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 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
39.1KNew |
$16.8M - $18.8M
|
39.1K
$21.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
38.1K+ 10.25% |
$16.4M - $18.3M
|
410K
$227M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
37.9K+ 15.09% |
$16.3M - $18.2M
|
289K
$160M
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
36.3K+ 58.77% |
$15.6M - $17.5M
|
98.2K
$54.3M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
35.9K+ 12.39% |
$15.4M - $17.3M
|
326K
$180M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
35.2K+ 161.89% |
$15.1M - $17M
|
57K
$31.5M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
35.2K+ 26.5% |
$15.1M - $16.9M
|
168K
$92.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
34.6KNew |
$14.8M - $16.6M
|
34.6K
$19.1M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
34.3K+ 74.11% |
$14.7M - $16.5M
|
80.5K
$44.5M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
34.1K+ 1748.9% |
$14.7M - $16.4M
|
36.1K
$19.9M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
31.2K+ 52.11% |
$13.4M - $15M
|
91K
$50.3M
|
|
|
May 29, 2024
Q1 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
30.5KNew |
$13.1M - $14.7M
|
30.5K
$16.9M
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
29.5K+ 796.89% |
$12.7M - $14.2M
|
33.2K
$18.3M
|
|
|
May 15, 2024
Q1 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
28.5KNew |
$12.2M - $13.7M
|
28.5K
$15.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
28.5KNew |
$12.2M - $13.7M
|
28.5K
$15.7M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
28.4K+ 37.26% |
$12.2M - $13.7M
|
105K
$57.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
27.8K+ 22.59% |
$12M - $13.4M
|
151K
$83.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
27.8K+ 692.39% |
$11.9M - $13.4M
|
31.8K
$17.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.6K+ 1.45% |
$11.9M - $13.3M
|
1.93M
$1.07B
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
27K+ 115.0% |
$11.6M - $13M
|
50.5K
$27.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
26.8K+ 115.56% |
$11.5M - $12.9M
|
50.1K
$27.7M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
26.8K+ 18.12% |
$11.5M - $12.9M
|
175K
$96.5M
|
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
26.6KNew |
$11.4M - $12.8M
|
26.6K
$14.7M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
26.2K+ 94.76% |
$11.3M - $12.6M
|
53.9K
$29.8M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
25.3K+ 255.64% |
$10.9M - $12.2M
|
35.2K
$19.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
25.2K+ 23.62% |
$10.8M - $12.1M
|
132K
$72.8M
|
|
|
May 14, 2024
Q1 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
24.8KNew |
$10.6M - $11.9M
|
24.8K
$13.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
24.2K+ 11.94% |
$10.4M - $11.7M
|
227K
$125M
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
24.1KNew |
$10.3M - $11.6M
|
24.1K
$13.3M
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
23.7KNew |
$10.2M - $11.4M
|
23.7K
$13.1M
|
|
|
May 15, 2024
Q1 2024
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
23.6K+ 14.33% |
$10.1M - $11.3M
|
188K
$104M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
23.1K+ 73.09% |
$9.91M - $11.1M
|
54.6K
$30.2M
|
|
|
May 01, 2024
Q1 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
23K+ 114.94% |
$9.87M - $11.1M
|
43K
$23.8M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
22.8K+ 16.19% |
$9.81M - $11M
|
164K
$90.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
BUY
|
- |
22.3K+ 15.71% |
$9.6M - $10.8M
|
165K
$91M
|
|
|
May 15, 2024
Q1 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
22.3K+ 11.82% |
$9.58M - $10.7M
|
211K
$117M
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
22.3KNew |
$9.57M - $10.7M
|
22.3K
$12.3M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
22K+ 9.32% |
$9.45M - $10.6M
|
258K
$143M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
21.9KNew |
$9.41M - $10.5M
|
21.9K
$12.1M
|
|
|
May 01, 2024
Q1 2024
|
Fairfield University
|
BUY
|
- |
21.7K+ 15.36% |
$9.33M - $10.5M
|
163K
$90.2M
|
|
|
May 14, 2024
Q1 2024
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
21.7KNew |
$9.3M - $10.4M
|
21.7K
$12M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
21.6K+ 15.4% |
$9.28M - $10.4M
|
162K
$89.5M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
21.6K+ 25.77% |
$9.28M - $10.4M
|
105K
$58.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
21.6K+ 25.23% |
$9.26M - $10.4M
|
107K
$59.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Mayport, LLC
|
BUY
|
- |
21.3K+ 18.03% |
$9.14M - $10.2M
|
139K
$77.1M
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
21.2K+ 1.82% |
$9.11M - $10.2M
|
1.18M
$655M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
21K+ 2.24% |
$9.02M - $10.1M
|
959K
$530M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
21K+ 525.85% |
$9.01M - $10.1M
|
25K
$13.8M
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
20.5K+ 227.78% |
$8.8M - $9.87M
|
29.5K
$16.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
19.6K+ 27.15% |
$8.44M - $9.46M
|
92K
$50.9M
|