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
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
11+ 1.14% |
$4.72K - $5.29K
|
975
$538K
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
11+ 0.09% |
$4.72K - $5.29K
|
12.4K
$6.85M
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
11+ 0.22% |
$4.72K - $5.29K
|
4.94K
$2.72M
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
11+ 0.76% |
$4.72K - $5.29K
|
1.47K
$809K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
10+ 1.24% |
$4.29K - $4.81K
|
819
$452K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
10+ 0.95% |
$4.29K - $4.81K
|
1.06K
$587K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
10+ 90.91% |
$4.29K - $4.81K
|
21
$11.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
10+ 1.75% |
$4.29K - $4.81K
|
583
$322K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
10+ 2.3% |
$4.29K - $4.81K
|
445
$246K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
10+ 0.81% |
$4.29K - $4.81K
|
1.24K
$685K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
10+ 1.56% |
$4.29K - $4.81K
|
651
$359K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
10+ 6.1% |
$4.29K - $4.81K
|
174
$96K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
10+ 66.67% |
$4.29K - $4.81K
|
25
$13.8K
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
10+ 0.12% |
$4.29K - $4.81K
|
8.29K
$4.57M
|
|
|
Jan 03, 2025
Q1 2024
|
Allie Family Office LLC
|
BUY
|
- |
10+ 0.09% |
$4.29K - $4.81K
|
10.7K
$5.9M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
9+ 1.42% |
$3.86K - $4.33K
|
645
$356K
|
|
|
May 03, 2024
Q1 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
9+ 0.15% |
$3.86K - $4.33K
|
5.91K
$3.26M
|
|
|
May 09, 2024
Q1 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
9+ 0.28% |
$3.86K - $4.33K
|
3.25K
$1.79M
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
9+ 0.32% |
$3.86K - $4.33K
|
2.82K
$1.56M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
8+ 0.54% |
$3.44K - $3.85K
|
1.48K
$818K
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
8+ 0.11% |
$3.44K - $3.85K
|
7.61K
$4.2M
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
8New |
$3.44K - $3.85K
|
8
$4.41K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
8+ 0.3% |
$3.44K - $3.85K
|
2.67K
$1.47M
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
8+ 0.71% |
$3.44K - $3.85K
|
1.13K
$625K
|
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
7+ 0.3% |
$3.01K - $3.37K
|
2.37K
$1.31M
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
7+ 1.0% |
$3.01K - $3.37K
|
707
$390K
|
|
|
May 02, 2024
Q1 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
7New |
$3.01K - $3.37K
|
7
$3.86K
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
BUY
|
- |
7+ 0.32% |
$3.01K - $3.37K
|
2.19K
$1.21M
|
|
|
May 09, 2024
Q1 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
7+ 0.34% |
$3.01K - $3.37K
|
2.05K
$1.13M
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
6+ 2.71% |
$2.58K - $2.89K
|
227
$125K
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
6+ 0.43% |
$2.58K - $2.89K
|
1.4K
$771K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
6+ 0.08% |
$2.58K - $2.89K
|
7.38K
$4.07M
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
6+ 0.75% |
$2.58K - $2.89K
|
806
$445K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
6+ 0.13% |
$2.58K - $2.89K
|
4.68K
$2.58M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
6+ 0.22% |
$2.58K - $2.89K
|
2.7K
$1.49M
|
|
|
May 03, 2024
Q1 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
6+ 0.25% |
$2.58K - $2.89K
|
2.45K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
6+ 0.45% |
$2.58K - $2.89K
|
1.34K
$740K
|
|
|
Apr 09, 2024
Q1 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
5+ 0.32% |
$2.15K - $2.41K
|
1.55K
$855K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5+ 1.0% |
$2.15K - $2.41K
|
505
$279K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
5+ 0.32% |
$2.15K - $2.41K
|
1.56K
$858K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
5+ 0.51% |
$2.15K - $2.41K
|
983
$542K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
5New |
$2.15K - $2.41K
|
5
$2.76K
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
5+ 0.25% |
$2.15K - $2.41K
|
2.04K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
5+ 0.43% |
$2.15K - $2.41K
|
1.16K
$639K
|
|
|
May 13, 2024
Q1 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
5+ 0.56% |
$2.15K - $2.41K
|
899
$496K
|
|
|
May 15, 2024
Q1 2024
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
5+ 0.11% |
$2.15K - $2.41K
|
4.4K
$2.43M
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
5+ 0.38% |
$2.15K - $2.41K
|
1.32K
$728K
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
5+ 0.92% |
$2.15K - $2.41K
|
547
$302K
|
|
|
Aug 13, 2024
Q1 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
5+ 0.29% |
$2.15K - $2.41K
|
1.71K
$941K
|
|
|
Aug 14, 2024
Q1 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
5+ 0.62% |
$2.15K - $2.41K
|
817
$451K
|