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 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-1.37K- 9.63% |
$589K - $660K
|
12.9K
$7.61M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.38K- 2.59% |
$593K - $664K
|
51.8K
$30.7M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-1.39K- 71.22% |
$597K - $670K
|
562
$332K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.39K- 32.55% |
$597K - $670K
|
2.88K
$1.7M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.4K- 1.71% |
$600K - $673K
|
80.3K
$47.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-1.44K- 11.7% |
$618K - $693K
|
10.9K
$6.43M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.46K- 19.29% |
$629K - $705K
|
6.13K
$3.62M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.47K- 1.74% |
$632K - $708K
|
82.8K
$49M
|
|
|
May 06, 2024
Q1 2024
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-1.48K- 1.93% |
$636K - $712K
|
75.2K
$44.4M
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.49K- 0.79% |
$640K - $718K
|
188K
$111M
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-1.49K- 0.95% |
$641K - $718K
|
155K
$91.5M
|
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-1.51K- 5.11% |
$647K - $725K
|
28K
$16.6M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.51K- 7.91% |
$648K - $726K
|
17.6K
$10.4M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.52K- 5.93% |
$651K - $730K
|
24K
$14.2M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-1.53K- 4.25% |
$657K - $737K
|
34.5K
$20.4M
|
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1.53K- 50.44% |
$658K - $737K
|
1.51K
$890K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.54K- 1.61% |
$660K - $739K
|
93.7K
$55.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-1.54K- 1.57% |
$660K - $740K
|
96.4K
$57M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.59K- 0.94% |
$681K - $763K
|
167K
$98.7M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.59K- 16.12% |
$684K - $766K
|
8.28K
$4.9M
|
|
|
Apr 15, 2024
Q1 2024
|
University Of Chicago
Chicago, IL |
SELL
|
- |
-1.62K- 9.03% |
$694K - $777K
|
16.3K
$9.62M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.62K- 18.76% |
$694K - $778K
|
7K
$4.14M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.62K- 1.13% |
$694K - $778K
|
141K
$83.3M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-1.62K- 22.57% |
$695K - $779K
|
5.55K
$3.28M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-1.64K- 0.54% |
$704K - $789K
|
303K
$179M
|
|
|
May 14, 2024
Q1 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.68K- 1.89% |
$721K - $808K
|
87K
$51.4M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.71K- 24.99% |
$735K - $824K
|
5.14K
$3.04M
|
|
|
Jul 25, 2025
Q1 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-1.71K- 63.62% |
$735K - $824K
|
979
$579K
|
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
SELL
|
- |
-1.73K- 10.96% |
$741K - $831K
|
14K
$8.29M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.74K- 68.19% |
$745K - $836K
|
810
$479K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.76K- 15.77% |
$755K - $847K
|
9.4K
$5.56M
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-1.79K- 18.89% |
$767K - $860K
|
7.67K
$4.53M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.79K- 0.72% |
$768K - $861K
|
247K
$146M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1.8K- 5.58% |
$771K - $864K
|
30.4K
$18M
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-1.8K- 1.65% |
$774K - $867K
|
108K
$63.6M
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-1.82K- 60.31% |
$781K - $876K
|
1.2K
$708K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-1.83K- 81.16% |
$784K - $879K
|
424
$251K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.85K- 5.3% |
$794K - $890K
|
33K
$19.5M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.86K- 7.3% |
$797K - $893K
|
23.6K
$13.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.86K- 15.73% |
$800K - $896K
|
9.98K
$5.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.87K- 5.13% |
$802K - $899K
|
34.6K
$20.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.88K- 4.32% |
$806K - $903K
|
41.6K
$24.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-1.89K- 1.8% |
$811K - $909K
|
103K
$60.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.9K- 36.05% |
$814K - $913K
|
3.36K
$1.99M
|
|
|
May 14, 2024
Q1 2024
|
Monashee Investment Management LLC
Boston, MA |
SELL
|
- |
-1.9K- 0.7% |
$816K - $915K
|
269K
$159M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.91K- 17.92% |
$820K - $919K
|
8.75K
$5.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.94K- 4.14% |
$834K - $934K
|
44.9K
$26.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1.95K- 2.76% |
$839K - $940K
|
68.7K
$40.6M
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
SELL
|
- |
-1.95K- 18.22% |
$839K - $940K
|
8.77K
$5.18M
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-2K- 15.23% |
$859K - $963K
|
11.1K
$6.58M
|