Purchases and Sales Made in Q1 2023 in Vanguard Index Fds S&P 500 ETF (VOO)

VOO Quotes by TradingView

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 15, 2023 Q1 2023
Interchange Capital Partners, LLC

BUY
 -
1.4K
New
$490K - $538K
1.4K $776K
May 15, 2023 Q1 2023
Bluefin Capital Management, LLC

New York, NY
BUY
 -
1.4K
New
$488K - $536K
1.4K $774K
Apr 25, 2023 Q1 2023
Adviser Investments LLC

BUY
 -
1.39K
+ 52.21%
$485K - $533K
4.06K $2.24M
May 15, 2023 Q1 2023
Lanham O'Dell & Company, Inc.

Hurricane, WV
BUY
 -
1.39K
+ 6.5%
$483K - $531K
22.7K $12.6M
Apr 28, 2023 Q1 2023
Salomon & Ludwin, LLC

BUY
 -
1.38K
+ 1.1%
$482K - $530K
127K $70.4M
May 11, 2023 Q1 2023
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
1.36K
+ 7.96%
$475K - $522K
18.5K $10.2M
May 11, 2023 Q1 2023
Edgehill Endowment Partners, LLC

BUY
 -
1.35K
+ 0.4%
$472K - $518K
339K $187M
Apr 26, 2023 Q1 2023
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
1.35K
+ 20.59%
$471K - $517K
7.91K $4.37M
Apr 04, 2023 Q1 2023
Impac Tfolio, LLC

BUY
 -
1.35K
+ 81.0%
$470K - $516K
3.01K $1.66M
Apr 12, 2023 Q1 2023
Ccg Wealth Management, LLC

BUY
 -
1.34K
New
$469K - $515K
1.34K $743K
May 10, 2023 Q1 2023
Grey Street Capital, LLC

Chicago, IL
BUY
 -
1.34K
New
$466K - $512K
1.34K $739K
Apr 20, 2023 Q1 2023
Afs Financial Group, LLC

Bethesda, MD
BUY
 -
1.31K
+ 31.11%
$455K - $500K
5.5K $3.04M
May 15, 2023 Q1 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
1.29K
+ 4.49%
$450K - $494K
30K $16.6M
Apr 14, 2023 Q1 2023
Green Square Capital Advisors LLC

BUY
 -
1.29K
+ 0.22%
$449K - $493K
590K $326M
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
1.28K
+ 3.64%
$447K - $491K
36.6K $20.2M
May 11, 2023 Q1 2023
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
1.28K
New
$447K - $491K
1.28K $708K
May 03, 2023 Q1 2023
Tci Wealth Advisors, Inc.

BUY
 -
1.28K
+ 36.19%
$445K - $489K
4.8K $2.65M
May 04, 2023 Q1 2023
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
1.27K
+ 683.78%
$441K - $484K
1.45K $802K
Apr 21, 2023 Q1 2023
Resonant Capital Advisors, LLC

BUY
 -
1.26K
+ 5.28%
$440K - $483K
25.2K $13.9M
May 11, 2023 Q1 2023
Absolute Capital Management, LLC

BUY
 -
1.25K
+ 32.26%
$435K - $478K
5.11K $2.83M
Apr 25, 2023 Q1 2023
Allegiance Financial Group Advisory Services LLC

Vienna, VA
BUY
 -
1.23K
+ 7.05%
$427K - $469K
18.6K $10.3M
May 08, 2023 Q1 2023
Allie Family Office LLC

BUY
 -
1.22K
+ 7.75%
$426K - $468K
17K $9.38M
May 10, 2023 Q1 2023
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
1.22K
+ 360.65%
$425K - $467K
1.56K $861K
Apr 21, 2023 Q1 2023
Summit Financial Strategies, Inc.

