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 06, 2024
Q1 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-202- 15.17% |
$86.7K - $97.2K
|
1.13K
$625K
|
|
|
May 13, 2024
Q1 2024
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-202- 1.16% |
$86.7K - $97.2K
|
17.2K
$9.51M
|
|
|
Apr 17, 2024
Q1 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-203- 0.8% |
$87.2K - $97.7K
|
25.3K
$14M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-203- 1.17% |
$87.2K - $97.7K
|
17.1K
$9.47M
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-203- 3.47% |
$87.2K - $97.7K
|
5.65K
$3.12M
|
|
|
Apr 08, 2024
Q1 2024
|
Hoese & CO LLP
|
SELL
|
- |
-205- 1.27% |
$88K - $98.7K
|
16K
$8.83M
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-207- 1.5% |
$88.9K - $99.6K
|
13.6K
$7.5M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-209- 0.01% |
$89.8K - $101K
|
1.67M
$921M
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-212- 2.18% |
$91K - $102K
|
9.51K
$5.26M
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-212- 9.52% |
$91K - $102K
|
2.02K
$1.11M
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-215- 1.35% |
$92.3K - $103K
|
15.7K
$8.66M
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
SELL
|
- |
-216- 11.85% |
$92.8K - $104K
|
1.61K
$888K
|
|
|
May 08, 2024
Q1 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-218- 7.43% |
$93.6K - $105K
|
2.72K
$1.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-220- 1.22% |
$94.5K - $106K
|
17.8K
$9.86M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-221- 50.0% |
$94.9K - $106K
|
221
$122K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-221- 16.01% |
$94.9K - $106K
|
1.16K
$641K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-224- 3.92% |
$96.2K - $108K
|
5.49K
$3.04M
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-224- 1.82% |
$96.2K - $108K
|
12.1K
$6.67M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-224- 7.89% |
$96.2K - $108K
|
2.62K
$1.45M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-225- 5.59% |
$96.6K - $108K
|
3.8K
$2.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-225- 84.91% |
$96.6K - $108K
|
40
$22.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Meyer Handelman CO
|
SELL
|
- |
-227- 33.33% |
$97.5K - $109K
|
454
$251K
|
|
|
May 06, 2024
Q1 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-227- 2.59% |
$97.5K - $109K
|
8.55K
$4.73M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-229- 11.55% |
$98.3K - $110K
|
1.75K
$970K
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-232- 1.15% |
$99.6K - $112K
|
20K
$11.1M
|
|
|
May 13, 2024
Q1 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-236- 21.83% |
$101K - $114K
|
845
$467K
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-239- 1.65% |
$103K - $115K
|
14.2K
$7.88M
|
|
|
May 14, 2024
Q1 2024
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-240- 22.37% |
$103K - $116K
|
833
$460K
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-241- 9.45% |
$103K - $116K
|
2.31K
$1.28M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-242- 8.09% |
$104K - $116K
|
2.75K
$1.52M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-244- 1.27% |
$105K - $117K
|
19K
$10.5M
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-245- 6.78% |
$105K - $118K
|
3.37K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-248- 10.37% |
$106K - $119K
|
2.14K
$1.18M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-248- 0.31% |
$106K - $119K
|
78.9K
$43.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-251- 31.49% |
$108K - $121K
|
546
$302K
|
|
|
May 10, 2024
Q1 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-251- 7.24% |
$108K - $121K
|
3.22K
$1.78M
|
|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-252- 2.95% |
$108K - $121K
|
8.29K
$4.58M
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-253- 1.42% |
$109K - $122K
|
17.6K
$9.71M
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-254- 15.02% |
$109K - $122K
|
1.44K
$794K
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-258- 4.33% |
$111K - $124K
|
5.71K
$3.15M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-258- 10.4% |
$111K - $124K
|
2.22K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-260- 3.58% |
$112K - $125K
|
7.01K
$3.88M
|
|
|
May 03, 2024
Q1 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-261- 5.85% |
$112K - $126K
|
4.2K
$2.32M
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-267- 12.71% |
$115K - $129K
|
1.83K
$1.01M
|
|
|
May 01, 2024
Q1 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-269- 2.21% |
$116K - $129K
|
11.9K
$6.58M
|
|
|
Apr 25, 2024
Q1 2024
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-270- 13.3% |
$116K - $130K
|
1.76K
$973K
|
|
|
May 14, 2024
Q1 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-273- 23.8% |
$117K - $131K
|
874
$483K
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
SELL
|
- |
-277- 1.7% |
$119K - $133K
|
16K
$8.86M
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-277- 11.88% |
$119K - $133K
|
2.05K
$1.14M
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-277- 5.35% |
$119K - $133K
|
4.9K
$2.71M
|