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 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
27+ 0.79% |
$9.41K - $10.3K
|
3.44K
$1.76M
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
27+ 1.48% |
$9.41K - $10.3K
|
1.85K
$948K
|
|
|
Apr 13, 2023
Q1 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
26+ 0.53% |
$9.07K - $9.96K
|
4.94K
$2.52M
|
|
|
Apr 26, 2023
Q1 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
26+ 4.48% |
$9.07K - $9.96K
|
607
$310K
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
26+ 0.41% |
$9.07K - $9.96K
|
6.32K
$3.23M
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
25+ 0.75% |
$8.72K - $9.57K
|
3.36K
$1.71M
|
|
|
May 01, 2023
Q1 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
25+ 0.56% |
$8.72K - $9.57K
|
4.51K
$2.31M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
25+ 1.95% |
$8.72K - $9.57K
|
1.31K
$668K
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
25+ 0.55% |
$8.72K - $9.57K
|
4.6K
$2.35M
|
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
23+ 2.06% |
$8.02K - $8.81K
|
1.14K
$581K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
23+ 0.4% |
$8.02K - $8.81K
|
5.79K
$2.96M
|
|
|
May 15, 2023
Q1 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
23+ 0.33% |
$8.02K - $8.81K
|
7.01K
$3.58M
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
23+ 1.08% |
$8.02K - $8.81K
|
2.14K
$1.1M
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
23+ 1.08% |
$8.02K - $8.81K
|
2.14K
$1.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
21+ 7.45% |
$7.32K - $8.04K
|
303
$155K
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
21+ 0.45% |
$7.32K - $8.04K
|
4.65K
$2.38M
|
|
|
May 05, 2023
Q1 2023
|
Leo H. Evart, Inc.
|
BUY
|
- |
21+ 0.4% |
$7.32K - $8.04K
|
5.22K
$2.67M
|
|
|
May 08, 2023
Q1 2023
|
E L Financial Corp LTD
|
BUY
|
- |
21+ 0.0% |
$7.32K - $8.04K
|
1.65M
$845M
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
21New |
$7.32K - $8.04K
|
21
$10.7K
|
|
|
May 10, 2023
Q1 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
21+ 0.38% |
$7.32K - $8.04K
|
5.6K
$2.86M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
20+ 0.91% |
$6.97K - $7.66K
|
2.23K
$1.14M
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
20+ 5.56% |
$6.97K - $7.66K
|
380
$194K
|
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
20+ 2.06% |
$6.97K - $7.66K
|
990
$506K
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
20+ 1.06% |
$6.97K - $7.66K
|
1.91K
$974K
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
19New |
$6.62K - $7.28K
|
19
$9.71K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
19+ 0.3% |
$6.62K - $7.28K
|
6.27K
$3.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
BUY
|
- |
19+ 1.24% |
$6.62K - $7.28K
|
1.55K
$792K
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
19+ 3.3% |
$6.62K - $7.28K
|
594
$304K
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
19+ 2.17% |
$6.62K - $7.28K
|
894
$457K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
18+ 4.58% |
$6.28K - $6.89K
|
411
$210K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
18+ 2.4% |
$6.28K - $6.89K
|
768
$393K
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
16+ 16.0% |
$5.58K - $6.13K
|
116
$59.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Lincoln Capital LLC
|
BUY
|
- |
16+ 2.81% |
$5.58K - $6.13K
|
585
$299K
|
|
|
Apr 27, 2023
Q1 2023
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
16+ 0.16% |
$5.58K - $6.13K
|
9.98K
$5.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
16+ 0.08% |
$5.58K - $6.13K
|
21.2K
$10.8M
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
BUY
|
- |
16+ 2.01% |
$5.58K - $6.13K
|
813
$416K
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
16+ 1.16% |
$5.58K - $6.13K
|
1.39K
$713K
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
15+ 0.96% |
$5.23K - $5.74K
|
1.57K
$805K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
14+ 0.79% |
$4.88K - $5.36K
|
1.78K
$911K
|
|
|
May 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
14+ 0.58% |
$4.88K - $5.36K
|
2.41K
$1.23M
|
|
|
May 11, 2023
Q1 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
14+ 0.43% |
$4.88K - $5.36K
|
3.29K
$1.68M
|
|
|
Apr 10, 2023
Q1 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
13+ 0.39% |
$4.53K - $4.98K
|
3.34K
$1.71M
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
13+ 0.97% |
$4.53K - $4.98K
|
1.36K
$694K
|
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
13+ 0.26% |
$4.53K - $4.98K
|
4.97K
$2.54M
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
BUY
|
- |
13+ 0.39% |
$4.53K - $4.98K
|
3.34K
$1.71M
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
13+ 0.13% |
$4.53K - $4.98K
|
10.1K
$5.14M
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
12+ 6.56% |
$4.18K - $4.6K
|
195
$99.7K
|
|
|
May 02, 2023
Q1 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
12+ 0.27% |
$4.18K - $4.6K
|
4.43K
$2.27M
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
11+ 1.44% |
$3.84K - $4.21K
|
776
$397K
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
BUY
|
- |
11+ 0.44% |
$3.84K - $4.21K
|
2.53K
$1.3M
|