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 30, 2024
Q1 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-2.92K- 8.45% |
$1.25M - $1.4M
|
31.6K
$17.5M
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.94K- 70.97% |
$1.26M - $1.42M
|
1.2K
$666K
|
|
|
Apr 29, 2024
Q1 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-3.03K- 78.32% |
$1.3M - $1.46M
|
839
$464K
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-3.03K- 3.84% |
$1.3M - $1.46M
|
75.9K
$42M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.05K- 0.66% |
$1.31M - $1.47M
|
457K
$253M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.05K- 15.6% |
$1.31M - $1.47M
|
16.5K
$9.13M
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-3.07K- 49.94% |
$1.32M - $1.48M
|
3.08K
$1.7M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.08K- 6.62% |
$1.32M - $1.48M
|
43.4K
$24M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-3.18K- 7.71% |
$1.37M - $1.53M
|
38.1K
$21.1M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.22K- 29.09% |
$1.38M - $1.55M
|
7.85K
$4.34M
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-3.25K- 3.44% |
$1.39M - $1.56M
|
91.2K
$50.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3.26K- 26.68% |
$1.4M - $1.57M
|
8.95K
$4.94M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3.26K- 2.54% |
$1.4M - $1.57M
|
125K
$69.1M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-3.43K- 2.54% |
$1.47M - $1.65M
|
132K
$72.8M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-3.46K- 36.16% |
$1.48M - $1.66M
|
6.1K
$3.37M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.51K- 4.66% |
$1.51M - $1.69M
|
71.9K
$39.7M
|
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-3.52K- 2.92% |
$1.51M - $1.69M
|
117K
$64.6M
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-3.52K- 39.59% |
$1.51M - $1.69M
|
5.37K
$2.97M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.55K- 71.32% |
$1.52M - $1.71M
|
1.43K
$789K
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-3.7K- 33.51% |
$1.59M - $1.78M
|
7.35K
$4.06M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.74K- 3.01% |
$1.61M - $1.8M
|
121K
$66.6M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.75K- 20.38% |
$1.61M - $1.81M
|
14.7K
$8.11M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-3.77K- 22.67% |
$1.62M - $1.81M
|
12.8K
$7.1M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.8K- 18.75% |
$1.63M - $1.83M
|
16.5K
$9.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-3.81K- 4.04% |
$1.64M - $1.83M
|
90.4K
$50M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.81K- 25.2% |
$1.64M - $1.84M
|
11.3K
$6.26M
|
|
|
Apr 12, 2024
Q1 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-3.83K- 3.8% |
$1.64M - $1.84M
|
96.9K
$53.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-3.85K- 1.46% |
$1.65M - $1.85M
|
260K
$144M
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-3.87K- 78.04% |
$1.66M - $1.86M
|
1.09K
$602K
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-3.9K- 2.44% |
$1.68M - $1.88M
|
156K
$86.1M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-3.94K- 29.33% |
$1.69M - $1.9M
|
9.5K
$5.25M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-3.96K- 0.55% |
$1.7M - $1.91M
|
718K
$397M
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-3.97K- 7.85% |
$1.7M - $1.91M
|
46.6K
$25.7M
|
|
|
May 13, 2024
Q1 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-3.98K- 8.12% |
$1.71M - $1.92M
|
45K
$24.9M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4K- 19.11% |
$1.72M - $1.92M
|
16.9K
$9.36M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-4.25K- 5.61% |
$1.82M - $2.04M
|
71.5K
$39.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
SELL
|
- |
-4.26K- 4.66% |
$1.83M - $2.05M
|
87.1K
$48.1M
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-4.3K- 96.03% |
$1.85M - $2.07M
|
178
$98.4K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-4.33K- 6.19% |
$1.86M - $2.08M
|
65.6K
$36.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-4.34K- 3.28% |
$1.86M - $2.09M
|
128K
$70.7M
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-4.35K- 15.25% |
$1.87M - $2.09M
|
24.2K
$13.4M
|
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-4.36K- 1.29% |
$1.87M - $2.1M
|
333K
$184M
|
|
|
May 15, 2024
Q1 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-4.47K- 78.39% |
$1.92M - $2.15M
|
1.23K
$681K
|
|
|
May 15, 2024
Q1 2024
|
Ironclad Investments LLC
Maitland, FL |
SELL
|
- |
-4.5K- 2.76% |
$1.93M - $2.17M
|
158K
$87.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-4.62K- 23.61% |
$1.98M - $2.22M
|
15K
$8.27M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-4.64K- 16.12% |
$1.99M - $2.23M
|
24.1K
$13.4M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-4.69K- 37.12% |
$2.01M - $2.26M
|
7.94K
$4.39M
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-4.75K- 7.89% |
$2.04M - $2.28M
|
55.4K
$30.6M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4.76K- 0.56% |
$2.05M - $2.29M
|
847K
$468M
|
|
|
May 01, 2024
Q1 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-4.77K- 22.98% |
$2.05M - $2.29M
|
16K
$8.83M
|