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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
May 15, 2024
Q1 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-30- 2.34% |
$12.9K - $14.4K
|
1.25K
$640K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-31- 0.94% |
$13.3K - $14.9K
|
3.28K
$1.68M
|
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-31- 1.94% |
$13.3K - $14.9K
|
1.57K
$802K
|
|
|
Oct 29, 2024
Q1 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-31- 3.51% |
$13.3K - $14.9K
|
853
$436K
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-32- 0.51% |
$13.7K - $15.4K
|
6.19K
$3.16M
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-33- 1.89% |
$14.2K - $15.9K
|
1.72K
$877K
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
SELL
|
- |
-33- 2.29% |
$14.2K - $15.9K
|
1.41K
$719K
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
SELL
|
- |
-34- 2.96% |
$14.6K - $16.4K
|
1.11K
$569K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-34- 85.0% |
$14.6K - $16.4K
|
6
$3.07K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-35- 0.5% |
$15K - $16.8K
|
6.96K
$3.56M
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-35- 6.19% |
$15K - $16.8K
|
530
$271K
|
|
|
Apr 22, 2024
Q1 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-37- 2.0% |
$15.9K - $17.8K
|
1.81K
$925K
|
|
|
Apr 29, 2024
Q1 2024
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-37- 8.77% |
$15.9K - $17.8K
|
385
$197K
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-37- 5.54% |
$15.9K - $17.8K
|
631
$323K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-37- 4.01% |
$15.9K - $17.8K
|
885
$452K
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-38- 1.29% |
$16.3K - $18.3K
|
2.9K
$1.48M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-38- 5.93% |
$16.3K - $18.3K
|
603
$308K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-39- 1.17% |
$16.7K - $18.8K
|
3.29K
$1.68M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-40- 1.83% |
$17.2K - $19.3K
|
2.14K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-40- 0.56% |
$17.2K - $19.3K
|
7.11K
$3.63M
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-42- 3.45% |
$18K - $20.2K
|
1.18K
$601K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-42- 95.45% |
$18K - $20.2K
|
2
$1.02K
|
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-43- 0.74% |
$18.5K - $20.7K
|
5.76K
$2.94M
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-44- 0.95% |
$18.9K - $21.2K
|
4.59K
$2.35M
|
|
|
Feb 10, 2025
Q1 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-45- 0.36% |
$19.3K - $21.7K
|
12.4K
$6.34M
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-46- 1.54% |
$19.8K - $22.1K
|
2.95K
$1.51M
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-47- 7.01% |
$20.2K - $22.6K
|
623
$318K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-47- 1.17% |
$20.2K - $22.6K
|
3.96K
$2.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-47- 9.87% |
$20.2K - $22.6K
|
429
$219K
|
|
|
Apr 30, 2024
Q1 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-47- 0.26% |
$20.2K - $22.6K
|
18.3K
$9.33M
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-47- 1.95% |
$20.2K - $22.6K
|
2.36K
$1.21M
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-47- 0.41% |
$20.2K - $22.6K
|
11.5K
$5.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-48- 0.09% |
$20.6K - $23.1K
|
55.1K
$28.1M
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-48- 4.32% |
$20.6K - $23.1K
|
1.06K
$543K
|
|
|
Apr 18, 2024
Q1 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-50- 0.54% |
$21.5K - $24.1K
|
9.26K
$4.73M
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-50- 4.5% |
$21.5K - $24.1K
|
1.06K
$543K
|
|
|
May 02, 2024
Q1 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-50- 4.6% |
$21.5K - $24.1K
|
1.04K
$531K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-50- 0.95% |
$21.5K - $24.1K
|
5.21K
$2.66M
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-50- 4.78% |
$21.5K - $24.1K
|
995
$509K
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-50- 8.68% |
$21.5K - $24.1K
|
526
$269K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-51- 1.27% |
$21.9K - $24.5K
|
3.97K
$2.03M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-51- 0.57% |
$21.9K - $24.5K
|
8.87K
$4.53M
|
|
|
Apr 11, 2024
Q1 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-52- 5.37% |
$22.3K - $25K
|
917
$469K
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
SELL
|
- |
-54- 2.17% |
$23.2K - $26K
|
2.43K
$1.24M
|
|
|
Apr 11, 2024
Q1 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-55- 9.27% |
$23.6K - $26.5K
|
538
$275K
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-55- 2.23% |
$23.6K - $26.5K
|
2.42K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-55- 4.85% |
$23.6K - $26.5K
|
1.08K
$552K
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-56- 3.22% |
$24K - $27K
|
1.68K
$861K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-58- 0.44% |
$24.9K - $27.9K
|
13.2K
$6.75M
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-59- 7.22% |
$25.3K - $28.4K
|
758
$387K
|