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 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
21+ 8.97% |
$9.02K - $10.1K
|
255
$141K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
21+ 0.56% |
$9.02K - $10.1K
|
3.76K
$2.07M
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
21+ 2.57% |
$9.02K - $10.1K
|
839
$463K
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
20+ 21.98% |
$8.59K - $9.63K
|
111
$61.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
20+ 3.98% |
$8.59K - $9.63K
|
522
$288K
|
|
|
May 10, 2024
Q1 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
20+ 3.23% |
$8.59K - $9.63K
|
639
$353K
|
|
|
Oct 30, 2024
Q1 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
20+ 0.18% |
$8.59K - $9.63K
|
10.9K
$6.03M
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
19+ 1.31% |
$8.16K - $9.15K
|
1.47K
$812K
|
|
|
Apr 12, 2024
Q1 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
19+ 1.57% |
$8.16K - $9.15K
|
1.23K
$678K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
19+ 0.2% |
$8.16K - $9.15K
|
9.29K
$5.13M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
19+ 0.6% |
$8.16K - $9.15K
|
3.18K
$1.76M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
19+ 0.69% |
$8.16K - $9.15K
|
2.78K
$1.54M
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
BUY
|
- |
18+ 1.66% |
$7.73K - $8.66K
|
1.1K
$609K
|
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
18+ 2.54% |
$7.73K - $8.66K
|
727
$401K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
18+ 0.05% |
$7.73K - $8.66K
|
37.1K
$20.5M
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
17+ 1.11% |
$7.3K - $8.18K
|
1.55K
$854K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
17+ 0.14% |
$7.3K - $8.18K
|
12.4K
$6.83M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
17+ 8.72% |
$7.3K - $8.18K
|
212
$117K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
17New |
$7.3K - $8.18K
|
17
$9.38K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
17New |
$7.3K - $8.18K
|
17
$9.38K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
17+ 1.5% |
$7.3K - $8.18K
|
1.15K
$636K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
16+ 0.36% |
$6.87K - $7.7K
|
4.42K
$2.44M
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
16+ 0.97% |
$6.87K - $7.7K
|
1.67K
$919K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
16New |
$6.87K - $7.7K
|
16
$8.83K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
15+ 0.84% |
$6.44K - $7.22K
|
1.79K
$990K
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
15+ 2.33% |
$6.44K - $7.22K
|
660
$364K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
15New |
$6.44K - $7.22K
|
15
$8.28K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
15+ 1.62% |
$6.44K - $7.22K
|
943
$520K
|
|
|
May 13, 2024
Q1 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
15+ 0.88% |
$6.44K - $7.22K
|
1.71K
$946K
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
15+ 3.39% |
$6.44K - $7.22K
|
457
$252K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
15+ 0.2% |
$6.44K - $7.22K
|
7.49K
$4.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.62% |
$6.01K - $6.74K
|
2.26K
$1.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
BUY
|
- |
14+ 2.76% |
$6.01K - $6.74K
|
521
$287K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
14+ 0.18% |
$6.01K - $6.74K
|
7.93K
$4.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
BUY
|
- |
14+ 0.48% |
$6.01K - $6.74K
|
2.93K
$1.61M
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
14+ 17.28% |
$6.01K - $6.74K
|
95
$52.4K
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
14+ 1.17% |
$6.01K - $6.74K
|
1.21K
$669K
|
|
|
Apr 17, 2024
Q1 2024
|
Planning Alternatives LTD
|
BUY
|
- |
13+ 0.29% |
$5.58K - $6.26K
|
4.43K
$2.45M
|
|
|
Apr 18, 2024
Q1 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
13+ 0.02% |
$5.58K - $6.26K
|
73.4K
$40.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Shaker Investments LLC
|
BUY
|
- |
13+ 0.78% |
$5.58K - $6.26K
|
1.69K
$932K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
13+ 1.9% |
$5.58K - $6.26K
|
697
$385K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
13+ 0.91% |
$5.58K - $6.26K
|
1.43K
$791K
|
|
|
Apr 12, 2024
Q1 2024
|
Community Bank Of Raymore
|
BUY
|
- |
12+ 0.49% |
$5.15K - $5.78K
|
2.47K
$1.37M
|
|
|
Apr 15, 2024
Q1 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
12+ 0.32% |
$5.15K - $5.78K
|
3.76K
$2.07M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
12+ 16.22% |
$5.15K - $5.78K
|
86
$47.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
BUY
|
- |
12+ 0.82% |
$5.15K - $5.78K
|
1.48K
$818K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
12New |
$5.15K - $5.78K
|
12
$6.62K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
11+ 0.77% |
$4.72K - $5.29K
|
1.44K
$797K
|
|
|
Apr 18, 2024
Q1 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.19% |
$4.72K - $5.29K
|
5.67K
$3.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
11+ 1.84% |
$4.72K - $5.29K
|
608
$335K
|