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 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
340+ 303.57% |
$146K - $164K
|
452
$249K
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
335+ 65.3% |
$144K - $161K
|
848
$468K
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
332+ 5.82% |
$143K - $160K
|
6.04K
$3.33M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
332+ 2.39% |
$143K - $160K
|
14.2K
$7.85M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
331+ 1.91% |
$142K - $159K
|
17.7K
$9.75M
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
331+ 24.7% |
$142K - $159K
|
1.67K
$922K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
328+ 0.91% |
$141K - $158K
|
36.4K
$20.1M
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
326+ 2.46% |
$140K - $157K
|
13.6K
$7.48M
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
324+ 3.07% |
$139K - $156K
|
10.9K
$6M
|
|
|
Apr 25, 2024
Q1 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
323+ 28.36% |
$139K - $155K
|
1.46K
$807K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
321+ 11.25% |
$138K - $155K
|
3.18K
$1.75M
|
|
|
Apr 10, 2024
Q1 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
320+ 0.21% |
$137K - $154K
|
155K
$85.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
314+ 31.78% |
$135K - $151K
|
1.3K
$718K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
311+ 29.9% |
$134K - $150K
|
1.35K
$745K
|
|
|
May 03, 2024
Q1 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
309+ 0.47% |
$133K - $149K
|
66.5K
$36.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
307+ 3.06% |
$132K - $148K
|
10.3K
$5.7M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
305+ 2.23% |
$131K - $147K
|
14K
$7.72M
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
304+ 3.64% |
$131K - $146K
|
8.66K
$4.78M
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
300+ 1.02% |
$129K - $144K
|
29.8K
$16.5M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
299+ 1.55% |
$128K - $144K
|
19.6K
$10.8M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
295+ 6.26% |
$127K - $142K
|
5.01K
$2.76M
|
|
|
May 01, 2024
Q1 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
293+ 1.69% |
$126K - $141K
|
17.6K
$9.72M
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
293+ 2.62% |
$126K - $141K
|
11.5K
$6.34M
|
|
|
Aug 07, 2024
Q1 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
293+ 45.15% |
$126K - $141K
|
942
$520K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
292+ 23.99% |
$125K - $141K
|
1.51K
$833K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
292+ 5.09% |
$125K - $141K
|
6.03K
$3.33M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
290+ 6.84% |
$125K - $140K
|
4.53K
$2.5M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
290+ 0.18% |
$125K - $140K
|
159K
$87.6M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
290New |
$125K - $140K
|
290
$160K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
288+ 5.13% |
$124K - $139K
|
5.9K
$3.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
287+ 7.41% |
$123K - $138K
|
4.16K
$2.29M
|
|
|
May 03, 2024
Q1 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
284+ 0.77% |
$122K - $137K
|
37.1K
$20.5M
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
283+ 9.47% |
$122K - $136K
|
3.27K
$1.8M
|
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
283+ 0.51% |
$122K - $136K
|
55.6K
$30.7M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
283+ 1.88% |
$122K - $136K
|
15.3K
$8.45M
|
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
282+ 13.56% |
$121K - $136K
|
2.36K
$1.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
281+ 11.17% |
$121K - $135K
|
2.8K
$1.54M
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
279+ 1.93% |
$120K - $134K
|
14.7K
$8.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
277+ 1.69% |
$119K - $133K
|
16.7K
$9.21M
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
276+ 2.09% |
$119K - $133K
|
13.5K
$7.44M
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
274+ 5.01% |
$118K - $132K
|
5.75K
$3.17M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
274+ 0.32% |
$118K - $132K
|
85.2K
$47M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
273New |
$117K - $131K
|
273
$151K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
272+ 1.99% |
$117K - $131K
|
14K
$7.71M
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
264+ 36.41% |
$113K - $127K
|
989
$546K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
264+ 1.09% |
$113K - $127K
|
24.4K
$13.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
260+ 28.95% |
$112K - $125K
|
1.16K
$639K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
260+ 22.41% |
$112K - $125K
|
1.42K
$783K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
260+ 12.89% |
$112K - $125K
|
2.28K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
259New |
$111K - $125K
|
259
$143K
|