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 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.8K+ 63.98% |
$2.02M - $2.22M
|
14.9K
$8.22M
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
5.75K+ 14.41% |
$2.01M - $2.2M
|
45.7K
$25.3M
|
|
|
May 10, 2023
Q1 2023
|
Daniels&Tansey,Llp
|
BUY
|
- |
5.74K+ 3.38% |
$2M - $2.2M
|
176K
$97.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
5.63K+ 17.13% |
$1.96M - $2.16M
|
38.5K
$21.3M
|
|
|
May 01, 2023
Q1 2023
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
5.6K+ 3.42% |
$1.95M - $2.14M
|
170K
$93.7M
|
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
5.59KNew |
$1.95M - $2.14M
|
5.59K
$3.09M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.53K+ 10.1% |
$1.93M - $2.12M
|
60.2K
$33.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.52K+ 106.61% |
$1.92M - $2.11M
|
10.7K
$5.91M
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
5.51K+ 3.13% |
$1.92M - $2.11M
|
181K
$100M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5.43K+ 13.29% |
$1.89M - $2.08M
|
46.3K
$25.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.4K+ 7.93% |
$1.88M - $2.07M
|
73.4K
$40.6M
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
BUY
|
- |
5.29K+ 6.88% |
$1.84M - $2.02M
|
82.2K
$45.4M
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
5.28K+ 36.44% |
$1.84M - $2.02M
|
19.8K
$10.9M
|
|
|
Nov 16, 2023
Q1 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
5.14K+ 7.03% |
$1.79M - $1.97M
|
78.3K
$43.3M
|
|
|
May 10, 2023
Q1 2023
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
5.1K+ 5.19% |
$1.78M - $1.95M
|
103K
$57.2M
|
|
|
May 09, 2023
Q1 2023
|
1776 Wealth LLC
|
BUY
|
- |
5.09K+ 452.67% |
$1.77M - $1.95M
|
6.21K
$3.43M
|
|
|
Apr 20, 2023
Q1 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
5.08K+ 1.58% |
$1.77M - $1.95M
|
328K
$181M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.99K+ 19.4% |
$1.74M - $1.91M
|
30.7K
$17M
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
4.89K+ 27.73% |
$1.71M - $1.87M
|
22.5K
$12.5M
|
|
|
Apr 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
4.88KNew |
$1.7M - $1.87M
|
4.88K
$2.7M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
4.85K+ 4.0% |
$1.69M - $1.86M
|
126K
$69.7M
|
|
|
May 04, 2023
Q1 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
4.79K+ 3.04% |
$1.67M - $1.83M
|
162K
$89.6M
|
|
|
May 12, 2023
Q1 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
4.78KNew |
$1.67M - $1.83M
|
4.78K
$2.64M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.76K+ 9.35% |
$1.66M - $1.82M
|
55.7K
$30.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.74KNew |
$1.65M - $1.81M
|
4.74K
$2.62M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
4.72K+ 37.86% |
$1.65M - $1.81M
|
17.2K
$9.51M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4.7K+ 20.06% |
$1.64M - $1.8M
|
28.1K
$15.6M
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
4.69KNew |
$1.63M - $1.79M
|
4.69K
$2.59M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
4.64K+ 3.38% |
$1.62M - $1.78M
|
142K
$78.6M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.63K+ 30.7% |
$1.61M - $1.77M
|
19.7K
$10.9M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
4.57K+ 1.6% |
$1.59M - $1.75M
|
290K
$160M
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.57K+ 201.1% |
$1.59M - $1.75M
|
6.84K
$3.78M
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
4.56KNew |
$1.59M - $1.75M
|
4.56K
$2.52M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.51K+ 0.24% |
$1.57M - $1.73M
|
1.91M
$1.06B
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
4.43K+ 2.85% |
$1.55M - $1.7M
|
160K
$88.3M
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.4K+ 26.49% |
$1.53M - $1.68M
|
21K
$11.6M
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
4.39K+ 107.42% |
$1.53M - $1.68M
|
8.47K
$4.68M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.31K+ 36.46% |
$1.5M - $1.65M
|
16.1K
$8.91M
|
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
BUY
|
- |
4.29K+ 6.11% |
$1.49M - $1.64M
|
74.4K
$41.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
4.27K+ 388.18% |
$1.49M - $1.64M
|
5.37K
$2.97M
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
4.23K+ 2.21% |
$1.48M - $1.62M
|
196K
$108M
|
|
|
Apr 20, 2023
Q1 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
4.22K+ 5.66% |
$1.47M - $1.61M
|
78.6K
$43.5M
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
4.14K+ 2.69% |
$1.44M - $1.58M
|
158K
$87.4M
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
4.03K+ 1.03% |
$1.4M - $1.54M
|
395K
$218M
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
4.02K+ 16.11% |
$1.4M - $1.54M
|
28.9K
$16M
|
|
|
Apr 18, 2023
Q1 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
4K+ 86.91% |
$1.4M - $1.53M
|
8.61K
$4.76M
|
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4K+ 16.98% |
$1.39M - $1.53M
|
27.5K
$15.2M
|
|
|
May 01, 2023
Q1 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
3.99K+ 3.39% |
$1.39M - $1.53M
|
122K
$67.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
3.99K+ 4.0% |
$1.39M - $1.53M
|
104K
$57.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.99K+ 1.11% |
$1.39M - $1.53M
|
363K
$201M
|