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
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-335- 17.42% |
$144K - $161K
|
1.59K
$876K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-337- 12.96% |
$145K - $162K
|
2.26K
$1.25M
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-338- 3.22% |
$145K - $163K
|
10.2K
$5.61M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-338- 3.84% |
$145K - $163K
|
8.46K
$4.67M
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-339- 19.02% |
$146K - $163K
|
1.44K
$796K
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-350- 34.28% |
$150K - $168K
|
671
$370K
|
|
|
Apr 18, 2024
Q1 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-352- 1.88% |
$151K - $169K
|
18.3K
$10.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-359- 36.52% |
$154K - $173K
|
624
$344K
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-360- 26.97% |
$155K - $173K
|
975
$538K
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-365- 10.2% |
$157K - $176K
|
3.21K
$1.77M
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-367- 4.03% |
$158K - $177K
|
8.74K
$4.82M
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-370- 5.57% |
$159K - $178K
|
6.27K
$3.46M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-371- 2.91% |
$159K - $179K
|
12.4K
$6.82M
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-373- 3.4% |
$160K - $180K
|
10.6K
$5.85M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-374- 2.44% |
$161K - $180K
|
15K
$8.26M
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-375- 24.56% |
$161K - $181K
|
1.15K
$636K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-384- 3.45% |
$165K - $185K
|
10.7K
$5.93M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-384- 12.3% |
$165K - $185K
|
2.74K
$1.51M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-388- 8.09% |
$167K - $187K
|
4.41K
$2.43M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-390- 3.49% |
$167K - $188K
|
10.8K
$5.94M
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-394- 3.1% |
$169K - $190K
|
12.3K
$6.79M
|
|
|
Oct 09, 2024
Q1 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-394- 7.9% |
$169K - $190K
|
4.59K
$2.53M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-396- 0.39% |
$170K - $191K
|
102K
$56.3M
|
|
|
May 06, 2024
Q1 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-397- 27.3% |
$170K - $191K
|
1.06K
$583K
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-401- 3.15% |
$172K - $193K
|
12.3K
$6.81M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-420- 0.45% |
$180K - $202K
|
91.9K
$50.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-421- 0.28% |
$181K - $203K
|
152K
$83.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-424- 2.57% |
$182K - $204K
|
16.1K
$8.86M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-426- 17.78% |
$183K - $205K
|
1.97K
$1.09M
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-431- 2.29% |
$185K - $207K
|
18.4K
$10.1M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-434- 17.28% |
$186K - $209K
|
2.08K
$1.15M
|
|
|
May 08, 2024
Q1 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-435- 28.34% |
$187K - $209K
|
1.1K
$607K
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-435- 22.38% |
$187K - $209K
|
1.51K
$833K
|
|
|
Feb 07, 2025
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-435- 22.38% |
$187K - $209K
|
1.51K
$833K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-441- 19.1% |
$189K - $212K
|
1.87K
$1.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-443- 6.68% |
$190K - $213K
|
6.19K
$3.41M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-443- 4.19% |
$190K - $213K
|
10.1K
$5.59M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-444- 2.3% |
$191K - $214K
|
18.8K
$10.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-444- 20.85% |
$191K - $214K
|
1.69K
$930K
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-455- 30.07% |
$195K - $219K
|
1.06K
$584K
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-461- 11.39% |
$198K - $222K
|
3.59K
$1.98M
|
|
|
Jan 10, 2025
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-466- 31.53% |
$200K - $224K
|
1.01K
$558K
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-467- 0.61% |
$201K - $225K
|
75.7K
$41.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-473- 26.47% |
$203K - $228K
|
1.31K
$725K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-480- 2.67% |
$206K - $231K
|
17.5K
$9.65M
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-480- 30.08% |
$206K - $231K
|
1.12K
$616K
|
|
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-482- 18.85% |
$207K - $232K
|
2.08K
$1.14M
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-482- 1.97% |
$207K - $232K
|
24K
$13.3M
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-488- 7.96% |
$210K - $235K
|
5.64K
$3.11M
|
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-491- 10.25% |
$211K - $236K
|
4.3K
$2.37M
|