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 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
2New |
$859 - $963
|
2
$1.18K
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
2+ 0.08% |
$859 - $963
|
2.59K
$1.53M
|
|
|
Apr 22, 2024
Q1 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
2+ 0.25% |
$859 - $963
|
809
$478K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
2+ 7.14% |
$859 - $963
|
30
$17.7K
|
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
2+ 0.14% |
$859 - $963
|
1.38K
$818K
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
BUY
|
- |
2+ 0.18% |
$859 - $963
|
1.13K
$665K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2+ 0.38% |
$859 - $963
|
525
$310K
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2+ 0.03% |
$859 - $963
|
6.16K
$3.64M
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2+ 1.72% |
$859 - $963
|
118
$69.8K
|
|
|
May 13, 2024
Q1 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
2+ 0.04% |
$859 - $963
|
5.16K
$3.05M
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
2+ 1.22% |
$859 - $963
|
166
$98.2K
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
2+ 0.1% |
$859 - $963
|
1.91K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2+ 0.21% |
$859 - $963
|
934
$552K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
1+ 1.67% |
$429 - $481
|
61
$36.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1+ 0.17% |
$429 - $481
|
575
$340K
|
|
|
Apr 15, 2024
Q1 2024
|
Exeter Financial, LLC
|
BUY
|
- |
1+ 0.05% |
$429 - $481
|
2.22K
$1.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
BUY
|
- |
1+ 0.09% |
$429 - $481
|
1.1K
$649K
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
1+ 0.1% |
$429 - $481
|
973
$575K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.11% |
$429 - $481
|
938
$555K
|
|
|
Apr 19, 2024
Q1 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
1+ 0.1% |
$429 - $481
|
978
$578K
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1+ 0.06% |
$429 - $481
|
1.76K
$1.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1+ 0.11% |
$429 - $481
|
891
$527K
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$429 - $481
|
10.9K
$6.46M
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
1+ 0.02% |
$429 - $481
|
5.54K
$3.28M
|
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
BUY
|
- |
1+ 0.22% |
$429 - $481
|
463
$274K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$429 - $481
|
4.71K
$2.79M
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1+ 0.21% |
$429 - $481
|
480
$284K
|
|
|
May 07, 2024
Q1 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
1+ 0.03% |
$429 - $481
|
3.08K
$1.82M
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.68% |
$429 - $481
|
149
$88.1K
|
|
|
May 07, 2024
Q1 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
1+ 0.17% |
$429 - $481
|
607
$359K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
1New |
$429 - $481
|
1
$591
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1+ 0.07% |
$429 - $481
|
1.48K
$877K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1+ 0.14% |
$429 - $481
|
697
$412K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1+ 0.04% |
$429 - $481
|
2.54K
$1.5M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1+ 0.11% |
$429 - $481
|
924
$546K
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
1+ 0.01% |
$429 - $481
|
14.3K
$8.47M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 100.0% |
$429 - $481
|
2
$1.18K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.16% |
$429 - $481
|
614
$363K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1+ 0.18% |
$429 - $481
|
567
$335K
|
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1+ 0.0% |
$429 - $481
|
29.6K
$17.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
SELL
|
- |
-1- 0.08% |
$429 - $481
|
1.23K
$728K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1- 0.03% |
$429 - $481
|
3.73K
$2.2M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1- 0.04% |
$429 - $481
|
2.65K
$1.56M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1- 12.5% |
$429 - $481
|
7
$4.14K
|
|
|
May 15, 2024
Q1 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1- 0.13% |
$429 - $481
|
799
$472K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-1- 0.41% |
$429 - $481
|
242
$143K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2- 0.09% |
$859 - $963
|
2.17K
$1.28M
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-2- 0.17% |
$859 - $963
|
1.21K
$713K
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-2- 0.06% |
$859 - $963
|
3.35K
$1.98M
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-2- 0.33% |
$859 - $963
|
596
$352K
|