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 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
19.6K+ 3.48% |
$8.4M - $9.42M
|
582K
$322M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
19.3KNew |
$8.28M - $9.28M
|
19.3K
$10.7M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
18.8K+ 16.38% |
$8.06M - $9.03M
|
133K
$73.7M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
18.6K+ 18.08% |
$7.99M - $8.96M
|
122K
$67.2M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
18.4K+ 6.73% |
$7.9M - $8.85M
|
292K
$161M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
18.3K+ 56.02% |
$7.87M - $8.83M
|
51.1K
$28.2M
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
18.2K+ 18.4% |
$7.81M - $8.75M
|
117K
$64.7M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
18.1K+ 4.59% |
$7.78M - $8.72M
|
413K
$228M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
17.6KNew |
$7.57M - $8.49M
|
17.6K
$9.75M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
17.6K+ 37.73% |
$7.57M - $8.49M
|
64.4K
$35.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Thomist Capital Management, LP
Houston, TX |
BUY
|
- |
17.5K+ 152.14% |
$7.51M - $8.42M
|
29K
$16M
|
|
|
Apr 24, 2024
Q1 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
17.1K+ 26.31% |
$7.33M - $8.22M
|
82K
$45.3M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
16.9K+ 331.43% |
$7.24M - $8.12M
|
22K
$12.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
16.8K+ 6.86% |
$7.21M - $8.09M
|
262K
$145M
|
|
|
May 01, 2024
Q1 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
16.7KNew |
$7.17M - $8.04M
|
16.7K
$9.23M
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
16.6K+ 1495.15% |
$7.15M - $8.01M
|
17.8K
$9.81M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
16.6K+ 94.85% |
$7.13M - $7.99M
|
34.1K
$18.9M
|
|
|
May 13, 2024
Q1 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
16.3K+ 114.58% |
$6.98M - $7.83M
|
30.5K
$16.8M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
15.6KNew |
$6.71M - $7.52M
|
15.6K
$8.64M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
15.5KNew |
$6.66M - $7.47M
|
15.5K
$8.57M
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
15.3K+ 6.41% |
$6.56M - $7.35M
|
253K
$140M
|
|
|
Apr 26, 2024
Q1 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
15.3K+ 6.41% |
$6.56M - $7.35M
|
253K
$140M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.2K+ 5.52% |
$6.52M - $7.31M
|
290K
$161M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
15.2K+ 119.31% |
$6.51M - $7.3M
|
27.9K
$15.4M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
15.1K+ 17152.27% |
$6.48M - $7.27M
|
15.2K
$8.39M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
15KNew |
$6.44M - $7.22M
|
15K
$8.29M
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
15K+ 49.6% |
$6.44M - $7.21M
|
45.2K
$25M
|
|
|
May 10, 2024
Q1 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
14.7K+ 13.9% |
$6.33M - $7.1M
|
121K
$66.8M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
14.7K+ 124.81% |
$6.3M - $7.07M
|
26.4K
$14.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
14.6K+ 7.54% |
$6.29M - $7.05M
|
209K
$115M
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO
|
BUY
|
- |
14.6K+ 6.98% |
$6.27M - $7.03M
|
224K
$124M
|
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
14.5K+ 35.61% |
$6.24M - $7M
|
55.4K
$30.6M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
14.5K+ 1.15% |
$6.24M - $7M
|
1.28M
$710M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
14.5K+ 106.39% |
$6.22M - $6.98M
|
28.1K
$15.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
14.4K+ 11.25% |
$6.19M - $6.93M
|
142K
$78.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
14.3K+ 3.14% |
$6.12M - $6.86M
|
468K
$259M
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
14.2K+ 602.29% |
$6.11M - $6.84M
|
16.6K
$9.17M
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
13.8K+ 629.95% |
$5.92M - $6.63M
|
16K
$8.83M
|
|
|
Jul 10, 2024
Q1 2024
|
Oak Root LLC
Santa Barbara, CA |
BUY
|
- |
13.7K+ 21.15% |
$5.87M - $6.58M
|
78.3K
$43.3M
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
13.4K+ 2.58% |
$5.77M - $6.47M
|
535K
$296M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
13.4K+ 255.36% |
$5.75M - $6.45M
|
18.6K
$10.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
13.2K+ 1.01% |
$5.69M - $6.37M
|
1.32M
$729M
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
13.2K+ 41.4% |
$5.65M - $6.34M
|
45K
$24.9M
|
|
|
Aug 13, 2024
Q1 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
12.7K+ 27.92% |
$5.45M - $6.11M
|
58.1K
$32.1M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
12.5K+ 1.44% |
$5.38M - $6.03M
|
882K
$487M
|
|
|
Apr 15, 2024
Q1 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
12.4K+ 9.29% |
$5.34M - $5.99M
|
146K
$80.9M
|
|
|
May 15, 2024
Q1 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
12.4KNew |
$5.31M - $5.95M
|
12.4K
$6.83M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.3K+ 22.35% |
$5.29M - $5.93M
|
67.4K
$37.3M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
12.3K+ 8.15% |
$5.28M - $5.92M
|
163K
$90.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
12.3K+ 11.75% |
$5.27M - $5.91M
|
117K
$64.6M
|