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 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
19+ 0.6% |
$8.16K - $9.15K
|
3.18K
$1.74M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
19+ 0.69% |
$8.16K - $9.15K
|
2.78K
$1.52M
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
BUY
|
- |
18+ 1.66% |
$7.73K - $8.66K
|
1.1K
$602K
|
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
18+ 2.54% |
$7.73K - $8.66K
|
727
$397K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
18+ 0.05% |
$7.73K - $8.66K
|
37.1K
$20.3M
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
17+ 1.11% |
$7.3K - $8.18K
|
1.55K
$845K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
17+ 0.14% |
$7.3K - $8.18K
|
12.4K
$6.76M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
17+ 8.72% |
$7.3K - $8.18K
|
212
$116K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
17New |
$7.3K - $8.18K
|
17
$9.28K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
17New |
$7.3K - $8.18K
|
17
$9.28K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
17+ 1.5% |
$7.3K - $8.18K
|
1.15K
$629K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
16+ 0.36% |
$6.87K - $7.7K
|
4.42K
$2.41M
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
16+ 0.97% |
$6.87K - $7.7K
|
1.67K
$910K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
16New |
$6.87K - $7.7K
|
16
$8.74K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
15+ 0.84% |
$6.44K - $7.22K
|
1.79K
$980K
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
15+ 2.33% |
$6.44K - $7.22K
|
660
$360K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
15New |
$6.44K - $7.22K
|
15
$8.19K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
15+ 1.62% |
$6.44K - $7.22K
|
943
$515K
|
|
|
May 13, 2024
Q1 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
15+ 0.88% |
$6.44K - $7.22K
|
1.71K
$936K
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
15+ 3.39% |
$6.44K - $7.22K
|
457
$250K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
15+ 0.2% |
$6.44K - $7.22K
|
7.49K
$4.09M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.62% |
$6.01K - $6.74K
|
2.26K
$1.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
BUY
|
- |
14+ 2.76% |
$6.01K - $6.74K
|
521
$285K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
14+ 0.18% |
$6.01K - $6.74K
|
7.93K
$4.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
BUY
|
- |
14+ 0.48% |
$6.01K - $6.74K
|
2.93K
$1.6M
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
14+ 17.28% |
$6.01K - $6.74K
|
95
$51.9K
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
14+ 1.17% |
$6.01K - $6.74K
|
1.21K
$662K
|
|
|
Apr 17, 2024
Q1 2024
|
Planning Alternatives LTD
|
BUY
|
- |
13+ 0.29% |
$5.58K - $6.26K
|
4.43K
$2.42M
|
|
|
Apr 18, 2024
Q1 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
13+ 0.02% |
$5.58K - $6.26K
|
73.4K
$40.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Shaker Investments LLC
|
BUY
|
- |
13+ 0.78% |
$5.58K - $6.26K
|
1.69K
$923K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
13+ 1.9% |
$5.58K - $6.26K
|
697
$381K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
13+ 0.91% |
$5.58K - $6.26K
|
1.43K
$783K
|
|
|
Apr 12, 2024
Q1 2024
|
Community Bank Of Raymore
|
BUY
|
- |
12+ 0.49% |
$5.15K - $5.78K
|
2.47K
$1.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
12+ 0.32% |
$5.15K - $5.78K
|
3.76K
$2.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
12+ 16.22% |
$5.15K - $5.78K
|
86
$47K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
BUY
|
- |
12+ 0.82% |
$5.15K - $5.78K
|
1.48K
$810K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
12New |
$5.15K - $5.78K
|
12
$6.55K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
11+ 0.77% |
$4.72K - $5.29K
|
1.44K
$789K
|
|
|
Apr 18, 2024
Q1 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.19% |
$4.72K - $5.29K
|
5.67K
$3.09M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
11+ 1.84% |
$4.72K - $5.29K
|
608
$332K
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
11+ 1.14% |
$4.72K - $5.29K
|
975
$532K
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
11+ 0.09% |
$4.72K - $5.29K
|
12.4K
$6.78M
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
11+ 0.22% |
$4.72K - $5.29K
|
4.94K
$2.7M
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
11+ 0.76% |
$4.72K - $5.29K
|
1.47K
$801K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
10+ 1.24% |
$4.29K - $4.81K
|
819
$447K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
10+ 0.95% |
$4.29K - $4.81K
|
1.06K
$581K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
10+ 90.91% |
$4.29K - $4.81K
|
21
$11.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
10+ 1.75% |
$4.29K - $4.81K
|
583
$318K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
10+ 2.3% |
$4.29K - $4.81K
|
445
$243K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
10+ 0.81% |
$4.29K - $4.81K
|
1.24K
$678K
|