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 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.74K- 3.01% |
$1.61M - $1.8M
|
121K
$61.6M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.75K- 20.38% |
$1.61M - $1.81M
|
14.7K
$7.5M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-3.77K- 22.67% |
$1.62M - $1.81M
|
12.8K
$6.56M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.8K- 18.75% |
$1.63M - $1.83M
|
16.5K
$8.42M
|
|
|
Apr 11, 2024
Q1 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-3.81K- 4.04% |
$1.64M - $1.83M
|
90.4K
$46.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.81K- 25.2% |
$1.64M - $1.84M
|
11.3K
$5.79M
|
|
|
Apr 12, 2024
Q1 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-3.83K- 3.8% |
$1.64M - $1.84M
|
96.9K
$49.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-3.85K- 1.46% |
$1.65M - $1.85M
|
260K
$133M
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-3.87K- 78.04% |
$1.66M - $1.86M
|
1.09K
$557K
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-3.9K- 2.44% |
$1.68M - $1.88M
|
156K
$79.6M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-3.94K- 29.33% |
$1.69M - $1.9M
|
9.5K
$4.86M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-3.96K- 0.55% |
$1.7M - $1.91M
|
718K
$367M
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-3.97K- 7.85% |
$1.7M - $1.91M
|
46.6K
$23.8M
|
|
|
May 13, 2024
Q1 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-3.98K- 8.12% |
$1.71M - $1.92M
|
45K
$23M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4K- 19.11% |
$1.72M - $1.92M
|
16.9K
$8.65M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-4.25K- 5.61% |
$1.82M - $2.04M
|
71.5K
$36.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
SELL
|
- |
-4.26K- 4.66% |
$1.83M - $2.05M
|
87.1K
$44.5M
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-4.3K- 96.03% |
$1.85M - $2.07M
|
178
$91K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-4.33K- 6.19% |
$1.86M - $2.08M
|
65.6K
$33.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-4.34K- 3.28% |
$1.86M - $2.09M
|
128K
$65.3M
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-4.35K- 15.25% |
$1.87M - $2.09M
|
24.2K
$12.4M
|
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-4.36K- 1.29% |
$1.87M - $2.1M
|
333K
$170M
|
|
|
May 15, 2024
Q1 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-4.47K- 78.39% |
$1.92M - $2.15M
|
1.23K
$630K
|
|
|
May 15, 2024
Q1 2024
|
Ironclad Investments LLC
Maitland, FL |
SELL
|
- |
-4.5K- 2.76% |
$1.93M - $2.17M
|
158K
$80.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-4.62K- 23.61% |
$1.98M - $2.22M
|
15K
$7.65M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-4.64K- 16.12% |
$1.99M - $2.23M
|
24.1K
$12.3M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-4.69K- 37.12% |
$2.01M - $2.26M
|
7.94K
$4.06M
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-4.75K- 7.89% |
$2.04M - $2.28M
|
55.4K
$28.3M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4.76K- 0.56% |
$2.05M - $2.29M
|
847K
$433M
|
|
|
May 01, 2024
Q1 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-4.77K- 22.98% |
$2.05M - $2.29M
|
16K
$8.17M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.8K- 0.71% |
$2.06M - $2.31M
|
670K
$343M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.87K- 4.07% |
$2.09M - $2.34M
|
115K
$58.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.9K- 3.09% |
$2.1M - $2.36M
|
154K
$78.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-4.91K- 9.29% |
$2.11M - $2.36M
|
47.9K
$24.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-4.95K- 7.96% |
$2.12M - $2.38M
|
57.2K
$29.2M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.95K- 7.16% |
$2.13M - $2.38M
|
64.3K
$32.9M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-5.13K- 28.68% |
$2.2M - $2.47M
|
12.7K
$6.51M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-5.16K- 35.94% |
$2.22M - $2.49M
|
9.21K
$4.71M
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-5.23K- 2.93% |
$2.25M - $2.52M
|
173K
$88.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-5.25K- 2.93% |
$2.26M - $2.53M
|
174K
$89M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-5.37K- 41.13% |
$2.31M - $2.58M
|
7.68K
$3.93M
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-5.46K- 3.14% |
$2.34M - $2.63M
|
168K
$86M
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-5.58K- 53.52% |
$2.4M - $2.69M
|
4.85K
$2.48M
|
|
|
Apr 11, 2024
Q1 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-5.8K- 5.99% |
$2.49M - $2.79M
|
91K
$46.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-5.88K- 5.93% |
$2.52M - $2.83M
|
93.2K
$47.6M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-5.92K- 24.4% |
$2.54M - $2.85M
|
18.3K
$9.37M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-5.99K- 1.11% |
$2.57M - $2.88M
|
532K
$272M
|
|
|
Mar 21, 2025
Q1 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-6.08K- 47.41% |
$2.61M - $2.92M
|
6.74K
$3.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-6.23K- 15.25% |
$2.67M - $3M
|
34.6K
$17.7M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.23K- 2.74% |
$2.68M - $3M
|
221K
$113M
|