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 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
24.3K+ 23.75% |
$8.47M - $9.3M
|
127K
$70M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
24.2KNew |
$8.45M - $9.28M
|
24.2K
$13.4M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
24K+ 429.77% |
$8.35M - $9.17M
|
29.5K
$16.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
23.8K+ 0.11% |
$8.31M - $9.13M
|
21.2M
$11.7B
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
23.8K+ 2.23% |
$8.31M - $9.12M
|
1.09M
$604M
|
|
|
Feb 02, 2024
Q1 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
23.8K+ 3605.91% |
$8.3M - $9.11M
|
24.5K
$13.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
23.8K+ 5.07% |
$8.29M - $9.11M
|
493K
$272M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
23.6K+ 764.95% |
$8.23M - $9.03M
|
26.7K
$14.7M
|
|
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
23.5KNew |
$8.21M - $9.02M
|
23.5K
$13M
|
|
|
May 12, 2023
Q1 2023
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
23.4K+ 52.89% |
$8.16M - $8.96M
|
67.6K
$37.4M
|
|
|
Apr 14, 2023
Q1 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
22.4KNew |
$7.8M - $8.57M
|
22.4K
$12.4M
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
22.3K+ 190.84% |
$7.78M - $8.55M
|
34K
$18.8M
|
|
|
May 15, 2023
Q1 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
22.1K+ 723.39% |
$7.7M - $8.45M
|
25.1K
$13.9M
|
|
|
May 15, 2023
Q1 2023
|
Thomist Capital Management, LP
Houston, TX |
BUY
|
- |
22KNew |
$7.67M - $8.42M
|
22K
$12.2M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
21.3K+ 11.12% |
$7.43M - $8.16M
|
213K
$118M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.2K+ 9.04% |
$7.39M - $8.11M
|
256K
$141M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
21K+ 117.45% |
$7.33M - $8.05M
|
38.9K
$21.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
21K+ 490.72% |
$7.32M - $8.04M
|
25.3K
$14M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
20.4K+ 49.22% |
$7.12M - $7.81M
|
61.9K
$34.2M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
20.3K+ 81.31% |
$7.09M - $7.78M
|
45.3K
$25.1M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
20.3K+ 61.78% |
$7.08M - $7.78M
|
53.2K
$29.4M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
20.3K+ 5.33% |
$7.07M - $7.77M
|
401K
$222M
|
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
20K+ 26.21% |
$6.98M - $7.66M
|
96.4K
$53.3M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
19.9K+ 3.29% |
$6.94M - $7.62M
|
624K
$345M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
19.8K+ 14.44% |
$6.9M - $7.58M
|
157K
$86.7M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
19.8K+ 3.47% |
$6.89M - $7.57M
|
589K
$326M
|
|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
18.9K+ 19.47% |
$6.6M - $7.25M
|
116K
$64.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Toews Corp
|
BUY
|
- |
18.6K+ 21.31% |
$6.49M - $7.12M
|
106K
$58.5M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
18.4KNew |
$6.4M - $7.03M
|
18.4K
$10.2M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
17.6K+ 9.69% |
$6.14M - $6.74M
|
199K
$110M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.4K+ 4.82% |
$6.08M - $6.68M
|
379K
$209M
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
17.4K+ 3.62% |
$6.07M - $6.67M
|
498K
$275M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
17.2K+ 137.66% |
$6.01M - $6.6M
|
29.7K
$16.4M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
17.1K+ 85.8% |
$5.95M - $6.53M
|
36.9K
$20.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
16.8K+ 9.54% |
$5.85M - $6.43M
|
193K
$107M
|
|
|
May 12, 2023
Q1 2023
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
16.4K+ 16.17% |
$5.72M - $6.29M
|
118K
$65.2M
|
|
|
Sep 15, 2023
Q1 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
16.4K+ 15.26% |
$5.7M - $6.27M
|
124K
$68.3M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
16.3K+ 13.53% |
$5.69M - $6.25M
|
137K
$75.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
16.3K+ 28.17% |
$5.68M - $6.24M
|
74.1K
$41M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16.2K+ 33.04% |
$5.66M - $6.22M
|
65.4K
$36.1M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
16.2K+ 290.93% |
$5.66M - $6.21M
|
21.8K
$12.1M
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
15.9K+ 40.69% |
$5.54M - $6.09M
|
55K
$30.4M
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
15.6KNew |
$5.45M - $5.99M
|
15.6K
$8.65M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
15.5K+ 431.34% |
$5.42M - $5.95M
|
19.1K
$10.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
15.3K+ 19.36% |
$5.32M - $5.85M
|
94.1K
$52M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
14.4K+ 15.65% |
$5.01M - $5.51M
|
106K
$58.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
14.2K+ 8.65% |
$4.96M - $5.45M
|
179K
$98.9M
|
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
14.2K+ 597.93% |
$4.94M - $5.43M
|
16.5K
$9.14M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
14.1K+ 15.96% |
$4.93M - $5.41M
|
103K
$56.8M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
14.1K+ 362.92% |
$4.91M - $5.4M
|
18K
$9.94M
|