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
Apr 24, 2023 Q1 2023
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
290
+ 17.73%
$101K - $111K
1.93K $1.06M
Apr 25, 2023 Q1 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
287
+ 820.0%
$100K - $110K
322 $176K
Apr 06, 2023 Q1 2023
Cra Financial Services, LLC

BUY
 -
286
+ 23.01%
$99.7K - $110K
1.53K $838K
Apr 04, 2024 Q1 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
286
+ 8.2%
$99.7K - $110K
3.77K $2.07M
Apr 11, 2023 Q1 2023
Enterprise Bank & Trust CO

BUY
 -
285
+ 10.99%
$99.4K - $109K
2.88K $1.58M
Apr 26, 2023 Q1 2023
Gw Henssler & Associates LTD

BUY
 -
284
+ 8.89%
$99K - $109K
3.48K $1.91M
May 11, 2023 Q1 2023
Bristlecone Advisors, LLC

BUY
 -
283
+ 4.1%
$98.7K - $108K
7.18K $3.93M
Apr 19, 2023 Q1 2023
Boston Trust Walden Corp

BUY
 -
282
+ 1.2%
$98.3K - $108K
23.7K $13M
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
281
+ 0.7%
$98K - $108K
40.4K $22.1M
Apr 20, 2023 Q1 2023
Presilium Private Wealth, LLC

Radnor, PA
BUY
 -
280
+ 30.84%
$97.6K - $107K
1.19K $651K
May 15, 2023 Q1 2023
Simon Quick Advisors, LLC

BUY
 -
280
+ 3.66%
$97.6K - $107K
7.94K $4.35M
Jan 02, 2024 Q1 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
280
+ 2.13%
$97.6K - $107K
13.4K $7.35M
May 03, 2023 Q1 2023
Klingman & Associates, LLC

BUY
 -
277
+ 3.52%
$96.6K - $106K
8.15K $4.46M
May 12, 2023 Q1 2023
Rinkey Investments

San Diego, CA
BUY
 -
277
+ 26.26%
$96.6K - $106K
1.33K $730K
Apr 13, 2023 Q1 2023
Bck Partners, Inc.

BUY
 -
276
+ 0.25%
$96.2K - $106K
109K $59.9M
Apr 14, 2023 Q1 2023
Wood Trust Financial Corp

BUY
 -
267
+ 5.72%
$93.1K - $102K
4.93K $2.7M
May 16, 2023 Q1 2023
Hancock Whitney Corp

BUY
 -
267
+ 24.61%
$93.1K - $102K
1.35K $741K
Nov 13, 2023 Q1 2023
Hancock Whitney Corp

BUY
 -
267
+ 24.61%
$93.1K - $102K
1.35K $741K
Apr 28, 2023 Q1 2023
Van Hulzen Asset Management, LLC

BUY
 -
266
+ 18.18%
$92.7K - $102K
1.73K $947K
Apr 03, 2023 Q1 2023
Park National Corp

BUY
 -
263
+ 2.39%
$91.7K - $101K
11.2K $6.16M
May 12, 2023 Q1 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
260
+ 36.11%
$90.7K - $99.6K
980 $537K
Apr 13, 2023 Q1 2023
Luts & Greenleigh Group, Inc

Bethesda, MD
BUY
 -
258
+ 33.86%
$90K - $98.8K
1.02K $559K
May 12, 2023 Q1 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
258
+ 29.22%
$90K - $98.8K
1.14K $625K
Apr 24, 2023 Q1 2023
Diversified, LLC

BUY
 -
255
+ 8.3%
$88.9K - $97.6K
3.33K $1.82M
May 03, 2023 Q1 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
254
+ 3.15%
$88.6K - $97.3K
8.31K $4.55M
Apr 12, 2023 Q1 2023
Terra Nova Asset Management LLC

BUY
 -
253
+ 29.21%
$88.2K - $96.9K
1.12K $613K
Apr 18, 2023 Q1 2023
Horan Securities, Inc.

BUY
 -
253
+ 6.61%
$88.2K - $96.9K
4.08K $2.23M
May 23, 2023 Q1 2023
Mountain Pacific Investment Advisers Inc

BUY
 -
251
+ 26.99%
$87.5K - $96.1K
1.18K $647K
Apr 19, 2023 Q1 2023
Sawyer & Company, Inc

BUY
 -
250
+ 9.79%
$87.2K - $95.7K
2.8K $1.54M
May 12, 2023 Q1 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
250
+ 1.76%
$87.2K - $95.7K
14.4K $7.92M
May 15, 2023 Q1 2023
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
248
+ 12.69%
$86.5K - $95K
2.2K $1.21M
May 11, 2023 Q1 2023
Mmbg Investment Advisors Co.

BUY
 -
243
+ 0.78%
$84.7K - $93.1K
31.4K $17.2M
May 11, 2023 Q1 2023
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
243
+ 1.7%
$84.7K - $93.1K
14.5K $7.97M
May 03, 2023 Q1 2023
Rf&L Wealth Management, LLC

Acton, MA
BUY
 -
240
+ 4.81%
$83.7K - $91.9K
5.23K $2.87M
May 10, 2023 Q1 2023
Aufman Associates Inc

Sewickley, PA
BUY
 -
237
+ 0.33%
$82.6K - $90.8K
72.8K $39.9M
Apr 19, 2023 Q1 2023
Carmel Capital Partners, LLC

BUY
 -
235
New
$81.9K - $90K
235 $129K
May 10, 2023 Q1 2023
Peak Asset Management, LLC

Louisville, CO
BUY
 -
235
+ 4.41%
$81.9K - $90K
5.57K $3.05M
Apr 25, 2023 Q1 2023
North Crest Asset Manangement, LLC

BUY
 -
232
+ 19.09%
$80.9K - $88.8K
1.45K $793K
May 10, 2023 Q1 2023
Powell Investment Advisors, LLC

BUY
 -
230
New
$80.2K - $88.1K
230 $126K
Apr 10, 2023 Q1 2023
Sound Income Strategies, LLC

BUY
 -
226
+ 16.21%
$78.8K - $86.5K
1.62K $888K
May 17, 2023 Q1 2023
Apexium Financial, LP

BUY
 -
223
+ 0.57%
$77.8K - $85.4K
39.4K $21.6M
Apr 24, 2023 Q1 2023
Warner Financial, Inc

Bethesda, MD
BUY
 -
222
+ 2.76%
$77.4K - $85K
8.26K $4.53M
May 02, 2023 Q1 2023
Black Diamond Wealth Management Inc.

BUY
 -
220
+ 10.03%
$76.7K - $84.2K
2.41K $1.32M
May 04, 2023 Q1 2023
Trinity Point Wealth, LLC

BUY
 -
220
+ 25.2%
$76.7K - $84.2K
1.09K $599K
May 10, 2023 Q1 2023
King Wealth

Saratoga Springs, NY
BUY
 -
219
+ 37.82%
$76.4K - $83.9K
798 $437K
May 01, 2023 Q1 2023
Meridian Wealth Advisors, LLC

BUY
 -
214
+ 10.15%
$74.6K - $81.9K
2.32K $1.27M
May 05, 2023 Q1 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
211
+ 3.66%
$73.6K - $80.8K
5.97K $3.27M
May 09, 2023 Q1 2023
Glenview Trust CO

Louisville, KY
BUY
 -
210
+ 1.04%
$73.2K - $80.4K
20.3K $11.1M
Jul 20, 2023 Q1 2023
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
210
+ 1.33%
$73.2K - $80.4K
16K $8.77M

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