Purchases and Sales Made in Q1 2023 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 2023. 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 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
39.4MNew |
$13.7B - $15.1B
|
39.4M
$21.8B
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.6M+ 207.64% |
$9.97B - $10.9B
|
42.3M
$23.4B
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
15.3M+ 23359.01% |
$5.35B - $5.87B
|
15.4M
$8.51B
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.09M+ 5.5% |
$380M - $418M
|
20.9M
$11.6B
|
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1.02M+ 388.59% |
$355M - $390M
|
1.28M
$708M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
953K+ 79.17% |
$332M - $365M
|
2.16M
$1.19B
|
|
|
May 15, 2023
Q1 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
943K+ 1968.78% |
$329M - $361M
|
991K
$548M
|
|
|
Jun 16, 2023
Q1 2023
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
885KNew |
$309M - $339M
|
885K
$489M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
869K+ 9.12% |
$303M - $333M
|
10.4M
$5.75B
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
869K+ 9.12% |
$303M - $333M
|
10.4M
$5.75B
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
594K+ 685.86% |
$207M - $227M
|
681K
$376M
|
|
|
May 11, 2023
Q1 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
565K+ 572.22% |
$197M - $216M
|
663K
$367M
|
|
|
Jan 09, 2024
Q1 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
502KNew |
$175M - $192M
|
502K
$277M
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
BUY
|
- |
482KNew |
$168M - $185M
|
482K
$266M
|
|
|
May 12, 2023
Q1 2023
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
462KNew |
$161M - $177M
|
462K
$255M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
432K+ 3648.19% |
$151M - $166M
|
444K
$245M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
403K+ 156.57% |
$140M - $154M
|
660K
$365M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
361K+ 742.2% |
$126M - $138M
|
410K
$226M
|
|
|
May 15, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
330K+ 1.71% |
$115M - $126M
|
19.6M
$10.8B
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
324K+ 38.12% |
$113M - $124M
|
1.17M
$648M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
297K+ 7.32% |
$104M - $114M
|
4.36M
$2.41B
|
|
|
May 04, 2023
Q1 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
283K+ 3.82% |
$98.7M - $108M
|
7.69M
$4.25B
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
270K+ 78.73% |
$94M - $103M
|
612K
$338M
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
246K+ 39.95% |
$85.7M - $94.1M
|
861K
$476M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
217K+ 171.11% |
$75.5M - $82.9M
|
343K
$190M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
215K+ 1.1% |
$75.1M - $82.4M
|
19.8M
$11B
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
203K+ 6.58% |
$70.8M - $77.7M
|
3.29M
$1.82B
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
192K+ 633.04% |
$66.8M - $73.4M
|
222K
$123M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
173K+ 11125.56% |
$60.4M - $66.3M
|
175K
$96.6M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
164K+ 600.87% |
$57.2M - $62.8M
|
191K
$106M
|
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
160K+ 42.48% |
$55.9M - $61.4M
|
538K
$297M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
159K+ 18.4% |
$55.4M - $60.9M
|
1.02M
$566M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
148K+ 100037.16% |
$51.6M - $56.7M
|
148K
$81.9M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
137KNew |
$47.7M - $52.4M
|
137K
$75.6M
|
|
|
May 15, 2023
Q1 2023
|
Investure, LLC
Charlottesville, VA |
BUY
|
- |
133K+ 159.14% |
$46.3M - $50.8M
|
216K
$119M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
128K+ 3.57% |
$44.6M - $48.9M
|
3.71M
$2.05B
|
|
|
May 09, 2023
Q1 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
115K+ 52.34% |
$40.1M - $44M
|
335K
$185M
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
111K+ 36.63% |
$38.9M - $42.7M
|
416K
$230M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
110K+ 56.53% |
$38.2M - $42M
|
304K
$168M
|
|
|
Apr 19, 2023
Q1 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
98.9K+ 284.51% |
$34.5M - $37.9M
|
134K
$73.9M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
97.2K+ 9.83% |
$33.9M - $37.2M
|
1.09M
$600M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
97K+ 5.57% |
$33.8M - $37.1M
|
1.84M
$1.02B
|
|
|
May 09, 2023
Q1 2023
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
92.9K+ 14.5% |
$32.4M - $35.6M
|
734K
$406M
|
|
|
May 12, 2023
Q1 2023
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
89.9K+ 367.46% |
$31.3M - $34.4M
|
114K
$63.2M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
87.2K+ 20.91% |
$30.4M - $33.4M
|
504K
$279M
|
|
|
May 10, 2023
Q1 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
85.3KNew |
$29.7M - $32.6M
|
85.3K
$47.1M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
84.4K+ 332.21% |
$29.4M - $32.3M
|
110K
$60.7M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
83.2K+ 4.66% |
$29M - $31.9M
|
1.87M
$1.03B
|
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
82.7K+ 7.47% |
$28.9M - $31.7M
|
1.19M
$658M
|
|
|
May 02, 2023
Q1 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
80.7K+ 18.96% |
$28.1M - $30.9M
|
506K
$280M
|