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 22, 2024
Q1 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-175- 29.17% |
$75.2K - $84.2K
|
425
$217K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-178- 10.08% |
$76.4K - $85.7K
|
1.59K
$811K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-179- 7.62% |
$76.9K - $86.2K
|
2.17K
$1.11M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-181- 0.52% |
$77.7K - $87.1K
|
34.8K
$17.8M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-182- 13.6% |
$78.2K - $87.6K
|
1.16K
$591K
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-184- 2.19% |
$79K - $88.6K
|
8.21K
$4.19M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-186- 0.88% |
$79.9K - $89.5K
|
20.9K
$10.7M
|
|
|
May 02, 2024
Q1 2024
|
Suncoast Equity Management
|
SELL
|
- |
-186- 30.44% |
$79.9K - $89.5K
|
425
$217K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-187- 12.7% |
$80.3K - $90K
|
1.29K
$657K
|
|
|
Apr 12, 2024
Q1 2024
|
Flower City Capital
|
SELL
|
- |
-187- 0.83% |
$80.3K - $90K
|
22.3K
$11.4M
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-187- 0.31% |
$80.3K - $90K
|
60.7K
$31M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
SELL
|
- |
-187- 4.98% |
$80.3K - $90K
|
3.57K
$1.82M
|
|
|
Feb 13, 2025
Q1 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-187- 0.99% |
$80.3K - $90K
|
18.6K
$9.53M
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-188- 89.1% |
$80.7K - $90.5K
|
23
$11.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-190- 11.85% |
$81.6K - $91.5K
|
1.41K
$722K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-192- 6.41% |
$82.5K - $92.4K
|
2.8K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-193- 7.86% |
$82.9K - $92.9K
|
2.26K
$1.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-197- 0.93% |
$84.6K - $94.8K
|
21K
$10.8M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-197- 6.66% |
$84.6K - $94.8K
|
2.76K
$1.41M
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-198- 0.28% |
$85K - $95.3K
|
71.5K
$36.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-199- 13.36% |
$85.5K - $95.8K
|
1.29K
$660K
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-200- 39.92% |
$85.9K - $96.3K
|
301
$154K
|
|
|
Apr 26, 2024
Q1 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-200- 0.23% |
$85.9K - $96.3K
|
88.2K
$45.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-200- 1.89% |
$85.9K - $96.3K
|
10.4K
$5.32M
|
|
|
May 06, 2024
Q1 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-202- 15.17% |
$86.7K - $97.2K
|
1.13K
$578K
|
|
|
May 13, 2024
Q1 2024
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-202- 1.16% |
$86.7K - $97.2K
|
17.2K
$8.79M
|
|
|
Apr 17, 2024
Q1 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-203- 0.8% |
$87.2K - $97.7K
|
25.3K
$12.9M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-203- 1.17% |
$87.2K - $97.7K
|
17.1K
$8.76M
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-203- 3.47% |
$87.2K - $97.7K
|
5.65K
$2.89M
|
|
|
Apr 08, 2024
Q1 2024
|
Hoese & CO LLP
|
SELL
|
- |
-205- 1.27% |
$88K - $98.7K
|
16K
$8.16M
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-207- 1.5% |
$88.9K - $99.6K
|
13.6K
$6.94M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-209- 0.01% |
$89.8K - $101K
|
1.67M
$852M
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-212- 2.18% |
$91K - $102K
|
9.51K
$4.86M
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-212- 9.52% |
$91K - $102K
|
2.02K
$1.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-215- 1.35% |
$92.3K - $103K
|
15.7K
$8.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
SELL
|
- |
-216- 11.85% |
$92.8K - $104K
|
1.61K
$821K
|
|
|
May 08, 2024
Q1 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-218- 7.43% |
$93.6K - $105K
|
2.72K
$1.39M
|
|
|
Apr 16, 2024
Q1 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-220- 1.22% |
$94.5K - $106K
|
17.8K
$9.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-221- 50.0% |
$94.9K - $106K
|
221
$113K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-221- 16.01% |
$94.9K - $106K
|
1.16K
$592K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-224- 3.92% |
$96.2K - $108K
|
5.49K
$2.81M
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-224- 1.82% |
$96.2K - $108K
|
12.1K
$6.17M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-224- 7.89% |
$96.2K - $108K
|
2.62K
$1.34M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-225- 5.59% |
$96.6K - $108K
|
3.8K
$1.94M
|
|
|
Apr 16, 2024
Q1 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-225- 84.91% |
$96.6K - $108K
|
40
$20.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Meyer Handelman CO
|
SELL
|
- |
-227- 33.33% |
$97.5K - $109K
|
454
$232K
|
|
|
May 06, 2024
Q1 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-227- 2.59% |
$97.5K - $109K
|
8.55K
$4.37M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-229- 11.55% |
$98.3K - $110K
|
1.75K
$897K
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-232- 1.15% |
$99.6K - $112K
|
20K
$10.2M
|
|
|
May 13, 2024
Q1 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-236- 21.83% |
$101K - $114K
|
845
$432K
|