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 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.47K+ 28.84% |
$1.92M - $2.15M
|
20K
$11M
|
|
|
May 01, 2024
Q1 2024
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
4.4K+ 3.52% |
$1.89M - $2.12M
|
129K
$71.5M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.39K+ 79.41% |
$1.88M - $2.11M
|
9.91K
$5.48M
|
|
|
May 15, 2024
Q1 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
4.37K+ 8.94% |
$1.88M - $2.1M
|
53.2K
$29.4M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.36K+ 8.13% |
$1.87M - $2.1M
|
57.9K
$32M
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4.35K+ 43.54% |
$1.87M - $2.1M
|
14.4K
$7.93M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.35K+ 2.0% |
$1.87M - $2.09M
|
222K
$122M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.33K+ 15.83% |
$1.86M - $2.08M
|
31.7K
$17.5M
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
BUY
|
- |
4.31K+ 22.06% |
$1.85M - $2.07M
|
23.8K
$13.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
4.24K+ 3.29% |
$1.82M - $2.04M
|
133K
$73.7M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.22K+ 9.86% |
$1.81M - $2.03M
|
47K
$26M
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
4.21K+ 3.27% |
$1.81M - $2.03M
|
133K
$73.4M
|
|
|
May 15, 2024
Q1 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.19K+ 76.92% |
$1.8M - $2.01M
|
9.63K
$5.32M
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
4.18K+ 433.61% |
$1.8M - $2.01M
|
5.14K
$2.84M
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
4.16K+ 3.06% |
$1.79M - $2M
|
140K
$77.5M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
4.12K+ 339.7% |
$1.77M - $1.99M
|
5.34K
$2.95M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
4.11K+ 3.45% |
$1.77M - $1.98M
|
123K
$68.2M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.09K+ 8.08% |
$1.76M - $1.97M
|
54.8K
$30.3M
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
4.05KNew |
$1.74M - $1.95M
|
4.05K
$2.24M
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
4.05K+ 3.09% |
$1.74M - $1.95M
|
135K
$74.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Fortune 45 LLC
|
BUY
|
- |
4.01K+ 3.95% |
$1.72M - $1.93M
|
106K
$58.4M
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
4K+ 11.66% |
$1.72M - $1.93M
|
38.3K
$21.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
3.94K+ 4.11% |
$1.69M - $1.9M
|
99.8K
$55.2M
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
3.91K+ 8.93% |
$1.68M - $1.88M
|
47.7K
$26.4M
|
|
|
Apr 15, 2024
Q1 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
3.9K+ 26.79% |
$1.68M - $1.88M
|
18.5K
$10.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
BUY
|
- |
3.9K+ 34.21% |
$1.68M - $1.88M
|
15.3K
$8.46M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
3.87K+ 18.8% |
$1.66M - $1.86M
|
24.4K
$13.5M
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
3.86KNew |
$1.66M - $1.86M
|
3.86K
$2.13M
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
3.79KNew |
$1.63M - $1.82M
|
3.79K
$2.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
BUY
|
- |
3.78K+ 2.53% |
$1.62M - $1.82M
|
153K
$84.6M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.73K+ 0.88% |
$1.6M - $1.8M
|
427K
$236M
|
|
|
May 14, 2024
Q1 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
3.72K+ 24.68% |
$1.6M - $1.79M
|
18.8K
$10.4M
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
3.68K+ 767.43% |
$1.58M - $1.77M
|
4.16K
$2.3M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
3.68K+ 27.71% |
$1.58M - $1.77M
|
16.9K
$9.36M
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
3.6K+ 8.17% |
$1.55M - $1.73M
|
47.7K
$26.4M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3.6K+ 10.2% |
$1.55M - $1.73M
|
38.9K
$21.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.52K+ 123.14% |
$1.51M - $1.7M
|
6.38K
$3.53M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
3.49K+ 179.49% |
$1.5M - $1.68M
|
5.44K
$3.01M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
3.47K+ 15.91% |
$1.49M - $1.67M
|
25.3K
$14M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.45K+ 81.82% |
$1.48M - $1.66M
|
7.67K
$4.24M
|
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
3.45K+ 4.02% |
$1.48M - $1.66M
|
89.2K
$49.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
3.42K+ 2.41% |
$1.47M - $1.65M
|
145K
$80.2M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.42K+ 6.04% |
$1.47M - $1.64M
|
60K
$33.2M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3.4K+ 5.98% |
$1.46M - $1.63M
|
60.1K
$33.2M
|
|
|
May 02, 2024
Q1 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
3.4K+ 11.35% |
$1.46M - $1.63M
|
33.3K
$18.4M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.36K+ 19.75% |
$1.44M - $1.62M
|
20.4K
$11.3M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.35K+ 4.67% |
$1.44M - $1.61M
|
75.1K
$41.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3.35K+ 25.9% |
$1.44M - $1.61M
|
16.3K
$9M
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
3.33K+ 21.08% |
$1.43M - $1.6M
|
19.1K
$10.6M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
3.26K+ 8.1% |
$1.4M - $1.57M
|
43.5K
$24.1M
|