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 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-495- 2.31% |
$213K - $238K
|
20.9K
$11.5M
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-499- 7.12% |
$214K - $240K
|
6.51K
$3.59M
|
|
|
Apr 22, 2024
Q1 2024
|
Coerente Capital Management
|
SELL
|
- |
-500- 3.65% |
$215K - $241K
|
13.2K
$7.28M
|
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-500- 27.17% |
$215K - $241K
|
1.34K
$739K
|
|
|
Apr 15, 2024
Q1 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-503- 3.49% |
$216K - $242K
|
13.9K
$7.67M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-504- 19.06% |
$216K - $243K
|
2.14K
$1.18M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-505- 50.0% |
$217K - $243K
|
505
$279K
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-512- 29.43% |
$220K - $246K
|
1.23K
$678K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-514- 55.39% |
$221K - $247K
|
414
$228K
|
|
|
Apr 30, 2024
Q1 2024
|
Libra Wealth LLC
|
SELL
|
- |
-515- 15.42% |
$221K - $248K
|
2.82K
$1.56M
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-518- 1.45% |
$222K - $249K
|
35.1K
$19.4M
|
|
|
May 14, 2024
Q1 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-520- 2.42% |
$223K - $250K
|
21K
$11.6M
|
|
|
May 15, 2024
Q1 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-520- 46.8% |
$223K - $250K
|
591
$326K
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-521- 1.46% |
$224K - $251K
|
35.1K
$19.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-522- 14.16% |
$224K - $251K
|
3.16K
$1.75M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
SELL
|
- |
-526- 3.73% |
$226K - $253K
|
13.6K
$7.48M
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-528- 0.97% |
$227K - $254K
|
54K
$29.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-533- 3.36% |
$229K - $257K
|
15.3K
$8.45M
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-536- 53.87% |
$230K - $258K
|
459
$253K
|
|
|
Apr 11, 2024
Q1 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-552- 44.16% |
$237K - $266K
|
698
$385K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-555- 25.31% |
$238K - $267K
|
1.64K
$904K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-557- 5.52% |
$239K - $268K
|
9.54K
$5.26M
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-568- 35.41% |
$244K - $273K
|
1.04K
$572K
|
|
|
Apr 22, 2024
Q1 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-570- 50.22% |
$245K - $274K
|
565
$312K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-570- 1.96% |
$245K - $274K
|
28.5K
$15.7M
|
|
|
May 15, 2024
Q1 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-577- 1.99% |
$248K - $278K
|
28.4K
$15.7M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-579- 3.63% |
$249K - $279K
|
15.4K
$8.49M
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
SELL
|
- |
-580- 1.05% |
$249K - $279K
|
54.5K
$30.1M
|
|
|
May 10, 2024
Q1 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-580- 0.83% |
$249K - $279K
|
69.5K
$38.4M
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-596- 16.42% |
$256K - $287K
|
3.03K
$1.67M
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-597- 3.79% |
$256K - $287K
|
15.2K
$8.36M
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-606- 1.8% |
$260K - $292K
|
33.1K
$18.3M
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-610- 4.18% |
$262K - $294K
|
14K
$7.72M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-612- 6.56% |
$263K - $295K
|
8.72K
$4.81M
|
|
|
Apr 30, 2024
Q1 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-615- 3.64% |
$264K - $296K
|
16.3K
$8.98M
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-623- 4.25% |
$268K - $300K
|
14K
$7.74M
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-632- 8.22% |
$271K - $304K
|
7.05K
$3.89M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-633- 3.44% |
$272K - $305K
|
17.8K
$9.8M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-642- 3.72% |
$276K - $309K
|
16.6K
$9.17M
|
|
|
Apr 25, 2024
Q1 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-646- 6.43% |
$277K - $311K
|
9.4K
$5.19M
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-647- 40.79% |
$278K - $311K
|
939
$518K
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-650- 27.2% |
$279K - $313K
|
1.74K
$960K
|
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-652- 3.0% |
$280K - $314K
|
21.1K
$11.6M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-654- 3.06% |
$281K - $315K
|
20.7K
$11.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-655- 0.52% |
$281K - $315K
|
125K
$68.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-656- 5.68% |
$282K - $316K
|
10.9K
$6.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-663- 14.67% |
$285K - $319K
|
3.86K
$2.13M
|
|
|
Apr 19, 2024
Q1 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-664- 11.57% |
$285K - $320K
|
5.08K
$2.8M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-670- 6.88% |
$288K - $323K
|
9.06K
$5M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-674- 26.62% |
$289K - $324K
|
1.86K
$1.03M
|