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 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
5.82K+ 26.65% |
$2.5M - $2.8M
|
27.7K
$15.3M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.74K+ 13.71% |
$2.47M - $2.76M
|
47.6K
$26.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.69K+ 24.78% |
$2.44M - $2.74M
|
28.6K
$15.8M
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.67K+ 10.1% |
$2.44M - $2.73M
|
61.8K
$34.2M
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
BUY
|
- |
5.67K+ 4.82% |
$2.43M - $2.73M
|
123K
$68.2M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5.52K+ 8.19% |
$2.37M - $2.65M
|
72.8K
$40.3M
|
|
|
May 10, 2024
Q1 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
5.48K+ 8.01% |
$2.35M - $2.64M
|
73.9K
$40.9M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
5.46K+ 11.33% |
$2.34M - $2.63M
|
53.6K
$29.6M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.44K+ 8.64% |
$2.34M - $2.62M
|
68.4K
$37.8M
|
|
|
May 13, 2024
Q1 2024
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
5.41K+ 66.08% |
$2.32M - $2.6M
|
13.6K
$7.51M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
5.4K+ 0.79% |
$2.32M - $2.6M
|
689K
$381M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
5.4K+ 3.34% |
$2.32M - $2.6M
|
167K
$92.5M
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
5.39K+ 2.41% |
$2.32M - $2.6M
|
229K
$127M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.35KNew |
$2.3M - $2.58M
|
5.35K
$2.96M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
5.35K+ 16.21% |
$2.3M - $2.57M
|
38.3K
$21.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.32K+ 40.95% |
$2.29M - $2.56M
|
18.3K
$10.1M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
5.32KNew |
$2.28M - $2.56M
|
5.32K
$2.94M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.31K+ 81.27% |
$2.28M - $2.55M
|
11.8K
$6.54M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.3KNew |
$2.28M - $2.55M
|
5.3K
$2.93M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.22K+ 10.33% |
$2.24M - $2.51M
|
55.7K
$30.8M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
5.17K+ 846.89% |
$2.22M - $2.49M
|
5.78K
$3.19M
|
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
5.15KNew |
$2.21M - $2.48M
|
5.15K
$2.85M
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
5.15K+ 2.56% |
$2.21M - $2.48M
|
206K
$114M
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
5.1K+ 10.67% |
$2.19M - $2.45M
|
52.9K
$29.2M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
5.1K+ 11.0% |
$2.19M - $2.45M
|
51.4K
$28.4M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.1K+ 7.14% |
$2.19M - $2.45M
|
76.4K
$42.2M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.07K+ 39.83% |
$2.18M - $2.44M
|
17.8K
$9.84M
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
5.06K+ 6.54% |
$2.17M - $2.43M
|
82.3K
$45.5M
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
5.04KNew |
$2.17M - $2.43M
|
5.04K
$2.79M
|
|
|
Apr 11, 2024
Q1 2024
|
Orser Capital Management, LLC
|
BUY
|
- |
4.99K+ 269.06% |
$2.14M - $2.4M
|
6.85K
$3.78M
|
|
|
May 09, 2024
Q1 2024
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
4.92K+ 7.01% |
$2.11M - $2.37M
|
75.2K
$41.6M
|
|
|
May 10, 2024
Q1 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
4.87K+ 23.28% |
$2.09M - $2.34M
|
25.8K
$14.3M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
4.86K+ 43.21% |
$2.09M - $2.34M
|
16.1K
$8.9M
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
4.82K+ 100.29% |
$2.07M - $2.32M
|
9.63K
$5.33M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.8K+ 13.89% |
$2.06M - $2.31M
|
39.3K
$21.7M
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4.74K+ 16.25% |
$2.04M - $2.28M
|
33.9K
$18.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
4.74K+ 24.86% |
$2.03M - $2.28M
|
23.8K
$13.1M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
4.72KNew |
$2.03M - $2.27M
|
4.72K
$2.61M
|
|
|
May 01, 2024
Q1 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
4.71KNew |
$2.02M - $2.27M
|
4.71K
$2.6M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.71K+ 1.95% |
$2.02M - $2.26M
|
246K
$136M
|
|
|
Nov 13, 2024
Q1 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
4.69K+ 19.06% |
$2.01M - $2.26M
|
29.3K
$16.2M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
4.68KNew |
$2.01M - $2.25M
|
4.68K
$2.59M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
4.67K+ 2.61% |
$2M - $2.25M
|
184K
$102M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.63K+ 15.3% |
$1.99M - $2.23M
|
34.9K
$19.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
4.61K+ 3.0% |
$1.98M - $2.22M
|
158K
$87.4M
|
|
|
May 08, 2024
Q1 2024
|
Xr Securities LLC
|
BUY
|
- |
4.59KNew |
$1.97M - $2.21M
|
4.59K
$2.54M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4.59K+ 8.67% |
$1.97M - $2.21M
|
57.6K
$31.8M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.57K+ 64.22% |
$1.96M - $2.2M
|
11.7K
$6.45M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
4.56K+ 13.7% |
$1.96M - $2.2M
|
37.9K
$20.9M
|
|
|
May 08, 2024
Q1 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
4.52KNew |
$1.94M - $2.18M
|
4.52K
$2.5M
|