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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
550+ 80.06% |
$236K - $265K
|
1.24K
$684K
|
|
|
May 02, 2024
Q1 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
549New |
$236K - $264K
|
549
$303K
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
544+ 10.83% |
$234K - $262K
|
5.57K
$3.08M
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
542+ 1.04% |
$233K - $261K
|
52.5K
$29M
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
542+ 47.46% |
$233K - $261K
|
1.68K
$931K
|
|
|
May 10, 2024
Q1 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
541+ 76.09% |
$232K - $260K
|
1.25K
$692K
|
|
|
May 01, 2024
Q1 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
540New |
$232K - $260K
|
540
$299K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
539+ 7.64% |
$231K - $259K
|
7.6K
$4.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
535+ 15.56% |
$230K - $258K
|
3.97K
$2.2M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
531+ 2.37% |
$228K - $256K
|
22.9K
$12.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
529+ 10.83% |
$227K - $255K
|
5.41K
$2.99M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
528New |
$227K - $254K
|
528
$292K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
521+ 1.01% |
$224K - $251K
|
52.2K
$28.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
520+ 56.4% |
$223K - $250K
|
1.44K
$797K
|
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
520+ 8.93% |
$223K - $250K
|
6.35K
$3.51M
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
520New |
$223K - $250K
|
520
$287K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
513New |
$220K - $247K
|
513
$284K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
511New |
$219K - $246K
|
511
$282K
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
511New |
$219K - $246K
|
511
$282K
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
508+ 10.52% |
$218K - $245K
|
5.34K
$2.95M
|
|
|
May 15, 2024
Q1 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
508+ 2.57% |
$218K - $245K
|
20.3K
$11.2M
|
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
501New |
$215K - $241K
|
501
$277K
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
500+ 1.68% |
$215K - $241K
|
30.3K
$16.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
500+ 8.2% |
$215K - $241K
|
6.6K
$3.65M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
496+ 4.13% |
$213K - $239K
|
12.5K
$6.91M
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
489New |
$210K - $235K
|
489
$270K
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
489New |
$210K - $235K
|
489
$270K
|
|
|
Apr 25, 2024
Q1 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
489New |
$210K - $235K
|
489
$270K
|
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
489New |
$210K - $235K
|
489
$270K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
489+ 3.46% |
$210K - $235K
|
14.6K
$8.09M
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
488+ 9.25% |
$210K - $235K
|
5.76K
$3.19M
|
|
|
May 14, 2024
Q1 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
486+ 19.9% |
$209K - $234K
|
2.93K
$1.62M
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
486New |
$209K - $234K
|
486
$269K
|
|
|
May 10, 2024
Q1 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
485New |
$208K - $233K
|
485
$268K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
484+ 63.02% |
$208K - $233K
|
1.25K
$692K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
484+ 1.59% |
$208K - $233K
|
30.9K
$17.1M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
BUY
|
- |
483New |
$207K - $232K
|
483
$267K
|
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
482+ 6.53% |
$207K - $232K
|
7.86K
$4.35M
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
479+ 159.67% |
$206K - $231K
|
779
$431K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
478+ 5.18% |
$205K - $230K
|
9.71K
$5.37M
|
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
476New |
$204K - $229K
|
476
$263K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
475+ 29.38% |
$204K - $229K
|
2.09K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
473New |
$203K - $228K
|
473
$261K
|
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
471New |
$202K - $227K
|
471
$260K
|
|
|
Apr 04, 2024
Q1 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
465+ 86.43% |
$200K - $224K
|
1K
$554K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
463+ 1.12% |
$199K - $223K
|
41.9K
$23.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
460+ 6.98% |
$198K - $221K
|
7.05K
$3.9M
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
460+ 17.84% |
$198K - $221K
|
3.04K
$1.68M
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
460New |
$198K - $221K
|
460
$254K
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
458+ 44.0% |
$197K - $220K
|
1.5K
$829K
|