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 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-239- 1.65% |
$103K - $115K
|
14.2K
$7.28M
|
|
|
May 14, 2024
Q1 2024
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-240- 22.37% |
$103K - $116K
|
833
$426K
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-241- 9.45% |
$103K - $116K
|
2.31K
$1.18M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-242- 8.09% |
$104K - $116K
|
2.75K
$1.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-244- 1.27% |
$105K - $117K
|
19K
$9.72M
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-245- 6.78% |
$105K - $118K
|
3.37K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-248- 10.37% |
$106K - $119K
|
2.14K
$1.1M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-248- 0.31% |
$106K - $119K
|
78.9K
$40.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-251- 31.49% |
$108K - $121K
|
546
$279K
|
|
|
May 10, 2024
Q1 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-251- 7.24% |
$108K - $121K
|
3.22K
$1.64M
|
|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-252- 2.95% |
$108K - $121K
|
8.29K
$4.24M
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-253- 1.42% |
$109K - $122K
|
17.6K
$8.98M
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-254- 15.02% |
$109K - $122K
|
1.44K
$735K
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-258- 4.33% |
$111K - $124K
|
5.71K
$2.92M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-258- 10.4% |
$111K - $124K
|
2.22K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-260- 3.58% |
$112K - $125K
|
7.01K
$3.58M
|
|
|
May 03, 2024
Q1 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-261- 5.85% |
$112K - $126K
|
4.2K
$2.15M
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-267- 12.71% |
$115K - $129K
|
1.83K
$937K
|
|
|
May 01, 2024
Q1 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-269- 2.21% |
$116K - $129K
|
11.9K
$6.08M
|
|
|
Apr 25, 2024
Q1 2024
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-270- 13.3% |
$116K - $130K
|
1.76K
$900K
|
|
|
May 14, 2024
Q1 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-273- 23.8% |
$117K - $131K
|
874
$447K
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
SELL
|
- |
-277- 1.7% |
$119K - $133K
|
16K
$8.19M
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-277- 11.88% |
$119K - $133K
|
2.05K
$1.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-277- 5.35% |
$119K - $133K
|
4.9K
$2.51M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-278- 0.5% |
$119K - $134K
|
54.8K
$28M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-280- 3.49% |
$120K - $135K
|
7.75K
$3.96M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-281- 2.47% |
$121K - $135K
|
11.1K
$5.68M
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-281- 3.68% |
$121K - $135K
|
7.35K
$3.76M
|
|
|
Apr 01, 2025
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-281- 0.79% |
$121K - $135K
|
35.1K
$18M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-284- 4.96% |
$122K - $137K
|
5.44K
$2.78M
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-285- 24.57% |
$122K - $137K
|
875
$447K
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-287- 15.62% |
$123K - $138K
|
1.55K
$792K
|
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-288- 9.96% |
$124K - $139K
|
2.61K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-288- 9.96% |
$124K - $139K
|
2.61K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-290- 8.34% |
$125K - $140K
|
3.19K
$1.63M
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-290- 16.47% |
$125K - $140K
|
1.47K
$752K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-291- 0.63% |
$125K - $140K
|
46K
$23.5M
|
|
|
May 14, 2024
Q1 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-292- 25.11% |
$125K - $141K
|
871
$445K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-293- 10.41% |
$126K - $141K
|
2.52K
$1.29M
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-296- 3.09% |
$127K - $142K
|
9.29K
$4.75M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-298- 15.02% |
$128K - $143K
|
1.69K
$862K
|
|
|
Apr 22, 2024
Q1 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-299- 8.09% |
$128K - $144K
|
3.4K
$1.74M
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-299- 11.56% |
$128K - $144K
|
2.29K
$1.17M
|
|
|
Jan 14, 2025
Q1 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-299- 2.07% |
$128K - $144K
|
14.2K
$7.24M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-300- 2.62% |
$129K - $144K
|
11.1K
$5.69M
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-301- 17.58% |
$129K - $145K
|
1.41K
$721K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-302- 17.92% |
$130K - $145K
|
1.38K
$707K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-303- 3.48% |
$130K - $146K
|
8.4K
$4.29M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-307- 18.3% |
$132K - $148K
|
1.37K
$701K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-312- 3.97% |
$134K - $150K
|
7.54K
$3.85M
|