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 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-59- 2.91% |
$25.3K - $28.4K
|
1.97K
$1.01M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-59- 5.46% |
$25.3K - $28.4K
|
1.02K
$522K
|
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-60- 1.54% |
$25.8K - $28.9K
|
3.84K
$1.96M
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-60- 5.36% |
$25.8K - $28.9K
|
1.06K
$541K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-60- 1.69% |
$25.8K - $28.9K
|
3.5K
$1.79M
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-61- 12.3% |
$26.2K - $29.4K
|
435
$222K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-62- 1.19% |
$26.6K - $29.8K
|
5.15K
$2.63M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-62- 0.19% |
$26.6K - $29.8K
|
33.2K
$17M
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-63- 11.54% |
$27.1K - $30.3K
|
483
$247K
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-63- 5.0% |
$27.1K - $30.3K
|
1.2K
$612K
|
|
|
Sep 27, 2024
Q1 2024
|
Sage Advisors, LLC
Boulder, CO |
SELL
|
- |
-63- 12.0% |
$27.1K - $30.3K
|
462
$236K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-64- 2.2% |
$27.5K - $30.8K
|
2.85K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-64- 92.75% |
$27.5K - $30.8K
|
5
$2.56K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-65- 0.19% |
$27.9K - $31.3K
|
34.1K
$17.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-65- 2.16% |
$27.9K - $31.3K
|
2.95K
$1.51M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-65- 0.28% |
$27.9K - $31.3K
|
23K
$11.7M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-65- 1.74% |
$27.9K - $31.3K
|
3.67K
$1.88M
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-66- 3.44% |
$28.3K - $31.8K
|
1.85K
$948K
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-66- 3.69% |
$28.3K - $31.8K
|
1.72K
$881K
|
|
|
May 13, 2024
Q1 2024
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-66- 0.02% |
$28.3K - $31.8K
|
365K
$186M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-67- 5.38% |
$28.8K - $32.3K
|
1.18K
$602K
|
|
|
May 15, 2024
Q1 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-68- 2.45% |
$29.2K - $32.7K
|
2.71K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-69- 1.9% |
$29.6K - $33.2K
|
3.57K
$1.82M
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-71- 2.64% |
$30.5K - $34.2K
|
2.62K
$1.34M
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-72- 2.71% |
$30.9K - $34.7K
|
2.59K
$1.32M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-73- 0.07% |
$31.3K - $35.1K
|
107K
$54.9M
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-73- 4.32% |
$31.3K - $35.1K
|
1.62K
$827K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-74- 7.76% |
$31.8K - $35.6K
|
880
$450K
|
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-74- 13.83% |
$31.8K - $35.6K
|
461
$236K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-75- 6.35% |
$32.2K - $36.1K
|
1.11K
$566K
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-75- 10.53% |
$32.2K - $36.1K
|
637
$326K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-75- 0.08% |
$32.2K - $36.1K
|
90.6K
$46.3M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-75- 4.07% |
$32.2K - $36.1K
|
1.77K
$904K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-75- 0.35% |
$32.2K - $36.1K
|
21.3K
$10.9M
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-75- 2.36% |
$32.2K - $36.1K
|
3.1K
$1.58M
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-75- 3.74% |
$32.2K - $36.1K
|
1.93K
$986K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-76- 5.26% |
$32.6K - $36.6K
|
1.37K
$700K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-76- 0.57% |
$32.6K - $36.6K
|
13.2K
$6.75M
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-76- 2.99% |
$32.6K - $36.6K
|
2.46K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-76- 0.89% |
$32.6K - $36.6K
|
8.5K
$4.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-78- 0.45% |
$33.5K - $37.5K
|
17.3K
$8.83M
|
|
|
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-78- 5.66% |
$33.5K - $37.5K
|
1.3K
$665K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-80- 12.33% |
$34.4K - $38.5K
|
569
$291K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-80- 2.75% |
$34.4K - $38.5K
|
2.83K
$1.45M
|
|
|
May 09, 2024
Q1 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-80- 13.11% |
$34.4K - $38.5K
|
530
$271K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-82- 7.75% |
$35.2K - $39.5K
|
976
$499K
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-83- 0.68% |
$35.6K - $40K
|
12K
$6.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-84- 5.97% |
$36.1K - $40.4K
|
1.32K
$677K
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-84- 1.92% |
$36.1K - $40.4K
|
4.3K
$2.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-85- 3.34% |
$36.5K - $40.9K
|
2.46K
$1.26M
|