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 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-18- 5.52% |
$7.73K - $8.66K
|
308
$170K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
SELL
|
- |
-19- 0.01% |
$8.16K - $9.15K
|
286K
$158M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-19- 95.0% |
$8.16K - $9.15K
|
1
$552
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-20- 5.42% |
$8.59K - $9.63K
|
349
$193K
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-20- 0.79% |
$8.59K - $9.63K
|
2.51K
$1.38M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-20- 2.14% |
$8.59K - $9.63K
|
915
$505K
|
|
|
Apr 26, 2024
Q1 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-20- 0.32% |
$8.59K - $9.63K
|
6.14K
$3.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-20- 1.83% |
$8.59K - $9.63K
|
1.07K
$591K
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-20- 0.5% |
$8.59K - $9.63K
|
3.94K
$2.18M
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
SELL
|
- |
-20- 0.8% |
$8.59K - $9.63K
|
2.48K
$1.37M
|
|
|
May 03, 2024
Q1 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-20- 2.79% |
$8.59K - $9.63K
|
697
$385K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-20- 0.28% |
$8.59K - $9.63K
|
7.25K
$4M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-20- 0.2% |
$8.59K - $9.63K
|
10.2K
$5.63M
|
|
|
May 13, 2024
Q1 2024
|
True Wealth Financial Partners
|
SELL
|
- |
-20- 0.06% |
$8.59K - $9.63K
|
31.5K
$17.4M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-21- 4.54% |
$9.02K - $10.1K
|
442
$244K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-22- 0.39% |
$9.45K - $10.6K
|
5.57K
$3.08M
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-22- 4.49% |
$9.45K - $10.6K
|
468
$258K
|
|
|
May 14, 2024
Q1 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-22- 0.26% |
$9.45K - $10.6K
|
8.41K
$4.64M
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-22- 3.09% |
$9.45K - $10.6K
|
689
$380K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-23- 2.13% |
$9.88K - $11.1K
|
1.06K
$584K
|
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-23- 4.99% |
$9.88K - $11.1K
|
438
$242K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-23- 3.0% |
$9.88K - $11.1K
|
744
$411K
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-24- 0.24% |
$10.3K - $11.6K
|
9.86K
$5.44M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-24- 0.54% |
$10.3K - $11.6K
|
4.4K
$2.42M
|
|
|
Nov 14, 2024
Q1 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-24- 3.73% |
$10.3K - $11.6K
|
619
$342K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-25- 1.08% |
$10.7K - $12K
|
2.29K
$1.27M
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-25- 4.17% |
$10.7K - $12K
|
574
$317K
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-25- 0.55% |
$10.7K - $12K
|
4.52K
$2.49M
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-25- 0.87% |
$10.7K - $12K
|
2.85K
$1.57M
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-25- 3.57% |
$10.7K - $12K
|
675
$372K
|
|
|
Jan 14, 2025
Q1 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-25- 3.57% |
$10.7K - $12K
|
676
$373K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-26- 3.79% |
$11.2K - $12.5K
|
660
$364K
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-26- 0.71% |
$11.2K - $12.5K
|
3.64K
$2.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-26- 0.11% |
$11.2K - $12.5K
|
23.9K
$13.2M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-26- 0.69% |
$11.2K - $12.5K
|
3.76K
$2.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
SELL
|
- |
-27- 2.37% |
$11.6K - $13K
|
1.11K
$612K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-27- 0.21% |
$11.6K - $13K
|
12.8K
$7.09M
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-28- 1.19% |
$12K - $13.5K
|
2.33K
$1.29M
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-28- 1.69% |
$12K - $13.5K
|
1.63K
$899K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-28- 1.17% |
$12K - $13.5K
|
2.36K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-29- 2.53% |
$12.5K - $14K
|
1.12K
$617K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-30- 1.38% |
$12.9K - $14.4K
|
2.15K
$1.19M
|
|
|
May 09, 2024
Q1 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-30- 1.04% |
$12.9K - $14.4K
|
2.84K
$1.57M
|
|
|
May 13, 2024
Q1 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-30- 3.89% |
$12.9K - $14.4K
|
742
$409K
|
|
|
May 15, 2024
Q1 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-30- 2.34% |
$12.9K - $14.4K
|
1.25K
$691K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-31- 0.94% |
$13.3K - $14.9K
|
3.28K
$1.81M
|
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-31- 1.94% |
$13.3K - $14.9K
|
1.57K
$866K
|
|
|
Oct 29, 2024
Q1 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-31- 3.51% |
$13.3K - $14.9K
|
853
$471K
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-32- 0.51% |
$13.7K - $15.4K
|
6.19K
$3.42M
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-33- 1.89% |
$14.2K - $15.9K
|
1.72K
$946K
|