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 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.05K- 11.25% |
$880K - $987K
|
16.2K
$8.86M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.06K- 0.84% |
$883K - $990K
|
244K
$133M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.09K- 2.45% |
$896K - $1M
|
83.2K
$45.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
SELL
|
- |
-2.09K- 5.77% |
$898K - $1.01M
|
34.2K
$18.7M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.11K- 10.81% |
$907K - $1.02M
|
17.4K
$9.55M
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-2.14K- 4.94% |
$919K - $1.03M
|
41.2K
$22.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-2.15K- 8.34% |
$923K - $1.03M
|
23.6K
$12.9M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-2.17K- 20.62% |
$931K - $1.04M
|
8.35K
$4.58M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2.18K- 3.14% |
$935K - $1.05M
|
67.1K
$36.8M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.18K- 7.12% |
$938K - $1.05M
|
28.5K
$15.6M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.18K- 6.85% |
$938K - $1.05M
|
29.7K
$16.3M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-2.2K- 44.04% |
$946K - $1.06M
|
2.8K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.22K- 0.98% |
$954K - $1.07M
|
225K
$123M
|
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-2.29K- 71.88% |
$983K - $1.1M
|
895
$490K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-2.3K- 78.57% |
$987K - $1.11M
|
627
$344K
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
SELL
|
- |
-2.31K- 1.21% |
$992K - $1.11M
|
189K
$104M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.32K- 23.62% |
$998K - $1.12M
|
7.51K
$4.12M
|
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-2.37K- 11.76% |
$1.02M - $1.14M
|
17.7K
$9.72M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-2.37K- 0.61% |
$1.02M - $1.14M
|
387K
$212M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-2.38K- 22.3% |
$1.02M - $1.15M
|
8.29K
$4.54M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-2.4K- 4.59% |
$1.03M - $1.16M
|
49.9K
$27.4M
|
|
|
May 02, 2024
Q1 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-2.45K- 8.47% |
$1.05M - $1.18M
|
26.4K
$14.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-2.46K- 13.42% |
$1.06M - $1.18M
|
15.9K
$8.7M
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-2.48K- 19.03% |
$1.07M - $1.19M
|
10.6K
$5.79M
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-2.51K- 8.54% |
$1.08M - $1.21M
|
26.9K
$14.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-2.52K- 4.62% |
$1.08M - $1.21M
|
52K
$28.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.54K- 61.34% |
$1.09M - $1.22M
|
1.6K
$877K
|
|
|
Apr 18, 2024
Q1 2024
|
Fidato Wealth LLC
|
SELL
|
- |
-2.54K- 2.23% |
$1.09M - $1.22M
|
112K
$61.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-2.56K- 22.85% |
$1.1M - $1.23M
|
8.64K
$4.74M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-2.6K- 5.51% |
$1.11M - $1.25M
|
44.5K
$24.4M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.6K- 17.32% |
$1.12M - $1.25M
|
12.4K
$6.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-2.65K- 71.04% |
$1.14M - $1.28M
|
1.08K
$592K
|
|
|
Apr 17, 2025
Q1 2024
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-2.67K- 4.93% |
$1.14M - $1.28M
|
51.4K
$28.2M
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.7K- 10.58% |
$1.16M - $1.3M
|
22.8K
$12.5M
|
|
|
Feb 13, 2025
Q1 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
SELL
|
- |
-2.73K- 16.5% |
$1.17M - $1.31M
|
13.8K
$7.57M
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.84K- 54.2% |
$1.22M - $1.37M
|
2.4K
$1.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Alta Advisers LTD
|
SELL
|
- |
-2.89K- 5.0% |
$1.24M - $1.39M
|
54.8K
$30M
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-2.9K- 23.63% |
$1.25M - $1.4M
|
9.37K
$5.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-2.92K- 8.45% |
$1.25M - $1.4M
|
31.6K
$17.3M
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.94K- 70.97% |
$1.26M - $1.42M
|
1.2K
$660K
|
|
|
Apr 29, 2024
Q1 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-3.03K- 78.32% |
$1.3M - $1.46M
|
839
$460K
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-3.03K- 3.84% |
$1.3M - $1.46M
|
75.9K
$41.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.05K- 0.66% |
$1.31M - $1.47M
|
457K
$251M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.05K- 15.6% |
$1.31M - $1.47M
|
16.5K
$9.05M
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-3.07K- 49.94% |
$1.32M - $1.48M
|
3.08K
$1.69M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.08K- 6.62% |
$1.32M - $1.48M
|
43.4K
$23.8M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-3.18K- 7.71% |
$1.37M - $1.53M
|
38.1K
$20.9M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.22K- 29.09% |
$1.38M - $1.55M
|
7.85K
$4.3M
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-3.25K- 3.44% |
$1.39M - $1.56M
|
91.2K
$50M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3.26K- 26.68% |
$1.4M - $1.57M
|
8.95K
$4.9M
|