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 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-4.95K- 7.96% |
$2.12M - $2.38M
|
57.2K
$33.8M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.95K- 7.16% |
$2.13M - $2.38M
|
64.3K
$38M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-5.13K- 28.68% |
$2.2M - $2.47M
|
12.7K
$7.54M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-5.16K- 35.94% |
$2.22M - $2.49M
|
9.21K
$5.44M
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-5.23K- 2.93% |
$2.25M - $2.52M
|
173K
$103M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-5.25K- 2.93% |
$2.26M - $2.53M
|
174K
$103M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-5.37K- 41.13% |
$2.31M - $2.58M
|
7.68K
$4.54M
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-5.46K- 3.14% |
$2.34M - $2.63M
|
168K
$99.4M
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-5.58K- 53.52% |
$2.4M - $2.69M
|
4.85K
$2.87M
|
|
|
Apr 11, 2024
Q1 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-5.8K- 5.99% |
$2.49M - $2.79M
|
91K
$53.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-5.88K- 5.93% |
$2.52M - $2.83M
|
93.2K
$55.1M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-5.92K- 24.4% |
$2.54M - $2.85M
|
18.3K
$10.8M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-5.99K- 1.11% |
$2.57M - $2.88M
|
532K
$315M
|
|
|
Mar 21, 2025
Q1 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-6.08K- 47.41% |
$2.61M - $2.92M
|
6.74K
$3.99M
|
|
|
Apr 30, 2024
Q1 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-6.23K- 15.25% |
$2.67M - $3M
|
34.6K
$20.5M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.23K- 2.74% |
$2.68M - $3M
|
221K
$131M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-6.24K- 16.4% |
$2.68M - $3M
|
31.8K
$18.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.29K- 7.71% |
$2.7M - $3.03M
|
75.3K
$44.5M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-6.32K- 11.17% |
$2.71M - $3.04M
|
50.2K
$29.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Empire Life Investments Inc.
|
SELL
|
- |
-6.33K- 5.29% |
$2.72M - $3.05M
|
113K
$67M
|
|
|
Apr 17, 2024
Q1 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-6.36K- 88.36% |
$2.73M - $3.06M
|
837
$495K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-6.5K- 6.86% |
$2.79M - $3.13M
|
88.2K
$52.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-6.54K- 13.35% |
$2.81M - $3.15M
|
42.5K
$25.1M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-6.57K- 48.56% |
$2.82M - $3.16M
|
6.96K
$4.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-6.68K- 8.33% |
$2.87M - $3.21M
|
73.5K
$43.4M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6.7K- 94.53% |
$2.88M - $3.22M
|
388
$229K
|
|
|
May 15, 2024
Q1 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-6.8K- 5.69% |
$2.92M - $3.27M
|
113K
$66.6M
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-6.88K- 5.69% |
$2.95M - $3.31M
|
114K
$67.4M
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-6.91K- 0.63% |
$2.97M - $3.32M
|
1.09M
$646M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.07K- 48.28% |
$3.03M - $3.4M
|
7.57K
$4.48M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.3K- 3.45% |
$3.14M - $3.52M
|
204K
$121M
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-7.44K- 46.42% |
$3.2M - $3.58M
|
8.59K
$5.08M
|
|
|
May 03, 2024
Q1 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-7.53K- 19.17% |
$3.23M - $3.62M
|
31.8K
$18.8M
|
|
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-7.53K- 4.32% |
$3.23M - $3.63M
|
167K
$98.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-7.61K- 32.41% |
$3.27M - $3.66M
|
15.9K
$9.38M
|
|
|
Apr 17, 2024
Q1 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-7.62K- 20.15% |
$3.27M - $3.67M
|
30.2K
$17.9M
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-7.65K- 7.24% |
$3.29M - $3.68M
|
98K
$57.9M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-7.72K- 13.53% |
$3.32M - $3.72M
|
49.4K
$29.2M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-7.77K- 3.68% |
$3.34M - $3.74M
|
203K
$120M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7.78K- 74.86% |
$3.34M - $3.74M
|
2.61K
$1.55M
|
|
|
Apr 18, 2024
Q1 2024
|
Toews Corp
|
SELL
|
- |
-7.8K- 3.24% |
$3.35M - $3.75M
|
233K
$138M
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-7.8K- 54.9% |
$3.35M - $3.76M
|
6.41K
$3.79M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-7.94K- 1.78% |
$3.41M - $3.82M
|
438K
$259M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-8.02K- 87.09% |
$3.44M - $3.86M
|
1.19K
$703K
|
|
|
May 15, 2024
Q1 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-8.21K- 96.61% |
$3.52M - $3.95M
|
288
$170K
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-8.42K- 6.59% |
$3.62M - $4.05M
|
119K
$70.6M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.51K- 14.49% |
$3.65M - $4.09M
|
50.2K
$29.7M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-8.73K- 9.8% |
$3.75M - $4.2M
|
80.3K
$47.5M
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-8.83K- 2.96% |
$3.79M - $4.25M
|
289K
$171M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.04K- 7.53% |
$3.88M - $4.35M
|
111K
$65.7M
|