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
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-89- 3.0% |
$38.2K - $42.8K
|
2.88K
$1.59M
|
|
|
Apr 25, 2024
Q1 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-90- 1.15% |
$38.6K - $43.3K
|
7.71K
$4.25M
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-90- 94.74% |
$38.6K - $43.3K
|
5
$2.76K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-91- 3.62% |
$39.1K - $43.8K
|
2.42K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-91- 3.11% |
$39.1K - $43.8K
|
2.84K
$1.57M
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-92- 17.23% |
$39.5K - $44.3K
|
442
$244K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-92- 3.08% |
$39.5K - $44.3K
|
2.9K
$1.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-93- 4.73% |
$39.9K - $44.8K
|
1.87K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-93- 4.57% |
$39.9K - $44.8K
|
1.94K
$1.07M
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-94- 6.4% |
$40.4K - $45.2K
|
1.38K
$759K
|
|
|
May 08, 2024
Q1 2024
|
Gouws Capital LLC
|
SELL
|
- |
-94- 0.93% |
$40.4K - $45.2K
|
10K
$5.53M
|
|
|
Apr 29, 2024
Q1 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-95- 0.24% |
$40.8K - $45.7K
|
39.2K
$21.6M
|
|
|
May 01, 2024
Q1 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-95- 12.82% |
$40.8K - $45.7K
|
646
$356K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-96- 1.57% |
$41.2K - $46.2K
|
6.01K
$3.32M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-98- 0.99% |
$42.1K - $47.2K
|
9.77K
$5.39M
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-98- 4.43% |
$42.1K - $47.2K
|
2.12K
$1.17M
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-99- 0.91% |
$42.5K - $47.7K
|
10.8K
$5.95M
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-99- 1.47% |
$42.5K - $47.7K
|
6.64K
$3.66M
|
|
|
May 10, 2024
Q1 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-99- 5.82% |
$42.5K - $47.7K
|
1.6K
$884K
|
|
|
Apr 25, 2024
Q1 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-100- 12.92% |
$42.9K - $48.1K
|
674
$372K
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-100- 13.95% |
$42.9K - $48.1K
|
617
$340K
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-100- 0.57% |
$42.9K - $48.1K
|
17.3K
$9.55M
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-102- 10.21% |
$43.8K - $49.1K
|
897
$495K
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-102- 0.66% |
$43.8K - $49.1K
|
15.4K
$8.51M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-102- 5.68% |
$43.8K - $49.1K
|
1.69K
$934K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-103- 2.73% |
$44.2K - $49.6K
|
3.67K
$2.02M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-105- 0.46% |
$45.1K - $50.5K
|
22.9K
$12.6M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-105- 0.11% |
$45.1K - $50.5K
|
95.4K
$52.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-106- 8.37% |
$45.5K - $51K
|
1.16K
$640K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-113- 5.7% |
$48.5K - $54.4K
|
1.87K
$1.03M
|
|
|
Apr 05, 2024
Q1 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-114- 15.36% |
$49K - $54.9K
|
628
$346K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-114- 0.79% |
$49K - $54.9K
|
14.3K
$7.91M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-116- 5.07% |
$49.8K - $55.8K
|
2.17K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-116- 0.86% |
$49.8K - $55.8K
|
13.4K
$7.38M
|
|
|
Apr 17, 2024
Q1 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-117- 1.42% |
$50.2K - $56.3K
|
8.14K
$4.49M
|
|
|
May 09, 2024
Q1 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-117- 2.56% |
$50.2K - $56.3K
|
4.45K
$2.46M
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-117- 1.89% |
$50.2K - $56.3K
|
6.07K
$3.35M
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-118- 0.89% |
$50.7K - $56.8K
|
13.1K
$7.25M
|
|
|
May 14, 2024
Q1 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-118- 0.25% |
$50.7K - $56.8K
|
47.8K
$26.4M
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-118- 11.1% |
$50.7K - $56.8K
|
945
$521K
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-119- 9.47% |
$51.1K - $57.3K
|
1.14K
$627K
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-119- 5.0% |
$51.1K - $57.3K
|
2.26K
$1.25M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-120- 13.22% |
$51.5K - $57.8K
|
788
$435K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-120- 0.12% |
$51.5K - $57.8K
|
96.7K
$53.3M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-122- 1.43% |
$52.4K - $58.7K
|
8.44K
$4.66M
|
|
|
May 08, 2024
Q1 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-123- 0.38% |
$52.8K - $59.2K
|
32.6K
$18M
|
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
SELL
|
- |
-123- 21.77% |
$52.8K - $59.2K
|
442
$244K
|
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-127- 8.92% |
$54.5K - $61.1K
|
1.3K
$715K
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-130- 9.4% |
$55.8K - $62.6K
|
1.25K
$691K
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-130- 4.04% |
$55.8K - $62.6K
|
3.09K
$1.71M
|