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 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
80K+ 113.76% |
$27.9M - $30.6M
|
150K
$83.1M
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
78.3K+ 112.97% |
$27.3M - $30M
|
148K
$81.6M
|
|
May 08, 2023
Q1 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
78.1K+ 207.19% |
$27.2M - $29.9M
|
116K
$64M
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
72.7K+ 13.46% |
$25.3M - $27.8M
|
613K
$339M
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
70.6K+ 5.58% |
$24.6M - $27M
|
1.33M
$738M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
60.9K+ 3.72% |
$21.2M - $23.3M
|
1.7M
$939M
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
60.7K+ 18.39% |
$21.2M - $23.2M
|
391K
$216M
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
57.1KNew |
$19.9M - $21.9M
|
57.1K
$31.6M
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
55.2K+ 1.84% |
$19.3M - $21.2M
|
3.06M
$1.69B
|
|
Apr 14, 2023
Q1 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
53.4K+ 65.72% |
$18.6M - $20.5M
|
135K
$74.5M
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
53.1K+ 4.04% |
$18.5M - $20.3M
|
1.37M
$755M
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
50.6K+ 8.3% |
$17.6M - $19.4M
|
660K
$365M
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
50.6KNew |
$17.6M - $19.4M
|
50.6K
$28M
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
50.6KNew |
$17.6M - $19.4M
|
50.6K
$28M
|
|
Apr 24, 2023
Q1 2023
|
Trb Advisors LP
New York, NY |
BUY
|
- |
50KNew |
$17.4M - $19.1M
|
50K
$27.6M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
49.5K+ 1.6% |
$17.3M - $19M
|
3.15M
$1.74B
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
48.2K+ 7.42% |
$16.8M - $18.4M
|
697K
$385M
|
|
May 15, 2023
Q1 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
46.3K+ 614.84% |
$16.1M - $17.7M
|
53.8K
$29.8M
|
|
May 02, 2023
Q1 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
44.2K+ 93.35% |
$15.4M - $16.9M
|
91.6K
$50.7M
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
43.6K+ 38.97% |
$15.2M - $16.7M
|
156K
$86M
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
43.5K+ 7.65% |
$15.2M - $16.6M
|
612K
$338M
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
42.5K+ 596.66% |
$14.8M - $16.3M
|
49.6K
$27.4M
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
42K+ 130.45% |
$14.6M - $16.1M
|
74.2K
$41M
|
|
May 15, 2023
Q1 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
41.8KNew |
$14.6M - $16M
|
41.8K
$23.1M
|
|
May 12, 2023
Q1 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
41.7K+ 4.45% |
$14.5M - $16M
|
980K
$542M
|
|
Sep 07, 2023
Q1 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
40.7K+ 262.8% |
$14.2M - $15.6M
|
56.2K
$31.1M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
40K+ 3.79% |
$13.9M - $15.3M
|
1.09M
$605M
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
39.5K+ 3.25% |
$13.8M - $15.1M
|
1.26M
$694M
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
38.8K+ 2.15% |
$13.5M - $14.9M
|
1.84M
$1.02B
|
|
May 22, 2023
Q1 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
38.7KNew |
$13.5M - $14.8M
|
38.7K
$21.4M
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
36.1KNew |
$12.6M - $13.8M
|
36.1K
$20M
|
|
May 08, 2023
Q1 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
35.5K+ 146.73% |
$12.4M - $13.6M
|
59.7K
$33M
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
BUY
|
- |
33.3K+ 18.08% |
$11.6M - $12.8M
|
218K
$120M
|
|
Apr 24, 2023
Q1 2023
|
Rfg Holdings, Inc.
|
BUY
|
- |
33.3K+ 35.35% |
$11.6M - $12.7M
|
127K
$70.4M
|
|
May 09, 2023
Q1 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
31.9K+ 59.16% |
$11.1M - $12.2M
|
85.7K
$47.4M
|
|
May 15, 2023
Q1 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
31.4K+ 5254.01% |
$11M - $12M
|
32K
$17.7M
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
31.4K+ 2.54% |
$10.9M - $12M
|
1.27M
$701M
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
31.2K+ 30.42% |
$10.9M - $11.9M
|
134K
$73.8M
|
|
Apr 18, 2023
Q1 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
30.3K+ 292.26% |
$10.5M - $11.6M
|
40.6K
$22.5M
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
29.4K+ 2.47% |
$10.2M - $11.2M
|
1.22M
$674M
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
28.9K+ 26.14% |
$10.1M - $11.1M
|
139K
$77M
|
|
Apr 14, 2023
Q1 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
27.8K+ 30.22% |
$9.68M - $10.6M
|
120K
$66.2M
|
|
Apr 21, 2023
Q1 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
27.1K+ 147.58% |
$9.46M - $10.4M
|
45.5K
$25.2M
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
25.9K+ 11.28% |
$9.02M - $9.91M
|
255K
$141M
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
25.6K+ 52.98% |
$8.93M - $9.8M
|
73.9K
$40.9M
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
25.4K+ 4.15% |
$8.86M - $9.73M
|
637K
$352M
|
|
Apr 17, 2023
Q1 2023
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
25.1K+ 720.99% |
$8.77M - $9.63M
|
28.6K
$15.8M
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
24.8KNew |
$8.64M - $9.49M
|
24.8K
$13.7M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.4K+ 150.82% |
$8.5M - $9.33M
|
40.5K
$22.4M
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
24.4K+ 22.61% |
$8.5M - $9.33M
|
132K
$73.1M
|