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 11, 2023 Q1 2023
Atalanta Sosnoff Capital, LLC

BUY
 -
545
New
$190K - $209K
545 $301K
Dec 20, 2023 Q1 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
545
+ 234.91%
$190K - $209K
777 $430K
Apr 27, 2023 Q1 2023
Stratos Wealth Advisors, LLC

BUY
 -
543
+ 1.89%
$189K - $208K
29.2K $16.1M
Apr 19, 2023 Q1 2023
Jfs Wealth Advisors, LLC

BUY
 -
536
+ 50.71%
$187K - $205K
1.59K $881K
May 08, 2023 Q1 2023
Private Capital Advisors, Inc.

BUY
 -
535
New
$187K - $205K
535 $296K
May 12, 2023 Q1 2023
Quintet Private Bank (Europe) S.A.

Luxembourg, N4
BUY
 -
535
New
$187K - $205K
535 $296K
May 15, 2023 Q1 2023
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
535
New
$187K - $205K
535 $296K
Apr 20, 2023 Q1 2023
Schwab Charitable Fund

BUY
 -
533
New
$186K - $204K
533 $295K
May 04, 2023 Q1 2023
Planning Alternatives LTD

BUY
 -
532
New
$185K - $204K
532 $294K
May 02, 2023 Q1 2023
Wakefield Asset Management Lllp

Englewood, CO
BUY
 -
522
+ 4.36%
$182K - $200K
12.5K $6.91M
May 12, 2023 Q1 2023
Horizon Kinetics Asset Management LLC

BUY
 -
521
+ 14.43%
$182K - $200K
4.13K $2.28M
May 16, 2023 Q1 2023
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
510
+ 69.96%
$178K - $195K
1.24K $685K
Apr 27, 2023 Q1 2023
North Star Investment Management Corp.

Chicago, IL
BUY
 -
507
+ 1.45%
$177K - $194K
35.5K $19.6M
May 03, 2023 Q1 2023
Symphony Financial, Ltd. Co.

BUY
 -
504
+ 8.07%
$176K - $193K
6.75K $3.73M
May 15, 2023 Q1 2023
Magnolia Capital Advisors LLC

Jackson, MS
BUY
 -
502
+ 10.18%
$175K - $192K
5.43K $3M
Apr 25, 2023 Q1 2023
First Merchants Corp

BUY
 -
501
+ 1.38%
$175K - $192K
36.7K $20.3M
May 15, 2023 Q1 2023
Nine Point Two Capital LLC

Los Angeles, CA
BUY
 -
490
New
$171K - $188K
490 $271K
Apr 24, 2023 Q1 2023
Investment Advisory Services Inc

The Woodlands, TX
BUY
 -
487
+ 27.81%
$170K - $186K
2.24K $1.24M
May 10, 2023 Q1 2023
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
482
New
$168K - $185K
482 $266K
May 15, 2023 Q1 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
478
+ 6.33%
$167K - $183K
8.03K $4.44M
May 11, 2023 Q1 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
473
+ 6.85%
$165K - $181K
7.38K $4.08M
May 12, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
471
+ 7.57%
$164K - $180K
6.69K $3.7M
Dec 13, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
471
+ 7.57%
$164K - $180K
6.69K $3.7M
Apr 13, 2023 Q1 2023
Landmark Financial Advisors, LLC

BUY
 -
468
+ 1.26%
$163K - $179K
37.5K $20.7M
May 03, 2023 Q1 2023
Moseley Investment Management Inc

BUY
 -
463
+ 63.51%
$161K - $177K
1.19K $659K
May 10, 2023 Q1 2023
Exeter Financial, LLC

BUY
 -
463
+ 26.84%
$161K - $177K
2.19K $1.21M
May 11, 2023 Q1 2023
First Citizens Bank & Trust CO

BUY
 -
459
+ 1.12%
$160K - $176K
41.4K $22.9M
Apr 13, 2023 Q1 2023
Family Investment Center, Inc.

Saint Joseph, MO
BUY
 -
457
+ 6.26%
$159K - $175K
7.75K $4.29M
Apr 18, 2023 Q1 2023
Avity Investment Management Inc.

BUY
 -
455
+ 10.54%
$159K - $174K
4.77K $2.64M
May 15, 2023 Q1 2023
M.D. Sass Investors Services, Inc.

New York, NY
BUY
 -
454
+ 0.4%
$158K - $174K
114K $62.8M
May 11, 2023 Q1 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
448
+ 119.15%
$156K - $172K
824 $456K
May 11, 2023 Q1 2023
Three Bridge Wealth Advisors, LLC

Portola Valley, CA
BUY
 -
441
+ 7.58%
$154K - $169K
6.26K $3.46M
May 01, 2023 Q1 2023
Geometric Wealth Advisors

BUY
 -
440
+ 27.13%
$153K - $168K
2.06K $1.14M
Apr 19, 2023 Q1 2023
Capital City Trust CO

BUY
 -
437
+ 5.64%
$152K - $167K
8.19K $4.53M
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
437
+ 5.62%
$152K - $167K
8.21K $4.54M
Apr 12, 2023 Q1 2023
Transcend Capital Advisors, LLC

BUY
 -
435
+ 6.12%
$152K - $167K
7.54K $4.17M
Apr 20, 2023 Q1 2023
Walkner Condon Financial Advisors LLC

BUY
 -
435
+ 1.9%
$152K - $167K
23.3K $12.9M
Apr 06, 2023 Q1 2023
Teamwork Financial Advisors, LLC

BUY
 -
433
+ 10.33%
$151K - $166K
4.62K $2.56M
Apr 18, 2023 Q1 2023
Relyea Zuckerberg Hanson LLC

BUY
 -
433
+ 9.35%
$151K - $166K
5.06K $2.8M
May 10, 2023 Q1 2023
N.E.W. Advisory Services LLC

BUY
 -
433
+ 6.78%
$151K - $166K
6.82K $3.77M
May 09, 2023 Q1 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
431
+ 156.16%
$150K - $165K
707 $391K
Apr 24, 2023 Q1 2023
Mackenzie Financial Corp

Toronto Ontario, A6
BUY
 -
424
+ 3.33%
$148K - $162K
13.2K $7.28M
May 02, 2023 Q1 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
424
+ 1.13%
$148K - $162K
38.1K $21M
May 11, 2023 Q1 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
423
+ 6.22%
$147K - $162K
7.23K $4M
Apr 19, 2023 Q1 2023
Marcum Wealth, LLC

BUY
 -
417
+ 1.42%
$145K - $160K
29.7K $16.4M
May 10, 2023 Q1 2023
Bfsg, LLC

BUY
 -
413
+ 4.73%
$144K - $158K
9.15K $5.06M
Apr 13, 2023 Q1 2023
Apeiron Ria LLC

BUY
 -
408
+ 20.34%
$142K - $156K
2.41K $1.33M
May 02, 2023 Q1 2023
Marshall Financial Group Inc

Doylestown, PA
BUY
 -
407
+ 1.27%
$142K - $156K
32.6K $18M
Apr 17, 2023 Q1 2023
Rosenberg Matthew Hamilton

BUY
 -
406
+ 139.52%
$142K - $155K
697 $385K

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