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 20, 2024
Q1 2024
|
Adams Wealth Management
|
SELL
|
- |
-990- 4.94% |
$425K - $477K
|
19K
$10.4M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-993- 0.37% |
$426K - $478K
|
269K
$147M
|
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1K- 33.29% |
$431K - $483K
|
2.01K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
SELL
|
- |
-1.01K- 6.89% |
$432K - $485K
|
13.6K
$7.45M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.01K- 23.99% |
$435K - $488K
|
3.21K
$1.76M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.03K- 9.31% |
$443K - $496K
|
10K
$5.51M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.03K- 7.13% |
$443K - $496K
|
13.4K
$7.36M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.03K- 2.24% |
$443K - $496K
|
44.9K
$24.6M
|
|
|
Nov 18, 2024
Q1 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-1.05K- 17.95% |
$451K - $505K
|
4.8K
$2.63M
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.06K- 2.89% |
$454K - $509K
|
35.5K
$19.5M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.06K- 7.6% |
$455K - $510K
|
12.9K
$7.06M
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.06K- 68.99% |
$456K - $511K
|
477
$261K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.07K- 8.02% |
$460K - $516K
|
12.3K
$6.74M
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-1.07K- 29.0% |
$461K - $516K
|
2.63K
$1.44M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.09K- 1.54% |
$466K - $522K
|
69.2K
$37.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-1.1K- 36.42% |
$472K - $529K
|
1.92K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.11K- 7.74% |
$475K - $532K
|
13.2K
$7.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.12K- 31.88% |
$481K - $539K
|
2.39K
$1.31M
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-1.14K- 9.0% |
$489K - $548K
|
11.5K
$6.31M
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.14K- 5.57% |
$491K - $550K
|
19.4K
$10.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.15K- 1.06% |
$496K - $555K
|
108K
$59.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.16K- 3.87% |
$498K - $558K
|
28.8K
$15.8M
|
|
|
May 06, 2024
Q1 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1.17K- 2.45% |
$503K - $564K
|
46.6K
$25.5M
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-1.17K- 0.15% |
$503K - $564K
|
794K
$435M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.18K- 1.57% |
$505K - $566K
|
73.8K
$40.4M
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-1.21K- 41.02% |
$519K - $582K
|
1.74K
$952K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.23K- 2.46% |
$529K - $593K
|
48.9K
$26.8M
|
|
|
May 03, 2024
Q1 2024
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-1.24K- 1.39% |
$532K - $597K
|
88.1K
$48.3M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.24K- 4.59% |
$533K - $597K
|
25.8K
$14.1M
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
SELL
|
- |
-1.24K- 39.03% |
$533K - $598K
|
1.94K
$1.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.26K- 15.11% |
$539K - $604K
|
7.05K
$3.86M
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-1.27K- 0.81% |
$545K - $610K
|
155K
$84.9M
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.27K- 0.5% |
$546K - $612K
|
253K
$139M
|
|
|
Apr 02, 2024
Q1 2024
|
Avondale Wealth Management
|
SELL
|
- |
-1.28K- 16.96% |
$551K - $617K
|
6.28K
$3.44M
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-1.28K- 18.02% |
$551K - $618K
|
5.84K
$3.2M
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
SELL
|
- |
-1.3K- 8.08% |
$559K - $627K
|
14.8K
$8.11M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
SELL
|
- |
-1.3K- 0.57% |
$560K - $627K
|
227K
$125M
|
|
|
May 02, 2024
Q1 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-1.3K- 1.01% |
$560K - $628K
|
128K
$70.3M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.31K- 3.14% |
$563K - $631K
|
40.5K
$22.2M
|
|
|
May 10, 2024
Q1 2024
|
Kearns & Associates LLC
|
SELL
|
- |
-1.31K- 1.39% |
$563K - $632K
|
93.3K
$51.1M
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-1.33K- 21.09% |
$572K - $641K
|
4.98K
$2.73M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.34K- 9.83% |
$576K - $645K
|
12.3K
$6.74M
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
SELL
|
- |
-1.35K- 1.88% |
$579K - $649K
|
70.5K
$38.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.35K- 11.37% |
$580K - $650K
|
10.5K
$5.77M
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-1.37K- 4.69% |
$587K - $658K
|
27.7K
$15.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.37K- 16.71% |
$587K - $658K
|
6.82K
$3.74M
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-1.37K- 9.63% |
$589K - $660K
|
12.9K
$7.05M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.38K- 2.59% |
$593K - $664K
|
51.8K
$28.4M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-1.39K- 71.22% |
$597K - $670K
|
562
$308K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.39K- 32.55% |
$597K - $670K
|
2.88K
$1.58M
|