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 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
5+ 0.38% |
$2.15K - $2.41K
|
1.32K
$675K
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
5+ 0.92% |
$2.15K - $2.41K
|
547
$280K
|
|
|
Aug 13, 2024
Q1 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
5+ 0.29% |
$2.15K - $2.41K
|
1.71K
$872K
|
|
|
Aug 14, 2024
Q1 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
5+ 0.62% |
$2.15K - $2.41K
|
817
$418K
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4+ 0.69% |
$1.72K - $1.93K
|
587
$300K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
4+ 0.09% |
$1.72K - $1.93K
|
4.46K
$2.28M
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4+ 0.35% |
$1.72K - $1.93K
|
1.16K
$592K
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
4+ 0.17% |
$1.72K - $1.93K
|
2.41K
$1.23M
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
4+ 0.21% |
$1.72K - $1.93K
|
1.89K
$967K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
4+ 0.33% |
$1.72K - $1.93K
|
1.21K
$619K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
4+ 0.19% |
$1.72K - $1.93K
|
2.11K
$1.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
4+ 0.02% |
$1.72K - $1.93K
|
16.7K
$8.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
4+ 0.1% |
$1.72K - $1.93K
|
4.16K
$2.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
4+ 0.22% |
$1.72K - $1.93K
|
1.86K
$953K
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
4+ 1.42% |
$1.72K - $1.93K
|
286
$146K
|
|
|
May 10, 2024
Q1 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
3+ 0.14% |
$1.29K - $1.44K
|
2.18K
$1.11M
|
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
3+ 0.53% |
$1.29K - $1.44K
|
570
$291K
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3+ 0.06% |
$1.29K - $1.44K
|
4.96K
$2.54M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$1.29K - $1.44K
|
7.19K
$3.68M
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
3+ 0.16% |
$1.29K - $1.44K
|
1.84K
$941K
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.11% |
$1.29K - $1.44K
|
2.76K
$1.41M
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
3+ 0.3% |
$1.29K - $1.44K
|
1.01K
$518K
|
|
|
Apr 26, 2024
Q1 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
3+ 0.2% |
$1.29K - $1.44K
|
1.47K
$751K
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
3+ 0.58% |
$1.29K - $1.44K
|
519
$265K
|
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
3+ 0.33% |
$1.29K - $1.44K
|
901
$461K
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
3+ 0.08% |
$1.29K - $1.44K
|
3.9K
$2M
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
BUY
|
- |
3+ 0.15% |
$1.29K - $1.44K
|
2.07K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
3+ 3.57% |
$1.29K - $1.44K
|
87
$44.5K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3+ 0.28% |
$1.29K - $1.44K
|
1.07K
$548K
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3+ 0.11% |
$1.29K - $1.44K
|
2.66K
$1.36M
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
3+ 0.28% |
$1.29K - $1.44K
|
1.08K
$552K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3+ 0.54% |
$1.29K - $1.44K
|
560
$286K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
2+ 1.65% |
$859 - $963
|
123
$62.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
2+ 0.32% |
$859 - $963
|
634
$324K
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2+ 0.09% |
$859 - $963
|
2.29K
$1.17M
|
|
|
Apr 15, 2024
Q1 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
2+ 0.26% |
$859 - $963
|
763
$390K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2+ 0.21% |
$859 - $963
|
976
$499K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
2+ 0.05% |
$859 - $963
|
4.14K
$2.12M
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
2+ 0.12% |
$859 - $963
|
1.64K
$836K
|
|
|
Apr 18, 2024
Q1 2024
|
626 Financial, LLC
|
BUY
|
- |
2+ 0.19% |
$859 - $963
|
1.07K
$548K
|
|
|
Apr 19, 2024
Q1 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
2+ 0.18% |
$859 - $963
|
1.09K
$555K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
2New |
$859 - $963
|
2
$1.02K
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
2+ 0.08% |
$859 - $963
|
2.59K
$1.32M
|
|
|
Apr 22, 2024
Q1 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
2+ 0.25% |
$859 - $963
|
809
$414K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
2+ 7.14% |
$859 - $963
|
30
$15.3K
|
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
2+ 0.14% |
$859 - $963
|
1.38K
$707K
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
BUY
|
- |
2+ 0.18% |
$859 - $963
|
1.13K
$575K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2+ 0.38% |
$859 - $963
|
525
$268K
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2+ 0.03% |
$859 - $963
|
6.16K
$3.15M
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2+ 1.72% |
$859 - $963
|
118
$60.3K
|