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 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
12.2K+ 64.36% |
$5.23M - $5.87M
|
31.1K
$17.2M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
12.1KNew |
$5.21M - $5.84M
|
12.1K
$6.7M
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
12K+ 23.02% |
$5.13M - $5.75M
|
63.9K
$35.3M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
11.9K+ 110.68% |
$5.09M - $5.7M
|
22.6K
$12.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.8K+ 5.54% |
$5.08M - $5.7M
|
225K
$125M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11.8K+ 52.28% |
$5.08M - $5.7M
|
34.5K
$19.1M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11.8K+ 6.72% |
$5.06M - $5.67M
|
187K
$103M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.7K+ 0.84% |
$5.03M - $5.64M
|
1.42M
$783M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
11.7K+ 4.28% |
$5.03M - $5.64M
|
285K
$158M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.6K+ 13.46% |
$4.99M - $5.59M
|
97.8K
$54.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
11.6K+ 62.67% |
$4.98M - $5.58M
|
30.1K
$16.6M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
11.5KNew |
$4.95M - $5.55M
|
11.5K
$6.38M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11.5K+ 36.09% |
$4.92M - $5.52M
|
43.2K
$23.9M
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
11.3K+ 57.69% |
$4.86M - $5.45M
|
31K
$17.1M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.3K+ 40.62% |
$4.84M - $5.43M
|
39.1K
$21.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
11.3K+ 9.53% |
$4.84M - $5.42M
|
130K
$71.6M
|
|
|
May 08, 2024
Q1 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
11.2K+ 104.27% |
$4.79M - $5.37M
|
21.9K
$12.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
11.1K+ 7216.88% |
$4.77M - $5.35M
|
11.3K
$6.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
11.1K+ 11.16% |
$4.75M - $5.32M
|
110K
$60.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
11KNew |
$4.73M - $5.31M
|
11K
$6.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
11K+ 91.3% |
$4.72M - $5.3M
|
23.1K
$12.7M
|
|
|
May 10, 2024
Q1 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
10.9KNew |
$4.7M - $5.26M
|
10.9K
$6.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.9K+ 98.18% |
$4.68M - $5.24M
|
22K
$12.2M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
10.9K+ 395.95% |
$4.66M - $5.22M
|
13.6K
$7.52M
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
10.8K+ 11.63% |
$4.64M - $5.2M
|
104K
$57.3M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.8K+ 4.35% |
$4.64M - $5.2M
|
259K
$143M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
10.8K+ 14.54% |
$4.62M - $5.18M
|
84.8K
$46.9M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
10.7K+ 33.36% |
$4.58M - $5.13M
|
42.6K
$23.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
10.6K+ 4.66% |
$4.54M - $5.09M
|
238K
$131M
|
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
10.5KNew |
$4.53M - $5.08M
|
10.5K
$5.83M
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
10.4K+ 19.3% |
$4.47M - $5.01M
|
64.3K
$35.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
10.4K+ 7.17% |
$4.45M - $4.99M
|
155K
$85.7M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
10.3K+ 7.27% |
$4.44M - $4.98M
|
153K
$84.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10.3K+ 224.44% |
$4.44M - $4.97M
|
14.9K
$8.26M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
10.2K+ 9.96% |
$4.4M - $4.93M
|
113K
$62.5M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
10.2K+ 18.19% |
$4.38M - $4.91M
|
66.2K
$36.6M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
10.1K+ 39.16% |
$4.36M - $4.89M
|
36.1K
$19.9M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
10.1K+ 53.11% |
$4.33M - $4.86M
|
29.1K
$16.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
10.1K+ 33.1% |
$4.32M - $4.84M
|
40.4K
$22.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
9.97K+ 6.23% |
$4.28M - $4.8M
|
170K
$93.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
9.89K+ 12.69% |
$4.25M - $4.76M
|
87.8K
$48.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.75K+ 7.4% |
$4.19M - $4.69M
|
142K
$78.3M
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
9.7K+ 386.53% |
$4.16M - $4.67M
|
12.2K
$6.75M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.64K+ 3.52% |
$4.14M - $4.64M
|
283K
$157M
|
|
|
May 09, 2024
Q1 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
9.47K+ 13.35% |
$4.07M - $4.56M
|
80.4K
$44.5M
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
9.35KNew |
$4.02M - $4.5M
|
9.35K
$5.17M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
9.35K+ 4.89% |
$4.01M - $4.5M
|
201K
$111M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
9.25K+ 8.25% |
$3.97M - $4.45M
|
121K
$67M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.94K+ 53.61% |
$3.84M - $4.31M
|
25.6K
$14.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
8.74K+ 4.19% |
$3.75M - $4.2M
|
217K
$120M
|