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
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-6.8K- 5.69% |
$2.92M - $3.27M
|
113K
$62.2M
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-6.88K- 5.69% |
$2.95M - $3.31M
|
114K
$62.9M
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-6.91K- 0.63% |
$2.97M - $3.32M
|
1.09M
$603M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.07K- 48.28% |
$3.03M - $3.4M
|
7.57K
$4.18M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.3K- 3.45% |
$3.14M - $3.52M
|
204K
$113M
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-7.44K- 46.42% |
$3.2M - $3.58M
|
8.59K
$4.74M
|
|
|
May 03, 2024
Q1 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-7.53K- 19.17% |
$3.23M - $3.62M
|
31.8K
$17.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-7.61K- 32.41% |
$3.27M - $3.66M
|
15.9K
$8.75M
|
|
|
Apr 17, 2024
Q1 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-7.62K- 20.15% |
$3.27M - $3.67M
|
30.2K
$16.7M
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-7.65K- 7.24% |
$3.29M - $3.68M
|
98K
$54.1M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-7.72K- 13.53% |
$3.32M - $3.72M
|
49.4K
$27.2M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-7.77K- 3.68% |
$3.34M - $3.74M
|
203K
$112M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7.78K- 74.86% |
$3.34M - $3.74M
|
2.61K
$1.44M
|
|
|
Apr 18, 2024
Q1 2024
|
Toews Corp
|
SELL
|
- |
-7.8K- 3.24% |
$3.35M - $3.75M
|
233K
$128M
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-7.8K- 54.9% |
$3.35M - $3.76M
|
6.41K
$3.54M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-7.94K- 1.78% |
$3.41M - $3.82M
|
438K
$242M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-8.02K- 87.09% |
$3.44M - $3.86M
|
1.19K
$656K
|
|
|
May 15, 2024
Q1 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-8.21K- 96.61% |
$3.52M - $3.95M
|
288
$159K
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-8.42K- 6.59% |
$3.62M - $4.05M
|
119K
$65.9M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.51K- 14.49% |
$3.65M - $4.09M
|
50.2K
$27.7M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-8.73K- 9.8% |
$3.75M - $4.2M
|
80.3K
$44.3M
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-8.83K- 2.96% |
$3.79M - $4.25M
|
289K
$160M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.04K- 7.53% |
$3.88M - $4.35M
|
111K
$61.3M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-9.05K- 83.58% |
$3.89M - $4.36M
|
1.78K
$981K
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-9.32K- 6.89% |
$4M - $4.49M
|
126K
$69.5M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-9.34K- 44.02% |
$4.01M - $4.5M
|
11.9K
$6.56M
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-9.42K- 15.8% |
$4.04M - $4.53M
|
50.2K
$27.7M
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-9.58K- 4.05% |
$4.11M - $4.61M
|
227K
$125M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-9.61K- 39.91% |
$4.12M - $4.62M
|
14.5K
$7.98M
|
|
|
May 15, 2024
Q1 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-9.61K- 99.4% |
$4.13M - $4.63M
|
58
$32K
|
|
|
May 15, 2024
Q1 2024
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
SELL
|
- |
-9.7K- 6.9% |
$4.17M - $4.67M
|
131K
$72.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-9.74K- 7.42% |
$4.18M - $4.69M
|
121K
$67M
|
|
|
Apr 11, 2024
Q1 2024
|
Churchill Management Corp
|
SELL
|
- |
-9.87K- 1.11% |
$4.24M - $4.75M
|
876K
$483M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-10.5K- 33.49% |
$4.51M - $5.06M
|
20.9K
$11.5M
|
|
|
Apr 01, 2024
Q1 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-10.6K- 32.29% |
$4.54M - $5.09M
|
22.2K
$12.2M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.8K- 12.77% |
$4.63M - $5.19M
|
73.6K
$40.6M
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-11K- 43.42% |
$4.73M - $5.31M
|
14.4K
$7.92M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-11.1K- 7.44% |
$4.75M - $5.33M
|
138K
$76M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-11.4K- 95.89% |
$4.88M - $5.47M
|
487
$269K
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-11.4K- 25.24% |
$4.88M - $5.47M
|
33.7K
$18.6M
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-11.4K- 2.38% |
$4.9M - $5.5M
|
467K
$258M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-11.5K- 1.93% |
$4.95M - $5.55M
|
586K
$323M
|
|
|
May 13, 2024
Q1 2024
|
Gam Holding Ag
|
SELL
|
- |
-11.6K- 29.89% |
$4.97M - $5.57M
|
27.2K
$15M
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-11.9K- 58.81% |
$5.13M - $5.75M
|
8.36K
$4.61M
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-12K- 46.99% |
$5.17M - $5.8M
|
13.6K
$7.5M
|
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-12.1K- 89.63% |
$5.2M - $5.83M
|
1.4K
$773K
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-12.4K- 48.36% |
$5.31M - $5.95M
|
13.2K
$7.28M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-13K- 2.43% |
$5.6M - $6.28M
|
523K
$289M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-13.6K- 63.04% |
$5.83M - $6.54M
|
7.97K
$4.39M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-14K- 75.41% |
$6.02M - $6.75M
|
4.58K
$2.52M
|