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 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-3- 0.34% |
$1.29K - $1.44K
|
868
$476K
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-3- 0.25% |
$1.29K - $1.44K
|
1.2K
$657K
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-3- 0.46% |
$1.29K - $1.44K
|
649
$356K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-4- 1.83% |
$1.72K - $1.93K
|
214
$117K
|
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-4- 0.68% |
$1.72K - $1.93K
|
582
$319K
|
|
|
May 01, 2024
Q1 2024
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-4- 0.42% |
$1.72K - $1.93K
|
944
$517K
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-4- 0.17% |
$1.72K - $1.93K
|
2.39K
$1.31M
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-4- 11.76% |
$1.72K - $1.93K
|
30
$16.4K
|
|
|
May 15, 2024
Q1 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-4- 0.33% |
$1.72K - $1.93K
|
1.21K
$660K
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
SELL
|
- |
-4- 0.09% |
$1.72K - $1.93K
|
4.21K
$2.31M
|
|
|
Apr 11, 2024
Q1 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-5- 0.24% |
$2.15K - $2.41K
|
2.06K
$1.13M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-5- 0.64% |
$2.15K - $2.41K
|
774
$424K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-5- 0.06% |
$2.15K - $2.41K
|
8.98K
$4.92M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-5- 0.06% |
$2.15K - $2.41K
|
8.23K
$4.51M
|
|
|
May 08, 2024
Q1 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-5- 0.72% |
$2.15K - $2.41K
|
690
$378K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-5- 0.67% |
$2.15K - $2.41K
|
736
$403K
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-5- 0.35% |
$2.15K - $2.41K
|
1.42K
$778K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-6- 0.52% |
$2.58K - $2.89K
|
1.15K
$628K
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-6- 1.18% |
$2.58K - $2.89K
|
503
$276K
|
|
|
May 07, 2024
Q1 2024
|
Geometric Wealth Advisors
|
SELL
|
- |
-6- 0.26% |
$2.58K - $2.89K
|
2.3K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-6- 0.07% |
$2.58K - $2.89K
|
8.16K
$4.47M
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-7- 0.07% |
$3.01K - $3.37K
|
9.49K
$5.2M
|
|
|
May 08, 2024
Q1 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-7- 0.42% |
$3.01K - $3.37K
|
1.66K
$910K
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-8- 0.72% |
$3.44K - $3.85K
|
1.11K
$607K
|
|
|
Apr 25, 2024
Q1 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-8- 0.16% |
$3.44K - $3.85K
|
4.87K
$2.67M
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-8- 0.41% |
$3.44K - $3.85K
|
1.95K
$1.07M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-8- 1.3% |
$3.44K - $3.85K
|
609
$334K
|
|
|
May 14, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-8- 0.03% |
$3.44K - $3.85K
|
28.5K
$15.6M
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-8- 0.31% |
$3.44K - $3.85K
|
2.6K
$1.43M
|
|
|
Aug 20, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-8- 0.03% |
$3.44K - $3.85K
|
28.5K
$15.6M
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-8- 0.47% |
$3.44K - $3.85K
|
1.7K
$929K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-9- 0.67% |
$3.86K - $4.33K
|
1.34K
$734K
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-9- 0.21% |
$3.86K - $4.33K
|
4.25K
$2.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-9- 6.92% |
$3.86K - $4.33K
|
121
$66.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-9- 0.37% |
$3.86K - $4.33K
|
2.4K
$1.32M
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10- 1.23% |
$4.29K - $4.81K
|
804
$441K
|
|
|
Apr 24, 2024
Q1 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-10- 1.48% |
$4.29K - $4.81K
|
667
$366K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-10- 0.25% |
$4.29K - $4.81K
|
4K
$2.19M
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-11- 0.52% |
$4.72K - $5.29K
|
2.09K
$1.14M
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-11- 1.13% |
$4.72K - $5.29K
|
963
$528K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-11- 1.03% |
$4.72K - $5.29K
|
1.06K
$582K
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-12- 1.38% |
$5.15K - $5.78K
|
855
$469K
|
|
|
Apr 08, 2024
Q1 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-12- 4.48% |
$5.15K - $5.78K
|
256
$140K
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-12- 2.44% |
$5.15K - $5.78K
|
480
$263K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-12- 0.18% |
$5.15K - $5.78K
|
6.51K
$3.57M
|
|
|
May 09, 2024
Q1 2024
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-12- 2.48% |
$5.15K - $5.78K
|
472
$259K
|
|
|
May 29, 2025
Q1 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12- 0.61% |
$5.15K - $5.78K
|
1.97K
$1.08M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-13- 0.18% |
$5.58K - $6.26K
|
7.4K
$4.06M
|
|
|
Apr 18, 2024
Q1 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-13- 0.28% |
$5.58K - $6.26K
|
4.6K
$2.52M
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-13- 2.51% |
$5.58K - $6.26K
|
504
$276K
|