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
Feb 02, 2024 Q1 2023
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
208
+ 8.85%
$72.5K - $79.7K
2.56K $1.26M
May 10, 2023 Q1 2023
Cooper Financial Group

BUY
 -
205
+ 12.48%
$71.5K - $78.5K
1.85K $913K
May 04, 2023 Q1 2023
Canal Capital Management, LLC

BUY
 -
204
+ 1.35%
$71.1K - $78.1K
15.3K $7.57M
May 11, 2023 Q1 2023
Shepherd Kaplan Krochuk, LLC

Boston, MA
BUY
 -
204
+ 16.57%
$71.1K - $78.1K
1.44K $709K
May 11, 2023 Q1 2023
High Pines Wealth Management, LLC

Duxbury, MA
BUY
 -
204
+ 0.97%
$71.1K - $78.1K
21.2K $10.5M
May 15, 2023 Q1 2023
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
203
+ 6.43%
$70.8K - $77.7K
3.36K $1.66M
May 11, 2023 Q1 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
202
+ 22.27%
$70.4K - $77.4K
1.11K $548K
Apr 28, 2023 Q1 2023
Next Capital Management LLC

BUY
 -
201
+ 6.48%
$70.1K - $77K
3.31K $1.63M
May 10, 2023 Q1 2023
Cascade Investment Advisors, Inc.

Oregon City, OR
BUY
 -
200
New
$69.7K - $76.6K
200 $98.8K
May 12, 2023 Q1 2023
Westwood Holdings Group Inc

Dallas, TX
BUY
 -
199
+ 16.45%
$69.4K - $76.2K
1.41K $696K
Apr 17, 2023 Q1 2023
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
193
+ 5.46%
$67.3K - $73.9K
3.73K $1.84M
May 02, 2023 Q1 2023
Evolution Wealth Advisors, LLC

BUY
 -
193
+ 0.74%
$67.3K - $73.9K
26.2K $12.9M
May 02, 2023 Q1 2023
Bedel Financial Consulting, Inc.

BUY
 -
192
+ 7.66%
$66.9K - $73.5K
2.7K $1.33M
Apr 24, 2023 Q1 2023
Northstar Asset Management LLC

BUY
 -
190
+ 1.61%
$66.2K - $72.8K
12K $5.93M
May 01, 2023 Q1 2023
Windham Capital Management, LLC

BUY
 -
190
+ 2.24%
$66.2K - $72.8K
8.69K $4.29M
May 08, 2023 Q1 2023
Roberts Glore & CO Inc

Deerfield, IL
BUY
 -
190
+ 6.11%
$66.2K - $72.8K
3.3K $1.63M
May 09, 2023 Q1 2023
Stelac Advisory Services LLC

New York, NY
BUY
 -
190
+ 1.52%
$66.2K - $72.8K
12.7K $6.28M
May 15, 2023 Q1 2023
Baker Avenue Asset Management, LP

BUY
 -
190
+ 8.0%
$66.2K - $72.8K
2.57K $1.27M
May 05, 2023 Q1 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
183
+ 13.73%
$63.8K - $70.1K
1.52K $749K
Jul 19, 2024 Q1 2023
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
178
+ 53.13%
$62.1K - $68.2K
513 $253K
May 12, 2023 Q1 2023
Viewpoint Capital Management LLC

Seattle, WA
BUY
 -
176
+ 1.09%
$61.4K - $67.4K
16.3K $8.07M
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
173
New
$60.3K - $66.2K
173 $85.5K
May 11, 2023 Q1 2023
Executive Wealth Management, LLC

BUY
 -
170
+ 18.48%
$59.3K - $65.1K
1.09K $539K
Oct 16, 2023 Q1 2023
Schoolcraft Capital LLC

Boulder, CO
BUY
 -
169
+ 0.65%
$58.9K - $64.7K
26.3K $13M
Apr 21, 2023 Q1 2023
Retirement Planning CO Of New England, Inc.

