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
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
55
+ 1.33%
$19.2K - $21.1K
4.2K $2.15M
May 12, 2023 Q1 2023
Farmers & Merchants Investments Inc

BUY
 -
55
+ 0.15%
$19.2K - $21.1K
37.3K $19M
Apr 20, 2023 Q1 2023
Hfg Advisors, Inc.

BUY
 -
54
+ 1.55%
$18.8K - $20.7K
3.54K $1.81M
Apr 26, 2023 Q1 2023
Valley National Advisers Inc

BUY
 -
53
New
$18.5K - $20.3K
53 $27.1K
May 02, 2023 Q1 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
53
+ 0.56%
$18.5K - $20.3K
9.5K $4.85M
Apr 11, 2023 Q1 2023
Aries Wealth Management

BUY
 -
52
+ 1.42%
$18.1K - $19.9K
3.71K $1.89M
Apr 20, 2023 Q1 2023
Shaker Investments LLC

BUY
 -
52
+ 3.29%
$18.1K - $19.9K
1.63K $835K
Apr 27, 2023 Q1 2023
Annex Advisory Services, LLC

BUY
 -
51
+ 3.55%
$17.8K - $19.5K
1.49K $761K
Apr 14, 2023 Q1 2023
Signal Point Asset Management, LLC

BUY
 -
49
+ 1.29%
$17.1K - $18.8K
3.85K $1.97M
Apr 20, 2023 Q1 2023
Madison Wealth Partners, Inc

BUY
 -
49
+ 3.36%
$17.1K - $18.8K
1.51K $770K
Apr 24, 2023 Q1 2023
Thompson Investment Management, Inc.

BUY
 -
48
New
$16.7K - $18.4K
48 $24.5K
May 03, 2023 Q1 2023
Optimum Investment Advisors

BUY
 -
48
+ 23.41%
$16.7K - $18.4K
253 $129K
May 12, 2023 Q1 2023
Holderness Investments CO

Greensboro, NC
BUY
 -
48
+ 6.36%
$16.7K - $18.4K
803 $410K
Apr 19, 2023 Q1 2023
Schrum Private Wealth Management LLC

BUY
 -
47
+ 2.68%
$16.4K - $18K
1.8K $922K
Apr 24, 2023 Q1 2023
Center For Asset Management LLC

BUY
 -
47
+ 4.78%
$16.4K - $18K
1.03K $527K
May 15, 2023 Q1 2023
Studio Investment Management LLC

Chicago, IL
BUY
 -
47
+ 940.0%
$16.4K - $18K
52 $26.6K
Apr 11, 2023 Q1 2023
Lex Aurum Advisors, LLC

BUY
 -
45
+ 3.41%
$15.7K - $17.2K
1.36K $697K
May 03, 2023 Q1 2023
Crescent Grove Advisors, LLC

BUY
 -
45
+ 1.76%
$15.7K - $17.2K
2.61K $1.33M
Apr 13, 2023 Q1 2023
Hms Capital Management, LLC

BUY
 -
44
+ 1.57%
$15.3K - $16.8K
2.85K $1.46M
May 01, 2023 Q1 2023
Jnba Financial Advisors

BUY
 -
44
+ 5.63%
$15.3K - $16.8K
825 $422K
May 10, 2023 Q1 2023
Wealth Alliance

Mellville, NY
BUY
 -
44
+ 4.01%
$15.3K - $16.8K
1.14K $584K
May 02, 2023 Q1 2023
Key F Inancial Inc

BUY
 -
43
+ 5.4%
$15K - $16.5K
839 $429K
May 02, 2023 Q1 2023
Bouchey Financial Group LTD

BUY
 -
43
+ 4.29%
$15K - $16.5K
1.05K $535K
Sep 12, 2023 Q1 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
43
+ 1.65%
$15K - $16.5K
2.65K $1.35M
May 04, 2023 Q1 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
42
+ 1.11%
$14.6K - $16.1K
3.83K $1.96M
May 15, 2023 Q1 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
42
+ 3.27%
$14.6K - $16.1K
1.33K $678K
Apr 18, 2023 Q1 2023
Frg Family Wealth Advisors LLC

