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 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
129+ 1.14% |
$55.4K - $62.1K
|
11.5K
$6.26M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
129+ 3.11% |
$55.4K - $62.1K
|
4.28K
$2.34M
|
|
|
Apr 16, 2024
Q1 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
125+ 4.58% |
$53.7K - $60.2K
|
2.85K
$1.56M
|
|
|
May 10, 2024
Q1 2024
|
Ascension Asset Management LLC
|
BUY
|
- |
125+ 21.74% |
$53.7K - $60.2K
|
700
$382K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
124New |
$53.2K - $59.7K
|
124
$67.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
123+ 10.14% |
$52.8K - $59.2K
|
1.34K
$730K
|
|
|
Apr 30, 2024
Q1 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
123+ 21.17% |
$52.8K - $59.2K
|
704
$384K
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
121+ 16.88% |
$52K - $58.2K
|
838
$458K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
120New |
$51.5K - $57.8K
|
120
$65.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Consulate, Inc
|
BUY
|
- |
120+ 6.19% |
$51.5K - $57.8K
|
2.06K
$1.13M
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
120+ 6.33% |
$51.5K - $57.8K
|
2.02K
$1.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
119+ 2.54% |
$51.1K - $57.3K
|
4.81K
$2.63M
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
118+ 7.98% |
$50.7K - $56.8K
|
1.6K
$872K
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
117+ 13.25% |
$50.2K - $56.3K
|
1K
$546K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
117+ 18.96% |
$50.2K - $56.3K
|
734
$401K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
116+ 1.51% |
$49.8K - $55.8K
|
7.82K
$4.27M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
116+ 4.18% |
$49.8K - $55.8K
|
2.89K
$1.58M
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
115+ 16.45% |
$49.4K - $55.4K
|
814
$445K
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
115+ 12.46% |
$49.4K - $55.4K
|
1.04K
$567K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
115+ 2.79% |
$49.4K - $55.4K
|
4.23K
$2.31M
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
115+ 6.63% |
$49.4K - $55.4K
|
1.85K
$1.01M
|
|
|
Apr 18, 2024
Q1 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
113+ 2.83% |
$48.5K - $54.4K
|
4.1K
$2.24M
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
BUY
|
- |
113+ 14.6% |
$48.5K - $54.4K
|
887
$484K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
112+ 1.61% |
$48.1K - $53.9K
|
7.08K
$3.87M
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
109+ 2.59% |
$46.8K - $52.5K
|
4.32K
$2.36M
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
109+ 17.3% |
$46.8K - $52.5K
|
739
$404K
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
109+ 11.28% |
$46.8K - $52.5K
|
1.08K
$587K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
109+ 2.25% |
$46.8K - $52.5K
|
4.94K
$2.7M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
108+ 0.61% |
$46.4K - $52K
|
17.8K
$9.71M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
106+ 0.03% |
$45.5K - $51K
|
317K
$173M
|
|
|
May 10, 2024
Q1 2024
|
Unconventional Investor, LLC
|
BUY
|
- |
106+ 0.41% |
$45.5K - $51K
|
26.3K
$14.3M
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
106+ 0.21% |
$45.5K - $51K
|
51.1K
$27.9M
|
|
|
May 14, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
104+ 7.12% |
$44.7K - $50.1K
|
1.57K
$855K
|
|
|
Nov 13, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
104+ 7.12% |
$44.7K - $50.1K
|
1.57K
$855K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
103+ 2.39% |
$44.2K - $49.6K
|
4.42K
$2.41M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
103+ 1.63% |
$44.2K - $49.6K
|
6.42K
$3.5M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
103+ 10.74% |
$44.2K - $49.6K
|
1.06K
$580K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
102+ 0.45% |
$43.8K - $49.1K
|
22.7K
$12.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
101+ 2.43% |
$43.4K - $48.6K
|
4.25K
$2.32M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
101+ 12.45% |
$43.4K - $48.6K
|
912
$498K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
101+ 34.95% |
$43.4K - $48.6K
|
390
$213K
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
99New |
$42.5K - $47.7K
|
99
$54.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
99+ 1.19% |
$42.5K - $47.7K
|
8.44K
$4.61M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
98+ 51.04% |
$42.1K - $47.2K
|
290
$158K
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
98+ 0.98% |
$42.1K - $47.2K
|
10.1K
$5.51M
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
96+ 1.52% |
$41.2K - $46.2K
|
6.42K
$3.51M
|
|
|
Apr 17, 2024
Q1 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
96New |
$41.2K - $46.2K
|
96
$52.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
95+ 1.35% |
$40.8K - $45.7K
|
7.12K
$3.89M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
95+ 2.33% |
$40.8K - $45.7K
|
4.18K
$2.28M
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
95+ 9.47% |
$40.8K - $45.7K
|
1.1K
$600K
|