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 09, 2023 Q1 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
431
+ 156.16%
$150K - $165K
707 $349K
Apr 24, 2023 Q1 2023
Mackenzie Financial Corp

Toronto Ontario, A6
BUY
 -
424
+ 3.33%
$148K - $162K
13.2K $6.51M
May 02, 2023 Q1 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
424
+ 1.13%
$148K - $162K
38.1K $18.8M
May 11, 2023 Q1 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
423
+ 6.22%
$147K - $162K
7.23K $3.57M
Apr 19, 2023 Q1 2023
Marcum Wealth, LLC

BUY
 -
417
+ 1.42%
$145K - $160K
29.7K $14.7M
May 10, 2023 Q1 2023
Bfsg, LLC

BUY
 -
413
+ 4.73%
$144K - $158K
9.15K $4.52M
Apr 13, 2023 Q1 2023
Apeiron Ria LLC

BUY
 -
408
+ 20.34%
$142K - $156K
2.41K $1.19M
May 02, 2023 Q1 2023
Marshall Financial Group Inc

Doylestown, PA
BUY
 -
407
+ 1.27%
$142K - $156K
32.6K $16.1M
Apr 17, 2023 Q1 2023
Rosenberg Matthew Hamilton

BUY
 -
406
+ 139.52%
$142K - $155K
697 $344K
Apr 28, 2023 Q1 2023
Members Advisory Group LLC

Williamsville, NY
BUY
 -
404
+ 7.92%
$141K - $155K
5.51K $2.72M
May 15, 2023 Q1 2023
Peachtree Investment Partners, LLC

Vero Beach, FL
BUY
 -
399
+ 27.09%
$139K - $153K
1.87K $925K
May 09, 2023 Q1 2023
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
398
+ 23.54%
$139K - $152K
2.09K $1.03M
Jun 16, 2023 Q1 2023
Dgs Capital Management, LLC

BUY
 -
398
+ 13.04%
$139K - $152K
3.45K $1.7M
Apr 07, 2023 Q1 2023
Cypress Wealth Services, LLC

BUY
 -
397
+ 3.28%
$138K - $152K
12.5K $6.17M
Apr 04, 2023 Q1 2023
Trust CO Of Toledo Na

Holland, OH
BUY
 -
387
+ 17.98%
$135K - $148K
2.54K $1.25M
May 02, 2023 Q1 2023
Security Financial Services, Inc.

BUY
 -
383
+ 1.97%
$134K - $147K
19.8K $9.78M
Apr 17, 2023 Q1 2023
Stanley Laman Group, Ltd.

Berwyn, PA
BUY
 -
380
+ 5.65%
$132K - $146K
7.1K $3.51M
Apr 20, 2023 Q1 2023
Grimes & Company, Inc.

BUY
 -
376
+ 4.35%
$131K - $144K
9.03K $4.46M
May 12, 2023 Q1 2023
Financial Gravity Asset Management, Inc.

BUY
 -
376
New
$131K - $144K
376 $186K
Apr 17, 2023 Q1 2023
Cornell Pochily Investment Advisors, Inc.

BUY
 -
374
+ 13.46%
$130K - $143K
3.15K $1.56M
May 04, 2023 Q1 2023
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
374
+ 31.4%
$130K - $143K
1.57K $773K
May 15, 2023 Q1 2023
Fiduciary Group LLC

Savannah, GA
BUY
 -
372
+ 0.5%
$130K - $142K
75.4K $37.2M
May 12, 2023 Q1 2023
Apriem Advisors

Irvine, CA
BUY
 -
369
+ 16.27%
$129K - $141K
2.64K $1.3M
May 12, 2023 Q1 2023
Smith Shellnut Wilson LLC

BUY
 -
366
+ 2.44%
$128K - $140K
15.3K $7.58M
May 15, 2023 Q1 2023
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
364
+ 2.37%
$127K - $139K
15.7K $7.77M
May 11, 2023 Q1 2023
Firestone Capital Management

BUY
 -
348
+ 37.46%
$121K - $133K
1.28K $631K
Apr 24, 2023 Q1 2023
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
347
+ 13.15%
$121K - $133K
2.99K $1.47M
Apr 04, 2023 Q1 2023
Modus Advisors, LLC

BUY
 -
346
+ 2.78%
$121K - $132K
12.8K $6.32M
May 02, 2023 Q1 2023
Meridian Management CO

BUY
 -
345
+ 15.58%
$120K - $132K
2.56K $1.26M
May 10, 2023 Q1 2023
Northwest Wealth Management, LLC

BUY
 -
344
+ 10.02%
$120K - $132K
3.78K $1.87M
May 09, 2023 Q1 2023
Integrity Financial Corp

BUY
 -
342
+ 17.48%
$119K - $131K
2.3K $1.14M
May 10, 2023 Q1 2023
Vestor Capital, LLC

Chicago, IL
BUY
 -
341
+ 83.99%
$119K - $131K
747 $369K
Apr 05, 2023 Q1 2023
Carmichael Hill & Associates, Inc.

BUY
 -
338
+ 8.82%
$118K - $129K
4.17K $2.06M
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
336
New
$117K - $129K
336 $166K
Apr 26, 2023 Q1 2023
Sugarloaf Wealth Management, LLC

BUY
 -
335
+ 50.99%
$117K - $128K
992 $490K
May 15, 2023 Q1 2023
Meeder Advisory Services, Inc.

Dublin, OH
BUY
 -
333
+ 21.06%
$116K - $128K
1.91K $946K
Apr 06, 2023 Q1 2023
Peterson Wealth Services

BUY
 -
332
+ 7.82%
$116K - $127K
4.58K $2.26M
May 15, 2023 Q1 2023
Stephens Inc

BUY
 -
329
+ 0.86%
$115K - $126K
38.6K $19.1M
Apr 17, 2023 Q1 2023
Abacus Planning Group, Inc.

BUY
 -
323
+ 0.96%
$113K - $124K
34.1K $16.8M
Apr 19, 2023 Q1 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
323
+ 9.4%
$113K - $124K
3.76K $1.86M
May 12, 2023 Q1 2023
Moloney Securities Asset Management, LLC

BUY
 -
322
+ 17.54%
$112K - $123K
2.16K $1.07M
Apr 18, 2023 Q1 2023
Independent Wealth Network Inc.

BUY
 -
318
+ 23.35%
$111K - $122K
1.68K $830K
Apr 20, 2023 Q1 2023
Well Done, LLC

BUY
 -
314
+ 2.91%
$109K - $120K
11.1K $5.49M
Apr 12, 2023 Q1 2023
Lion Street Advisors, LLC

BUY
 -
304
+ 7.84%
$106K - $116K
4.18K $2.07M
May 11, 2023 Q1 2023
Tradition Wealth Management, LLC

BUY
 -
302
+ 1.05%
$105K - $116K
29.1K $14.4M
Jan 02, 2024 Q1 2023
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
301
+ 1.02%
$105K - $115K
29.9K $14.8M
May 12, 2023 Q1 2023
Delta Asset Management LLC

Memphis, TN
BUY
 -
300
+ 6000.0%
$105K - $115K
305 $151K
May 02, 2023 Q1 2023
Lvw Advisors, LLC

BUY
 -
292
+ 15.87%
$102K - $112K
2.13K $1.05M
Apr 24, 2023 Q1 2023
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
290
+ 17.73%
$101K - $111K
1.93K $952K

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