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 17, 2024
Q1 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-117- 1.42% |
$50.2K - $56.3K
|
8.14K
$4.68M
|
|
|
May 09, 2024
Q1 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-117- 2.56% |
$50.2K - $56.3K
|
4.45K
$2.56M
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-117- 1.89% |
$50.2K - $56.3K
|
6.07K
$3.49M
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-118- 0.89% |
$50.7K - $56.8K
|
13.1K
$7.56M
|
|
|
May 14, 2024
Q1 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-118- 0.25% |
$50.7K - $56.8K
|
47.8K
$27.5M
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-118- 11.1% |
$50.7K - $56.8K
|
945
$544K
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-119- 9.47% |
$51.1K - $57.3K
|
1.14K
$654K
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-119- 5.0% |
$51.1K - $57.3K
|
2.26K
$1.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-120- 13.22% |
$51.5K - $57.8K
|
788
$453K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-120- 0.12% |
$51.5K - $57.8K
|
96.7K
$55.6M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-122- 1.43% |
$52.4K - $58.7K
|
8.44K
$4.85M
|
|
|
May 08, 2024
Q1 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-123- 0.38% |
$52.8K - $59.2K
|
32.6K
$18.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
SELL
|
- |
-123- 21.77% |
$52.8K - $59.2K
|
442
$254K
|
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-127- 8.92% |
$54.5K - $61.1K
|
1.3K
$745K
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-130- 9.4% |
$55.8K - $62.6K
|
1.25K
$721K
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-130- 4.04% |
$55.8K - $62.6K
|
3.09K
$1.78M
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-130- 3.52% |
$55.8K - $62.6K
|
3.57K
$2.05M
|
|
|
May 16, 2024
Q1 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-133- 90.48% |
$57.1K - $64K
|
14
$8.05K
|
|
|
Apr 18, 2024
Q1 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-136- 11.22% |
$58.4K - $65.5K
|
1.08K
$619K
|
|
|
Apr 22, 2024
Q1 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-136- 9.64% |
$58.4K - $65.5K
|
1.28K
$733K
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-136- 1.5% |
$58.4K - $65.5K
|
8.94K
$5.14M
|
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-136- 5.34% |
$58.4K - $65.5K
|
2.41K
$1.39M
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-138- 4.19% |
$59.3K - $66.4K
|
3.15K
$1.81M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-138- 0.6% |
$59.3K - $66.4K
|
22.7K
$13.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-140- 5.68% |
$60.1K - $67.4K
|
2.33K
$1.34M
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-141- 4.73% |
$60.5K - $67.9K
|
2.84K
$1.63M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-142- 48.46% |
$61K - $68.4K
|
151
$86.9K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-143- 0.93% |
$61.4K - $68.8K
|
15.2K
$8.75M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-145- 0.55% |
$62.3K - $69.8K
|
26.3K
$15.1M
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-145- 14.98% |
$62.3K - $69.8K
|
823
$473K
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-146- 8.33% |
$62.7K - $70.3K
|
1.61K
$924K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-146- 1.14% |
$62.7K - $70.3K
|
12.6K
$7.26M
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-147- 9.95% |
$63.1K - $70.8K
|
1.33K
$766K
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-150- 3.58% |
$64.4K - $72.2K
|
4.04K
$2.33M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-154- 4.1% |
$66.1K - $74.1K
|
3.6K
$2.07M
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-154- 3.65% |
$66.1K - $74.1K
|
4.07K
$2.34M
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-154- 6.75% |
$66.1K - $74.1K
|
2.13K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-156- 5.45% |
$67K - $75.1K
|
2.71K
$1.56M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-156- 16.56% |
$67K - $75.1K
|
786
$452K
|
|
|
May 01, 2024
Q1 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-157- 1.36% |
$67.4K - $75.6K
|
11.4K
$6.54M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-157- 9.51% |
$67.4K - $75.6K
|
1.49K
$859K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-157- 0.19% |
$67.4K - $75.6K
|
80.8K
$46.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-159- 6.97% |
$68.3K - $76.5K
|
2.12K
$1.22M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-159- 1.28% |
$68.3K - $76.5K
|
12.3K
$7.07M
|
|
|
Apr 12, 2024
Q1 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-160- 14.87% |
$68.7K - $77K
|
916
$527K
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-160- 4.06% |
$68.7K - $77K
|
3.78K
$2.18M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-162- 1.67% |
$69.6K - $78K
|
9.54K
$5.49M
|
|
|
Sep 23, 2024
Q1 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-163- 28.1% |
$70K - $78.5K
|
417
$240K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-165- 0.37% |
$70.9K - $79.4K
|
44.9K
$25.8M
|
|
|
May 13, 2024
Q1 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-165- 3.02% |
$70.9K - $79.4K
|
5.3K
$3.05M
|