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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
86+ 13.76% |
$30K - $32.9K
|
711
$388K
|
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
85+ 5.35% |
$29.6K - $32.5K
|
1.68K
$915K
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
83+ 3.75% |
$28.9K - $31.8K
|
2.3K
$1.25M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
83+ 0.27% |
$28.9K - $31.8K
|
30.4K
$16.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
81+ 0.97% |
$28.2K - $31K
|
8.45K
$4.61M
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
79+ 3.06% |
$27.5K - $30.3K
|
2.66K
$1.45M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
78+ 1.41% |
$27.2K - $29.9K
|
5.61K
$3.06M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
77+ 0.24% |
$26.8K - $29.5K
|
31.6K
$17.3M
|
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
77+ 5.12% |
$26.8K - $29.5K
|
1.58K
$863K
|
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
77+ 5.12% |
$26.8K - $29.5K
|
1.58K
$863K
|
|
|
May 11, 2023
Q1 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
76+ 0.09% |
$26.5K - $29.1K
|
88.5K
$48.3M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
74+ 3.46% |
$25.8K - $28.3K
|
2.22K
$1.21M
|
|
|
Apr 24, 2023
Q1 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
74+ 0.55% |
$25.8K - $28.3K
|
13.4K
$7.32M
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
73+ 1.2% |
$25.5K - $28K
|
6.15K
$3.36M
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
73+ 1.84% |
$25.5K - $28K
|
4.04K
$2.2M
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
73+ 9.53% |
$25.5K - $28K
|
839
$458K
|
|
|
May 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
72+ 8.12% |
$25.1K - $27.6K
|
959
$524K
|
|
|
May 04, 2023
Q1 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
72+ 0.18% |
$25.1K - $27.6K
|
39.8K
$21.8M
|
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
BUY
|
- |
72+ 146.94% |
$25.1K - $27.6K
|
121
$66.1K
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
71+ 1.94% |
$24.8K - $27.2K
|
3.73K
$2.04M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
70+ 0.74% |
$24.4K - $26.8K
|
9.56K
$5.22M
|
|
|
May 10, 2023
Q1 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
69+ 1.32% |
$24.1K - $26.4K
|
5.28K
$2.88M
|
|
|
May 15, 2023
Q1 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
68+ 3.15% |
$23.7K - $26K
|
2.23K
$1.22M
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
67+ 4.48% |
$23.4K - $25.7K
|
1.56K
$854K
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
66+ 10.59% |
$23K - $25.3K
|
689
$376K
|
|
|
May 12, 2023
Q1 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
66+ 0.36% |
$23K - $25.3K
|
18.2K
$9.92M
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
65+ 6.1% |
$22.7K - $24.9K
|
1.13K
$617K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
65+ 0.14% |
$22.7K - $24.9K
|
47.1K
$25.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
64+ 4.88% |
$22.3K - $24.5K
|
1.38K
$751K
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
64+ 9.2% |
$22.3K - $24.5K
|
760
$415K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
63+ 5.41% |
$22K - $24.1K
|
1.23K
$670K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
61+ 2.51% |
$21.3K - $23.4K
|
2.49K
$1.36M
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
61+ 9.1% |
$21.3K - $23.4K
|
731
$399K
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
BUY
|
- |
59+ 2.11% |
$20.6K - $22.6K
|
2.86K
$1.56M
|
|
|
May 05, 2023
Q1 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
59+ 1.77% |
$20.6K - $22.6K
|
3.38K
$1.85M
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
58New |
$20.2K - $22.2K
|
58
$31.7K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
58New |
$20.2K - $22.2K
|
58
$31.7K
|
|
|
May 09, 2023
Q1 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
57+ 5.2% |
$19.9K - $21.8K
|
1.15K
$630K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
57+ 5.21% |
$19.9K - $21.8K
|
1.15K
$629K
|
|
|
Apr 12, 2023
Q1 2023
|
Brave Asset Management Inc
|
BUY
|
- |
56+ 0.16% |
$19.5K - $21.4K
|
34.7K
$19M
|
|
|
Apr 10, 2023
Q1 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
55+ 1.64% |
$19.2K - $21.1K
|
3.4K
$1.86M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
55+ 3.44% |
$19.2K - $21.1K
|
1.65K
$902K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
55+ 1.33% |
$19.2K - $21.1K
|
4.2K
$2.29M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
55+ 0.15% |
$19.2K - $21.1K
|
37.3K
$20.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
54+ 1.55% |
$18.8K - $20.7K
|
3.54K
$1.93M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
53New |
$18.5K - $20.3K
|
53
$28.9K
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
53+ 0.56% |
$18.5K - $20.3K
|
9.5K
$5.19M
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
BUY
|
- |
52+ 1.42% |
$18.1K - $19.9K
|
3.71K
$2.02M
|
|
|
Apr 20, 2023
Q1 2023
|
Shaker Investments LLC
|
BUY
|
- |
52+ 3.29% |
$18.1K - $19.9K
|
1.63K
$892K
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
51+ 3.55% |
$17.8K - $19.5K
|
1.49K
$813K
|