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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-384- 12.3% |
$165K - $185K
|
2.74K
$1.51M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-388- 8.09% |
$167K - $187K
|
4.41K
$2.44M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-390- 3.49% |
$167K - $188K
|
10.8K
$5.95M
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-394- 3.1% |
$169K - $190K
|
12.3K
$6.8M
|
|
|
Oct 09, 2024
Q1 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-394- 7.9% |
$169K - $190K
|
4.59K
$2.54M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-396- 0.39% |
$170K - $191K
|
102K
$56.4M
|
|
|
May 06, 2024
Q1 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-397- 27.3% |
$170K - $191K
|
1.06K
$584K
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-401- 3.15% |
$172K - $193K
|
12.3K
$6.83M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-420- 0.45% |
$180K - $202K
|
91.9K
$50.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-421- 0.28% |
$181K - $203K
|
152K
$83.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-424- 2.57% |
$182K - $204K
|
16.1K
$8.88M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-426- 17.78% |
$183K - $205K
|
1.97K
$1.09M
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-431- 2.29% |
$185K - $207K
|
18.4K
$10.1M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-434- 17.28% |
$186K - $209K
|
2.08K
$1.15M
|
|
|
May 08, 2024
Q1 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-435- 28.34% |
$187K - $209K
|
1.1K
$608K
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-435- 22.38% |
$187K - $209K
|
1.51K
$834K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-441- 19.1% |
$189K - $212K
|
1.87K
$1.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-443- 6.68% |
$190K - $213K
|
6.19K
$3.42M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-443- 4.19% |
$190K - $213K
|
10.1K
$5.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-444- 2.3% |
$191K - $214K
|
18.8K
$10.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-444- 20.85% |
$191K - $214K
|
1.69K
$932K
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-455- 30.07% |
$195K - $219K
|
1.06K
$585K
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-461- 11.39% |
$198K - $222K
|
3.59K
$1.98M
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-467- 0.61% |
$201K - $225K
|
75.7K
$41.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-473- 26.47% |
$203K - $228K
|
1.31K
$726K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-480- 2.67% |
$206K - $231K
|
17.5K
$9.67M
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-480- 30.08% |
$206K - $231K
|
1.12K
$617K
|
|
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-482- 18.85% |
$207K - $232K
|
2.08K
$1.15M
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-482- 1.97% |
$207K - $232K
|
24K
$13.3M
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-488- 7.96% |
$210K - $235K
|
5.64K
$3.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-491- 10.25% |
$211K - $236K
|
4.3K
$2.38M
|
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-495- 2.31% |
$213K - $238K
|
20.9K
$11.6M
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-499- 7.12% |
$214K - $240K
|
6.51K
$3.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Coerente Capital Management
|
SELL
|
- |
-500- 3.65% |
$215K - $241K
|
13.2K
$7.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-500- 27.17% |
$215K - $241K
|
1.34K
$741K
|
|
|
Apr 15, 2024
Q1 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-503- 3.49% |
$216K - $242K
|
13.9K
$7.68M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-504- 19.06% |
$216K - $243K
|
2.14K
$1.18M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-505- 50.0% |
$217K - $243K
|
505
$279K
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-512- 29.43% |
$220K - $246K
|
1.23K
$679K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-514- 55.39% |
$221K - $247K
|
414
$229K
|
|
|
Apr 30, 2024
Q1 2024
|
Libra Wealth LLC
|
SELL
|
- |
-515- 15.42% |
$221K - $248K
|
2.82K
$1.56M
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-518- 1.45% |
$222K - $249K
|
35.1K
$19.4M
|
|
|
May 14, 2024
Q1 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-520- 2.42% |
$223K - $250K
|
21K
$11.6M
|
|
|
May 15, 2024
Q1 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-520- 46.8% |
$223K - $250K
|
591
$327K
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-521- 1.46% |
$224K - $251K
|
35.1K
$19.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-522- 14.16% |
$224K - $251K
|
3.16K
$1.75M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
SELL
|
- |
-526- 3.73% |
$226K - $253K
|
13.6K
$7.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-528- 0.97% |
$227K - $254K
|
54K
$29.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-533- 3.36% |
$229K - $257K
|
15.3K
$8.47M
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-536- 53.87% |
$230K - $258K
|
459
$254K
|