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 15, 2024
Q1 2024
|
University Of Chicago
Chicago, IL |
SELL
|
- |
-1.62K- 9.03% |
$694K - $777K
|
16.3K
$8.98M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.62K- 18.76% |
$694K - $778K
|
7K
$3.86M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.62K- 1.13% |
$694K - $778K
|
141K
$77.7M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-1.62K- 22.57% |
$695K - $779K
|
5.55K
$3.06M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-1.64K- 0.54% |
$704K - $789K
|
303K
$167M
|
|
|
May 14, 2024
Q1 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.68K- 1.89% |
$721K - $808K
|
87K
$48M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.71K- 24.99% |
$735K - $824K
|
5.14K
$2.84M
|
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
SELL
|
- |
-1.73K- 10.96% |
$741K - $831K
|
14K
$7.73M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.74K- 68.19% |
$745K - $836K
|
810
$447K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.76K- 15.77% |
$755K - $847K
|
9.4K
$5.18M
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-1.79K- 18.89% |
$767K - $860K
|
7.67K
$4.23M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.79K- 0.72% |
$768K - $861K
|
247K
$136M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1.8K- 5.58% |
$771K - $864K
|
30.4K
$16.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-1.8K- 1.65% |
$774K - $867K
|
108K
$59.3M
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-1.82K- 60.31% |
$781K - $876K
|
1.2K
$660K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-1.83K- 81.16% |
$784K - $879K
|
424
$234K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.85K- 5.3% |
$794K - $890K
|
33K
$18.2M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.86K- 7.3% |
$797K - $893K
|
23.6K
$13M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.86K- 15.73% |
$800K - $896K
|
9.98K
$5.51M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.87K- 5.13% |
$802K - $899K
|
34.6K
$19.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.88K- 4.32% |
$806K - $903K
|
41.6K
$22.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-1.89K- 1.8% |
$811K - $909K
|
103K
$56.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.9K- 36.05% |
$814K - $913K
|
3.36K
$1.86M
|
|
|
May 14, 2024
Q1 2024
|
Monashee Investment Management LLC
Boston, MA |
SELL
|
- |
-1.9K- 0.7% |
$816K - $915K
|
269K
$148M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.91K- 17.92% |
$820K - $919K
|
8.75K
$4.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.94K- 4.14% |
$834K - $934K
|
44.9K
$24.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1.95K- 2.76% |
$839K - $940K
|
68.7K
$37.9M
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
SELL
|
- |
-1.95K- 18.22% |
$839K - $940K
|
8.77K
$4.84M
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-2K- 15.23% |
$859K - $963K
|
11.1K
$6.14M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-2.01K- 2.07% |
$863K - $968K
|
95.2K
$52.5M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2.02K- 18.81% |
$865K - $970K
|
8.7K
$4.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-2.02K- 96.7% |
$869K - $974K
|
69
$38.1K
|
|
|
May 01, 2024
Q1 2024
|
Bernzott Capital Advisors
|
SELL
|
- |
-2.04K- 71.13% |
$875K - $981K
|
827
$456K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-2.05K- 51.07% |
$880K - $986K
|
1.96K
$1.08M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.05K- 11.25% |
$880K - $987K
|
16.2K
$8.92M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.06K- 0.84% |
$883K - $990K
|
244K
$134M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.09K- 2.45% |
$896K - $1M
|
83.2K
$45.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
SELL
|
- |
-2.09K- 5.77% |
$898K - $1.01M
|
34.2K
$18.8M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.11K- 10.81% |
$907K - $1.02M
|
17.4K
$9.61M
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-2.14K- 4.94% |
$919K - $1.03M
|
41.2K
$22.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-2.15K- 8.34% |
$923K - $1.03M
|
23.6K
$13M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-2.17K- 20.62% |
$931K - $1.04M
|
8.35K
$4.61M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2.18K- 3.14% |
$935K - $1.05M
|
67.1K
$37M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.18K- 7.12% |
$938K - $1.05M
|
28.5K
$15.7M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.18K- 6.85% |
$938K - $1.05M
|
29.7K
$16.4M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-2.2K- 44.04% |
$946K - $1.06M
|
2.8K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.22K- 0.98% |
$954K - $1.07M
|
225K
$124M
|
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-2.29K- 71.88% |
$983K - $1.1M
|
895
$494K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-2.3K- 78.57% |
$987K - $1.11M
|
627
$346K
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
SELL
|
- |
-2.31K- 1.21% |
$992K - $1.11M
|
189K
$104M
|