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 11, 2024
Q1 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-552- 44.16% |
$237K - $266K
|
698
$386K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-555- 25.31% |
$238K - $267K
|
1.64K
$906K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-557- 5.52% |
$239K - $268K
|
9.54K
$5.27M
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-568- 35.41% |
$244K - $273K
|
1.04K
$573K
|
|
|
Apr 22, 2024
Q1 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-570- 50.22% |
$245K - $274K
|
565
$312K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-570- 1.96% |
$245K - $274K
|
28.5K
$15.8M
|
|
|
May 15, 2024
Q1 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-577- 1.99% |
$248K - $278K
|
28.4K
$15.7M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-579- 3.63% |
$249K - $279K
|
15.4K
$8.51M
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
SELL
|
- |
-580- 1.05% |
$249K - $279K
|
54.5K
$30.2M
|
|
|
May 10, 2024
Q1 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-580- 0.83% |
$249K - $279K
|
69.5K
$38.4M
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-596- 16.42% |
$256K - $287K
|
3.03K
$1.68M
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-597- 3.79% |
$256K - $287K
|
15.2K
$8.38M
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-606- 1.8% |
$260K - $292K
|
33.1K
$18.3M
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-610- 4.18% |
$262K - $294K
|
14K
$7.73M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-612- 6.56% |
$263K - $295K
|
8.72K
$4.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-615- 3.64% |
$264K - $296K
|
16.3K
$9M
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-623- 4.25% |
$268K - $300K
|
14K
$7.76M
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-632- 8.22% |
$271K - $304K
|
7.05K
$3.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-633- 3.44% |
$272K - $305K
|
17.8K
$9.82M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-642- 3.72% |
$276K - $309K
|
16.6K
$9.19M
|
|
|
Apr 25, 2024
Q1 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-646- 6.43% |
$277K - $311K
|
9.4K
$5.2M
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-647- 40.79% |
$278K - $311K
|
939
$519K
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-650- 27.2% |
$279K - $313K
|
1.74K
$962K
|
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-652- 3.0% |
$280K - $314K
|
21.1K
$11.7M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-654- 3.06% |
$281K - $315K
|
20.7K
$11.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-655- 0.52% |
$281K - $315K
|
125K
$68.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-656- 5.68% |
$282K - $316K
|
10.9K
$6.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-663- 14.67% |
$285K - $319K
|
3.86K
$2.13M
|
|
|
Apr 19, 2024
Q1 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-664- 11.57% |
$285K - $320K
|
5.08K
$2.81M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-670- 6.88% |
$288K - $323K
|
9.06K
$5.01M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-674- 26.62% |
$289K - $324K
|
1.86K
$1.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-684- 48.61% |
$294K - $329K
|
723
$400K
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-694- 17.16% |
$298K - $334K
|
3.35K
$1.85M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-697- 11.91% |
$299K - $336K
|
5.16K
$2.85M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-703- 1.16% |
$302K - $338K
|
59.9K
$33.1M
|
|
|
May 15, 2024
Q1 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-710- 0.41% |
$305K - $342K
|
172K
$95.1M
|
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-712- 10.14% |
$306K - $343K
|
6.31K
$3.49M
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-730- 13.1% |
$313K - $351K
|
4.84K
$2.68M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-739- 0.15% |
$317K - $356K
|
505K
$279M
|
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-765- 43.2% |
$329K - $368K
|
1.01K
$556K
|
|
|
Apr 19, 2024
Q1 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-775- 8.06% |
$333K - $373K
|
8.84K
$4.89M
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-778- 2.31% |
$334K - $374K
|
32.9K
$18.2M
|
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-779- 26.45% |
$335K - $375K
|
2.17K
$1.2M
|
|
|
May 01, 2024
Q1 2024
|
Peterson Wealth Services
|
SELL
|
- |
-796- 17.33% |
$342K - $383K
|
3.8K
$2.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-799- 47.56% |
$343K - $385K
|
881
$487K
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-800- 16.73% |
$344K - $385K
|
3.98K
$2.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-801- 12.11% |
$344K - $386K
|
5.81K
$3.21M
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-809- 24.56% |
$347K - $389K
|
2.49K
$1.37M
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-830- 2.96% |
$356K - $400K
|
27.2K
$15M
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-839- 4.8% |
$360K - $404K
|
16.6K
$9.2M
|