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 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
49+ 1.29% |
$17.1K - $18.8K
|
3.85K
$2.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
49+ 3.36% |
$17.1K - $18.8K
|
1.51K
$823K
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
BUY
|
- |
48+ 1.69% |
$16.7K - $18.4K
|
2.89K
$1.58M
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
48New |
$16.7K - $18.4K
|
48
$26.2K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
48+ 23.41% |
$16.7K - $18.4K
|
253
$138K
|
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
48+ 6.36% |
$16.7K - $18.4K
|
803
$439K
|
|
|
Apr 19, 2023
Q1 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
47+ 2.68% |
$16.4K - $18K
|
1.8K
$985K
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
47+ 4.78% |
$16.4K - $18K
|
1.03K
$563K
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
47+ 940.0% |
$16.4K - $18K
|
52
$28.4K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
45+ 3.41% |
$15.7K - $17.2K
|
1.36K
$745K
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
45+ 1.76% |
$15.7K - $17.2K
|
2.61K
$1.42M
|
|
|
Apr 13, 2023
Q1 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
44+ 1.57% |
$15.3K - $16.8K
|
2.85K
$1.56M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
44+ 5.63% |
$15.3K - $16.8K
|
825
$451K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
44+ 4.01% |
$15.3K - $16.8K
|
1.14K
$624K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
43+ 5.4% |
$15K - $16.5K
|
839
$458K
|
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
43+ 4.29% |
$15K - $16.5K
|
1.05K
$571K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
43+ 1.65% |
$15K - $16.5K
|
2.65K
$1.44M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
42+ 1.11% |
$14.6K - $16.1K
|
3.83K
$2.09M
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
42+ 3.27% |
$14.6K - $16.1K
|
1.33K
$725K
|
|
|
Apr 18, 2023
Q1 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
40+ 4.12% |
$13.9K - $15.3K
|
1.01K
$552K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
39+ 1.78% |
$13.6K - $14.9K
|
2.23K
$1.22M
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
38New |
$13.2K - $14.6K
|
38
$20.8K
|
|
|
May 15, 2023
Q1 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
38+ 11.18% |
$13.2K - $14.6K
|
378
$206K
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
BUY
|
- |
37+ 0.85% |
$12.9K - $14.2K
|
4.42K
$2.41M
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
37+ 0.23% |
$12.9K - $14.2K
|
16.1K
$8.77M
|
|
|
Apr 11, 2023
Q1 2023
|
Professional Advisory Services Inc
|
BUY
|
- |
36+ 1.55% |
$12.6K - $13.8K
|
2.36K
$1.29M
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
36+ 92.31% |
$12.6K - $13.8K
|
75
$41K
|
|
|
May 11, 2023
Q1 2023
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
36+ 0.05% |
$12.6K - $13.8K
|
77.2K
$42.1M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
35New |
$12.2K - $13.4K
|
35
$19.1K
|
|
|
Nov 13, 2024
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
35+ 2.32% |
$12.2K - $13.4K
|
1.55K
$844K
|
|
|
May 08, 2023
Q1 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
34+ 0.26% |
$11.9K - $13K
|
13K
$7.11M
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
33+ 2.27% |
$11.5K - $12.6K
|
1.49K
$812K
|
|
|
Apr 25, 2023
Q1 2023
|
First Bank & Trust
|
BUY
|
- |
32+ 0.08% |
$11.2K - $12.3K
|
40.5K
$22.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
31+ 2.63% |
$10.8K - $11.9K
|
1.21K
$660K
|
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
31+ 0.35% |
$10.8K - $11.9K
|
8.79K
$4.8M
|
|
|
Oct 04, 2023
Q1 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
31+ 1.92% |
$10.8K - $11.9K
|
1.64K
$898K
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
31+ 0.24% |
$10.8K - $11.9K
|
13.1K
$7.13M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
30+ 0.98% |
$10.5K - $11.5K
|
3.09K
$1.69M
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
30+ 136.36% |
$10.5K - $11.5K
|
52
$28.4K
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
29+ 2.84% |
$10.1K - $11.1K
|
1.05K
$573K
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
28+ 2.1% |
$9.76K - $10.7K
|
1.36K
$744K
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
28+ 0.62% |
$9.76K - $10.7K
|
4.56K
$2.49M
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
27+ 0.79% |
$9.41K - $10.3K
|
3.44K
$1.88M
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
27+ 1.48% |
$9.41K - $10.3K
|
1.85K
$1.01M
|
|
|
Apr 13, 2023
Q1 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
26+ 0.53% |
$9.07K - $9.96K
|
4.94K
$2.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
26+ 4.48% |
$9.07K - $9.96K
|
607
$331K
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
26+ 0.41% |
$9.07K - $9.96K
|
6.32K
$3.45M
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
25+ 0.75% |
$8.72K - $9.57K
|
3.36K
$1.83M
|
|
|
May 01, 2023
Q1 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
25+ 0.56% |
$8.72K - $9.57K
|
4.51K
$2.46M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
25+ 1.95% |
$8.72K - $9.57K
|
1.31K
$714K
|