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 14, 2024
Q1 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-40- 0.56% |
$17.2K - $19.3K
|
7.11K
$3.82M
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-42- 3.45% |
$18K - $20.2K
|
1.18K
$632K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-42- 95.45% |
$18K - $20.2K
|
2
$1.07K
|
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-43- 0.74% |
$18.5K - $20.7K
|
5.76K
$3.09M
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-44- 0.95% |
$18.9K - $21.2K
|
4.59K
$2.47M
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-46- 1.54% |
$19.8K - $22.1K
|
2.95K
$1.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-47- 7.01% |
$20.2K - $22.6K
|
623
$335K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-47- 1.17% |
$20.2K - $22.6K
|
3.96K
$2.13M
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-47- 9.87% |
$20.2K - $22.6K
|
429
$231K
|
|
|
Apr 30, 2024
Q1 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-47- 0.26% |
$20.2K - $22.6K
|
18.3K
$9.81M
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-47- 1.95% |
$20.2K - $22.6K
|
2.36K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-47- 0.41% |
$20.2K - $22.6K
|
11.5K
$6.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-48- 0.09% |
$20.6K - $23.1K
|
55.1K
$29.6M
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-48- 4.32% |
$20.6K - $23.1K
|
1.06K
$571K
|
|
|
Apr 18, 2024
Q1 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-50- 0.54% |
$21.5K - $24.1K
|
9.26K
$4.98M
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-50- 4.5% |
$21.5K - $24.1K
|
1.06K
$571K
|
|
|
May 02, 2024
Q1 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-50- 4.6% |
$21.5K - $24.1K
|
1.04K
$558K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-50- 0.95% |
$21.5K - $24.1K
|
5.21K
$2.8M
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-50- 4.78% |
$21.5K - $24.1K
|
995
$535K
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-50- 8.68% |
$21.5K - $24.1K
|
526
$283K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-51- 1.27% |
$21.9K - $24.5K
|
3.97K
$2.13M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-51- 0.57% |
$21.9K - $24.5K
|
8.87K
$4.77M
|
|
|
Apr 11, 2024
Q1 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-52- 5.37% |
$22.3K - $25K
|
917
$493K
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
SELL
|
- |
-54- 2.17% |
$23.2K - $26K
|
2.43K
$1.31M
|
|
|
Apr 11, 2024
Q1 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-55- 9.27% |
$23.6K - $26.5K
|
538
$289K
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-55- 2.23% |
$23.6K - $26.5K
|
2.42K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-55- 4.85% |
$23.6K - $26.5K
|
1.08K
$580K
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-56- 3.22% |
$24K - $27K
|
1.68K
$905K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-58- 0.44% |
$24.9K - $27.9K
|
13.2K
$7.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-59- 7.22% |
$25.3K - $28.4K
|
758
$407K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-59- 2.91% |
$25.3K - $28.4K
|
1.97K
$1.06M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-59- 5.46% |
$25.3K - $28.4K
|
1.02K
$549K
|
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-60- 1.54% |
$25.8K - $28.9K
|
3.84K
$2.06M
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-60- 5.36% |
$25.8K - $28.9K
|
1.06K
$569K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-60- 1.69% |
$25.8K - $28.9K
|
3.5K
$1.88M
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-61- 12.3% |
$26.2K - $29.4K
|
435
$234K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-62- 1.19% |
$26.6K - $29.8K
|
5.15K
$2.77M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-62- 0.19% |
$26.6K - $29.8K
|
33.2K
$17.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-63- 11.54% |
$27.1K - $30.3K
|
483
$260K
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-63- 5.0% |
$27.1K - $30.3K
|
1.2K
$643K
|
|
|
Sep 27, 2024
Q1 2024
|
Sage Advisors, LLC
Boulder, CO |
SELL
|
- |
-63- 12.0% |
$27.1K - $30.3K
|
462
$248K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-64- 2.2% |
$27.5K - $30.8K
|
2.85K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-64- 92.75% |
$27.5K - $30.8K
|
5
$2.69K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-65- 0.19% |
$27.9K - $31.3K
|
34.1K
$18.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-65- 2.16% |
$27.9K - $31.3K
|
2.95K
$1.58M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-65- 0.28% |
$27.9K - $31.3K
|
23K
$12.3M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-65- 1.74% |
$27.9K - $31.3K
|
3.67K
$1.97M
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-66- 3.44% |
$28.3K - $31.8K
|
1.85K
$996K
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-66- 3.69% |
$28.3K - $31.8K
|
1.72K
$926K
|
|
|
May 13, 2024
Q1 2024
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-66- 0.02% |
$28.3K - $31.8K
|
365K
$196M
|