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 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-98- 0.99% |
$42.1K - $47.2K
|
9.77K
$5.25M
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-98- 4.43% |
$42.1K - $47.2K
|
2.12K
$1.14M
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-99- 0.91% |
$42.5K - $47.7K
|
10.8K
$5.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-99- 1.47% |
$42.5K - $47.7K
|
6.64K
$3.57M
|
|
|
May 10, 2024
Q1 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-99- 5.82% |
$42.5K - $47.7K
|
1.6K
$861K
|
|
|
Apr 25, 2024
Q1 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-100- 12.92% |
$42.9K - $48.1K
|
674
$362K
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-100- 13.95% |
$42.9K - $48.1K
|
617
$332K
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-100- 0.57% |
$42.9K - $48.1K
|
17.3K
$9.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-102- 10.21% |
$43.8K - $49.1K
|
897
$482K
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-102- 0.66% |
$43.8K - $49.1K
|
15.4K
$8.29M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-102- 5.68% |
$43.8K - $49.1K
|
1.69K
$910K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-103- 2.73% |
$44.2K - $49.6K
|
3.67K
$1.97M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-105- 0.46% |
$45.1K - $50.5K
|
22.9K
$12.3M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-105- 0.11% |
$45.1K - $50.5K
|
95.4K
$51.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-106- 8.37% |
$45.5K - $51K
|
1.16K
$623K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-113- 5.7% |
$48.5K - $54.4K
|
1.87K
$1.01M
|
|
|
Apr 05, 2024
Q1 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-114- 15.36% |
$49K - $54.9K
|
628
$338K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-114- 0.79% |
$49K - $54.9K
|
14.3K
$7.7M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-116- 5.07% |
$49.8K - $55.8K
|
2.17K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-116- 0.86% |
$49.8K - $55.8K
|
13.4K
$7.19M
|
|
|
Apr 17, 2024
Q1 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-117- 1.42% |
$50.2K - $56.3K
|
8.14K
$4.38M
|
|
|
May 09, 2024
Q1 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-117- 2.56% |
$50.2K - $56.3K
|
4.45K
$2.39M
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-117- 1.89% |
$50.2K - $56.3K
|
6.07K
$3.26M
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-118- 0.89% |
$50.7K - $56.8K
|
13.1K
$7.06M
|
|
|
May 14, 2024
Q1 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-118- 0.25% |
$50.7K - $56.8K
|
47.8K
$25.7M
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-118- 11.1% |
$50.7K - $56.8K
|
945
$508K
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-119- 9.47% |
$51.1K - $57.3K
|
1.14K
$611K
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-119- 5.0% |
$51.1K - $57.3K
|
2.26K
$1.22M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-120- 13.22% |
$51.5K - $57.8K
|
788
$424K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-120- 0.12% |
$51.5K - $57.8K
|
96.7K
$52M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-122- 1.43% |
$52.4K - $58.7K
|
8.44K
$4.53M
|
|
|
May 08, 2024
Q1 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-123- 0.38% |
$52.8K - $59.2K
|
32.6K
$17.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
SELL
|
- |
-123- 21.77% |
$52.8K - $59.2K
|
442
$238K
|
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-127- 8.92% |
$54.5K - $61.1K
|
1.3K
$697K
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-130- 9.4% |
$55.8K - $62.6K
|
1.25K
$673K
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-130- 4.04% |
$55.8K - $62.6K
|
3.09K
$1.66M
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-130- 3.52% |
$55.8K - $62.6K
|
3.57K
$1.92M
|
|
|
May 16, 2024
Q1 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-133- 90.48% |
$57.1K - $64K
|
14
$7.52K
|
|
|
Apr 18, 2024
Q1 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-136- 11.22% |
$58.4K - $65.5K
|
1.08K
$578K
|
|
|
Apr 22, 2024
Q1 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-136- 9.64% |
$58.4K - $65.5K
|
1.28K
$685K
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-136- 1.5% |
$58.4K - $65.5K
|
8.94K
$4.8M
|
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-136- 5.34% |
$58.4K - $65.5K
|
2.41K
$1.29M
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-138- 4.19% |
$59.3K - $66.4K
|
3.15K
$1.7M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-138- 0.6% |
$59.3K - $66.4K
|
22.7K
$12.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-140- 5.68% |
$60.1K - $67.4K
|
2.33K
$1.25M
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-141- 4.73% |
$60.5K - $67.9K
|
2.84K
$1.52M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-142- 48.46% |
$61K - $68.4K
|
151
$81.2K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-143- 0.93% |
$61.4K - $68.8K
|
15.2K
$8.18M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-145- 0.55% |
$62.3K - $69.8K
|
26.3K
$14.1M
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-145- 14.98% |
$62.3K - $69.8K
|
823
$442K
|