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 22, 2024
Q1 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
3.23K+ 21.31% |
$1.39M - $1.56M
|
18.4K
$10.2M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.22K+ 10.75% |
$1.38M - $1.55M
|
33.2K
$18.4M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.22K+ 39.23% |
$1.38M - $1.55M
|
11.4K
$6.31M
|
|
|
May 14, 2024
Q1 2024
|
Call To Action Foundation
Salt Lake City, UT |
BUY
|
- |
3.21K+ 0.32% |
$1.38M - $1.55M
|
999K
$553M
|
|
|
May 15, 2024
Q1 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
3.21K+ 5.9% |
$1.38M - $1.55M
|
57.6K
$31.8M
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
3.16KNew |
$1.36M - $1.52M
|
3.16K
$1.74M
|
|
|
May 10, 2024
Q1 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
3.14K+ 9.86% |
$1.35M - $1.51M
|
34.9K
$19.3M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
3.11K+ 2.12% |
$1.34M - $1.5M
|
150K
$82.8M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.09KNew |
$1.33M - $1.49M
|
3.09K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.09K+ 0.37% |
$1.33M - $1.49M
|
845K
$467M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.06K+ 40.42% |
$1.31M - $1.47M
|
10.6K
$5.88M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.03K+ 17.81% |
$1.3M - $1.46M
|
20.1K
$11.1M
|
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
3.01K+ 10.17% |
$1.29M - $1.45M
|
32.6K
$18M
|
|
|
May 01, 2024
Q1 2024
|
Darrow Company, Inc.
|
BUY
|
- |
3KNew |
$1.29M - $1.45M
|
3K
$1.66M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
2.99K+ 31.42% |
$1.29M - $1.44M
|
12.5K
$6.92M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.98K+ 0.58% |
$1.28M - $1.44M
|
514K
$284M
|
|
|
Apr 11, 2024
Q1 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
2.98KNew |
$1.28M - $1.43M
|
2.98K
$1.65M
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.97K+ 20.0% |
$1.28M - $1.43M
|
17.8K
$9.85M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.95K+ 7.07% |
$1.27M - $1.42M
|
44.6K
$24.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
2.94KNew |
$1.26M - $1.41M
|
2.94K
$1.62M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.87K+ 14.01% |
$1.23M - $1.38M
|
23.4K
$12.9M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.84K+ 80.42% |
$1.22M - $1.37M
|
6.38K
$3.53M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.84K+ 201.63% |
$1.22M - $1.37M
|
4.24K
$2.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
2.83K+ 2.98% |
$1.22M - $1.36M
|
97.8K
$54.1M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.82K+ 19.1% |
$1.21M - $1.36M
|
17.6K
$9.73M
|
|
|
Apr 25, 2024
Q1 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
2.82K+ 19.34% |
$1.21M - $1.36M
|
17.4K
$9.62M
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
2.81K+ 1.76% |
$1.21M - $1.35M
|
163K
$90.1M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.81K+ 4.32% |
$1.2M - $1.35M
|
67.7K
$37.4M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.79K+ 22.19% |
$1.2M - $1.34M
|
15.4K
$8.51M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.78K+ 41.69% |
$1.19M - $1.34M
|
9.45K
$5.22M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
2.76K+ 221.23% |
$1.19M - $1.33M
|
4.01K
$2.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Better Wealth, LLC
|
BUY
|
- |
2.75KNew |
$1.18M - $1.32M
|
2.75K
$1.52M
|
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
2.75K+ 10.18% |
$1.18M - $1.32M
|
29.7K
$16.4M
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.73K+ 59.88% |
$1.17M - $1.31M
|
7.28K
$4.03M
|
|
|
May 08, 2024
Q1 2024
|
Hikari Tsushin, Inc.
Tokyo, M0 |
BUY
|
- |
2.72K+ 3.42% |
$1.17M - $1.31M
|
82.3K
$45.5M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.72K+ 7.38% |
$1.17M - $1.31M
|
39.6K
$21.9M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
2.7K+ 3375.0% |
$1.16M - $1.3M
|
2.78K
$1.54M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
2.7K+ 439.25% |
$1.16M - $1.3M
|
3.31K
$1.83M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.69K+ 43.02% |
$1.15M - $1.29M
|
8.94K
$4.94M
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
2.68K+ 13.44% |
$1.15M - $1.29M
|
22.7K
$12.5M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.68K+ 11.91% |
$1.15M - $1.29M
|
25.1K
$13.9M
|
|
|
May 08, 2024
Q1 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
2.62KNew |
$1.12M - $1.26M
|
2.62K
$1.45M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.6K+ 8.45% |
$1.12M - $1.25M
|
33.4K
$18.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.59K+ 21.94% |
$1.11M - $1.24M
|
14.4K
$7.95M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.57K+ 25.97% |
$1.1M - $1.23M
|
12.4K
$6.88M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.56K+ 5.18% |
$1.1M - $1.23M
|
52K
$28.7M
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.56K+ 6.61% |
$1.1M - $1.23M
|
41.3K
$22.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.56K+ 6.78% |
$1.1M - $1.23M
|
40.3K
$22.3M
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
2.54K+ 12.22% |
$1.09M - $1.22M
|
23.3K
$12.9M
|
|
|
May 14, 2024
Q1 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
2.53KNew |
$1.09M - $1.22M
|
2.53K
$1.4M
|