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 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-684- 48.61% |
$294K - $329K
|
723
$399K
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-694- 17.16% |
$298K - $334K
|
3.35K
$1.85M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-697- 11.91% |
$299K - $336K
|
5.16K
$2.84M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-703- 1.16% |
$302K - $338K
|
59.9K
$33M
|
|
|
May 15, 2024
Q1 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-710- 0.41% |
$305K - $342K
|
172K
$94.9M
|
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-712- 10.14% |
$306K - $343K
|
6.31K
$3.48M
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-730- 13.1% |
$313K - $351K
|
4.84K
$2.67M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-739- 0.15% |
$317K - $356K
|
505K
$278M
|
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-765- 43.2% |
$329K - $368K
|
1.01K
$555K
|
|
|
Apr 19, 2024
Q1 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-775- 8.06% |
$333K - $373K
|
8.84K
$4.88M
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-778- 2.31% |
$334K - $374K
|
32.9K
$18.1M
|
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-779- 26.45% |
$335K - $375K
|
2.17K
$1.2M
|
|
|
May 01, 2024
Q1 2024
|
Peterson Wealth Services
|
SELL
|
- |
-796- 17.33% |
$342K - $383K
|
3.8K
$2.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-799- 47.56% |
$343K - $385K
|
881
$486K
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-800- 16.73% |
$344K - $385K
|
3.98K
$2.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-801- 12.11% |
$344K - $386K
|
5.81K
$3.21M
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-809- 24.56% |
$347K - $389K
|
2.49K
$1.37M
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-830- 2.96% |
$356K - $400K
|
27.2K
$15M
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-839- 4.8% |
$360K - $404K
|
16.6K
$9.18M
|
|
|
Feb 13, 2025
Q1 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-840- 9.96% |
$361K - $404K
|
7.59K
$4.19M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-844- 48.96% |
$362K - $406K
|
880
$486K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-850- 5.25% |
$365K - $409K
|
15.3K
$8.46M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-852- 34.0% |
$366K - $410K
|
1.65K
$913K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-867- 20.05% |
$372K - $417K
|
3.46K
$1.91M
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-867- 10.34% |
$372K - $417K
|
7.52K
$4.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-872- 3.89% |
$374K - $420K
|
21.6K
$11.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-873- 3.02% |
$375K - $420K
|
28K
$15.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-896- 49.18% |
$385K - $431K
|
926
$511K
|
|
|
Apr 16, 2024
Q1 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-909- 3.32% |
$390K - $438K
|
26.5K
$14.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-926- 7.43% |
$398K - $446K
|
11.5K
$6.36M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-940- 48.25% |
$404K - $452K
|
1.01K
$556K
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-949- 3.46% |
$408K - $457K
|
26.5K
$14.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-979- 36.23% |
$420K - $471K
|
1.72K
$951K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-986- 6.93% |
$423K - $475K
|
13.2K
$7.31M
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
SELL
|
- |
-990- 4.94% |
$425K - $477K
|
19K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-993- 0.37% |
$426K - $478K
|
269K
$148M
|
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1K- 33.29% |
$431K - $483K
|
2.01K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
SELL
|
- |
-1.01K- 6.89% |
$432K - $485K
|
13.6K
$7.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.01K- 23.99% |
$435K - $488K
|
3.21K
$1.77M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.03K- 9.31% |
$443K - $496K
|
10K
$5.54M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.03K- 7.13% |
$443K - $496K
|
13.4K
$7.41M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.03K- 2.24% |
$443K - $496K
|
44.9K
$24.8M
|
|
|
Nov 18, 2024
Q1 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-1.05K- 17.95% |
$451K - $505K
|
4.8K
$2.65M
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.06K- 2.89% |
$454K - $509K
|
35.5K
$19.6M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.06K- 7.6% |
$455K - $510K
|
12.9K
$7.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.06K- 68.99% |
$456K - $511K
|
477
$263K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.07K- 8.02% |
$460K - $516K
|
12.3K
$6.78M
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-1.07K- 29.0% |
$461K - $516K
|
2.63K
$1.45M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.09K- 1.54% |
$466K - $522K
|
69.2K
$38.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-1.1K- 36.42% |
$472K - $529K
|
1.92K
$1.06M
|