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
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
103+ 2.39% |
$44.2K - $49.6K
|
4.42K
$2.54M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
103+ 1.63% |
$44.2K - $49.6K
|
6.42K
$3.69M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
103+ 10.74% |
$44.2K - $49.6K
|
1.06K
$611K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
102+ 0.45% |
$43.8K - $49.1K
|
22.7K
$13M
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
101+ 2.43% |
$43.4K - $48.6K
|
4.25K
$2.45M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
101+ 12.45% |
$43.4K - $48.6K
|
912
$525K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
101+ 34.95% |
$43.4K - $48.6K
|
390
$224K
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
99New |
$42.5K - $47.7K
|
99
$56.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
99+ 1.19% |
$42.5K - $47.7K
|
8.44K
$4.85M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
98+ 51.04% |
$42.1K - $47.2K
|
290
$167K
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
98+ 0.98% |
$42.1K - $47.2K
|
10.1K
$5.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
96+ 1.52% |
$41.2K - $46.2K
|
6.42K
$3.69M
|
|
|
Apr 17, 2024
Q1 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
96New |
$41.2K - $46.2K
|
96
$55.2K
|
|
|
Apr 11, 2024
Q1 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
95+ 1.35% |
$40.8K - $45.7K
|
7.12K
$4.09M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
95+ 2.33% |
$40.8K - $45.7K
|
4.18K
$2.4M
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
95+ 9.47% |
$40.8K - $45.7K
|
1.1K
$632K
|
|
|
Apr 10, 2025
Q1 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
95+ 1.86% |
$40.8K - $45.7K
|
5.2K
$2.99M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
94+ 1.43% |
$40.4K - $45.2K
|
6.67K
$3.84M
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
94+ 2.65% |
$40.4K - $45.2K
|
3.64K
$2.09M
|
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
93+ 9.7% |
$39.9K - $44.8K
|
1.05K
$605K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
93+ 0.28% |
$39.9K - $44.8K
|
33.6K
$19.3M
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
93+ 2.79% |
$39.9K - $44.8K
|
3.42K
$1.97M
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
92+ 0.35% |
$39.5K - $44.3K
|
26.2K
$15.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
91+ 13.85% |
$39.1K - $43.8K
|
748
$430K
|
|
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
91+ 8.31% |
$39.1K - $43.8K
|
1.19K
$682K
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
91+ 4.49% |
$39.1K - $43.8K
|
2.12K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
91+ 0.91% |
$39.1K - $43.8K
|
10.1K
$5.8M
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
90+ 3.14% |
$38.6K - $43.3K
|
2.96K
$1.7M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
90+ 0.65% |
$38.6K - $43.3K
|
13.8K
$7.96M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
89+ 26.41% |
$38.2K - $42.8K
|
426
$245K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
89+ 17.98% |
$38.2K - $42.8K
|
584
$336K
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
89+ 14.08% |
$38.2K - $42.8K
|
721
$415K
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
89+ 4.81% |
$38.2K - $42.8K
|
1.94K
$1.12M
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
88+ 1.17% |
$37.8K - $42.4K
|
7.58K
$4.36M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
88+ 15.8% |
$37.8K - $42.4K
|
645
$371K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
85+ 3.9% |
$36.5K - $40.9K
|
2.26K
$1.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
85+ 2.73% |
$36.5K - $40.9K
|
3.2K
$1.84M
|
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
85New |
$36.5K - $40.9K
|
85
$48.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
84+ 1.07% |
$36.1K - $40.4K
|
7.93K
$4.56M
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
81New |
$34.8K - $39K
|
81
$46.6K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
81+ 4.4% |
$34.8K - $39K
|
1.92K
$1.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
80+ 2.31% |
$34.4K - $38.5K
|
3.54K
$2.04M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
80+ 7.55% |
$34.4K - $38.5K
|
1.14K
$655K
|
|
|
May 15, 2024
Q1 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
79+ 10.87% |
$33.9K - $38K
|
806
$464K
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
BUY
|
- |
78+ 5.1% |
$33.5K - $37.5K
|
1.61K
$924K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
78+ 4.78% |
$33.5K - $37.5K
|
1.71K
$984K
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
78+ 4.65% |
$33.5K - $37.5K
|
1.76K
$1.01M
|
|
|
Feb 04, 2025
Q1 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
78+ 2.56% |
$33.5K - $37.5K
|
3.13K
$1.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
77+ 641.67% |
$33.1K - $37.1K
|
89
$51.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
76+ 5.05% |
$32.6K - $36.6K
|
1.58K
$910K
|