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
|
Jmac Enterprises LLC
|
BUY
|
- |
10+ 1.56% |
$4.29K - $4.81K
|
651
$356K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
10+ 6.1% |
$4.29K - $4.81K
|
174
$95K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
10+ 66.67% |
$4.29K - $4.81K
|
25
$13.7K
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
10+ 0.12% |
$4.29K - $4.81K
|
8.29K
$4.53M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
9+ 1.42% |
$3.86K - $4.33K
|
645
$352K
|
|
|
May 03, 2024
Q1 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
9+ 0.15% |
$3.86K - $4.33K
|
5.91K
$3.23M
|
|
|
May 09, 2024
Q1 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
9+ 0.28% |
$3.86K - $4.33K
|
3.25K
$1.77M
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
9+ 0.32% |
$3.86K - $4.33K
|
2.82K
$1.54M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
8+ 0.54% |
$3.44K - $3.85K
|
1.48K
$810K
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
8+ 0.11% |
$3.44K - $3.85K
|
7.61K
$4.15M
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
8New |
$3.44K - $3.85K
|
8
$4.37K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
8+ 0.3% |
$3.44K - $3.85K
|
2.67K
$1.46M
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
8+ 0.71% |
$3.44K - $3.85K
|
1.13K
$619K
|
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
7+ 0.3% |
$3.01K - $3.37K
|
2.37K
$1.29M
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
7+ 1.0% |
$3.01K - $3.37K
|
707
$386K
|
|
|
May 02, 2024
Q1 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
7New |
$3.01K - $3.37K
|
7
$3.82K
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
BUY
|
- |
7+ 0.32% |
$3.01K - $3.37K
|
2.19K
$1.2M
|
|
|
May 09, 2024
Q1 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
7+ 0.34% |
$3.01K - $3.37K
|
2.05K
$1.12M
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
6+ 2.71% |
$2.58K - $2.89K
|
227
$124K
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
6+ 0.43% |
$2.58K - $2.89K
|
1.4K
$763K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
6+ 0.08% |
$2.58K - $2.89K
|
7.38K
$4.03M
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
6+ 0.75% |
$2.58K - $2.89K
|
806
$440K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
6+ 0.13% |
$2.58K - $2.89K
|
4.68K
$2.56M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
6+ 0.22% |
$2.58K - $2.89K
|
2.7K
$1.48M
|
|
|
May 03, 2024
Q1 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
6+ 0.25% |
$2.58K - $2.89K
|
2.45K
$1.34M
|
|
|
May 15, 2024
Q1 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
6+ 0.45% |
$2.58K - $2.89K
|
1.34K
$733K
|
|
|
Apr 09, 2024
Q1 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
5+ 0.32% |
$2.15K - $2.41K
|
1.55K
$846K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5+ 1.0% |
$2.15K - $2.41K
|
505
$276K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
5+ 0.32% |
$2.15K - $2.41K
|
1.56K
$849K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
5+ 0.51% |
$2.15K - $2.41K
|
983
$537K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
5New |
$2.15K - $2.41K
|
5
$2.73K
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
5+ 0.25% |
$2.15K - $2.41K
|
2.04K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
5+ 0.43% |
$2.15K - $2.41K
|
1.16K
$633K
|
|
|
May 13, 2024
Q1 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
5+ 0.56% |
$2.15K - $2.41K
|
899
$491K
|
|
|
May 15, 2024
Q1 2024
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
5+ 0.11% |
$2.15K - $2.41K
|
4.4K
$2.4M
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
5+ 0.38% |
$2.15K - $2.41K
|
1.32K
$721K
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
5+ 0.92% |
$2.15K - $2.41K
|
547
$299K
|
|
|
Aug 13, 2024
Q1 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
5+ 0.29% |
$2.15K - $2.41K
|
1.71K
$931K
|
|
|
Aug 14, 2024
Q1 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
5+ 0.62% |
$2.15K - $2.41K
|
817
$446K
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4+ 0.69% |
$1.72K - $1.93K
|
587
$321K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
4+ 0.09% |
$1.72K - $1.93K
|
4.46K
$2.44M
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4+ 0.35% |
$1.72K - $1.93K
|
1.16K
$633K
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
4+ 0.17% |
$1.72K - $1.93K
|
2.41K
$1.31M
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
4+ 0.21% |
$1.72K - $1.93K
|
1.89K
$1.03M
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
4+ 0.33% |
$1.72K - $1.93K
|
1.21K
$661K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
4+ 0.19% |
$1.72K - $1.93K
|
2.11K
$1.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
4+ 0.02% |
$1.72K - $1.93K
|
16.7K
$9.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
4+ 0.1% |
$1.72K - $1.93K
|
4.16K
$2.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
4+ 0.22% |
$1.72K - $1.93K
|
1.86K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
4+ 1.42% |
$1.72K - $1.93K
|
286
$156K
|