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 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.32K- 23.62% |
$998K - $1.12M
|
7.51K
$4.15M
|
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-2.37K- 11.76% |
$1.02M - $1.14M
|
17.7K
$9.79M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-2.37K- 0.61% |
$1.02M - $1.14M
|
387K
$213M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-2.38K- 22.3% |
$1.02M - $1.15M
|
8.29K
$4.57M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-2.4K- 4.59% |
$1.03M - $1.16M
|
49.9K
$27.5M
|
|
|
May 02, 2024
Q1 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-2.45K- 8.47% |
$1.05M - $1.18M
|
26.4K
$14.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-2.46K- 13.42% |
$1.06M - $1.18M
|
15.9K
$8.76M
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-2.48K- 19.03% |
$1.07M - $1.19M
|
10.6K
$5.83M
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-2.51K- 8.54% |
$1.08M - $1.21M
|
26.9K
$14.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-2.52K- 4.62% |
$1.08M - $1.21M
|
52K
$28.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.54K- 61.34% |
$1.09M - $1.22M
|
1.6K
$883K
|
|
|
Apr 18, 2024
Q1 2024
|
Fidato Wealth LLC
|
SELL
|
- |
-2.54K- 2.23% |
$1.09M - $1.22M
|
112K
$61.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-2.56K- 22.85% |
$1.1M - $1.23M
|
8.64K
$4.77M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-2.6K- 5.51% |
$1.11M - $1.25M
|
44.5K
$24.6M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.6K- 17.32% |
$1.12M - $1.25M
|
12.4K
$6.85M
|
|
|
Apr 19, 2024
Q1 2024
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-2.65K- 71.04% |
$1.14M - $1.28M
|
1.08K
$596K
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.7K- 10.58% |
$1.16M - $1.3M
|
22.8K
$12.6M
|
|
|
Feb 13, 2025
Q1 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
SELL
|
- |
-2.73K- 16.5% |
$1.17M - $1.31M
|
13.8K
$7.62M
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.84K- 54.2% |
$1.22M - $1.37M
|
2.4K
$1.33M
|
|
|
Apr 24, 2024
Q1 2024
|
Alta Advisers LTD
|
SELL
|
- |
-2.89K- 5.0% |
$1.24M - $1.39M
|
54.8K
$30.3M
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-2.9K- 23.63% |
$1.25M - $1.4M
|
9.37K
$5.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-2.92K- 8.45% |
$1.25M - $1.4M
|
31.6K
$17.4M
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.94K- 70.97% |
$1.26M - $1.42M
|
1.2K
$664K
|
|
|
Apr 29, 2024
Q1 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-3.03K- 78.32% |
$1.3M - $1.46M
|
839
$463K
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-3.03K- 3.84% |
$1.3M - $1.46M
|
75.9K
$41.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.05K- 0.66% |
$1.31M - $1.47M
|
457K
$252M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.05K- 15.6% |
$1.31M - $1.47M
|
16.5K
$9.12M
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-3.07K- 49.94% |
$1.32M - $1.48M
|
3.08K
$1.7M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.08K- 6.62% |
$1.32M - $1.48M
|
43.4K
$24M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-3.18K- 7.71% |
$1.37M - $1.53M
|
38.1K
$21M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.22K- 29.09% |
$1.38M - $1.55M
|
7.85K
$4.33M
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-3.25K- 3.44% |
$1.39M - $1.56M
|
91.2K
$50.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3.26K- 26.68% |
$1.4M - $1.57M
|
8.95K
$4.94M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3.26K- 2.54% |
$1.4M - $1.57M
|
125K
$68.9M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-3.43K- 2.54% |
$1.47M - $1.65M
|
132K
$72.6M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-3.46K- 36.16% |
$1.48M - $1.66M
|
6.1K
$3.37M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.51K- 4.66% |
$1.51M - $1.69M
|
71.9K
$39.7M
|
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-3.52K- 2.92% |
$1.51M - $1.69M
|
117K
$64.5M
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-3.52K- 39.59% |
$1.51M - $1.69M
|
5.37K
$2.96M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.55K- 71.32% |
$1.52M - $1.71M
|
1.43K
$787K
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-3.7K- 33.51% |
$1.59M - $1.78M
|
7.35K
$4.05M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.74K- 3.01% |
$1.61M - $1.8M
|
121K
$66.5M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.75K- 20.38% |
$1.61M - $1.81M
|
14.7K
$8.09M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-3.77K- 22.67% |
$1.62M - $1.81M
|
12.8K
$7.09M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.8K- 18.75% |
$1.63M - $1.83M
|
16.5K
$9.09M
|
|
|
Apr 11, 2024
Q1 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-3.81K- 4.04% |
$1.64M - $1.83M
|
90.4K
$49.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.81K- 25.2% |
$1.64M - $1.84M
|
11.3K
$6.25M
|
|
|
Apr 12, 2024
Q1 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-3.83K- 3.8% |
$1.64M - $1.84M
|
96.9K
$53.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-3.85K- 1.46% |
$1.65M - $1.85M
|
260K
$144M
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-3.87K- 78.04% |
$1.66M - $1.86M
|
1.09K
$601K
|