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
Apr 06, 2023 Q1 2023
Orgel Wealth Management, LLC

BUY
 -
964
+ 42.83%
$336K - $369K
3.22K $1.78M
Apr 20, 2023 Q1 2023
Clear Creek Financial Management, LLC

BUY
 -
957
+ 16.11%
$334K - $366K
6.9K $3.81M
Nov 13, 2023 Q1 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
957
+ 3.27%
$334K - $366K
30.3K $16.7M
May 01, 2023 Q1 2023
Virtu Financial LLC

New York, NY
BUY
 -
946
New
$330K - $362K
946 $523K
May 11, 2023 Q1 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
945
+ 3.96%
$329K - $362K
24.8K $13.7M
Apr 26, 2023 Q1 2023
Safeguard Financial, LLC

BUY
 -
944
+ 36.41%
$329K - $361K
3.54K $1.96M
Oct 17, 2023 Q1 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
BUY
 -
944
+ 229.13%
$329K - $361K
1.36K $750K
May 03, 2023 Q1 2023
Better Money Decisions, LLC

BUY
 -
943
+ 9.85%
$329K - $361K
10.5K $5.82M
Apr 13, 2023 Q1 2023
Retirement Solution Inc.

BUY
 -
938
New
$327K - $359K
938 $519K
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
934
+ 1.14%
$326K - $358K
83.2K $46M
May 10, 2023 Q1 2023
Legacy Financial Strategies, LLC

Leawood, KS
BUY
 -
923
+ 21.49%
$322K - $353K
5.22K $2.88M
Apr 07, 2023 Q1 2023
Kwb Wealth

Redlands, CA
BUY
 -
914
+ 3.78%
$319K - $350K
25.1K $13.9M
May 15, 2023 Q1 2023
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
908
+ 1.94%
$317K - $348K
47.7K $26.3M
Apr 18, 2023 Q1 2023
Riversedge Advisors, LLC

BUY
 -
906
New
$316K - $347K
906 $501K
May 08, 2023 Q1 2023
Beacon Bridge Wealth Partners, LLC

Conshohocken, PA
BUY
 -
900
+ 4.15%
$314K - $345K
22.6K $12.5M
May 24, 2023 Q1 2023
Verity Asset Management, Inc.

Durham, NC
BUY
 -
898
+ 102.98%
$313K - $344K
1.77K $978K
May 11, 2023 Q1 2023
Stiles Financial Services Inc

BUY
 -
883
New
$308K - $338K
883 $488K
Apr 18, 2023 Q1 2023
Spectrum Planning & Advisory Services Inc.

BUY
 -
882
New
$308K - $338K
882 $488K
Apr 21, 2023 Q1 2023
Kathleen S. Wright Associates Inc.

BUY
 -
877
+ 4.29%
$306K - $336K
21.3K $11.8M
May 05, 2023 Q1 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
871
+ 253.2%
$304K - $334K
1.22K $672K
Apr 26, 2023 Q1 2023
Jtc Employer Solutions Trustee LTD

BUY
 -
869
+ 14.12%
$303K - $333K
7.02K $3.88M
May 15, 2023 Q1 2023
Voya Investment Management LLC

Atlanta, GA
BUY
 -
869
New
$303K - $333K
869 $480K
Apr 10, 2023 Q1 2023
Capital Investment Advisors, LLC

BUY
 -
865
+ 26.99%
$302K - $331K
4.07K $2.25M
May 09, 2023 Q1 2023
Addison Advisors LLC

BUY
 -
863
+ 1015.29%
$301K - $330K
948 $524K
May 09, 2023 Q1 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
861
+ 4.69%
$300K - $330K
19.2K $10.6M
Apr 12, 2023 Q1 2023
Perkins Coie Trust CO

BUY
 -
854
+ 34.94%
$298K - $327K
3.3K $1.82M
May 15, 2023 Q1 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
846
+ 23.72%
$295K - $324K
4.41K $2.44M
May 01, 2023 Q1 2023
Pds Planning, Inc

BUY
 -
840
+ 26.39%
$293K - $322K
4.02K $2.22M
May 05, 2023 Q1 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
840
+ 3.63%
$293K - $322K
24K $13.3M
May 09, 2023 Q1 2023
Tortoise Investment Management, LLC

BUY
 -
826
+ 34.1%
$288K - $316K
3.25K $1.8M
May 10, 2023 Q1 2023
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
824
New
$287K - $316K
824 $456K
May 12, 2023 Q1 2023
Harbour Investment Management LLC

Edmonds, WA
BUY
 -
821
New
$286K - $314K
821 $454K
May 02, 2023 Q1 2023
Graypoint LLC

BUY
 -
815
+ 9.61%
$284K - $312K
9.3K $5.14M
May 09, 2023 Q1 2023
Spc Financial, Inc.

BUY
 -
801
New
$279K - $307K
801 $443K
Apr 25, 2023 Q1 2023
Tru Wealth Advisors, LLC

BUY
 -
797
+ 2.65%
$278K - $305K
30.9K $17.1M
Apr 27, 2023 Q1 2023
Aspiriant, LLC

BUY
 -
797
+ 0.53%
$278K - $305K
151K $83.7M
Apr 27, 2023 Q1 2023
Advisory Services & Investments, LLC

BUY
 -
790
+ 3.72%
$275K - $303K
22K $12.2M
May 12, 2023 Q1 2023
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
788
+ 0.22%
$275K - $302K
360K $199M
May 04, 2023 Q1 2023
Full Sail Capital, LLC

Oklahoma City, OK
BUY
 -
780
+ 12.81%
$272K - $299K
6.87K $3.8M
May 10, 2023 Q1 2023
Mercer Investments LLC

BUY
 -
775
+ 3.32%
$270K - $297K
24.1K $13.3M
May 12, 2023 Q1 2023
Element Pointe Advisors, LLC

Miami, FL
BUY
 -
775
+ 2.59%
$270K - $297K
30.7K $17M
Apr 21, 2023 Q1 2023
West Michigan Advisors, LLC

Holland, MI
BUY
 -
774
+ 10.24%
$270K - $296K
8.33K $4.6M
May 02, 2023 Q1 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
772
+ 38.52%
$269K - $296K
2.78K $1.53M
May 15, 2023 Q1 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
771
+ 3.95%
$269K - $295K
20.3K $11.2M
Apr 21, 2023 Q1 2023
Trust CO Of Virginia

BUY
 -
770
+ 41.96%
$268K - $295K
2.61K $1.44M
May 15, 2023 Q1 2023
Icapital Wealth LLC

Walnut Creek, CA
BUY
 -
770
New
$268K - $295K
770 $426K
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

BUY
 -
769
+ 5.85%
$268K - $294K
13.9K $7.69M
Apr 10, 2023 Q1 2023
Asset Management Resources, LLC

BUY
 -
765
+ 9.49%
$267K - $293K
8.82K $4.88M
May 11, 2023 Q1 2023
Avalon Trust CO

Santa Fe, NM
BUY
 -
765
New
$267K - $293K
765 $423K

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