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 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
553+ 9.86% |
$193K - $212K
|
6.16K
$3.83M
|
|
|
Apr 21, 2023
Q1 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
553New |
$193K - $212K
|
553
$343K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
553+ 3.5% |
$193K - $212K
|
16.4K
$10.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
552+ 50.0% |
$192K - $211K
|
1.66K
$1.03M
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
BUY
|
- |
552+ 5.03% |
$192K - $211K
|
11.5K
$7.16M
|
|
|
Apr 20, 2023
Q1 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
552New |
$192K - $211K
|
552
$343K
|
|
|
Apr 10, 2023
Q1 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
551New |
$192K - $211K
|
551
$342K
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
550New |
$192K - $211K
|
550
$342K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
549+ 31.77% |
$191K - $210K
|
2.28K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
548+ 53.94% |
$191K - $210K
|
1.56K
$971K
|
|
|
Apr 13, 2023
Q1 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
546+ 4.37% |
$190K - $209K
|
13K
$8.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
545New |
$190K - $209K
|
545
$338K
|
|
|
May 11, 2023
Q1 2023
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
545New |
$190K - $209K
|
545
$338K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
545+ 234.91% |
$190K - $209K
|
777
$483K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
543+ 1.89% |
$189K - $208K
|
29.2K
$18.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
536+ 50.71% |
$187K - $205K
|
1.59K
$989K
|
|
|
May 08, 2023
Q1 2023
|
Private Capital Advisors, Inc.
|
BUY
|
- |
535New |
$187K - $205K
|
535
$332K
|
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
535New |
$187K - $205K
|
535
$332K
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
535New |
$187K - $205K
|
535
$332K
|
|
|
Apr 20, 2023
Q1 2023
|
Schwab Charitable Fund
|
BUY
|
- |
533New |
$186K - $204K
|
533
$331K
|
|
|
May 04, 2023
Q1 2023
|
Planning Alternatives LTD
|
BUY
|
- |
532New |
$185K - $204K
|
532
$330K
|
|
|
Feb 04, 2025
Q1 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
524+ 23.74% |
$183K - $201K
|
2.73K
$1.7M
|
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
522+ 4.36% |
$182K - $200K
|
12.5K
$7.77M
|
|
|
Apr 24, 2023
Q1 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
521+ 7.06% |
$182K - $200K
|
7.9K
$4.91M
|
|
|
May 12, 2023
Q1 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
521+ 14.43% |
$182K - $200K
|
4.13K
$2.57M
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
510+ 69.96% |
$178K - $195K
|
1.24K
$769K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
507+ 1.45% |
$177K - $194K
|
35.5K
$22M
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
504+ 8.07% |
$176K - $193K
|
6.75K
$4.19M
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
502+ 10.18% |
$175K - $192K
|
5.43K
$3.37M
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
BUY
|
- |
501+ 1.38% |
$175K - $192K
|
36.7K
$22.8M
|
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
490New |
$171K - $188K
|
490
$304K
|
|
|
Apr 24, 2023
Q1 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
487+ 27.81% |
$170K - $186K
|
2.24K
$1.39M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
482New |
$168K - $185K
|
482
$299K
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
478+ 6.33% |
$167K - $183K
|
8.03K
$4.98M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
473+ 6.85% |
$165K - $181K
|
7.38K
$4.58M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
471+ 7.57% |
$164K - $180K
|
6.69K
$4.15M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
471+ 7.57% |
$164K - $180K
|
6.69K
$4.15M
|
|
|
Apr 13, 2023
Q1 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
468+ 1.26% |
$163K - $179K
|
37.5K
$23.3M
|
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
463+ 63.51% |
$161K - $177K
|
1.19K
$740K
|
|
|
May 10, 2023
Q1 2023
|
Exeter Financial, LLC
|
BUY
|
- |
463+ 26.84% |
$161K - $177K
|
2.19K
$1.36M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
459+ 1.12% |
$160K - $176K
|
41.4K
$25.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
457+ 6.26% |
$159K - $175K
|
7.75K
$4.82M
|
|
|
Apr 18, 2023
Q1 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
455+ 10.54% |
$159K - $174K
|
4.77K
$2.96M
|
|
|
May 15, 2023
Q1 2023
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
454+ 0.4% |
$158K - $174K
|
114K
$70.5M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
448+ 119.15% |
$156K - $172K
|
824
$512K
|
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
441+ 7.58% |
$154K - $169K
|
6.26K
$3.89M
|
|
|
May 01, 2023
Q1 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
440+ 27.13% |
$153K - $168K
|
2.06K
$1.28M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital City Trust CO
|
BUY
|
- |
437+ 5.64% |
$152K - $167K
|
8.19K
$5.09M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
437+ 5.62% |
$152K - $167K
|
8.21K
$5.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
435+ 6.12% |
$152K - $167K
|
7.54K
$4.68M
|