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 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
14KNew |
$4.88M - $5.36M
|
14K
$7.73M
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
13.8K+ 23.65% |
$4.81M - $5.29M
|
72.2K
$39.9M
|
|
Sep 20, 2024
Q1 2023
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
13.6K+ 5.33% |
$4.76M - $5.22M
|
270K
$149M
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
13.5K+ 11.23% |
$4.72M - $5.19M
|
134K
$74.2M
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
13.3K+ 104.25% |
$4.65M - $5.11M
|
26.1K
$14.4M
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
12.7K+ 36.95% |
$4.41M - $4.85M
|
46.9K
$25.9M
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
12.6KNew |
$4.4M - $4.84M
|
12.6K
$6.98M
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
12.2K+ 87.07% |
$4.25M - $4.66M
|
26.2K
$14.5M
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.2K+ 6.23% |
$4.24M - $4.66M
|
207K
$115M
|
|
Apr 21, 2023
Q1 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
12.1KNew |
$4.23M - $4.64M
|
12.1K
$6.7M
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
12.1K+ 34.83% |
$4.23M - $4.64M
|
46.9K
$25.9M
|
|
Mar 14, 2024
Q1 2023
|
University Of Chicago
Chicago, IL |
BUY
|
- |
12K+ 15.33% |
$4.19M - $4.6M
|
90.4K
$50M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.9K+ 5.14% |
$4.14M - $4.55M
|
243K
$134M
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
11.8K+ 23.05% |
$4.1M - $4.51M
|
62.9K
$34.7M
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.7K+ 1.51% |
$4.09M - $4.49M
|
786K
$434M
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
11.7KNew |
$4.07M - $4.47M
|
11.7K
$6.45M
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
11.7K+ 11.04% |
$4.06M - $4.46M
|
117K
$64.8M
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
11.6K+ 32.25% |
$4.06M - $4.46M
|
47.7K
$26.4M
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
11.3K+ 9.61% |
$3.92M - $4.31M
|
128K
$70.9M
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11K+ 6.7% |
$3.82M - $4.2M
|
175K
$96.5M
|
|
May 15, 2023
Q1 2023
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
10.9K+ 155.71% |
$3.8M - $4.17M
|
17.9K
$9.9M
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
10.7K+ 11.9% |
$3.73M - $4.1M
|
101K
$55.7M
|
|
May 15, 2023
Q1 2023
|
Bishop Rock Capital, L.P.
New York, NY |
BUY
|
- |
10.6KNew |
$3.71M - $4.08M
|
10.6K
$5.89M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.6K+ 5.46% |
$3.7M - $4.07M
|
205K
$113M
|
|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
10.5K+ 9.05% |
$3.66M - $4.02M
|
126K
$69.9M
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
10.4K+ 643.59% |
$3.64M - $4M
|
12.1K
$6.67M
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
10.4K+ 4.66% |
$3.63M - $3.99M
|
234K
$129M
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.4K+ 12.73% |
$3.63M - $3.99M
|
92.2K
$51M
|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
10.4K+ 5.09% |
$3.63M - $3.98M
|
215K
$119M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.4K+ 19.55% |
$3.61M - $3.97M
|
63.4K
$35.1M
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
10.3KNew |
$3.6M - $3.96M
|
10.3K
$5.71M
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
10.3K+ 5.64% |
$3.58M - $3.93M
|
192K
$106M
|
|
May 11, 2023
Q1 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
10.2K+ 418.96% |
$3.55M - $3.9M
|
12.6K
$6.98M
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
10.1K+ 117.22% |
$3.54M - $3.88M
|
18.8K
$10.4M
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
10.1K+ 130.55% |
$3.54M - $3.88M
|
17.9K
$9.9M
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
10.1K+ 129.45% |
$3.53M - $3.88M
|
18K
$9.92M
|
|
Apr 20, 2023
Q1 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
10.1K+ 31.96% |
$3.53M - $3.88M
|
41.8K
$23.1M
|
|
May 15, 2023
Q1 2023
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
10.1KNew |
$3.51M - $3.86M
|
10.1K
$5.57M
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
9.88K+ 8.38% |
$3.44M - $3.78M
|
128K
$70.6M
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.86K+ 5.06% |
$3.44M - $3.78M
|
205K
$113M
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
9.57KNew |
$3.34M - $3.67M
|
9.57K
$5.29M
|
|
May 05, 2023
Q1 2023
|
Amica Retiree Medical Trust
|
BUY
|
- |
9.5K+ 283.08% |
$3.31M - $3.64M
|
12.9K
$7.11M
|
|
May 11, 2023
Q1 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
9.5K+ 74.37% |
$3.31M - $3.64M
|
22.3K
$12.3M
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
BUY
|
- |
9.21K+ 4.27% |
$3.21M - $3.53M
|
225K
$124M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.15K+ 8.83% |
$3.19M - $3.5M
|
113K
$62.3M
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
9.11K+ 13.12% |
$3.18M - $3.49M
|
78.6K
$43.4M
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.05K+ 15.99% |
$3.15M - $3.46M
|
65.6K
$36.3M
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
9K+ 1.42% |
$3.14M - $3.45M
|
643K
$355M
|
|
May 12, 2023
Q1 2023
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
8.99K+ 36.76% |
$3.14M - $3.44M
|
33.5K
$18.5M
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
8.99K+ 18.5% |
$3.13M - $3.44M
|
57.6K
$31.8M
|