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 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.11K- 7.74% |
$475K - $532K
|
13.2K
$7.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.12K- 31.88% |
$481K - $539K
|
2.39K
$1.32M
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-1.14K- 9.0% |
$489K - $548K
|
11.5K
$6.36M
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.14K- 5.57% |
$491K - $550K
|
19.4K
$10.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.15K- 1.06% |
$496K - $555K
|
108K
$59.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.16K- 3.87% |
$498K - $558K
|
28.8K
$15.9M
|
|
|
May 06, 2024
Q1 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1.17K- 2.45% |
$503K - $564K
|
46.6K
$25.7M
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-1.17K- 0.15% |
$503K - $564K
|
794K
$438M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.18K- 1.57% |
$505K - $566K
|
73.8K
$40.7M
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-1.21K- 41.02% |
$519K - $582K
|
1.74K
$959K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.23K- 2.46% |
$529K - $593K
|
48.9K
$27M
|
|
|
May 03, 2024
Q1 2024
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-1.24K- 1.39% |
$532K - $597K
|
88.1K
$48.6M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.24K- 4.59% |
$533K - $597K
|
25.8K
$14.2M
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
SELL
|
- |
-1.24K- 39.03% |
$533K - $598K
|
1.94K
$1.07M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.26K- 15.11% |
$539K - $604K
|
7.05K
$3.89M
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-1.27K- 0.81% |
$545K - $610K
|
155K
$85.4M
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.27K- 0.5% |
$546K - $612K
|
253K
$140M
|
|
|
Apr 02, 2024
Q1 2024
|
Avondale Wealth Management
|
SELL
|
- |
-1.28K- 16.96% |
$551K - $617K
|
6.28K
$3.46M
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-1.28K- 18.02% |
$551K - $618K
|
5.84K
$3.22M
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
SELL
|
- |
-1.3K- 8.08% |
$559K - $627K
|
14.8K
$8.17M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
SELL
|
- |
-1.3K- 0.57% |
$560K - $627K
|
227K
$125M
|
|
|
May 02, 2024
Q1 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-1.3K- 1.01% |
$560K - $628K
|
128K
$70.7M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.31K- 3.14% |
$563K - $631K
|
40.5K
$22.3M
|
|
|
May 10, 2024
Q1 2024
|
Kearns & Associates LLC
|
SELL
|
- |
-1.31K- 1.39% |
$563K - $632K
|
93.3K
$51.5M
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-1.33K- 21.09% |
$572K - $641K
|
4.98K
$2.75M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.34K- 9.83% |
$576K - $645K
|
12.3K
$6.78M
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
SELL
|
- |
-1.35K- 1.88% |
$579K - $649K
|
70.5K
$38.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.35K- 11.37% |
$580K - $650K
|
10.5K
$5.81M
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-1.37K- 4.69% |
$587K - $658K
|
27.7K
$15.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.37K- 16.71% |
$587K - $658K
|
6.82K
$3.76M
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-1.37K- 9.63% |
$589K - $660K
|
12.9K
$7.1M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.38K- 2.59% |
$593K - $664K
|
51.8K
$28.6M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-1.39K- 71.22% |
$597K - $670K
|
562
$310K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.39K- 32.55% |
$597K - $670K
|
2.88K
$1.59M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.4K- 1.71% |
$600K - $673K
|
80.3K
$44.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-1.44K- 11.7% |
$618K - $693K
|
10.9K
$6M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.46K- 19.29% |
$629K - $705K
|
6.13K
$3.38M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.47K- 1.74% |
$632K - $708K
|
82.8K
$45.7M
|
|
|
May 06, 2024
Q1 2024
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-1.48K- 1.93% |
$636K - $712K
|
75.2K
$41.5M
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.49K- 0.79% |
$640K - $718K
|
188K
$103M
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-1.49K- 0.95% |
$641K - $718K
|
155K
$85.4M
|
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-1.51K- 5.11% |
$647K - $725K
|
28K
$15.4M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.51K- 7.91% |
$648K - $726K
|
17.6K
$9.69M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.52K- 5.93% |
$651K - $730K
|
24K
$13.3M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-1.53K- 4.25% |
$657K - $737K
|
34.5K
$19M
|
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1.53K- 50.44% |
$658K - $737K
|
1.51K
$830K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.54K- 1.61% |
$660K - $739K
|
93.7K
$51.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-1.54K- 1.57% |
$660K - $740K
|
96.4K
$53.2M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.59K- 0.94% |
$681K - $763K
|
167K
$92.1M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.59K- 16.12% |
$684K - $766K
|
8.28K
$4.57M
|