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 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-13- 2.51% |
$5.58K - $6.26K
|
504
$290K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-13- 5.63% |
$5.58K - $6.26K
|
218
$125K
|
|
|
May 13, 2024
Q1 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-14- 0.47% |
$6.01K - $6.74K
|
2.99K
$1.72M
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-15- 0.74% |
$6.44K - $7.22K
|
2.02K
$1.16M
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-15- 1.51% |
$6.44K - $7.22K
|
981
$564K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-15- 12.3% |
$6.44K - $7.22K
|
107
$61.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-16- 0.73% |
$6.87K - $7.7K
|
2.17K
$1.25M
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-16- 0.26% |
$6.87K - $7.7K
|
6.13K
$3.53M
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-16- 0.99% |
$6.87K - $7.7K
|
1.6K
$920K
|
|
|
Apr 15, 2024
Q1 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-17- 0.31% |
$7.3K - $8.18K
|
5.45K
$3.14M
|
|
|
May 14, 2024
Q1 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-17- 1.7% |
$7.3K - $8.18K
|
983
$565K
|
|
|
May 10, 2024
Q1 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-18- 1.14% |
$7.73K - $8.66K
|
1.56K
$896K
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-18- 5.52% |
$7.73K - $8.66K
|
308
$177K
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-18- 2.14% |
$7.73K - $8.66K
|
823
$473K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
SELL
|
- |
-19- 0.01% |
$8.16K - $9.15K
|
286K
$165M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-19- 95.0% |
$8.16K - $9.15K
|
1
$575
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-20- 5.42% |
$8.59K - $9.63K
|
349
$201K
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-20- 0.79% |
$8.59K - $9.63K
|
2.51K
$1.44M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-20- 2.14% |
$8.59K - $9.63K
|
915
$526K
|
|
|
Apr 26, 2024
Q1 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-20- 0.32% |
$8.59K - $9.63K
|
6.14K
$3.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-20- 1.83% |
$8.59K - $9.63K
|
1.07K
$617K
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-20- 0.5% |
$8.59K - $9.63K
|
3.94K
$2.27M
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
SELL
|
- |
-20- 0.8% |
$8.59K - $9.63K
|
2.48K
$1.43M
|
|
|
May 03, 2024
Q1 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-20- 2.79% |
$8.59K - $9.63K
|
697
$401K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-20- 0.28% |
$8.59K - $9.63K
|
7.25K
$4.17M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-20- 0.2% |
$8.59K - $9.63K
|
10.2K
$5.87M
|
|
|
May 13, 2024
Q1 2024
|
True Wealth Financial Partners
|
SELL
|
- |
-20- 0.06% |
$8.59K - $9.63K
|
31.5K
$18.1M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-21- 4.54% |
$9.02K - $10.1K
|
442
$254K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-22- 0.39% |
$9.45K - $10.6K
|
5.57K
$3.21M
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-22- 4.49% |
$9.45K - $10.6K
|
468
$269K
|
|
|
May 14, 2024
Q1 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-22- 0.26% |
$9.45K - $10.6K
|
8.41K
$4.84M
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-22- 3.09% |
$9.45K - $10.6K
|
689
$396K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-23- 2.13% |
$9.88K - $11.1K
|
1.06K
$609K
|
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-23- 4.99% |
$9.88K - $11.1K
|
438
$252K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-23- 3.0% |
$9.88K - $11.1K
|
744
$428K
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-24- 0.24% |
$10.3K - $11.6K
|
9.86K
$5.67M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-24- 0.54% |
$10.3K - $11.6K
|
4.4K
$2.53M
|
|
|
Nov 14, 2024
Q1 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-24- 3.73% |
$10.3K - $11.6K
|
619
$356K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-25- 1.08% |
$10.7K - $12K
|
2.29K
$1.32M
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-25- 4.17% |
$10.7K - $12K
|
574
$330K
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-25- 0.55% |
$10.7K - $12K
|
4.52K
$2.6M
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-25- 0.87% |
$10.7K - $12K
|
2.85K
$1.64M
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-25- 3.57% |
$10.7K - $12K
|
675
$388K
|
|
|
Jan 14, 2025
Q1 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-25- 3.57% |
$10.7K - $12K
|
676
$389K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-26- 3.79% |
$11.2K - $12.5K
|
660
$380K
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-26- 0.71% |
$11.2K - $12.5K
|
3.64K
$2.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-26- 0.11% |
$11.2K - $12.5K
|
23.9K
$13.7M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-26- 0.69% |
$11.2K - $12.5K
|
3.76K
$2.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
SELL
|
- |
-27- 2.37% |
$11.6K - $13K
|
1.11K
$638K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-27- 0.21% |
$11.6K - $13K
|
12.8K
$7.39M
|