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 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
177+ 11.42% |
$76K - $85.2K
|
1.73K
$943K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
177+ 1.91% |
$76K - $85.2K
|
9.45K
$5.16M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
177+ 6.48% |
$76K - $85.2K
|
2.91K
$1.59M
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
177+ 16.43% |
$76K - $85.2K
|
1.25K
$685K
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
176+ 1.44% |
$75.6K - $84.7K
|
12.4K
$6.78M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
176+ 10.38% |
$75.6K - $84.7K
|
1.87K
$1.02M
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
BUY
|
- |
174+ 2.47% |
$74.7K - $83.8K
|
7.21K
$3.94M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
174+ 8.31% |
$74.7K - $83.8K
|
2.27K
$1.24M
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
173+ 32.28% |
$74.3K - $83.3K
|
709
$387K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
172+ 1.32% |
$73.9K - $82.8K
|
13.2K
$7.18M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
171+ 2.66% |
$73.4K - $82.3K
|
6.59K
$3.6M
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
171+ 24.5% |
$73.4K - $82.3K
|
869
$475K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
169+ 0.94% |
$72.6K - $81.3K
|
18.2K
$9.92M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
167+ 27.2% |
$71.7K - $80.4K
|
781
$427K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
166+ 0.06% |
$71.3K - $79.9K
|
274K
$150M
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
163+ 15.09% |
$70K - $78.5K
|
1.24K
$679K
|
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
BUY
|
- |
161+ 0.48% |
$69.1K - $77.5K
|
33.8K
$18.5M
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
161+ 5.9% |
$69.1K - $77.5K
|
2.89K
$1.58M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
158+ 12.06% |
$67.8K - $76.1K
|
1.47K
$802K
|
|
|
Apr 15, 2024
Q1 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
157+ 28.14% |
$67.4K - $75.6K
|
715
$390K
|
|
|
Apr 29, 2024
Q1 2024
|
Asset Planning Corporation
|
BUY
|
- |
155+ 1.2% |
$66.6K - $74.6K
|
13.1K
$7.14M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
152+ 1.78% |
$65.3K - $73.2K
|
8.67K
$4.73M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
152+ 17.82% |
$65.3K - $73.2K
|
1.01K
$549K
|
|
|
May 10, 2024
Q1 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
151+ 18.76% |
$64.8K - $72.7K
|
956
$522K
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
151+ 0.56% |
$64.8K - $72.7K
|
26.9K
$14.7M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
150+ 0.75% |
$64.4K - $72.2K
|
20.1K
$11M
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
149+ 3.43% |
$64K - $71.7K
|
4.5K
$2.46M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
149+ 1.32% |
$64K - $71.7K
|
11.4K
$6.23M
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
148+ 296.0% |
$63.6K - $71.2K
|
198
$108K
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
147+ 8.3% |
$63.1K - $70.8K
|
1.92K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
147+ 0.92% |
$63.1K - $70.8K
|
16.2K
$8.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
146+ 14.9% |
$62.7K - $70.3K
|
1.13K
$615K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
145+ 13.25% |
$62.3K - $69.8K
|
1.24K
$677K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
BUY
|
- |
144+ 7.03% |
$61.8K - $69.3K
|
2.19K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
144+ 120.0% |
$61.8K - $69.3K
|
264
$144K
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
142+ 2.61% |
$61K - $68.4K
|
5.58K
$3.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
141+ 57.32% |
$60.5K - $67.9K
|
387
$211K
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
140+ 12.64% |
$60.1K - $67.4K
|
1.25K
$682K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
140+ 16.93% |
$60.1K - $67.4K
|
967
$528K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
139+ 1.56% |
$59.7K - $66.9K
|
9.03K
$4.93M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
137+ 6.45% |
$58.8K - $65.9K
|
2.26K
$1.23M
|
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
137+ 3.97% |
$58.8K - $65.9K
|
3.59K
$1.96M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
136+ 0.8% |
$58.4K - $65.5K
|
17.1K
$9.36M
|
|
|
Apr 04, 2024
Q1 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
134+ 69.07% |
$57.5K - $64.5K
|
328
$179K
|
|
|
May 06, 2024
Q1 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
134+ 25.0% |
$57.5K - $64.5K
|
670
$366K
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
133+ 9.13% |
$57.1K - $64K
|
1.59K
$868K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
133New |
$57.1K - $64K
|
133
$72.6K
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
133+ 7.12% |
$57.1K - $64K
|
2K
$1.09M
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
131+ 2.91% |
$56.3K - $63.1K
|
4.64K
$2.53M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
131+ 4.1% |
$56.3K - $63.1K
|
3.33K
$1.82M
|