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 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-2- 66.67% |
$859 - $963
|
1
$591
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-2- 0.02% |
$859 - $963
|
10.5K
$6.22M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-2- 0.28% |
$859 - $963
|
700
$414K
|
|
|
Apr 22, 2024
Q1 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-3- 0.31% |
$1.29K - $1.44K
|
978
$578K
|
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-3- 0.34% |
$1.29K - $1.44K
|
868
$513K
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-3- 0.25% |
$1.29K - $1.44K
|
1.2K
$708K
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-3- 0.46% |
$1.29K - $1.44K
|
649
$384K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-4- 1.83% |
$1.72K - $1.93K
|
214
$127K
|
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-4- 0.68% |
$1.72K - $1.93K
|
582
$344K
|
|
|
May 01, 2024
Q1 2024
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-4- 0.42% |
$1.72K - $1.93K
|
944
$558K
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-4- 0.17% |
$1.72K - $1.93K
|
2.39K
$1.41M
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-4- 11.76% |
$1.72K - $1.93K
|
30
$17.7K
|
|
|
May 15, 2024
Q1 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-4- 0.33% |
$1.72K - $1.93K
|
1.21K
$713K
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
SELL
|
- |
-4- 0.09% |
$1.72K - $1.93K
|
4.21K
$2.49M
|
|
|
Apr 11, 2024
Q1 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-5- 0.24% |
$2.15K - $2.41K
|
2.06K
$1.22M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-5- 0.64% |
$2.15K - $2.41K
|
774
$458K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-5- 0.06% |
$2.15K - $2.41K
|
8.98K
$5.31M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-5- 0.06% |
$2.15K - $2.41K
|
8.23K
$4.87M
|
|
|
May 08, 2024
Q1 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-5- 0.72% |
$2.15K - $2.41K
|
690
$408K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-5- 0.67% |
$2.15K - $2.41K
|
736
$435K
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-5- 0.35% |
$2.15K - $2.41K
|
1.42K
$840K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-6- 0.52% |
$2.58K - $2.89K
|
1.15K
$678K
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-6- 1.18% |
$2.58K - $2.89K
|
503
$297K
|
|
|
May 07, 2024
Q1 2024
|
Geometric Wealth Advisors
|
SELL
|
- |
-6- 0.26% |
$2.58K - $2.89K
|
2.3K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-6- 0.07% |
$2.58K - $2.89K
|
8.16K
$4.82M
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-7- 0.07% |
$3.01K - $3.37K
|
9.49K
$5.61M
|
|
|
May 08, 2024
Q1 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-7- 0.42% |
$3.01K - $3.37K
|
1.66K
$982K
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-8- 0.72% |
$3.44K - $3.85K
|
1.11K
$655K
|
|
|
Apr 25, 2024
Q1 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-8- 0.16% |
$3.44K - $3.85K
|
4.87K
$2.88M
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-8- 0.41% |
$3.44K - $3.85K
|
1.95K
$1.15M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-8- 1.3% |
$3.44K - $3.85K
|
609
$360K
|
|
|
May 14, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-8- 0.03% |
$3.44K - $3.85K
|
28.5K
$16.9M
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-8- 0.31% |
$3.44K - $3.85K
|
2.6K
$1.54M
|
|
|
Aug 20, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-8- 0.03% |
$3.44K - $3.85K
|
28.5K
$16.9M
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-8- 0.47% |
$3.44K - $3.85K
|
1.7K
$1M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-9- 0.67% |
$3.86K - $4.33K
|
1.34K
$792K
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-9- 0.21% |
$3.86K - $4.33K
|
4.25K
$2.51M
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-9- 6.92% |
$3.86K - $4.33K
|
121
$71.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-9- 0.37% |
$3.86K - $4.33K
|
2.4K
$1.42M
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10- 1.23% |
$4.29K - $4.81K
|
804
$475K
|
|
|
Apr 24, 2024
Q1 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-10- 1.48% |
$4.29K - $4.81K
|
667
$394K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-10- 0.25% |
$4.29K - $4.81K
|
4K
$2.37M
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-11- 0.52% |
$4.72K - $5.29K
|
2.09K
$1.23M
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-11- 1.13% |
$4.72K - $5.29K
|
963
$569K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-11- 1.03% |
$4.72K - $5.29K
|
1.06K
$628K
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-12- 1.38% |
$5.15K - $5.78K
|
855
$506K
|
|
|
Apr 08, 2024
Q1 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-12- 4.48% |
$5.15K - $5.78K
|
256
$151K
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-12- 2.44% |
$5.15K - $5.78K
|
480
$284K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-12- 0.18% |
$5.15K - $5.78K
|
6.51K
$3.85M
|
|
|
May 09, 2024
Q1 2024
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-12- 2.48% |
$5.15K - $5.78K
|
472
$279K
|