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 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-25.7K- 4.17% |
$11M - $12.4M
|
590K
$323M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-26K- 15.81% |
$11.1M - $12.5M
|
138K
$75.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-26.8K- 96.97% |
$11.5M - $12.9M
|
836
$458K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-27.2K- 53.89% |
$11.7M - $13.1M
|
23.3K
$12.8M
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-28K- 50.91% |
$12M - $13.5M
|
27K
$14.8M
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-30.6K- 90.82% |
$13.1M - $14.7M
|
3.09K
$1.69M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-31.8K- 2.69% |
$13.7M - $15.3M
|
1.15M
$632M
|
|
|
May 15, 2024
Q1 2024
|
Prem Watsa
Fairfax Financial Holdings LTD | Toronto, A6
|
SELL
|
- |
-32K- 80.0% |
$13.7M - $15.4M
|
8K
$4.38M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-32.2K- 69.11% |
$13.8M - $15.5M
|
14.4K
$7.88M
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-33.2K- 24.4% |
$14.3M - $16M
|
103K
$56.4M
|
|
|
Apr 29, 2024
Q1 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-34.4K- 95.89% |
$14.8M - $16.6M
|
1.48K
$809K
|
|
|
May 07, 2024
Q1 2024
|
Globe Life Inc.
|
SELL
|
- |
-35K- 4.84% |
$15M - $16.8M
|
688K
$377M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-36.4K- 9.44% |
$15.6M - $17.5M
|
349K
$191M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-36.5K- 98.44% |
$15.7M - $17.6M
|
579
$317K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-38.2K- 14.29% |
$16.4M - $18.4M
|
229K
$126M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-38.4K- 2.15% |
$16.5M - $18.5M
|
1.75M
$959M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-39.9K- 11.02% |
$17.1M - $19.2M
|
322K
$176M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-41.2K- 56.29% |
$17.7M - $19.8M
|
32K
$17.5M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-41.9K- 16.92% |
$18M - $20.2M
|
206K
$113M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-42.4K- 6.66% |
$18.2M - $20.4M
|
593K
$325M
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-42.7K- 98.43% |
$18.3M - $20.6M
|
683
$374K
|
|
|
May 14, 2024
Q1 2024
|
Reliant Wealth Planning
|
SELL
|
- |
-42.9K- 69.05% |
$18.4M - $20.7M
|
19.2K
$10.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-43.9K- 49.75% |
$18.8M - $21.1M
|
44.3K
$24.3M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-44.1K- 4.92% |
$19M - $21.3M
|
854K
$468M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-48.8K- 34.55% |
$21M - $23.5M
|
92.5K
$50.7M
|
|
|
May 15, 2024
Q1 2024
|
Investure, LLC
Charlottesville, VA |
SELL
|
- |
-53.5K- 31.11% |
$23M - $25.7M
|
118K
$64.9M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-55.4K- 6.67% |
$23.8M - $26.6M
|
774K
$424M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-60.8K- 51.44% |
$26.1M - $29.3M
|
57.4K
$31.4M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-65K- 5.16% |
$27.9M - $31.3M
|
1.19M
$654M
|
|
|
Apr 12, 2024
Q1 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-69.1K- 68.29% |
$29.7M - $33.2M
|
32.1K
$17.6M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-69.9K- 15.41% |
$30M - $33.6M
|
384K
$210M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-71.5K- 74.26% |
$30.7M - $34.4M
|
24.8K
$13.6M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-76.9K- 3.51% |
$33M - $37M
|
2.12M
$1.16B
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-96.4K- 86.2% |
$41.4M - $46.4M
|
15.4K
$8.46M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-97K- 60.61% |
$41.6M - $46.7M
|
63K
$34.5M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-124K- 89.45% |
$53.4M - $59.9M
|
14.7K
$8.04M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-143K- 7.1% |
$61.6M - $69.1M
|
1.88M
$1.03B
|
|
|
May 14, 2024
Q1 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-150K- 76.15% |
$64.4M - $72.2M
|
47K
$25.7M
|
|
|
May 14, 2024
Q1 2024
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-159K- 30.72% |
$68.1M - $76.3M
|
357K
$196M
|
|
|
May 14, 2024
Q1 2024
|
Fj Investments, LLC
Salt Lake City, UT |
SELL
|
- |
-167K- 8.07% |
$71.7M - $80.4M
|
1.9M
$1.04B
|
|
|
Jun 02, 2025
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-172K- 61.98% |
$73.8M - $82.7M
|
105K
$57.8M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-186K- 1.48% |
$79.7M - $89.3M
|
12.4M
$6.79B
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-196K- 0.85% |
$84.4M - $94.6M
|
23M
$12.6B
|
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-206K- 51.17% |
$88.3M - $99M
|
196K
$107M
|
|
|
May 14, 2024
Q1 2024
|
Employees Retirement System Of Texas
|
SELL
|
- |
-213K- 19.58% |
$91.5M - $103M
|
875K
$480M
|
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-220K- 95.03% |
$94.4M - $106M
|
11.5K
$6.3M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-315K- 8.3% |
$135M - $151M
|
3.47M
$1.9B
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-323K- 45.62% |
$139M - $156M
|
385K
$211M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-386K- 1.94% |
$166M - $186M
|
19.5M
$10.7B
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-471K- 53.6% |
$202M - $227M
|
408K
$224M
|