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 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
652+ 6.04% |
$227K - $250K
|
11.4K
$5.54M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
651+ 7.92% |
$227K - $249K
|
8.87K
$4.29M
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
650+ 66.33% |
$227K - $249K
|
1.63K
$789K
|
|
|
Apr 17, 2023
Q1 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
649+ 63.57% |
$226K - $249K
|
1.67K
$808K
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
647+ 70.33% |
$226K - $248K
|
1.57K
$758K
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
643+ 21.56% |
$224K - $246K
|
3.63K
$1.75M
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
637New |
$222K - $244K
|
637
$308K
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
636+ 11.82% |
$222K - $244K
|
6.02K
$2.91M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
627+ 21.64% |
$219K - $240K
|
3.52K
$1.71M
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
626New |
$218K - $240K
|
626
$303K
|
|
|
May 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
622+ 29.92% |
$217K - $238K
|
2.7K
$1.31M
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
619+ 1.85% |
$216K - $237K
|
34.1K
$16.5M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
608New |
$212K - $233K
|
608
$294K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
606+ 1.2% |
$211K - $232K
|
50.9K
$24.6M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
605New |
$211K - $232K
|
605
$293K
|
|
|
May 03, 2023
Q1 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
604New |
$211K - $231K
|
604
$292K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
603+ 10.96% |
$210K - $231K
|
6.11K
$2.95M
|
|
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
602+ 8.23% |
$210K - $231K
|
7.92K
$3.83M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
601New |
$210K - $230K
|
601
$291K
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
598New |
$208K - $229K
|
598
$289K
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
598+ 0.82% |
$208K - $229K
|
73.8K
$35.7M
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
595New |
$207K - $228K
|
595
$288K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
595+ 13.62% |
$207K - $228K
|
4.96K
$2.4M
|
|
|
May 12, 2023
Q1 2023
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
594+ 67.27% |
$207K - $227K
|
1.48K
$715K
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
593+ 32.18% |
$207K - $227K
|
2.44K
$1.18M
|
|
|
May 05, 2023
Q1 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
588+ 19.3% |
$205K - $225K
|
3.63K
$1.76M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
586New |
$204K - $224K
|
586
$284K
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
585New |
$204K - $224K
|
585
$283K
|
|
|
May 03, 2023
Q1 2023
|
St. Louis Trust CO
|
BUY
|
- |
582+ 2.21% |
$203K - $223K
|
27K
$13M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
582+ 0.44% |
$203K - $223K
|
134K
$64.7M
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
580New |
$202K - $222K
|
580
$281K
|
|
|
Apr 11, 2023
Q1 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
576New |
$201K - $221K
|
576
$279K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
576+ 17.81% |
$201K - $221K
|
3.81K
$1.84M
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
573New |
$200K - $219K
|
573
$277K
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
571+ 5710.0% |
$199K - $219K
|
581
$281K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
571+ 113.07% |
$199K - $219K
|
1.08K
$521K
|
|
|
May 09, 2023
Q1 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
570New |
$199K - $218K
|
570
$276K
|
|
|
May 10, 2023
Q1 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
567+ 3.07% |
$198K - $217K
|
19.1K
$9.22M
|
|
|
Apr 18, 2023
Q1 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
566New |
$197K - $217K
|
566
$274K
|
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
563New |
$196K - $216K
|
563
$272K
|
|
|
May 15, 2023
Q1 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
561New |
$196K - $215K
|
561
$271K
|
|
|
Apr 21, 2023
Q1 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
560+ 9.59% |
$195K - $214K
|
6.4K
$3.1M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
557+ 1.42% |
$194K - $213K
|
39.9K
$19.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
556+ 4.68% |
$194K - $213K
|
12.4K
$6.02M
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
555New |
$194K - $213K
|
555
$269K
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
553New |
$193K - $212K
|
553
$268K
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
553+ 9.86% |
$193K - $212K
|
6.16K
$2.98M
|
|
|
Apr 21, 2023
Q1 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
553New |
$193K - $212K
|
553
$268K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
553+ 3.5% |
$193K - $212K
|
16.4K
$7.92M
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
552+ 50.0% |
$192K - $211K
|
1.66K
$801K
|