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 30, 2024
Q1 2024
|
Matisse Capital
|
BUY
|
- |
23+ 3.2% |
$9.88K - $11.1K
|
742
$407K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
23+ 0.08% |
$9.88K - $11.1K
|
30.4K
$16.7M
|
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
23+ 1.74% |
$9.88K - $11.1K
|
1.34K
$737K
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
23+ 2.03% |
$9.88K - $11.1K
|
1.16K
$635K
|
|
|
May 15, 2024
Q1 2024
|
Innova Wealth Partners
|
BUY
|
- |
23+ 2.36% |
$9.88K - $11.1K
|
999
$547K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
23+ 0.07% |
$9.88K - $11.1K
|
31K
$17M
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
23+ 0.92% |
$9.88K - $11.1K
|
2.54K
$1.39M
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
22+ 0.1% |
$9.45K - $10.6K
|
22K
$12M
|
|
|
May 14, 2024
Q1 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
22+ 1.2% |
$9.45K - $10.6K
|
1.86K
$1.02M
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
21+ 8.97% |
$9.02K - $10.1K
|
255
$140K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
21+ 0.56% |
$9.02K - $10.1K
|
3.76K
$2.06M
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
21+ 2.57% |
$9.02K - $10.1K
|
839
$460K
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
20+ 21.98% |
$8.59K - $9.63K
|
111
$60.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
20+ 3.98% |
$8.59K - $9.63K
|
522
$286K
|
|
|
May 10, 2024
Q1 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
20+ 3.23% |
$8.59K - $9.63K
|
639
$350K
|
|
|
Oct 30, 2024
Q1 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
20+ 0.18% |
$8.59K - $9.63K
|
10.9K
$5.98M
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
19+ 1.31% |
$8.16K - $9.15K
|
1.47K
$806K
|
|
|
Apr 12, 2024
Q1 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
19+ 1.57% |
$8.16K - $9.15K
|
1.23K
$673K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
19+ 0.2% |
$8.16K - $9.15K
|
9.29K
$5.09M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
19+ 0.6% |
$8.16K - $9.15K
|
3.18K
$1.74M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
19+ 0.69% |
$8.16K - $9.15K
|
2.78K
$1.53M
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
BUY
|
- |
18+ 1.66% |
$7.73K - $8.66K
|
1.1K
$604K
|
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
18+ 2.54% |
$7.73K - $8.66K
|
727
$398K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
18+ 0.05% |
$7.73K - $8.66K
|
37.1K
$20.3M
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
17+ 1.11% |
$7.3K - $8.18K
|
1.55K
$848K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
17+ 0.14% |
$7.3K - $8.18K
|
12.4K
$6.78M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
17+ 8.72% |
$7.3K - $8.18K
|
212
$116K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
17New |
$7.3K - $8.18K
|
17
$9.32K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
17New |
$7.3K - $8.18K
|
17
$9.32K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
17+ 1.5% |
$7.3K - $8.18K
|
1.15K
$631K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
16+ 0.36% |
$6.87K - $7.7K
|
4.42K
$2.42M
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
16+ 0.97% |
$6.87K - $7.7K
|
1.67K
$913K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
16New |
$6.87K - $7.7K
|
16
$8.77K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
15+ 0.84% |
$6.44K - $7.22K
|
1.79K
$983K
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
15+ 2.33% |
$6.44K - $7.22K
|
660
$362K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
15New |
$6.44K - $7.22K
|
15
$8.22K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
15+ 1.62% |
$6.44K - $7.22K
|
943
$517K
|
|
|
May 13, 2024
Q1 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
15+ 0.88% |
$6.44K - $7.22K
|
1.71K
$939K
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
15+ 3.39% |
$6.44K - $7.22K
|
457
$250K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
15+ 0.2% |
$6.44K - $7.22K
|
7.49K
$4.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.62% |
$6.01K - $6.74K
|
2.26K
$1.24M
|
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
BUY
|
- |
14+ 2.76% |
$6.01K - $6.74K
|
521
$286K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
14+ 0.18% |
$6.01K - $6.74K
|
7.93K
$4.35M
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
BUY
|
- |
14+ 0.48% |
$6.01K - $6.74K
|
2.93K
$1.6M
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
14+ 17.28% |
$6.01K - $6.74K
|
95
$52.1K
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
14+ 1.17% |
$6.01K - $6.74K
|
1.21K
$665K
|
|
|
Apr 17, 2024
Q1 2024
|
Planning Alternatives LTD
|
BUY
|
- |
13+ 0.29% |
$5.58K - $6.26K
|
4.43K
$2.43M
|
|
|
Apr 18, 2024
Q1 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
13+ 0.02% |
$5.58K - $6.26K
|
73.4K
$40.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Shaker Investments LLC
|
BUY
|
- |
13+ 0.78% |
$5.58K - $6.26K
|
1.69K
$926K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
13+ 1.9% |
$5.58K - $6.26K
|
697
$382K
|