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 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-650- 27.2% |
$279K - $313K
|
1.74K
$889K
|
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-652- 3.0% |
$280K - $314K
|
21.1K
$10.8M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-654- 3.06% |
$281K - $315K
|
20.7K
$10.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-655- 0.52% |
$281K - $315K
|
125K
$63.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-656- 5.68% |
$282K - $316K
|
10.9K
$5.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-663- 14.67% |
$285K - $319K
|
3.86K
$1.97M
|
|
|
Apr 19, 2024
Q1 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-664- 11.57% |
$285K - $320K
|
5.08K
$2.59M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-670- 6.88% |
$288K - $323K
|
9.06K
$4.63M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-674- 26.62% |
$289K - $324K
|
1.86K
$950K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-684- 48.61% |
$294K - $329K
|
723
$370K
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-694- 17.16% |
$298K - $334K
|
3.35K
$1.71M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-697- 11.91% |
$299K - $336K
|
5.16K
$2.64M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-703- 1.16% |
$302K - $338K
|
59.9K
$30.6M
|
|
|
May 15, 2024
Q1 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-710- 0.41% |
$305K - $342K
|
172K
$87.9M
|
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-712- 10.14% |
$306K - $343K
|
6.31K
$3.23M
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-730- 13.1% |
$313K - $351K
|
4.84K
$2.47M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-739- 0.15% |
$317K - $356K
|
505K
$258M
|
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-765- 43.2% |
$329K - $368K
|
1.01K
$514K
|
|
|
Apr 19, 2024
Q1 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-775- 8.06% |
$333K - $373K
|
8.84K
$4.52M
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-778- 2.31% |
$334K - $374K
|
32.9K
$16.8M
|
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-779- 26.45% |
$335K - $375K
|
2.17K
$1.11M
|
|
|
May 01, 2024
Q1 2024
|
Peterson Wealth Services
|
SELL
|
- |
-796- 17.33% |
$342K - $383K
|
3.8K
$1.94M
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-799- 47.56% |
$343K - $385K
|
881
$450K
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-800- 16.73% |
$344K - $385K
|
3.98K
$2.04M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-801- 12.11% |
$344K - $386K
|
5.81K
$2.97M
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-809- 24.56% |
$347K - $389K
|
2.49K
$1.27M
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-830- 2.96% |
$356K - $400K
|
27.2K
$13.9M
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-839- 4.8% |
$360K - $404K
|
16.6K
$8.5M
|
|
|
Feb 13, 2025
Q1 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-840- 9.96% |
$361K - $404K
|
7.59K
$3.88M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-844- 48.96% |
$362K - $406K
|
880
$450K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-850- 5.25% |
$365K - $409K
|
15.3K
$7.84M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-852- 34.0% |
$366K - $410K
|
1.65K
$845K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-867- 20.05% |
$372K - $417K
|
3.46K
$1.77M
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-867- 10.34% |
$372K - $417K
|
7.52K
$3.84M
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-872- 3.89% |
$374K - $420K
|
21.6K
$11M
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-873- 3.02% |
$375K - $420K
|
28K
$14.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-896- 49.18% |
$385K - $431K
|
926
$473K
|
|
|
Apr 16, 2024
Q1 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-909- 3.32% |
$390K - $438K
|
26.5K
$13.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-926- 7.43% |
$398K - $446K
|
11.5K
$5.89M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-940- 48.25% |
$404K - $452K
|
1.01K
$515K
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-949- 3.46% |
$408K - $457K
|
26.5K
$13.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-979- 36.23% |
$420K - $471K
|
1.72K
$881K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-986- 6.93% |
$423K - $475K
|
13.2K
$6.77M
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
SELL
|
- |
-990- 4.94% |
$425K - $477K
|
19K
$9.73M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-993- 0.37% |
$426K - $478K
|
269K
$137M
|
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1K- 33.29% |
$431K - $483K
|
2.01K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
SELL
|
- |
-1.01K- 6.89% |
$432K - $485K
|
13.6K
$6.95M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.01K- 23.99% |
$435K - $488K
|
3.21K
$1.64M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.03K- 9.31% |
$443K - $496K
|
10K
$5.14M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.03K- 7.13% |
$443K - $496K
|
13.4K
$6.87M
|