Purchases and Sales Made in Q1 2023 in Vanguard Index Fds S&P 500 ETF (VOO)

VOO Quotes by TradingView

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 10, 2023 Q1 2023
Bip Wealth, LLC

Atlanta, GA
BUY
 -
2.64K
New
$920K - $1.01M
2.64K $1.46M
Apr 06, 2023 Q1 2023
Bartlett & Co. LLC

BUY
 -
2.6K
+ 1.12%
$907K - $996K
234K $130M
Feb 14, 2024 Q1 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
2.6K
+ 1.12%
$907K - $996K
234K $130M
May 15, 2023 Q1 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
2.6K
New
$906K - $995K
2.6K $1.44M
Apr 11, 2023 Q1 2023
Stableford Capital Ii LLC

Scottsdale, AZ
BUY
 -
2.59K
New
$904K - $993K
2.59K $1.43M
May 11, 2023 Q1 2023
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
2.59K
+ 10.12%
$902K - $990K
28.1K $15.6M
Apr 11, 2023 Q1 2023
Wedmont Private Capital

BUY
 -
2.56K
+ 2.86%
$894K - $982K
92.2K $51M
Apr 17, 2023 Q1 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
2.56K
+ 7.82%
$894K - $981K
35.4K $19.5M
May 12, 2023 Q1 2023
Crestwood Advisors Group LLC

BUY
 -
2.56K
+ 8.74%
$893K - $980K
31.9K $17.6M
Apr 25, 2023 Q1 2023
Foundations Investment Advisors, LLC

BUY
 -
2.55K
+ 9.07%
$890K - $978K
30.7K $17M
Apr 27, 2023 Q1 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
2.5K
+ 4.33%
$873K - $958K
60.3K $33.3M
Apr 18, 2023 Q1 2023
Forth Right Wealth Management, LLC

BUY
 -
2.5K
+ 3.48%
$871K - $957K
74.2K $41M
May 02, 2023 Q1 2023
Leo Brokerage, LLC

BUY
 -
2.49K
+ 182.42%
$868K - $954K
3.86K $2.13M
May 01, 2023 Q1 2023
Intelligent Financial Strategies

Excelsior, MN
BUY
 -
2.48K
+ 6.88%
$865K - $950K
38.6K $21.3M
May 26, 2023 Q1 2023
Alterna Wealth Management, Inc

Houston, TX
BUY
 -
2.45K
+ 69.87%
$855K - $939K
5.96K $3.3M
Apr 13, 2023 Q1 2023
Romano Brothers And Company

Evanston, IL
BUY
 -
2.44K
+ 8.69%
$851K - $935K
30.5K $16.9M
Apr 12, 2023 Q1 2023
Collective Family Office LLC

BUY
 -
2.42K
+ 22.2%
$845K - $928K
13.3K $7.37M
May 01, 2023 Q1 2023
Valmark Advisers, Inc.

BUY
 -
2.42K
+ 0.5%
$844K - $927K
486K $268M
Apr 24, 2023 Q1 2023
Corundum Group, Inc.

BUY
 -
2.39K
+ 53.24%
$833K - $915K
6.88K $3.8M
Apr 27, 2023 Q1 2023
Curated Wealth Partners LLC

BUY
 -
2.38K
+ 35.49%
$831K - $912K
9.09K $5.03M
May 03, 2023 Q1 2023
Private Wealth Partners, LLC

BUY
 -
2.36K
New
$823K - $904K
2.36K $1.31M
May 04, 2023 Q1 2023
West Chester Capital Advisors, Inc

BUY
 -
2.33K
+ 25.82%
$812K - $891K
11.3K $6.27M
Apr 13, 2023 Q1 2023
Cambridge Advisors Inc.

