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
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-251- 31.49% |
$108K - $121K
|
546
$301K
|
|
|
May 10, 2024
Q1 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-251- 7.24% |
$108K - $121K
|
3.22K
$1.78M
|
|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-252- 2.95% |
$108K - $121K
|
8.29K
$4.58M
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-253- 1.42% |
$109K - $122K
|
17.6K
$9.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-254- 15.02% |
$109K - $122K
|
1.44K
$793K
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-258- 4.33% |
$111K - $124K
|
5.71K
$3.15M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-258- 10.4% |
$111K - $124K
|
2.22K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-260- 3.58% |
$112K - $125K
|
7.01K
$3.87M
|
|
|
May 03, 2024
Q1 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-261- 5.85% |
$112K - $126K
|
4.2K
$2.32M
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-267- 12.71% |
$115K - $129K
|
1.83K
$1.01M
|
|
|
May 01, 2024
Q1 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-269- 2.21% |
$116K - $129K
|
11.9K
$6.56M
|
|
|
Apr 25, 2024
Q1 2024
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-270- 13.3% |
$116K - $130K
|
1.76K
$971K
|
|
|
May 14, 2024
Q1 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-273- 23.8% |
$117K - $131K
|
874
$482K
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
SELL
|
- |
-277- 1.7% |
$119K - $133K
|
16K
$8.84M
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-277- 11.88% |
$119K - $133K
|
2.05K
$1.13M
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-277- 5.35% |
$119K - $133K
|
4.9K
$2.7M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-278- 0.5% |
$119K - $134K
|
54.8K
$30.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-280- 3.49% |
$120K - $135K
|
7.75K
$4.28M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-281- 2.47% |
$121K - $135K
|
11.1K
$6.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-281- 3.68% |
$121K - $135K
|
7.35K
$4.06M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-284- 4.96% |
$122K - $137K
|
5.44K
$3M
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-285- 24.57% |
$122K - $137K
|
875
$483K
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-287- 15.62% |
$123K - $138K
|
1.55K
$855K
|
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-288- 9.96% |
$124K - $139K
|
2.61K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-288- 9.96% |
$124K - $139K
|
2.61K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-290- 8.34% |
$125K - $140K
|
3.19K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-290- 16.47% |
$125K - $140K
|
1.47K
$812K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-291- 0.63% |
$125K - $140K
|
46K
$25.4M
|
|
|
May 14, 2024
Q1 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-292- 25.11% |
$125K - $141K
|
871
$481K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-293- 10.41% |
$126K - $141K
|
2.52K
$1.39M
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-296- 3.09% |
$127K - $142K
|
9.29K
$5.13M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-298- 15.02% |
$128K - $143K
|
1.69K
$930K
|
|
|
Apr 22, 2024
Q1 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-299- 8.09% |
$128K - $144K
|
3.4K
$1.87M
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-299- 11.56% |
$128K - $144K
|
2.29K
$1.26M
|
|
|
Jan 14, 2025
Q1 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-299- 2.07% |
$128K - $144K
|
14.2K
$7.81M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-300- 2.62% |
$129K - $144K
|
11.1K
$6.15M
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-301- 17.58% |
$129K - $145K
|
1.41K
$779K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-302- 17.92% |
$130K - $145K
|
1.38K
$763K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-303- 3.48% |
$130K - $146K
|
8.4K
$4.63M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-307- 18.3% |
$132K - $148K
|
1.37K
$756K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-312- 3.97% |
$134K - $150K
|
7.54K
$4.16M
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-314- 11.93% |
$135K - $151K
|
2.32K
$1.28M
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-315- 1.11% |
$135K - $152K
|
28K
$15.4M
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-316- 32.05% |
$136K - $152K
|
670
$370K
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-317- 0.94% |
$136K - $153K
|
33.6K
$18.5M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-320- 4.46% |
$137K - $154K
|
6.85K
$3.78M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-323- 27.65% |
$139K - $155K
|
845
$466K
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
SELL
|
- |
-328- 4.31% |
$141K - $158K
|
7.28K
$4.02M
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-329- 6.8% |
$141K - $158K
|
4.51K
$2.49M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-331- 4.54% |
$142K - $159K
|
6.96K
$3.84M
|