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 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-8.83K- 2.96% |
$3.79M - $4.25M
|
289K
$160M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.04K- 7.53% |
$3.88M - $4.35M
|
111K
$61.4M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-9.05K- 83.58% |
$3.89M - $4.36M
|
1.78K
$983K
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-9.32K- 6.89% |
$4M - $4.49M
|
126K
$69.6M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-9.34K- 44.02% |
$4.01M - $4.5M
|
11.9K
$6.57M
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-9.42K- 15.8% |
$4.04M - $4.53M
|
50.2K
$27.7M
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-9.58K- 4.05% |
$4.11M - $4.61M
|
227K
$125M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-9.61K- 39.91% |
$4.12M - $4.62M
|
14.5K
$7.99M
|
|
|
May 15, 2024
Q1 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-9.61K- 99.4% |
$4.13M - $4.63M
|
58
$32.1K
|
|
|
May 15, 2024
Q1 2024
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
SELL
|
- |
-9.7K- 6.9% |
$4.17M - $4.67M
|
131K
$72.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-9.74K- 7.42% |
$4.18M - $4.69M
|
121K
$67.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Churchill Management Corp
|
SELL
|
- |
-9.87K- 1.11% |
$4.24M - $4.75M
|
876K
$484M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-10.5K- 33.49% |
$4.51M - $5.06M
|
20.9K
$11.5M
|
|
|
Apr 01, 2024
Q1 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-10.6K- 32.29% |
$4.54M - $5.09M
|
22.2K
$12.3M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.8K- 12.77% |
$4.63M - $5.19M
|
73.6K
$40.7M
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-11K- 43.42% |
$4.73M - $5.31M
|
14.4K
$7.94M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-11.1K- 7.44% |
$4.75M - $5.33M
|
138K
$76.2M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-11.4K- 95.89% |
$4.88M - $5.47M
|
487
$269K
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-11.4K- 25.24% |
$4.88M - $5.47M
|
33.7K
$18.6M
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-11.4K- 2.38% |
$4.9M - $5.5M
|
467K
$258M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-11.5K- 1.93% |
$4.95M - $5.55M
|
586K
$324M
|
|
|
May 13, 2024
Q1 2024
|
Gam Holding Ag
|
SELL
|
- |
-11.6K- 29.89% |
$4.97M - $5.57M
|
27.2K
$15M
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-11.9K- 58.81% |
$5.13M - $5.75M
|
8.36K
$4.62M
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-12K- 46.99% |
$5.17M - $5.8M
|
13.6K
$7.51M
|
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-12.1K- 89.63% |
$5.2M - $5.83M
|
1.4K
$775K
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-12.4K- 48.36% |
$5.31M - $5.95M
|
13.2K
$7.29M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-13K- 2.43% |
$5.6M - $6.28M
|
523K
$289M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-13.6K- 63.04% |
$5.83M - $6.54M
|
7.97K
$4.4M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-14K- 75.41% |
$6.02M - $6.75M
|
4.58K
$2.53M
|
|
|
Apr 15, 2024
Q1 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-14.3K- 86.06% |
$6.13M - $6.87M
|
2.31K
$1.28M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-14.5K- 3.09% |
$6.24M - $6.99M
|
456K
$252M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-15.2K- 24.83% |
$6.53M - $7.32M
|
46.1K
$25.5M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-15.5K- 2.7% |
$6.65M - $7.45M
|
558K
$308M
|
|
|
Apr 23, 2024
Q1 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-16.1K- 22.69% |
$6.93M - $7.77M
|
55K
$30.4M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-16.6K- 65.38% |
$7.11M - $7.97M
|
8.77K
$4.85M
|
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-16.9K- 36.6% |
$7.27M - $8.15M
|
29.3K
$16.2M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-17.2K- 6.07% |
$7.4M - $8.29M
|
267K
$147M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-18.2K- 3.7% |
$7.8M - $8.75M
|
472K
$261M
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
SELL
|
- |
-18.3K- 20.83% |
$7.87M - $8.82M
|
69.6K
$38.5M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-18.6K- 1.62% |
$7.97M - $8.94M
|
1.13M
$622M
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-18.6K- 89.06% |
$7.99M - $8.96M
|
2.29K
$1.26M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-18.7K- 2.24% |
$8.03M - $9M
|
816K
$451M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-18.7K- 18.65% |
$8.04M - $9.01M
|
81.6K
$45.1M
|
|
|
May 14, 2024
Q1 2024
|
Mercer Investments LLC
|
SELL
|
- |
-19.5K- 48.4% |
$8.38M - $9.4M
|
20.8K
$11.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Applied Capital LLC
|
SELL
|
- |
-19.8K- 30.33% |
$8.51M - $9.54M
|
45.5K
$25.2M
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-20.8K- 7.58% |
$8.91M - $9.99M
|
253K
$140M
|
|
|
May 02, 2024
Q1 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-21.3K- 32.86% |
$9.13M - $10.2M
|
43.4K
$24M
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-21.6K- 23.72% |
$9.29M - $10.4M
|
69.5K
$38.4M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-21.8K- 19.37% |
$9.34M - $10.5M
|
90.6K
$50.1M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-21.8K- 9.83% |
$9.35M - $10.5M
|
200K
$110M
|