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
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
8.98K+ 10.77% |
$3.13M - $3.44M
|
92.4K
$51.1M
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
8.9K+ 1.16% |
$3.1M - $3.41M
|
778K
$430M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
8.88K+ 2.04% |
$3.1M - $3.4M
|
445K
$246M
|
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
8.76K+ 40.26% |
$3.05M - $3.35M
|
30.5K
$16.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
8.65K+ 4.54% |
$3.02M - $3.31M
|
199K
$110M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.6K+ 12.96% |
$3M - $3.29M
|
74.9K
$41.4M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
8.47KNew |
$2.95M - $3.24M
|
8.47K
$4.68M
|
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
8.34K+ 25.99% |
$2.91M - $3.19M
|
40.4K
$22.3M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
8.3K+ 3.9% |
$2.89M - $3.18M
|
221K
$122M
|
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
8.29KNew |
$2.89M - $3.17M
|
8.29K
$4.58M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
8.1K+ 112.37% |
$2.82M - $3.1M
|
15.3K
$8.46M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
8.03K+ 3.92% |
$2.8M - $3.08M
|
213K
$118M
|
|
|
May 15, 2023
Q1 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
7.86KNew |
$2.74M - $3.01M
|
7.86K
$4.35M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
7.84K+ 212.59% |
$2.73M - $3M
|
11.5K
$6.37M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
7.73K+ 40.36% |
$2.69M - $2.96M
|
26.9K
$14.9M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.58K+ 5.76% |
$2.64M - $2.9M
|
139K
$76.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
7.55K+ 3.09% |
$2.63M - $2.89M
|
252K
$139M
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
7.52K+ 3.17% |
$2.62M - $2.88M
|
244K
$135M
|
|
|
May 12, 2023
Q1 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
7.52K+ 3.17% |
$2.62M - $2.88M
|
244K
$135M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
7.49K+ 25.16% |
$2.61M - $2.87M
|
37.3K
$20.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.48K+ 51.52% |
$2.61M - $2.86M
|
22K
$12.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.06K+ 161.48% |
$2.46M - $2.7M
|
11.4K
$6.32M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
7.04K+ 731.46% |
$2.46M - $2.7M
|
8.01K
$4.43M
|
|
|
May 04, 2023
Q1 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
6.99K+ 63.51% |
$2.44M - $2.68M
|
18K
$9.95M
|
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
BUY
|
- |
6.92K+ 2.89% |
$2.41M - $2.65M
|
247K
$136M
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
6.9K+ 39.43% |
$2.41M - $2.64M
|
24.4K
$13.5M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.89K+ 3.73% |
$2.4M - $2.64M
|
192K
$106M
|
|
|
May 08, 2023
Q1 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
6.85K+ 15.76% |
$2.39M - $2.62M
|
50.3K
$27.8M
|
|
|
May 12, 2023
Q1 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
6.74KNew |
$2.35M - $2.58M
|
6.74K
$3.73M
|
|
|
May 09, 2023
Q1 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
6.73K+ 24.91% |
$2.35M - $2.58M
|
33.8K
$18.7M
|
|
|
Apr 04, 2023
Q1 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
6.73K+ 7.17% |
$2.34M - $2.58M
|
101K
$55.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
6.72KNew |
$2.34M - $2.57M
|
6.72K
$3.72M
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
BUY
|
- |
6.67K+ 12.61% |
$2.32M - $2.55M
|
59.5K
$32.9M
|
|
|
May 11, 2023
Q1 2023
|
Welch Capital Partners LLC
Brooklyn, NY |
BUY
|
- |
6.65K+ 1.86% |
$2.32M - $2.55M
|
365K
$202M
|
|
|
May 05, 2023
Q1 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
6.62K+ 4.23% |
$2.31M - $2.53M
|
163K
$90.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
6.56K+ 10.65% |
$2.29M - $2.51M
|
68.2K
$37.7M
|
|
|
May 01, 2023
Q1 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
6.5K+ 6.39% |
$2.27M - $2.49M
|
108K
$59.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
6.49K+ 209.89% |
$2.26M - $2.49M
|
9.59K
$5.3M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.41K+ 28.3% |
$2.23M - $2.45M
|
29K
$16.1M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.27K+ 174.42% |
$2.19M - $2.4M
|
9.87K
$5.46M
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.23K+ 150.81% |
$2.17M - $2.38M
|
10.4K
$5.73M
|
|
|
May 04, 2023
Q1 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
6.15K+ 7.06% |
$2.15M - $2.36M
|
93.2K
$51.5M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
6.12K+ 635.27% |
$2.14M - $2.35M
|
7.09K
$3.92M
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
6.12KNew |
$2.13M - $2.34M
|
6.12K
$3.38M
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
6.11K+ 54.2% |
$2.13M - $2.34M
|
17.4K
$9.62M
|
|
|
May 02, 2023
Q1 2023
|
Mayport, LLC
|
BUY
|
- |
6.08K+ 6.98% |
$2.12M - $2.33M
|
93.3K
$51.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
5.96K+ 5.36% |
$2.08M - $2.28M
|
117K
$64.8M
|
|
|
May 03, 2023
Q1 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
5.95K+ 42.33% |
$2.08M - $2.28M
|
20K
$11.1M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
5.86K+ 10.53% |
$2.04M - $2.25M
|
61.6K
$34M
|
|
|
May 01, 2023
Q1 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
5.85KNew |
$2.04M - $2.24M
|
5.85K
$3.23M
|