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 15, 2024
Q1 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-9.61K- 99.4% |
$4.13M - $4.63M
|
58
$31.8K
|
|
May 15, 2024
Q1 2024
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
SELL
|
- |
-9.7K- 6.9% |
$4.17M - $4.67M
|
131K
$71.8M
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-9.74K- 7.42% |
$4.18M - $4.69M
|
121K
$66.6M
|
|
Apr 11, 2024
Q1 2024
|
Churchill Management Corp
|
SELL
|
- |
-9.87K- 1.11% |
$4.24M - $4.75M
|
876K
$480M
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-10.5K- 33.49% |
$4.51M - $5.06M
|
20.9K
$11.4M
|
|
Apr 01, 2024
Q1 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-10.6K- 32.29% |
$4.54M - $5.09M
|
22.2K
$12.2M
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.8K- 12.77% |
$4.63M - $5.19M
|
73.6K
$40.4M
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-11K- 43.42% |
$4.73M - $5.31M
|
14.4K
$7.87M
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-11.1K- 7.44% |
$4.75M - $5.33M
|
138K
$75.5M
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-11.4K- 95.89% |
$4.88M - $5.47M
|
487
$267K
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-11.4K- 25.24% |
$4.88M - $5.47M
|
33.7K
$18.5M
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-11.4K- 2.38% |
$4.9M - $5.5M
|
467K
$256M
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-11.5K- 1.93% |
$4.95M - $5.55M
|
586K
$321M
|
|
May 13, 2024
Q1 2024
|
Gam Holding Ag
|
SELL
|
- |
-11.6K- 29.89% |
$4.97M - $5.57M
|
27.2K
$14.9M
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-11.9K- 58.81% |
$5.13M - $5.75M
|
8.36K
$4.58M
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-12K- 46.99% |
$5.17M - $5.8M
|
13.6K
$7.45M
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-12.1K- 89.63% |
$5.2M - $5.83M
|
1.4K
$768K
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-12.4K- 48.36% |
$5.31M - $5.95M
|
13.2K
$7.23M
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-13K- 2.43% |
$5.6M - $6.28M
|
523K
$287M
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-13.6K- 63.04% |
$5.83M - $6.54M
|
7.97K
$4.36M
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-14K- 75.41% |
$6.02M - $6.75M
|
4.58K
$2.51M
|
|
Apr 15, 2024
Q1 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-14.3K- 86.06% |
$6.13M - $6.87M
|
2.31K
$1.27M
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-14.5K- 3.09% |
$6.24M - $6.99M
|
456K
$250M
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-15.2K- 24.83% |
$6.53M - $7.32M
|
46.1K
$25.3M
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-15.5K- 2.7% |
$6.65M - $7.45M
|
558K
$306M
|
|
Apr 23, 2024
Q1 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-16.1K- 22.69% |
$6.93M - $7.77M
|
55K
$30.1M
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-16.6K- 65.38% |
$7.11M - $7.97M
|
8.77K
$4.8M
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-16.9K- 36.6% |
$7.27M - $8.15M
|
29.3K
$16.1M
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-17.2K- 6.07% |
$7.4M - $8.29M
|
267K
$146M
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-18.2K- 3.7% |
$7.8M - $8.75M
|
472K
$259M
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
SELL
|
- |
-18.3K- 20.83% |
$7.87M - $8.82M
|
69.6K
$38.2M
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-18.6K- 1.62% |
$7.97M - $8.94M
|
1.13M
$617M
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-18.6K- 89.06% |
$7.99M - $8.96M
|
2.29K
$1.25M
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-18.7K- 2.24% |
$8.03M - $9M
|
816K
$447M
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-18.7K- 18.65% |
$8.04M - $9.01M
|
81.6K
$44.7M
|
|
May 14, 2024
Q1 2024
|
Mercer Investments LLC
|
SELL
|
- |
-19.5K- 48.4% |
$8.38M - $9.4M
|
20.8K
$11.4M
|
|
Apr 23, 2024
Q1 2024
|
Applied Capital LLC
|
SELL
|
- |
-19.8K- 30.33% |
$8.51M - $9.54M
|
45.5K
$24.9M
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-20.8K- 7.58% |
$8.91M - $9.99M
|
253K
$139M
|
|
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
$23.8M
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-21.6K- 23.72% |
$9.29M - $10.4M
|
69.5K
$38.1M
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-21.8K- 19.37% |
$9.34M - $10.5M
|
90.6K
$49.6M
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-21.8K- 9.83% |
$9.35M - $10.5M
|
200K
$109M
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-22.9K- 27.0% |
$9.83M - $11M
|
61.9K
$33.9M
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-23.6K- 4.87% |
$10.1M - $11.4M
|
460K
$252M
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-23.8K- 11.61% |
$10.2M - $11.5M
|
181K
$99.3M
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-24.2K- 72.29% |
$10.4M - $11.6M
|
9.27K
$5.08M
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-25.2K- 52.25% |
$10.8M - $12.1M
|
23K
$12.6M
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-25.2K- 15.78% |
$10.8M - $12.1M
|
135K
$73.8M
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-25.2K- 5.87% |
$10.8M - $12.1M
|
404K
$222M
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-25.3K- 4.66% |
$10.9M - $12.2M
|
517K
$284M
|