BUY
 -
1.21K
+ 14.1%
$423K - $464K
9.81K $5.42M
Apr 13, 2023 Q1 2023
Clarity Financial LLC

BUY
 -
1.2K
+ 159.63%
$419K - $460K
1.96K $1.08M
May 08, 2023 Q1 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
1.19K
New
$416K - $457K
1.19K $660K
May 04, 2023 Q1 2023
Lowery Thomas, LLC

San Francisco, CA
BUY
 -
1.19K
+ 11.83%
$416K - $457K
11.3K $6.23M
Apr 24, 2023 Q1 2023
Rothschild Investment Corp

BUY
 -
1.18K
+ 15.31%
$410K - $451K
8.86K $4.9M
May 09, 2023 Q1 2023
Columbia Advisory Partners LLC

BUY
 -
1.17K
+ 62.83%
$409K - $449K
3.04K $1.68M
May 12, 2023 Q1 2023
1832 Asset Management L.P.

Toronto, A6
BUY
 -
1.16K
+ 1.25%
$403K - $442K
93.5K $51.7M
May 15, 2023 Q1 2023
Redwood Investment Management, LLC

Scottsdale, AZ
BUY
 -
1.14K
+ 5.94%
$397K - $437K
20.3K $11.2M
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
1.14K
+ 1.56%
$396K - $435K
73.8K $40.8M
May 12, 2023 Q1 2023
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
1.12K
+ 42.82%
$392K - $430K
3.75K $2.07M
Apr 17, 2023 Q1 2023
Parsons Capital Management Inc

BUY
 -
1.12K
+ 2.74%
$391K - $429K
42.1K $23.3M
Apr 06, 2023 Q1 2023
Dbk Financial Counsel, LLC

BUY
 -
1.1K
+ 25.88%
$384K - $421K
5.35K $2.96M
May 11, 2023 Q1 2023
Broadleaf Partners, LLC

Hudson, OH
BUY
 -
1.07K
New
$373K - $410K
1.07K $592K
Apr 24, 2023 Q1 2023
Advisor Os, LLC

BUY
 -
1.07K
+ 7.77%
$372K - $409K
14.8K $8.18M
Apr 19, 2023 Q1 2023
Stewart & Patten CO LLC

BUY
 -
1.06K
New
$369K - $405K
1.06K $585K
Apr 17, 2023 Q1 2023
Winthrop Advisory Group LLC

BUY
 -
1.02K
+ 45.43%
$357K - $392K
3.28K $1.81M
May 09, 2023 Q1 2023
Thompson Davis & Co., Inc.

BUY
 -
1.02K
+ 29.64%
$355K - $390K
4.45K $2.46M
May 15, 2023 Q1 2023
Spears Abacus Advisors LLC

BUY
 -
998
+ 12.49%
$348K - $382K
8.99K $4.97M
Apr 19, 2023 Q1 2023
Navalign, LLC

BUY
 -
982
New
$342K - $376K
982 $543K
Dec 18, 2023 Q1 2023
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
982
+ 1.89%
$342K - $376K
53K $29.3M
May 01, 2023 Q1 2023
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
981
New
$342K - $376K
981 $542K
Apr 17, 2023 Q1 2023
Cwa Asset Management Group, LLC

BUY
 -
979
+ 10.74%
$341K - $375K
10.1K $5.58M
Apr 14, 2023 Q1 2023
Gibson Capital, LLC

Wexford, PA
BUY
 -
975
+ 155.25%
$340K - $373K
1.6K $886K
May 09, 2023 Q1 2023
Ingalls & Snyder LLC

New York, NY
BUY
 -
971
+ 18.31%
$339K - $372K
6.27K $3.47M
Apr 26, 2023 Q1 2023
Veriti Management LLC

BUY
 -
969
New
$338K - $371K
969 $536K
May 05, 2023 Q1 2023
Riverpoint Wealth Management Holdings, LLC

BUY
 -
969
+ 2.72%
$338K - $371K
36.6K $20.2M

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