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 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-441- 19.1% |
$189K - $212K
|
1.87K
$1.02M
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-443- 6.68% |
$190K - $213K
|
6.19K
$3.39M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-443- 4.19% |
$190K - $213K
|
10.1K
$5.55M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-444- 2.3% |
$191K - $214K
|
18.8K
$10.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-444- 20.85% |
$191K - $214K
|
1.69K
$924K
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-455- 30.07% |
$195K - $219K
|
1.06K
$580K
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-461- 11.39% |
$198K - $222K
|
3.59K
$1.97M
|
|
|
Jan 10, 2025
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-466- 31.53% |
$200K - $224K
|
1.01K
$555K
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-467- 0.61% |
$201K - $225K
|
75.7K
$41.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-473- 26.47% |
$203K - $228K
|
1.31K
$720K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-480- 2.67% |
$206K - $231K
|
17.5K
$9.58M
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-480- 30.08% |
$206K - $231K
|
1.12K
$612K
|
|
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-482- 18.85% |
$207K - $232K
|
2.08K
$1.14M
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-482- 1.97% |
$207K - $232K
|
24K
$13.2M
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-488- 7.96% |
$210K - $235K
|
5.64K
$3.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-491- 10.25% |
$211K - $236K
|
4.3K
$2.36M
|
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-495- 2.31% |
$213K - $238K
|
20.9K
$11.5M
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-499- 7.12% |
$214K - $240K
|
6.51K
$3.56M
|
|
|
Apr 22, 2024
Q1 2024
|
Coerente Capital Management
|
SELL
|
- |
-500- 3.65% |
$215K - $241K
|
13.2K
$7.23M
|
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-500- 27.17% |
$215K - $241K
|
1.34K
$734K
|
|
|
Apr 15, 2024
Q1 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-503- 3.49% |
$216K - $242K
|
13.9K
$7.62M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-504- 19.06% |
$216K - $243K
|
2.14K
$1.17M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-505- 50.0% |
$217K - $243K
|
505
$277K
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-512- 29.43% |
$220K - $246K
|
1.23K
$673K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-514- 55.39% |
$221K - $247K
|
414
$227K
|
|
|
Apr 30, 2024
Q1 2024
|
Libra Wealth LLC
|
SELL
|
- |
-515- 15.42% |
$221K - $248K
|
2.82K
$1.55M
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-518- 1.45% |
$222K - $249K
|
35.1K
$19.2M
|
|
|
May 14, 2024
Q1 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-520- 2.42% |
$223K - $250K
|
21K
$11.5M
|
|
|
May 15, 2024
Q1 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-520- 46.8% |
$223K - $250K
|
591
$324K
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-521- 1.46% |
$224K - $251K
|
35.1K
$19.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-522- 14.16% |
$224K - $251K
|
3.16K
$1.73M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
SELL
|
- |
-526- 3.73% |
$226K - $253K
|
13.6K
$7.43M
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-528- 0.97% |
$227K - $254K
|
54K
$29.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-533- 3.36% |
$229K - $257K
|
15.3K
$8.39M
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-536- 53.87% |
$230K - $258K
|
459
$252K
|
|
|
Apr 11, 2024
Q1 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-552- 44.16% |
$237K - $266K
|
698
$383K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-555- 25.31% |
$238K - $267K
|
1.64K
$898K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-557- 5.52% |
$239K - $268K
|
9.54K
$5.23M
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-568- 35.41% |
$244K - $273K
|
1.04K
$568K
|
|
|
Apr 22, 2024
Q1 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-570- 50.22% |
$245K - $274K
|
565
$310K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-570- 1.96% |
$245K - $274K
|
28.5K
$15.6M
|
|
|
May 15, 2024
Q1 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-577- 1.99% |
$248K - $278K
|
28.4K
$15.6M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-579- 3.63% |
$249K - $279K
|
15.4K
$8.43M
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
SELL
|
- |
-580- 1.05% |
$249K - $279K
|
54.5K
$29.9M
|
|
|
May 10, 2024
Q1 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-580- 0.83% |
$249K - $279K
|
69.5K
$38.1M
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-596- 16.42% |
$256K - $287K
|
3.03K
$1.66M
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-597- 3.79% |
$256K - $287K
|
15.2K
$8.31M
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-606- 1.8% |
$260K - $292K
|
33.1K
$18.2M
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-610- 4.18% |
$262K - $294K
|
14K
$7.66M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-612- 6.56% |
$263K - $295K
|
8.72K
$4.78M
|