BUY
 -
40
+ 4.12%
$13.9K - $15.3K
1.01K $516K
Apr 17, 2023 Q1 2023
One Ascent Wealth Management LLC

Birmingham, AL
BUY
 -
39
+ 1.78%
$13.6K - $14.9K
2.23K $1.14M
May 11, 2023 Q1 2023
Hoey Investments, Inc

Coatesville, PA
BUY
 -
38
New
$13.2K - $14.6K
38 $19.4K
May 15, 2023 Q1 2023
Westchester Capital Management, Inc.

Omaha, NE
BUY
 -
38
+ 11.18%
$13.2K - $14.6K
378 $193K
Apr 11, 2023 Q1 2023
Weaver Consulting Group

BUY
 -
37
+ 0.85%
$12.9K - $14.2K
4.42K $2.26M
May 04, 2023 Q1 2023
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
37
+ 0.23%
$12.9K - $14.2K
16.1K $8.21M
Apr 11, 2023 Q1 2023
Professional Advisory Services Inc

BUY
 -
36
+ 1.55%
$12.6K - $13.8K
2.36K $1.21M
May 03, 2023 Q1 2023
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
36
+ 92.31%
$12.6K - $13.8K
75 $38.3K
May 11, 2023 Q1 2023
Sun Life Financial Inc

Toronto, A6
BUY
 -
36
+ 0.05%
$12.6K - $13.8K
77.2K $39.5M
May 22, 2023 Q1 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
35
New
$12.2K - $13.4K
35 $17.9K
Nov 13, 2024 Q1 2023
Covington Investment Advisors Inc.

Ligonier, PA
BUY
 -
35
+ 2.32%
$12.2K - $13.4K
1.55K $790K
May 08, 2023 Q1 2023
Private Wealth Strategies, L.L.C.

BUY
 -
34
+ 0.26%
$11.9K - $13K
13K $6.65M
May 03, 2023 Q1 2023
Polaris Wealth Advisory Group, LLC

BUY
 -
33
+ 2.27%
$11.5K - $12.6K
1.49K $760K
Apr 25, 2023 Q1 2023
First Bank & Trust

BUY
 -
32
+ 0.08%
$11.2K - $12.3K
40.5K $20.7M
Apr 26, 2023 Q1 2023
Beam Wealth Advisors, Inc.

BUY
 -
31
+ 2.63%
$10.8K - $11.9K
1.21K $617K
May 15, 2023 Q1 2023
Blue Edge Capital, LLC

Richmond, VA
BUY
 -
31
+ 0.35%
$10.8K - $11.9K
8.79K $4.49M
Oct 04, 2023 Q1 2023
Financial Advisory Partners, LLC

Winter Park, FL
BUY
 -
31
+ 1.92%
$10.8K - $11.9K
1.64K $840K
Jun 17, 2024 Q1 2023
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
31
+ 0.24%
$10.8K - $11.9K
13.1K $6.67M
May 09, 2023 Q1 2023
Archer Investment Corp

BUY
 -
30
+ 0.98%
$10.5K - $11.5K
3.09K $1.58M
Apr 14, 2023 Q1 2023
Global Trust Asset Management, LLC

BUY
 -
30
+ 136.36%
$10.5K - $11.5K
52 $26.6K
Jun 06, 2023 Q1 2023
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
29
+ 2.84%
$10.1K - $11.1K
1.05K $536K
May 10, 2023 Q1 2023
Redw Wealth LLC

BUY
 -
28
+ 2.1%
$9.76K - $10.7K
1.36K $696K
May 11, 2023 Q1 2023
Rmb Capital Management, LLC

BUY
 -
28
+ 0.62%
$9.76K - $10.7K
4.56K $2.33M

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