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 25, 2024
Q1 2024
|
One Day In July LLC
|
SELL
|
- |
-1.3K- 0.57% |
$560K - $627K
|
227K
$126M
|
|
|
May 02, 2024
Q1 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-1.3K- 1.01% |
$560K - $628K
|
128K
$70.9M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.31K- 3.14% |
$563K - $631K
|
40.5K
$22.4M
|
|
|
May 10, 2024
Q1 2024
|
Kearns & Associates LLC
|
SELL
|
- |
-1.31K- 1.39% |
$563K - $632K
|
93.3K
$51.6M
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-1.33K- 21.09% |
$572K - $641K
|
4.98K
$2.76M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.34K- 9.83% |
$576K - $645K
|
12.3K
$6.8M
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
SELL
|
- |
-1.35K- 1.88% |
$579K - $649K
|
70.5K
$39M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.35K- 11.37% |
$580K - $650K
|
10.5K
$5.82M
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-1.37K- 4.69% |
$587K - $658K
|
27.7K
$15.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.37K- 16.71% |
$587K - $658K
|
6.82K
$3.77M
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-1.37K- 9.63% |
$589K - $660K
|
12.9K
$7.12M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.38K- 2.59% |
$593K - $664K
|
51.8K
$28.7M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-1.39K- 71.22% |
$597K - $670K
|
562
$311K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.39K- 32.55% |
$597K - $670K
|
2.88K
$1.59M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.4K- 1.71% |
$600K - $673K
|
80.3K
$44.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-1.44K- 11.7% |
$618K - $693K
|
10.9K
$6.01M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.46K- 19.29% |
$629K - $705K
|
6.13K
$3.39M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.47K- 1.74% |
$632K - $708K
|
82.8K
$45.8M
|
|
|
May 06, 2024
Q1 2024
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-1.48K- 1.93% |
$636K - $712K
|
75.2K
$41.5M
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.49K- 0.79% |
$640K - $718K
|
188K
$104M
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-1.49K- 0.95% |
$641K - $718K
|
155K
$85.6M
|
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-1.51K- 5.11% |
$647K - $725K
|
28K
$15.5M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.51K- 7.91% |
$648K - $726K
|
17.6K
$9.71M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.52K- 5.93% |
$651K - $730K
|
24K
$13.3M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-1.53K- 4.25% |
$657K - $737K
|
34.5K
$19.1M
|
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1.53K- 50.44% |
$658K - $737K
|
1.51K
$832K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.54K- 1.61% |
$660K - $739K
|
93.7K
$51.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-1.54K- 1.57% |
$660K - $740K
|
96.4K
$53.3M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.59K- 0.94% |
$681K - $763K
|
167K
$92.3M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.59K- 16.12% |
$684K - $766K
|
8.28K
$4.58M
|
|
|
Apr 15, 2024
Q1 2024
|
University Of Chicago
Chicago, IL |
SELL
|
- |
-1.62K- 9.03% |
$694K - $777K
|
16.3K
$8.99M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.62K- 18.76% |
$694K - $778K
|
7K
$3.87M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.62K- 1.13% |
$694K - $778K
|
141K
$77.8M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-1.62K- 22.57% |
$695K - $779K
|
5.55K
$3.07M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-1.64K- 0.54% |
$704K - $789K
|
303K
$168M
|
|
|
May 14, 2024
Q1 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.68K- 1.89% |
$721K - $808K
|
87K
$48.1M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.71K- 24.99% |
$735K - $824K
|
5.14K
$2.84M
|
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
SELL
|
- |
-1.73K- 10.96% |
$741K - $831K
|
14K
$7.75M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.74K- 68.19% |
$745K - $836K
|
810
$448K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.76K- 15.77% |
$755K - $847K
|
9.4K
$5.19M
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-1.79K- 18.89% |
$767K - $860K
|
7.67K
$4.24M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.79K- 0.72% |
$768K - $861K
|
247K
$137M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1.8K- 5.58% |
$771K - $864K
|
30.4K
$16.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-1.8K- 1.65% |
$774K - $867K
|
108K
$59.4M
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-1.82K- 60.31% |
$781K - $876K
|
1.2K
$662K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-1.83K- 81.16% |
$784K - $879K
|
424
$234K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.85K- 5.3% |
$794K - $890K
|
33K
$18.3M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.86K- 7.3% |
$797K - $893K
|
23.6K
$13M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.86K- 15.73% |
$800K - $896K
|
9.98K
$5.52M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.87K- 5.13% |
$802K - $899K
|
34.6K
$19.1M
|