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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
25+ 0.55% |
$8.72K - $9.57K
|
4.6K
$2.51M
|
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
23+ 2.06% |
$8.02K - $8.81K
|
1.14K
$621K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
23+ 0.4% |
$8.02K - $8.81K
|
5.79K
$3.16M
|
|
|
May 15, 2023
Q1 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
23+ 0.33% |
$8.02K - $8.81K
|
7.01K
$3.83M
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
23+ 1.08% |
$8.02K - $8.81K
|
2.14K
$1.17M
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
23+ 1.08% |
$8.02K - $8.81K
|
2.14K
$1.17M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
21+ 7.45% |
$7.32K - $8.04K
|
303
$165K
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
21+ 0.45% |
$7.32K - $8.04K
|
4.65K
$2.54M
|
|
|
May 05, 2023
Q1 2023
|
Leo H. Evart, Inc.
|
BUY
|
- |
21+ 0.4% |
$7.32K - $8.04K
|
5.22K
$2.85M
|
|
|
May 08, 2023
Q1 2023
|
E L Financial Corp LTD
|
BUY
|
- |
21+ 0.0% |
$7.32K - $8.04K
|
1.65M
$903M
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
21New |
$7.32K - $8.04K
|
21
$11.5K
|
|
|
May 10, 2023
Q1 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
21+ 0.38% |
$7.32K - $8.04K
|
5.6K
$3.06M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
20+ 0.91% |
$6.97K - $7.66K
|
2.23K
$1.22M
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
20+ 5.56% |
$6.97K - $7.66K
|
380
$208K
|
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
20+ 2.06% |
$6.97K - $7.66K
|
990
$541K
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
20+ 1.06% |
$6.97K - $7.66K
|
1.91K
$1.04M
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
19New |
$6.62K - $7.28K
|
19
$10.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
19+ 0.3% |
$6.62K - $7.28K
|
6.27K
$3.42M
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
BUY
|
- |
19+ 1.24% |
$6.62K - $7.28K
|
1.55K
$846K
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
19+ 3.3% |
$6.62K - $7.28K
|
594
$324K
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
19+ 2.17% |
$6.62K - $7.28K
|
894
$488K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
18+ 4.58% |
$6.28K - $6.89K
|
411
$224K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
18+ 2.4% |
$6.28K - $6.89K
|
768
$419K
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
16+ 16.0% |
$5.58K - $6.13K
|
116
$63.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Lincoln Capital LLC
|
BUY
|
- |
16+ 2.81% |
$5.58K - $6.13K
|
585
$319K
|
|
|
Apr 27, 2023
Q1 2023
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
16+ 0.16% |
$5.58K - $6.13K
|
9.98K
$5.45M
|
|
|
Apr 28, 2023
Q1 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
16+ 0.08% |
$5.58K - $6.13K
|
21.2K
$11.6M
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
BUY
|
- |
16+ 2.01% |
$5.58K - $6.13K
|
813
$444K
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
16+ 1.16% |
$5.58K - $6.13K
|
1.39K
$761K
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
15+ 0.96% |
$5.23K - $5.74K
|
1.57K
$860K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
14+ 0.79% |
$4.88K - $5.36K
|
1.78K
$974K
|
|
|
May 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
14+ 0.58% |
$4.88K - $5.36K
|
2.41K
$1.32M
|
|
|
May 11, 2023
Q1 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
14+ 0.43% |
$4.88K - $5.36K
|
3.29K
$1.8M
|
|
|
Apr 10, 2023
Q1 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
13+ 0.39% |
$4.53K - $4.98K
|
3.34K
$1.83M
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
13+ 0.97% |
$4.53K - $4.98K
|
1.36K
$742K
|
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
13+ 0.26% |
$4.53K - $4.98K
|
4.97K
$2.71M
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
BUY
|
- |
13+ 0.39% |
$4.53K - $4.98K
|
3.34K
$1.82M
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
13+ 0.13% |
$4.53K - $4.98K
|
10.1K
$5.49M
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
12+ 6.56% |
$4.18K - $4.6K
|
195
$106K
|
|
|
May 02, 2023
Q1 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
12+ 0.27% |
$4.18K - $4.6K
|
4.43K
$2.42M
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
11+ 1.44% |
$3.84K - $4.21K
|
776
$424K
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
BUY
|
- |
11+ 0.44% |
$3.84K - $4.21K
|
2.53K
$1.38M
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
11+ 1.91% |
$3.84K - $4.21K
|
588
$321K
|
|
|
Apr 14, 2023
Q1 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
11+ 0.42% |
$3.84K - $4.21K
|
2.6K
$1.42M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
11+ 0.58% |
$3.84K - $4.21K
|
1.92K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
11+ 0.25% |
$3.84K - $4.21K
|
4.44K
$2.42M
|
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
11+ 1.74% |
$3.84K - $4.21K
|
642
$351K
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
11+ 0.49% |
$3.84K - $4.21K
|
2.27K
$1.24M
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
10+ 0.8% |
$3.49K - $3.83K
|
1.27K
$691K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
10New |
$3.49K - $3.83K
|
10
$5.46K
|