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 14, 2024
Q1 2024
|
Reliant Wealth Planning
|
SELL
|
- |
-42.9K- 69.05% |
$18.4M - $20.7M
|
19.2K
$10.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-43.9K- 49.75% |
$18.8M - $21.1M
|
44.3K
$24.5M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-44.1K- 4.92% |
$19M - $21.3M
|
854K
$471M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-48.8K- 34.55% |
$21M - $23.5M
|
92.5K
$51M
|
|
|
May 15, 2024
Q1 2024
|
Investure, LLC
Charlottesville, VA |
SELL
|
- |
-53.5K- 31.11% |
$23M - $25.7M
|
118K
$65.3M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-55.4K- 6.67% |
$23.8M - $26.6M
|
774K
$427M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-60.8K- 51.44% |
$26.1M - $29.3M
|
57.4K
$31.7M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-65K- 5.16% |
$27.9M - $31.3M
|
1.19M
$659M
|
|
|
Apr 12, 2024
Q1 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-69.1K- 68.29% |
$29.7M - $33.2M
|
32.1K
$17.7M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-69.9K- 15.41% |
$30M - $33.6M
|
384K
$212M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-71.5K- 74.26% |
$30.7M - $34.4M
|
24.8K
$13.7M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-76.9K- 3.51% |
$33M - $37M
|
2.12M
$1.17B
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-96.4K- 86.2% |
$41.4M - $46.4M
|
15.4K
$8.51M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-97K- 60.61% |
$41.6M - $46.7M
|
63K
$34.8M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-124K- 89.45% |
$53.4M - $59.9M
|
14.7K
$8.09M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-143K- 7.1% |
$61.6M - $69.1M
|
1.88M
$1.04B
|
|
|
May 14, 2024
Q1 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-150K- 76.15% |
$64.4M - $72.2M
|
47K
$25.9M
|
|
|
May 14, 2024
Q1 2024
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-159K- 30.72% |
$68.1M - $76.3M
|
357K
$197M
|
|
|
May 14, 2024
Q1 2024
|
Fj Investments, LLC
Salt Lake City, UT |
SELL
|
- |
-167K- 8.07% |
$71.7M - $80.4M
|
1.9M
$1.05B
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-186K- 1.48% |
$79.7M - $89.3M
|
12.4M
$6.83B
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-196K- 0.85% |
$84.4M - $94.6M
|
23M
$12.7B
|
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-206K- 51.17% |
$88.3M - $99M
|
196K
$108M
|
|
|
May 14, 2024
Q1 2024
|
Employees Retirement System Of Texas
|
SELL
|
- |
-213K- 19.58% |
$91.5M - $103M
|
875K
$483M
|
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-220K- 95.03% |
$94.4M - $106M
|
11.5K
$6.34M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-315K- 8.3% |
$135M - $151M
|
3.47M
$1.92B
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-323K- 45.62% |
$139M - $156M
|
385K
$213M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-386K- 1.94% |
$166M - $186M
|
19.5M
$10.8B
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-471K- 53.6% |
$202M - $227M
|
408K
$225M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-602K- 83.17% |
$258M - $290M
|
122K
$67.2M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-916K- 48.19% |
$393M - $441M
|
985K
$543M
|
|
|
Aug 28, 2024
Q1 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-1.61M- 98.34% |
$692M - $775M
|
27.2K
$15M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.68M- 11.2% |
$1.15B - $1.29B
|
21.2M
$11.7B
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.84M- 18.86% |
$1.22B - $1.37B
|
12.2M
$6.74B
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.57M- 62.74% |
$2.39B - $2.68B
|
3.31M
$1.82B
|