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 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.88K- 4.32% |
$806K - $903K
|
41.6K
$23M
|
|
|
Apr 30, 2024
Q1 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-1.89K- 1.8% |
$811K - $909K
|
103K
$56.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.9K- 36.05% |
$814K - $913K
|
3.36K
$1.86M
|
|
|
May 14, 2024
Q1 2024
|
Monashee Investment Management LLC
Boston, MA |
SELL
|
- |
-1.9K- 0.7% |
$816K - $915K
|
269K
$149M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.91K- 17.92% |
$820K - $919K
|
8.75K
$4.84M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.94K- 4.14% |
$834K - $934K
|
44.9K
$24.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1.95K- 2.76% |
$839K - $940K
|
68.7K
$38M
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
SELL
|
- |
-1.95K- 18.22% |
$839K - $940K
|
8.77K
$4.85M
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-2K- 15.23% |
$859K - $963K
|
11.1K
$6.15M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-2.01K- 2.07% |
$863K - $968K
|
95.2K
$52.6M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2.02K- 18.81% |
$865K - $970K
|
8.7K
$4.81M
|
|
|
Apr 11, 2024
Q1 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-2.02K- 96.7% |
$869K - $974K
|
69
$38.1K
|
|
|
May 01, 2024
Q1 2024
|
Bernzott Capital Advisors
|
SELL
|
- |
-2.04K- 71.13% |
$875K - $981K
|
827
$457K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-2.05K- 51.07% |
$880K - $986K
|
1.96K
$1.09M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.05K- 11.25% |
$880K - $987K
|
16.2K
$8.94M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.06K- 0.84% |
$883K - $990K
|
244K
$135M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.09K- 2.45% |
$896K - $1M
|
83.2K
$46M
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
SELL
|
- |
-2.09K- 5.77% |
$898K - $1.01M
|
34.2K
$18.9M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.11K- 10.81% |
$907K - $1.02M
|
17.4K
$9.63M
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-2.14K- 4.94% |
$919K - $1.03M
|
41.2K
$22.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-2.15K- 8.34% |
$923K - $1.03M
|
23.6K
$13.1M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-2.17K- 20.62% |
$931K - $1.04M
|
8.35K
$4.62M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2.18K- 3.14% |
$935K - $1.05M
|
67.1K
$37.1M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.18K- 7.12% |
$938K - $1.05M
|
28.5K
$15.7M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.18K- 6.85% |
$938K - $1.05M
|
29.7K
$16.4M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-2.2K- 44.04% |
$946K - $1.06M
|
2.8K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.22K- 0.98% |
$954K - $1.07M
|
225K
$124M
|
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-2.29K- 71.88% |
$983K - $1.1M
|
895
$495K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-2.3K- 78.57% |
$987K - $1.11M
|
627
$347K
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
SELL
|
- |
-2.31K- 1.21% |
$992K - $1.11M
|
189K
$105M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.32K- 23.62% |
$998K - $1.12M
|
7.51K
$4.15M
|
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-2.37K- 11.76% |
$1.02M - $1.14M
|
17.7K
$9.81M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-2.37K- 0.61% |
$1.02M - $1.14M
|
387K
$214M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-2.38K- 22.3% |
$1.02M - $1.15M
|
8.29K
$4.58M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-2.4K- 4.59% |
$1.03M - $1.16M
|
49.9K
$27.6M
|
|
|
May 02, 2024
Q1 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-2.45K- 8.47% |
$1.05M - $1.18M
|
26.4K
$14.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-2.46K- 13.42% |
$1.06M - $1.18M
|
15.9K
$8.78M
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-2.48K- 19.03% |
$1.07M - $1.19M
|
10.6K
$5.84M
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-2.51K- 8.54% |
$1.08M - $1.21M
|
26.9K
$14.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-2.52K- 4.62% |
$1.08M - $1.21M
|
52K
$28.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.54K- 61.34% |
$1.09M - $1.22M
|
1.6K
$885K
|
|
|
Apr 18, 2024
Q1 2024
|
Fidato Wealth LLC
|
SELL
|
- |
-2.54K- 2.23% |
$1.09M - $1.22M
|
112K
$61.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-2.56K- 22.85% |
$1.1M - $1.23M
|
8.64K
$4.78M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-2.6K- 5.51% |
$1.11M - $1.25M
|
44.5K
$24.6M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.6K- 17.32% |
$1.12M - $1.25M
|
12.4K
$6.86M
|
|
|
Apr 19, 2024
Q1 2024
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-2.65K- 71.04% |
$1.14M - $1.28M
|
1.08K
$597K
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.7K- 10.58% |
$1.16M - $1.3M
|
22.8K
$12.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.84K- 54.2% |
$1.22M - $1.37M
|
2.4K
$1.33M
|
|
|
Apr 24, 2024
Q1 2024
|
Alta Advisers LTD
|
SELL
|
- |
-2.89K- 5.0% |
$1.24M - $1.39M
|
54.8K
$30.3M
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-2.9K- 23.63% |
$1.25M - $1.4M
|
9.37K
$5.18M
|