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 15, 2024
Q1 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-14.3K- 86.06% |
$6.13M - $6.87M
|
2.31K
$1.28M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-14.5K- 3.09% |
$6.24M - $6.99M
|
456K
$252M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-15.2K- 24.83% |
$6.53M - $7.32M
|
46.1K
$25.4M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-15.5K- 2.7% |
$6.65M - $7.45M
|
558K
$308M
|
|
|
Apr 23, 2024
Q1 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-16.1K- 22.69% |
$6.93M - $7.77M
|
55K
$30.3M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-16.6K- 65.38% |
$7.11M - $7.97M
|
8.77K
$4.84M
|
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-16.9K- 36.6% |
$7.27M - $8.15M
|
29.3K
$16.2M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-17.2K- 6.07% |
$7.4M - $8.29M
|
267K
$147M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-18.2K- 3.7% |
$7.8M - $8.75M
|
472K
$261M
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
SELL
|
- |
-18.3K- 20.83% |
$7.87M - $8.82M
|
69.6K
$38.4M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-18.6K- 1.62% |
$7.97M - $8.94M
|
1.13M
$621M
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-18.6K- 89.06% |
$7.99M - $8.96M
|
2.29K
$1.26M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-18.7K- 2.24% |
$8.03M - $9M
|
816K
$450M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-18.7K- 18.65% |
$8.04M - $9.01M
|
81.6K
$45M
|
|
|
May 14, 2024
Q1 2024
|
Mercer Investments LLC
|
SELL
|
- |
-19.5K- 48.4% |
$8.38M - $9.4M
|
20.8K
$11.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Applied Capital LLC
|
SELL
|
- |
-19.8K- 30.33% |
$8.51M - $9.54M
|
45.5K
$25.1M
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-20.8K- 7.58% |
$8.91M - $9.99M
|
253K
$139M
|
|
|
May 02, 2024
Q1 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-21.3K- 32.86% |
$9.13M - $10.2M
|
43.4K
$24M
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-21.6K- 23.72% |
$9.29M - $10.4M
|
69.5K
$38.4M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-21.8K- 19.37% |
$9.34M - $10.5M
|
90.6K
$50M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-21.8K- 9.83% |
$9.35M - $10.5M
|
200K
$110M
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-22.9K- 27.0% |
$9.83M - $11M
|
61.9K
$34.2M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-23.6K- 4.87% |
$10.1M - $11.4M
|
460K
$254M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-23.8K- 11.61% |
$10.2M - $11.5M
|
181K
$99.9M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-24.2K- 72.29% |
$10.4M - $11.6M
|
9.27K
$5.11M
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-25.2K- 52.25% |
$10.8M - $12.1M
|
23K
$12.7M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-25.2K- 15.78% |
$10.8M - $12.1M
|
135K
$74.3M
|
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-25.2K- 5.87% |
$10.8M - $12.1M
|
404K
$223M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-25.3K- 4.66% |
$10.9M - $12.2M
|
517K
$285M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-25.7K- 4.17% |
$11M - $12.4M
|
590K
$326M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-26K- 15.81% |
$11.1M - $12.5M
|
138K
$76.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-26.8K- 96.97% |
$11.5M - $12.9M
|
836
$461K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-27.2K- 53.89% |
$11.7M - $13.1M
|
23.3K
$12.8M
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-28K- 50.91% |
$12M - $13.5M
|
27K
$14.9M
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-30.6K- 90.82% |
$13.1M - $14.7M
|
3.09K
$1.71M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-31.8K- 2.69% |
$13.7M - $15.3M
|
1.15M
$636M
|
|
|
May 15, 2024
Q1 2024
|
Prem Watsa
Fairfax Financial Holdings LTD | Toronto, A6
|
SELL
|
- |
-32K- 80.0% |
$13.7M - $15.4M
|
8K
$4.41M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-32.2K- 69.11% |
$13.8M - $15.5M
|
14.4K
$7.94M
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-33.2K- 24.4% |
$14.3M - $16M
|
103K
$56.7M
|
|
|
Apr 29, 2024
Q1 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-34.4K- 95.89% |
$14.8M - $16.6M
|
1.48K
$814K
|
|
|
May 07, 2024
Q1 2024
|
Globe Life Inc.
|
SELL
|
- |
-35K- 4.84% |
$15M - $16.8M
|
688K
$380M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-36.4K- 9.44% |
$15.6M - $17.5M
|
349K
$192M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-36.5K- 98.44% |
$15.7M - $17.6M
|
579
$319K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-38.2K- 14.29% |
$16.4M - $18.4M
|
229K
$127M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-38.4K- 2.15% |
$16.5M - $18.5M
|
1.75M
$966M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-39.9K- 11.02% |
$17.1M - $19.2M
|
322K
$178M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-41.2K- 56.29% |
$17.7M - $19.8M
|
32K
$17.7M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-41.9K- 16.92% |
$18M - $20.2M
|
206K
$113M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-42.4K- 6.66% |
$18.2M - $20.4M
|
593K
$327M
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-42.7K- 98.43% |
$18.3M - $20.6M
|
683
$377K
|