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
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-278- 0.5% |
$119K - $134K
|
54.8K
$30.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-280- 3.49% |
$120K - $135K
|
7.75K
$4.28M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-281- 2.47% |
$121K - $135K
|
11.1K
$6.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-281- 3.68% |
$121K - $135K
|
7.35K
$4.07M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-284- 4.96% |
$122K - $137K
|
5.44K
$3.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-285- 24.57% |
$122K - $137K
|
875
$484K
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-287- 15.62% |
$123K - $138K
|
1.55K
$857K
|
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-288- 9.96% |
$124K - $139K
|
2.61K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-288- 9.96% |
$124K - $139K
|
2.61K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-290- 8.34% |
$125K - $140K
|
3.19K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-290- 16.47% |
$125K - $140K
|
1.47K
$813K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-291- 0.63% |
$125K - $140K
|
46K
$25.4M
|
|
|
May 14, 2024
Q1 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-292- 25.11% |
$125K - $141K
|
871
$481K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-293- 10.41% |
$126K - $141K
|
2.52K
$1.39M
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-296- 3.09% |
$127K - $142K
|
9.29K
$5.14M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-298- 15.02% |
$128K - $143K
|
1.69K
$932K
|
|
|
Apr 22, 2024
Q1 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-299- 8.09% |
$128K - $144K
|
3.4K
$1.88M
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-299- 11.56% |
$128K - $144K
|
2.29K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-300- 2.62% |
$129K - $144K
|
11.1K
$6.16M
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-301- 17.58% |
$129K - $145K
|
1.41K
$780K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-302- 17.92% |
$130K - $145K
|
1.38K
$765K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-303- 3.48% |
$130K - $146K
|
8.4K
$4.64M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-307- 18.3% |
$132K - $148K
|
1.37K
$758K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-312- 3.97% |
$134K - $150K
|
7.54K
$4.17M
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-314- 11.93% |
$135K - $151K
|
2.32K
$1.28M
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-315- 1.11% |
$135K - $152K
|
28K
$15.5M
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-316- 32.05% |
$136K - $152K
|
670
$370K
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-317- 0.94% |
$136K - $153K
|
33.6K
$18.6M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-320- 4.46% |
$137K - $154K
|
6.85K
$3.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-323- 27.65% |
$139K - $155K
|
845
$467K
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
SELL
|
- |
-328- 4.31% |
$141K - $158K
|
7.28K
$4.02M
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-329- 6.8% |
$141K - $158K
|
4.51K
$2.49M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-331- 4.54% |
$142K - $159K
|
6.96K
$3.85M
|
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-335- 17.42% |
$144K - $161K
|
1.59K
$878K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-337- 12.96% |
$145K - $162K
|
2.26K
$1.25M
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-338- 3.22% |
$145K - $163K
|
10.2K
$5.62M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-338- 3.84% |
$145K - $163K
|
8.46K
$4.67M
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-339- 19.02% |
$146K - $163K
|
1.44K
$798K
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-350- 34.28% |
$150K - $168K
|
671
$371K
|
|
|
Apr 18, 2024
Q1 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-352- 1.88% |
$151K - $169K
|
18.3K
$10.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-359- 36.52% |
$154K - $173K
|
624
$345K
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-360- 26.97% |
$155K - $173K
|
975
$539K
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-365- 10.2% |
$157K - $176K
|
3.21K
$1.78M
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-367- 4.03% |
$158K - $177K
|
8.74K
$4.83M
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-370- 5.57% |
$159K - $178K
|
6.27K
$3.47M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-371- 2.91% |
$159K - $179K
|
12.4K
$6.83M
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-373- 3.4% |
$160K - $180K
|
10.6K
$5.86M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-374- 2.44% |
$161K - $180K
|
15K
$8.28M
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-375- 24.56% |
$161K - $181K
|
1.15K
$637K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-384- 3.45% |
$165K - $185K
|
10.7K
$5.94M
|