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 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-146- 1.14% |
$62.7K - $70.3K
|
12.6K
$6.97M
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-147- 9.95% |
$63.1K - $70.8K
|
1.33K
$736K
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-150- 3.58% |
$64.4K - $72.2K
|
4.04K
$2.24M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-154- 4.1% |
$66.1K - $74.1K
|
3.6K
$1.99M
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-154- 3.65% |
$66.1K - $74.1K
|
4.07K
$2.25M
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-154- 6.75% |
$66.1K - $74.1K
|
2.13K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-156- 5.45% |
$67K - $75.1K
|
2.71K
$1.5M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-156- 16.56% |
$67K - $75.1K
|
786
$435K
|
|
|
May 01, 2024
Q1 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-157- 1.36% |
$67.4K - $75.6K
|
11.4K
$6.29M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-157- 9.51% |
$67.4K - $75.6K
|
1.49K
$826K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-157- 0.19% |
$67.4K - $75.6K
|
80.8K
$44.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-159- 6.97% |
$68.3K - $76.5K
|
2.12K
$1.17M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-159- 1.28% |
$68.3K - $76.5K
|
12.3K
$6.79M
|
|
|
Apr 12, 2024
Q1 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-160- 14.87% |
$68.7K - $77K
|
916
$506K
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-160- 4.06% |
$68.7K - $77K
|
3.78K
$2.09M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-162- 1.67% |
$69.6K - $78K
|
9.54K
$5.27M
|
|
|
Sep 23, 2024
Q1 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-163- 28.1% |
$70K - $78.5K
|
417
$231K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-165- 0.37% |
$70.9K - $79.4K
|
44.9K
$24.8M
|
|
|
May 13, 2024
Q1 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-165- 3.02% |
$70.9K - $79.4K
|
5.3K
$2.93M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-166- 1.21% |
$71.3K - $79.9K
|
13.5K
$7.48M
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-166- 1.97% |
$71.3K - $79.9K
|
8.27K
$4.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-167- 4.35% |
$71.7K - $80.4K
|
3.67K
$2.03M
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-169- 0.5% |
$72.6K - $81.3K
|
33.4K
$18.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-171- 0.95% |
$73.4K - $82.3K
|
17.8K
$9.82M
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-173- 0.66% |
$74.3K - $83.3K
|
26K
$14.4M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-174- 3.56% |
$74.7K - $83.8K
|
4.72K
$2.61M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-174- 1.31% |
$74.7K - $83.8K
|
13.1K
$7.23M
|
|
|
May 22, 2024
Q1 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-175- 29.17% |
$75.2K - $84.2K
|
425
$235K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-178- 10.08% |
$76.4K - $85.7K
|
1.59K
$877K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-179- 7.62% |
$76.9K - $86.2K
|
2.17K
$1.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-181- 0.52% |
$77.7K - $87.1K
|
34.8K
$19.3M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-182- 13.6% |
$78.2K - $87.6K
|
1.16K
$639K
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-184- 2.19% |
$79K - $88.6K
|
8.21K
$4.54M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-186- 0.88% |
$79.9K - $89.5K
|
20.9K
$11.6M
|
|
|
May 02, 2024
Q1 2024
|
Suncoast Equity Management
|
SELL
|
- |
-186- 30.44% |
$79.9K - $89.5K
|
425
$235K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-187- 12.7% |
$80.3K - $90K
|
1.29K
$710K
|
|
|
Apr 12, 2024
Q1 2024
|
Flower City Capital
|
SELL
|
- |
-187- 0.83% |
$80.3K - $90K
|
22.3K
$12.3M
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-187- 0.31% |
$80.3K - $90K
|
60.7K
$33.5M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
SELL
|
- |
-187- 4.98% |
$80.3K - $90K
|
3.57K
$1.97M
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-188- 89.1% |
$80.7K - $90.5K
|
23
$12.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-190- 11.85% |
$81.6K - $91.5K
|
1.41K
$781K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-192- 6.41% |
$82.5K - $92.4K
|
2.8K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-193- 7.86% |
$82.9K - $92.9K
|
2.26K
$1.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-197- 0.93% |
$84.6K - $94.8K
|
21K
$11.6M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-197- 6.66% |
$84.6K - $94.8K
|
2.76K
$1.53M
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-198- 0.28% |
$85K - $95.3K
|
71.5K
$39.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-199- 13.36% |
$85.5K - $95.8K
|
1.29K
$714K
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-200- 39.92% |
$85.9K - $96.3K
|
301
$166K
|
|
|
Apr 26, 2024
Q1 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-200- 0.23% |
$85.9K - $96.3K
|
88.2K
$48.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-200- 1.89% |
$85.9K - $96.3K
|
10.4K
$5.75M
|