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 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
252+ 29.44% |
$108K - $121K
|
1.11K
$605K
|
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
251+ 38.09% |
$108K - $121K
|
910
$497K
|
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
- |
250+ 30.45% |
$107K - $120K
|
1.07K
$585K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
249+ 3.91% |
$107K - $120K
|
6.62K
$3.62M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
248+ 0.86% |
$106K - $119K
|
29.2K
$15.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
247+ 1.78% |
$106K - $119K
|
14.1K
$7.71M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
242+ 1.44% |
$104K - $116K
|
17.1K
$9.33M
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
242+ 9.48% |
$104K - $116K
|
2.8K
$1.53M
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
BUY
|
- |
241+ 1.3% |
$103K - $116K
|
18.8K
$10.3M
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
240+ 4.48% |
$103K - $116K
|
5.6K
$3.06M
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
239+ 50.1% |
$103K - $115K
|
716
$391K
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
BUY
|
- |
237+ 25.43% |
$102K - $114K
|
1.17K
$638K
|
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
237+ 6.89% |
$102K - $114K
|
3.68K
$2.01M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
237+ 2.92% |
$102K - $114K
|
8.36K
$4.57M
|
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
237+ 24.84% |
$102K - $114K
|
1.19K
$650K
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
237+ 3.71% |
$102K - $114K
|
6.63K
$3.62M
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
231+ 6.84% |
$99.2K - $111K
|
3.61K
$1.97M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
230+ 242.11% |
$98.8K - $111K
|
325
$177K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
229+ 0.07% |
$98.3K - $110K
|
319K
$174M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
223+ 8.04% |
$95.8K - $107K
|
3K
$1.64M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
222+ 106.73% |
$95.3K - $107K
|
430
$235K
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
218+ 22.27% |
$93.6K - $105K
|
1.2K
$654K
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
218+ 4.8% |
$93.6K - $105K
|
4.76K
$2.6M
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
218+ 15.49% |
$93.6K - $105K
|
1.63K
$887K
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
BUY
|
- |
215+ 1.53% |
$92.3K - $103K
|
14.2K
$7.77M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
213+ 6.79% |
$91.5K - $103K
|
3.35K
$1.83M
|
|
|
May 03, 2024
Q1 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
213+ 85.2% |
$91.5K - $103K
|
463
$253K
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
212+ 26.37% |
$91K - $102K
|
1.02K
$555K
|
|
|
May 06, 2024
Q1 2024
|
Capital City Trust CO
|
BUY
|
- |
212+ 0.99% |
$91K - $102K
|
21.7K
$11.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
210+ 0.99% |
$90.2K - $101K
|
21.4K
$11.7M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
209+ 9.65% |
$89.8K - $101K
|
2.38K
$1.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
208+ 6.74% |
$89.3K - $100K
|
3.3K
$1.8M
|
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
BUY
|
- |
207+ 4.51% |
$88.9K - $99.6K
|
4.8K
$2.62M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
206+ 19.53% |
$88.5K - $99.2K
|
1.26K
$689K
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
204+ 6.24% |
$87.6K - $98.2K
|
3.47K
$1.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
203+ 5.94% |
$87.2K - $97.7K
|
3.62K
$1.98M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
203New |
$87.2K - $97.7K
|
203
$111K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
200+ 16.18% |
$85.9K - $96.3K
|
1.44K
$784K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
198+ 3.12% |
$85K - $95.3K
|
6.54K
$3.57M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
189+ 5.33% |
$81.2K - $91K
|
3.74K
$2.04M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
189+ 0.86% |
$81.2K - $91K
|
22.1K
$12.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
187New |
$80.3K - $90K
|
187
$102K
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
186+ 6.2% |
$79.9K - $89.5K
|
3.19K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
186+ 2.04% |
$79.9K - $89.5K
|
9.31K
$5.08M
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
184+ 3.75% |
$79K - $88.6K
|
5.09K
$2.78M
|
|
|
Apr 30, 2024
Q1 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
183+ 0.71% |
$78.6K - $88.1K
|
25.8K
$14.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
180+ 2.36% |
$77.3K - $86.6K
|
7.81K
$4.26M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
179+ 0.98% |
$76.9K - $86.2K
|
18.5K
$10.1M
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
178+ 3.5% |
$76.4K - $85.7K
|
5.27K
$2.88M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
178+ 15.49% |
$76.4K - $85.7K
|
1.33K
$725K
|