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 14, 2024
Q1 2024
|
Fj Investments, LLC
Salt Lake City, UT |
SELL
|
- |
-167K- 8.07% |
$71.7M - $80.4M
|
1.9M
$1.18B
|
|
|
Jun 02, 2025
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-172K- 61.98% |
$73.8M - $82.7M
|
105K
$65.5M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-186K- 1.48% |
$79.7M - $89.3M
|
12.4M
$7.69B
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-196K- 0.85% |
$84.4M - $94.6M
|
23M
$14.3B
|
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-206K- 51.17% |
$88.3M - $99M
|
196K
$122M
|
|
|
May 14, 2024
Q1 2024
|
Employees Retirement System Of Texas
|
SELL
|
- |
-213K- 19.58% |
$91.5M - $103M
|
875K
$543M
|
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-220K- 95.03% |
$94.4M - $106M
|
11.5K
$7.14M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-315K- 8.3% |
$135M - $151M
|
3.47M
$2.16B
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-323K- 45.62% |
$139M - $156M
|
385K
$239M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-386K- 1.94% |
$166M - $186M
|
19.5M
$12.1B
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-471K- 53.6% |
$202M - $227M
|
408K
$253M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-602K- 83.17% |
$258M - $290M
|
122K
$75.6M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-916K- 48.19% |
$393M - $441M
|
985K
$611M
|
|
|
Aug 28, 2024
Q1 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-1.61M- 98.34% |
$692M - $775M
|
27.2K
$16.9M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.68M- 11.2% |
$1.15B - $1.29B
|
21.2M
$13.2B
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.84M- 18.86% |
$1.22B - $1.37B
|
12.2M
$7.59B
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.57M- 62.74% |
$2.39B - $2.68B
|
3.31M
$2.05B
|