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 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-62- 1.19% |
$26.6K - $29.8K
|
5.15K
$2.84M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-62- 0.19% |
$26.6K - $29.8K
|
33.2K
$18.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-63- 11.54% |
$27.1K - $30.3K
|
483
$266K
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-63- 5.0% |
$27.1K - $30.3K
|
1.2K
$660K
|
|
|
Sep 27, 2024
Q1 2024
|
Sage Advisors, LLC
Boulder, CO |
SELL
|
- |
-63- 12.0% |
$27.1K - $30.3K
|
462
$255K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-64- 2.2% |
$27.5K - $30.8K
|
2.85K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-64- 92.75% |
$27.5K - $30.8K
|
5
$2.76K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-65- 0.19% |
$27.9K - $31.3K
|
34.1K
$18.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-65- 2.16% |
$27.9K - $31.3K
|
2.95K
$1.62M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-65- 0.28% |
$27.9K - $31.3K
|
23K
$12.7M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-65- 1.74% |
$27.9K - $31.3K
|
3.67K
$2.02M
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-66- 3.44% |
$28.3K - $31.8K
|
1.85K
$1.02M
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-66- 3.69% |
$28.3K - $31.8K
|
1.72K
$951K
|
|
|
May 13, 2024
Q1 2024
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-66- 0.02% |
$28.3K - $31.8K
|
365K
$201M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-67- 5.38% |
$28.8K - $32.3K
|
1.18K
$650K
|
|
|
May 15, 2024
Q1 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-68- 2.45% |
$29.2K - $32.7K
|
2.71K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-69- 1.9% |
$29.6K - $33.2K
|
3.57K
$1.97M
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-71- 2.64% |
$30.5K - $34.2K
|
2.62K
$1.45M
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-72- 2.71% |
$30.9K - $34.7K
|
2.59K
$1.43M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-73- 0.07% |
$31.3K - $35.1K
|
107K
$59.3M
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-73- 4.32% |
$31.3K - $35.1K
|
1.62K
$892K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-74- 7.76% |
$31.8K - $35.6K
|
880
$486K
|
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-74- 13.83% |
$31.8K - $35.6K
|
461
$254K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-75- 6.35% |
$32.2K - $36.1K
|
1.11K
$611K
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-75- 10.53% |
$32.2K - $36.1K
|
637
$351K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-75- 0.08% |
$32.2K - $36.1K
|
90.6K
$50M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-75- 4.07% |
$32.2K - $36.1K
|
1.77K
$976K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-75- 0.35% |
$32.2K - $36.1K
|
21.3K
$11.7M
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-75- 2.36% |
$32.2K - $36.1K
|
3.1K
$1.71M
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-75- 3.74% |
$32.2K - $36.1K
|
1.93K
$1.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-76- 5.26% |
$32.6K - $36.6K
|
1.37K
$755K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-76- 0.57% |
$32.6K - $36.6K
|
13.2K
$7.29M
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-76- 2.99% |
$32.6K - $36.6K
|
2.46K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-76- 0.89% |
$32.6K - $36.6K
|
8.5K
$4.69M
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-78- 0.45% |
$33.5K - $37.5K
|
17.3K
$9.53M
|
|
|
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-78- 5.66% |
$33.5K - $37.5K
|
1.3K
$717K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-80- 12.33% |
$34.4K - $38.5K
|
569
$314K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-80- 2.75% |
$34.4K - $38.5K
|
2.83K
$1.56M
|
|
|
May 09, 2024
Q1 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-80- 13.11% |
$34.4K - $38.5K
|
530
$292K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-82- 7.75% |
$35.2K - $39.5K
|
976
$539K
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-83- 0.68% |
$35.6K - $40K
|
12K
$6.64M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-84- 5.97% |
$36.1K - $40.4K
|
1.32K
$731K
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-84- 1.92% |
$36.1K - $40.4K
|
4.3K
$2.37M
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-85- 3.34% |
$36.5K - $40.9K
|
2.46K
$1.36M
|
|
|
May 01, 2024
Q1 2024
|
Cross Staff Investments Inc
|
SELL
|
- |
-85- 3.53% |
$36.5K - $40.9K
|
2.32K
$1.28M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-85- 12.74% |
$36.5K - $40.9K
|
582
$321K
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-86- 3.84% |
$36.9K - $41.4K
|
2.15K
$1.19M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-87- 88.78% |
$37.4K - $41.9K
|
11
$6.07K
|
|
|
Apr 17, 2024
Q1 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-88- 15.71% |
$37.8K - $42.4K
|
472
$260K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-89- 1.9% |
$38.2K - $42.8K
|
4.61K
$2.54M
|