
$227K
|
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
BUY
|
- |
54+ 1.32% |
$23.2K - $26K
|
4.14K
$2.12M
|
|
|
May 01, 2024
Q1 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
54+ 1.32% |
$23.2K - $26K
|
4.13K
$2.11M
|
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
54+ 5.81% |
$23.2K - $26K
|
983
$502K
|
|
|
May 10, 2024
Q1 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
54+ 4.86% |
$23.2K - $26K
|
1.17K
$596K
|
|
|
Apr 23, 2024
Q1 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
52+ 4.71% |
$22.3K - $25K
|
1.16K
$591K
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
52+ 10.02% |
$22.3K - $25K
|
571
$292K
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
52+ 4.56% |
$22.3K - $25K
|
1.19K
$609K
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
51+ 3.59% |
$21.9K - $24.5K
|
1.47K
$752K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
51+ 2.57% |
$21.9K - $24.5K
|
2.03K
$1.04M
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
51+ 0.74% |
$21.9K - $24.5K
|
6.9K
$3.53M
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
51+ 5.96% |
$21.9K - $24.5K
|
906
$463K
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
51+ 1.27% |
$21.9K - $24.5K
|
4.06K
$2.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
50+ 2.67% |
$21.5K - $24.1K
|
1.92K
$982K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
50+ 1.86% |
$21.5K - $24.1K
|
2.74K
$1.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
50+ 0.18% |
$21.5K - $24.1K
|
27.1K
$13.9M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
50+ 9.77% |
$21.5K - $24.1K
|
562
$287K
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
BUY
|
- |
50+ 1.9% |
$21.5K - $24.1K
|
2.68K
$1.37M
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
50+ 1.56% |
$21.5K - $24.1K
|
3.25K
$1.66M
|
|
|
Apr 10, 2024
Q1 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
49+ 2.47% |
$21K - $23.6K
|
2.03K
$1.04M
|
|
|
Apr 18, 2024
Q1 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
49+ 2.66% |
$21K - $23.6K
|
1.89K
$966K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
48+ 5.69% |
$20.6K - $23.1K
|
891
$455K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
48+ 1.44% |
$20.6K - $23.1K
|
3.38K
$1.73M
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
48+ 6.59% |
$20.6K - $23.1K
|
776
$397K
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
47+ 3.52% |
$20.2K - $22.6K
|
1.38K
$707K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
47+ 23.04% |
$20.2K - $22.6K
|
251
$128K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
47+ 6.75% |
$20.2K - $22.6K
|
743
$380K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
47+ 6.85% |
$20.2K - $22.6K
|
733
$375K
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
46+ 1.95% |
$19.8K - $22.1K
|
2.41K
$1.23M
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
BUY
|
- |
46+ 6.13% |
$19.8K - $22.1K
|
796
$407K
|
|
|
Apr 18, 2024
Q1 2024
|
Refined Wealth Management
|
BUY
|
- |
44+ 3.23% |
$18.9K - $21.2K
|
1.41K
$719K
|
|
|
Apr 22, 2024
Q1 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
44New |
$18.9K - $21.2K
|
44
$22.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
43+ 1.06% |
$18.5K - $20.7K
|
4.1K
$2.09M
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
42+ 4.67% |
$18K - $20.2K
|
942
$482K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
42+ 0.42% |
$18K - $20.2K
|
10.2K
$5.19M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
42+ 8.32% |
$18K - $20.2K
|
547
$280K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
42+ 0.25% |
$18K - $20.2K
|
17.1K
$8.76M
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
41+ 0.37% |
$17.6K - $19.7K
|
11.1K
$5.7M
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
BUY
|
- |
41+ 2.0% |
$17.6K - $19.7K
|
2.09K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
41+ 1.42% |
$17.6K - $19.7K
|
2.93K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
41+ 3.47% |
$17.6K - $19.7K
|
1.22K
$624K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
41+ 0.15% |
$17.6K - $19.7K
|
27.3K
$13.9M
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
40+ 2.83% |
$17.2K - $19.3K
|
1.45K
$743K
|
|
|
May 14, 2024
Q1 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
39+ 0.85% |
$16.7K - $18.8K
|
4.65K
$2.37M
|
|
|
Apr 08, 2024
Q1 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
38+ 0.11% |
$16.3K - $18.3K
|
34.6K
$17.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
38+ 1.69% |
$16.3K - $18.3K
|
2.29K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
38+ 0.29% |
$16.3K - $18.3K
|
13.1K
$6.67M
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
38+ 1.85% |
$16.3K - $18.3K
|
2.09K
$1.07M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
37+ 2.19% |
$15.9K - $17.8K
|
1.73K
$884K
|