BUY
 -
2.32K
+ 1.35%
$809K - $888K
174K $96.1M
May 12, 2023 Q1 2023
Private Advisory Group LLC

Redmond, WA
BUY
 -
2.32K
+ 10.58%
$809K - $888K
24.2K $13.4M
Apr 14, 2023 Q1 2023
Ade, LLC

BUY
 -
2.31K
+ 6.04%
$806K - $885K
40.6K $22.4M
May 15, 2023 Q1 2023
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
2.29K
+ 6366.67%
$799K - $878K
2.33K $1.29M
May 15, 2023 Q1 2023
Alaethes Wealth LLC

Glenbrook, NV
BUY
 -
2.29K
New
$799K - $878K
2.29K $1.27M
May 03, 2023 Q1 2023
Marks Group Wealth Management, Inc

Minnetonka, MN
BUY
 -
2.29K
+ 27.91%
$798K - $876K
10.5K $5.8M
May 11, 2023 Q1 2023
Financial Advisory Group

Houston, TX
BUY
 -
2.29K
+ 1.09%
$797K - $875K
212K $117M
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
2.27K
+ 4.25%
$793K - $870K
55.7K $30.8M
May 04, 2023 Q1 2023
Ellevest, Inc.

BUY
 -
2.26K
+ 78.04%
$788K - $865K
5.16K $2.85M
May 15, 2023 Q1 2023
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
2.26K
New
$787K - $864K
2.26K $1.25M
Apr 24, 2023 Q1 2023
Mc Adam, LLC

BUY
 -
2.24K
+ 95.94%
$782K - $859K
4.58K $2.53M
Apr 25, 2023 Q1 2023
Applied Capital LLC

BUY
 -
2.24K
+ 3.81%
$781K - $858K
61.1K $33.8M
May 12, 2023 Q1 2023
Prospera Financial Services Inc

BUY
 -
2.19K
+ 16.54%
$762K - $837K
15.4K $8.51M
Apr 25, 2023 Q1 2023
Advisor Resource Council

BUY
 -
2.18K
New
$759K - $834K
2.18K $1.2M
Apr 28, 2023 Q1 2023
Lansing Street Advisors

BUY
 -
2.17K
+ 35.86%
$757K - $832K
8.23K $4.55M
May 11, 2023 Q1 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
2.15K
New
$748K - $822K
2.15K $1.19M
Apr 24, 2023 Q1 2023
Opus Capital Group, LLC

BUY
 -
2.13K
+ 0.78%
$743K - $816K
275K $152M
May 15, 2023 Q1 2023
Man Group PLC

London, X0
BUY
 -
2.1K
New
$733K - $805K
2.1K $1.16M
Apr 12, 2023 Q1 2023
Evanson Asset Management, LLC

BUY
 -
2.07K
+ 16.06%
$720K - $791K
14.9K $8.26M
Apr 13, 2023 Q1 2023
Venture Visionary Partners LLC

BUY
 -
2.02K
+ 5.7%
$704K - $773K
37.4K $20.7M
Apr 12, 2023 Q1 2023
Morgan Rosel Wealth Management, LLC

BUY
 -
2.01K
+ 50.28%
$699K - $768K
6K $3.31M
Dec 05, 2023 Q1 2023
Morton Capital Management Llc/Ca

Calabasas, CA
BUY
 -
2K
+ 127.09%
$698K - $767K
3.58K $1.98M
May 11, 2023 Q1 2023
Ironwood Investment Counsel, LLC

BUY
 -
2K
+ 269.04%
$697K - $765K
2.74K $1.52M
Apr 10, 2023 Q1 2023
Royal Fund Management, LLC

BUY
 -
1.99K
+ 3.88%
$693K - $761K
53.2K $29.4M
Apr 21, 2023 Q1 2023
Sterling Group Wealth Management, LLC

Pasadena, CA
BUY
 -
1.98K
+ 15.02%
$689K - $757K
15.1K $8.37M
Apr 19, 2023 Q1 2023
Gratus Capital LLC

BUY
 -
1.96K
New
$684K - $751K
1.96K $1.08M
Apr 24, 2023 Q1 2023
Eagle Bay Advisors LLC

New York, NY
BUY
 -
1.93K
+ 859.56%
$674K - $741K
2.16K $1.19M

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