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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
757New |
$264K - $290K
|
757
$418K
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
749+ 6.23% |
$261K - $287K
|
12.8K
$7.06M
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
749+ 1.92% |
$261K - $287K
|
39.7K
$22M
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
745+ 2.5% |
$260K - $285K
|
30.6K
$16.9M
|
|
|
May 09, 2023
Q1 2023
|
Allen Investment Management LLC
|
BUY
|
- |
743+ 0.31% |
$259K - $285K
|
241K
$133M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
740+ 27.27% |
$258K - $283K
|
3.45K
$1.91M
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
739+ 42.82% |
$258K - $283K
|
2.47K
$1.36M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
739+ 8.05% |
$258K - $283K
|
9.92K
$5.48M
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
737New |
$257K - $282K
|
737
$407K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
731+ 4.41% |
$255K - $280K
|
17.3K
$9.57M
|
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
BUY
|
- |
730+ 89.02% |
$255K - $280K
|
1.55K
$857K
|
|
|
Apr 11, 2023
Q1 2023
|
Harbor Group, Inc.
|
BUY
|
- |
729New |
$254K - $279K
|
729
$403K
|
|
|
May 15, 2023
Q1 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
729New |
$254K - $279K
|
729
$403K
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
724+ 73.5% |
$252K - $277K
|
1.71K
$945K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
724+ 3.33% |
$252K - $277K
|
22.4K
$12.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
BUY
|
- |
718+ 66.05% |
$250K - $275K
|
1.81K
$998K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
718+ 1.71% |
$250K - $275K
|
42.7K
$23.6M
|
|
|
May 11, 2023
Q1 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
711+ 61.56% |
$248K - $272K
|
1.87K
$1.03M
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
710+ 9.36% |
$248K - $272K
|
8.29K
$4.58M
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
707New |
$247K - $271K
|
707
$391K
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
703+ 3.27% |
$245K - $269K
|
22.2K
$12.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Reliant Wealth Planning
|
BUY
|
- |
702+ 0.61% |
$245K - $269K
|
115K
$63.8M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
693+ 1.91% |
$242K - $265K
|
36.9K
$20.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
692New |
$241K - $265K
|
692
$383K
|
|
|
May 11, 2023
Q1 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
687+ 28.09% |
$240K - $263K
|
3.13K
$1.73M
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
685+ 7.14% |
$239K - $262K
|
10.3K
$5.68M
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
685+ 2.87% |
$239K - $262K
|
24.5K
$13.6M
|
|
|
May 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
684New |
$238K - $262K
|
684
$378K
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
682+ 8.31% |
$238K - $261K
|
8.89K
$4.91M
|
|
|
Apr 25, 2023
Q1 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
680+ 2.62% |
$237K - $260K
|
26.6K
$14.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
677+ 4.04% |
$236K - $259K
|
17.5K
$9.65M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
677+ 4.87% |
$236K - $259K
|
14.6K
$8.06M
|
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
BUY
|
- |
672+ 18.67% |
$234K - $257K
|
4.27K
$2.36M
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
672+ 6.12% |
$234K - $257K
|
11.7K
$6.45M
|
|
|
May 15, 2023
Q1 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
672+ 5.51% |
$234K - $257K
|
12.9K
$7.12M
|
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
671+ 9.93% |
$234K - $257K
|
7.43K
$4.1M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
671+ 2.98% |
$234K - $257K
|
23.2K
$12.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
669+ 3.78% |
$233K - $256K
|
18.4K
$10.2M
|
|
|
Apr 05, 2023
Q1 2023
|
Roth Financial Partners LLC
|
BUY
|
- |
665+ 2.81% |
$232K - $255K
|
24.3K
$13.4M
|
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
662New |
$231K - $254K
|
662
$366K
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
657New |
$229K - $252K
|
657
$363K
|
|
|
May 08, 2023
Q1 2023
|
Parthenon LLC
|
BUY
|
- |
652+ 6.21% |
$227K - $250K
|
11.1K
$6.16M
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
652+ 6.04% |
$227K - $250K
|
11.4K
$6.33M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
651+ 7.92% |
$227K - $249K
|
8.87K
$4.9M
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
650+ 66.33% |
$227K - $249K
|
1.63K
$901K
|
|
|
Apr 17, 2023
Q1 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
649+ 63.57% |
$226K - $249K
|
1.67K
$923K
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
647+ 70.33% |
$226K - $248K
|
1.57K
$866K
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
643+ 21.56% |
$224K - $246K
|
3.63K
$2M
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
637New |
$222K - $244K
|
637
$352K
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
636+ 11.82% |
$222K - $244K
|
6.02K
$3.33M
|