Warwick, RI
BUY
 -
165
+ 5.46%
$57.5K - $63.2K
3.19K $1.57M
May 10, 2023 Q1 2023
Burney CO

Reston, VA
BUY
 -
165
+ 0.53%
$57.5K - $63.2K
31.3K $15.5M
May 05, 2023 Q1 2023
Cullen/Frost Bankers, Inc.

BUY
 -
161
+ 0.32%
$56.1K - $61.7K
51.2K $25.3M
Dec 06, 2024 Q1 2023
Triune Financial Partners, LLC

Overland Park, KS
BUY
 -
160
+ 35.56%
$55.8K - $61.3K
610 $301K
May 03, 2023 Q1 2023
Aveo Capital Partners, LLC

BUY
 -
159
+ 1.11%
$55.4K - $60.9K
14.5K $7.16M
May 03, 2023 Q1 2023
Synergy Financial Group, LTD

BUY
 -
158
+ 10.53%
$55.1K - $60.5K
1.66K $819K
Apr 17, 2023 Q1 2023
Ignite Planners, LLC

BUY
 -
156
+ 1.68%
$54.4K - $59.7K
9.46K $4.67M
Apr 17, 2023 Q1 2023
Byrne Asset Management LLC

BUY
 -
155
+ 172.22%
$54K - $59.4K
245 $121K
May 16, 2023 Q1 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
153
+ 11.84%
$53.3K - $58.6K
1.45K $714K
Apr 26, 2023 Q1 2023
Paragon Wealth Strategies, LLC

BUY
 -
149
+ 38.11%
$52K - $57.1K
540 $267K
Apr 21, 2023 Q1 2023
D'Orazio & Associates, Inc.

Falls Church, VA
BUY
 -
148
+ 1.35%
$51.6K - $56.7K
11.1K $5.48M
May 12, 2023 Q1 2023
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
146
+ 1.23%
$50.9K - $55.9K
12K $5.92M
Apr 05, 2023 Q1 2023
In Track Investment Management Inc

BUY
 -
143
+ 0.91%
$49.9K - $54.8K
15.8K $7.83M
May 09, 2023 Q1 2023
Portland Global Advisors LLC

BUY
 -
142
+ 3.64%
$49.5K - $54.4K
4.05K $2M
Apr 14, 2023 Q1 2023
Mcia Inc

BUY
 -
141
+ 23.7%
$49.2K - $54K
736 $364K
May 08, 2023 Q1 2023
Tranquility Partners, LLC

BUY
 -
141
+ 1.98%
$49.2K - $54K
7.25K $3.58M
Apr 12, 2023 Q1 2023
Mayflower Financial Advisors, LLC

BUY
 -
139
+ 1.21%
$48.5K - $53.2K
11.7K $5.76M
May 15, 2023 Q1 2023
Bison Wealth, LLC

BUY
 -
139
+ 5.92%
$48.5K - $53.2K
2.49K $1.23M
Apr 13, 2023 Q1 2023
Centennial Wealth Advisory LLC

BUY
 -
138
+ 6.6%
$48.1K - $52.8K
2.23K $1.1M
Apr 25, 2023 Q1 2023
Leeward Financial Partners, LLC

BUY
 -
136
+ 17.75%
$47.4K - $52.1K
902 $446K
May 02, 2023 Q1 2023
Endurance Wealth Management, Inc.

BUY
 -
135
+ 0.91%
$47.1K - $51.7K
14.9K $7.37M
May 09, 2023 Q1 2023
Cutter & CO Brokerage, Inc.

BUY
 -
133
+ 1.54%
$46.4K - $50.9K
8.77K $4.34M
Apr 14, 2023 Q1 2023
Birch Hill Investment Advisors LLC

BUY
 -
132
+ 5.08%
$46K - $50.5K
2.73K $1.35M
Apr 21, 2023 Q1 2023
E Fund Management (Hong Kong) Co., Ltd.

BUY
 -
132
New
$46K - $50.5K
132 $65.2K
Apr 24, 2023 Q1 2023
Thoroughbred Financial Services, LLC

BUY
 -
131
+ 0.91%
$45.7K - $50.2K
14.6K $7.22M

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