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 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
137+ 3.97% |
$58.8K - $65.9K
|
3.59K
$1.98M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
136+ 0.8% |
$58.4K - $65.5K
|
17.1K
$9.46M
|
|
|
Apr 04, 2024
Q1 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
134+ 69.07% |
$57.5K - $64.5K
|
328
$181K
|
|
|
May 06, 2024
Q1 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
134+ 25.0% |
$57.5K - $64.5K
|
670
$370K
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
133+ 9.13% |
$57.1K - $64K
|
1.59K
$877K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
133New |
$57.1K - $64K
|
133
$73.4K
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
133+ 7.12% |
$57.1K - $64K
|
2K
$1.1M
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
131+ 2.91% |
$56.3K - $63.1K
|
4.64K
$2.56M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
131+ 4.1% |
$56.3K - $63.1K
|
3.33K
$1.84M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
129+ 1.14% |
$55.4K - $62.1K
|
11.5K
$6.32M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
129+ 3.11% |
$55.4K - $62.1K
|
4.28K
$2.36M
|
|
|
Apr 16, 2024
Q1 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
125+ 4.58% |
$53.7K - $60.2K
|
2.85K
$1.57M
|
|
|
May 10, 2024
Q1 2024
|
Ascension Asset Management LLC
|
BUY
|
- |
125+ 21.74% |
$53.7K - $60.2K
|
700
$386K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
124New |
$53.2K - $59.7K
|
124
$68.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
123+ 10.14% |
$52.8K - $59.2K
|
1.34K
$737K
|
|
|
Apr 30, 2024
Q1 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
123+ 21.17% |
$52.8K - $59.2K
|
704
$388K
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
121+ 16.88% |
$52K - $58.2K
|
838
$462K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
120New |
$51.5K - $57.8K
|
120
$66.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Consulate, Inc
|
BUY
|
- |
120+ 6.19% |
$51.5K - $57.8K
|
2.06K
$1.14M
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
120+ 6.33% |
$51.5K - $57.8K
|
2.02K
$1.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
119+ 2.54% |
$51.1K - $57.3K
|
4.81K
$2.65M
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
118+ 7.98% |
$50.7K - $56.8K
|
1.6K
$881K
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
117+ 13.25% |
$50.2K - $56.3K
|
1K
$552K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
117+ 18.96% |
$50.2K - $56.3K
|
734
$405K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
116+ 1.51% |
$49.8K - $55.8K
|
7.82K
$4.32M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
116+ 4.18% |
$49.8K - $55.8K
|
2.89K
$1.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
115+ 16.45% |
$49.4K - $55.4K
|
814
$449K
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
115+ 12.46% |
$49.4K - $55.4K
|
1.04K
$573K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
115+ 2.79% |
$49.4K - $55.4K
|
4.23K
$2.34M
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
115+ 6.63% |
$49.4K - $55.4K
|
1.85K
$1.02M
|
|
|
Apr 18, 2024
Q1 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
113+ 2.83% |
$48.5K - $54.4K
|
4.1K
$2.26M
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
BUY
|
- |
113+ 14.6% |
$48.5K - $54.4K
|
887
$489K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
112+ 1.61% |
$48.1K - $53.9K
|
7.08K
$3.91M
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
109+ 2.59% |
$46.8K - $52.5K
|
4.32K
$2.38M
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
109+ 17.3% |
$46.8K - $52.5K
|
739
$408K
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
109+ 11.28% |
$46.8K - $52.5K
|
1.08K
$593K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
109+ 2.25% |
$46.8K - $52.5K
|
4.94K
$2.73M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
108+ 0.61% |
$46.4K - $52K
|
17.8K
$9.81M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
106+ 0.03% |
$45.5K - $51K
|
317K
$175M
|
|
|
May 10, 2024
Q1 2024
|
Unconventional Investor, LLC
|
BUY
|
- |
106+ 0.41% |
$45.5K - $51K
|
26.3K
$14.5M
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
106+ 0.21% |
$45.5K - $51K
|
51.1K
$28.2M
|
|
|
May 14, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
104+ 7.12% |
$44.7K - $50.1K
|
1.57K
$863K
|
|
|
Nov 13, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
104+ 7.12% |
$44.7K - $50.1K
|
1.57K
$863K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
103+ 2.39% |
$44.2K - $49.6K
|
4.42K
$2.44M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
103+ 1.63% |
$44.2K - $49.6K
|
6.42K
$3.54M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
103+ 10.74% |
$44.2K - $49.6K
|
1.06K
$586K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
102+ 0.45% |
$43.8K - $49.1K
|
22.7K
$12.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
101+ 2.43% |
$43.4K - $48.6K
|
4.25K
$2.35M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
101+ 12.45% |
$43.4K - $48.6K
|
912
$503K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
101+ 34.95% |
$43.4K - $48.6K
|
390
$215K
|