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 03, 2024
Q1 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-20- 2.79% |
$8.59K - $9.63K
|
697
$375K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-20- 0.28% |
$8.59K - $9.63K
|
7.25K
$3.9M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-20- 0.2% |
$8.59K - $9.63K
|
10.2K
$5.49M
|
|
|
May 13, 2024
Q1 2024
|
True Wealth Financial Partners
|
SELL
|
- |
-20- 0.06% |
$8.59K - $9.63K
|
31.5K
$17M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-22- 0.39% |
$9.45K - $10.6K
|
5.57K
$3M
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-22- 4.49% |
$9.45K - $10.6K
|
468
$252K
|
|
|
May 14, 2024
Q1 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-22- 0.26% |
$9.45K - $10.6K
|
8.41K
$4.52M
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-23- 2.13% |
$9.88K - $11.1K
|
1.06K
$569K
|
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-23- 4.99% |
$9.88K - $11.1K
|
438
$235K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-23- 3.0% |
$9.88K - $11.1K
|
744
$400K
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-24- 0.24% |
$10.3K - $11.6K
|
9.86K
$5.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-24- 0.54% |
$10.3K - $11.6K
|
4.4K
$2.36M
|
|
|
Nov 14, 2024
Q1 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-24- 3.73% |
$10.3K - $11.6K
|
619
$333K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-25- 1.08% |
$10.7K - $12K
|
2.29K
$1.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-25- 4.17% |
$10.7K - $12K
|
574
$309K
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-25- 0.55% |
$10.7K - $12K
|
4.52K
$2.43M
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-25- 0.87% |
$10.7K - $12K
|
2.85K
$1.53M
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-25- 3.57% |
$10.7K - $12K
|
675
$363K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-26- 3.79% |
$11.2K - $12.5K
|
660
$355K
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-26- 0.71% |
$11.2K - $12.5K
|
3.64K
$1.96M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-26- 0.11% |
$11.2K - $12.5K
|
23.9K
$12.8M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-26- 0.69% |
$11.2K - $12.5K
|
3.76K
$2.02M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
SELL
|
- |
-27- 2.37% |
$11.6K - $13K
|
1.11K
$597K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-27- 0.21% |
$11.6K - $13K
|
12.8K
$6.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-28- 1.19% |
$12K - $13.5K
|
2.33K
$1.25M
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-28- 1.69% |
$12K - $13.5K
|
1.63K
$876K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-28- 1.17% |
$12K - $13.5K
|
2.36K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-29- 2.53% |
$12.5K - $14K
|
1.12K
$601K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-30- 1.38% |
$12.9K - $14.4K
|
2.15K
$1.16M
|
|
|
May 09, 2024
Q1 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-30- 1.04% |
$12.9K - $14.4K
|
2.84K
$1.53M
|
|
|
May 13, 2024
Q1 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-30- 3.89% |
$12.9K - $14.4K
|
742
$399K
|
|
|
May 15, 2024
Q1 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-30- 2.34% |
$12.9K - $14.4K
|
1.25K
$673K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-31- 0.94% |
$13.3K - $14.9K
|
3.28K
$1.76M
|
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-31- 1.94% |
$13.3K - $14.9K
|
1.57K
$843K
|
|
|
Oct 29, 2024
Q1 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-31- 3.51% |
$13.3K - $14.9K
|
853
$458K
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-32- 0.51% |
$13.7K - $15.4K
|
6.19K
$3.33M
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-33- 1.89% |
$14.2K - $15.9K
|
1.72K
$922K
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
SELL
|
- |
-33- 2.29% |
$14.2K - $15.9K
|
1.41K
$756K
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
SELL
|
- |
-34- 2.96% |
$14.6K - $16.4K
|
1.11K
$598K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-34- 85.0% |
$14.6K - $16.4K
|
6
$3.22K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-35- 0.5% |
$15K - $16.8K
|
6.96K
$3.74M
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-35- 6.19% |
$15K - $16.8K
|
530
$285K
|
|
|
Apr 22, 2024
Q1 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-37- 2.0% |
$15.9K - $17.8K
|
1.81K
$972K
|
|
|
Apr 29, 2024
Q1 2024
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-37- 8.77% |
$15.9K - $17.8K
|
385
$207K
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-37- 5.54% |
$15.9K - $17.8K
|
631
$339K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-37- 4.01% |
$15.9K - $17.8K
|
885
$476K
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-38- 1.29% |
$16.3K - $18.3K
|
2.9K
$1.56M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-38- 5.93% |
$16.3K - $18.3K
|
603
$324K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-39- 1.17% |
$16.7K - $18.8K
|
3.29K
$1.77M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-40- 1.83% |
$17.2K - $19.3K
|
2.14K
$1.15M
|