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 |
|---|---|---|---|---|---|---|---|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.93K+ 334.78% |
$671K - $737K
|
2.5K
$1.38M
|
|
|
May 08, 2023
Q1 2023
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
1.9K+ 121.79% |
$662K - $728K
|
3.46K
$1.91M
|
|
|
May 04, 2023
Q1 2023
|
Independent Family Office, LLC
|
BUY
|
- |
1.89K+ 27.1% |
$658K - $722K
|
8.85K
$4.89M
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.89KNew |
$657K - $722K
|
1.89K
$1.04M
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.88KNew |
$654K - $718K
|
1.88K
$1.04M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.84K+ 6.32% |
$642K - $705K
|
31K
$17.1M
|
|
|
May 09, 2023
Q1 2023
|
Resolute Advisors LLC
|
BUY
|
- |
1.84K+ 2.61% |
$641K - $704K
|
72.4K
$40M
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.83K+ 11.07% |
$639K - $702K
|
18.4K
$10.2M
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
1.83K+ 10.44% |
$637K - $700K
|
19.3K
$10.7M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.82K+ 0.67% |
$633K - $695K
|
272K
$150M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.79K+ 18.77% |
$623K - $685K
|
11.3K
$6.25M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.76K+ 3.37% |
$615K - $676K
|
54.2K
$29.9M
|
|
|
Apr 12, 2023
Q1 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1.76K+ 1.54% |
$612K - $672K
|
116K
$63.9M
|
|
|
May 11, 2023
Q1 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1.75K+ 11.73% |
$609K - $669K
|
16.6K
$9.2M
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.75K+ 20.73% |
$609K - $669K
|
10.2K
$5.63M
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.74K+ 134.86% |
$607K - $667K
|
3.03K
$1.68M
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.72K+ 8.62% |
$599K - $658K
|
21.7K
$12M
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.71K+ 70.16% |
$596K - $654K
|
4.15K
$2.29M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.69K+ 109.92% |
$587K - $645K
|
3.22K
$1.78M
|
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.68K+ 3.24% |
$585K - $643K
|
53.5K
$29.5M
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.67K+ 46.43% |
$581K - $638K
|
5.25K
$2.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.66K+ 8.91% |
$580K - $637K
|
20.3K
$11.2M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.66K+ 0.19% |
$579K - $636K
|
870K
$481M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.65KNew |
$574K - $630K
|
1.65K
$910K
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
BUY
|
- |
1.64K+ 62.45% |
$573K - $629K
|
4.27K
$2.36M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1.64K+ 3.3% |
$571K - $628K
|
51.3K
$28.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.63K+ 21.29% |
$569K - $625K
|
9.3K
$5.14M
|
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
1.63K+ 7.67% |
$568K - $624K
|
22.9K
$12.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.63KNew |
$567K - $623K
|
1.63K
$899K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.59K+ 12.35% |
$554K - $608K
|
14.4K
$7.99M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.58K+ 14.51% |
$550K - $604K
|
12.5K
$6.88M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.58K+ 64.1% |
$549K - $603K
|
4.03K
$2.23M
|
|
|
Apr 10, 2023
Q1 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
1.57K+ 14.54% |
$547K - $600K
|
12.3K
$6.83M
|
|
|
May 11, 2023
Q1 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.57KNew |
$546K - $600K
|
1.57K
$866K
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.56KNew |
$545K - $598K
|
1.56K
$864K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1.55KNew |
$540K - $593K
|
1.55K
$856K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.55K+ 2.6% |
$539K - $592K
|
61K
$33.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.54K+ 46.67% |
$536K - $588K
|
4.83K
$2.67M
|
|
|
Apr 28, 2023
Q1 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.53K+ 136.19% |
$533K - $585K
|
2.65K
$1.46M
|
|
|
May 12, 2023
Q1 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.52K+ 6.63% |
$529K - $581K
|
24.4K
$13.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.51K+ 4.82% |
$526K - $578K
|
32.8K
$18.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
1.5K+ 15.14% |
$523K - $575K
|
11.4K
$6.31M
|
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
BUY
|
- |
1.49K+ 2.49% |
$519K - $570K
|
61.4K
$33.9M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.48K+ 12.6% |
$516K - $567K
|
13.2K
$7.31M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.42K+ 5.58% |
$496K - $545K
|
26.9K
$14.9M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.41K+ 11.69% |
$492K - $541K
|
13.5K
$7.46M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.41KNew |
$492K - $540K
|
1.41K
$779K
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.41K+ 6.69% |
$492K - $540K
|
22.5K
$12.4M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.41K+ 7.79% |
$491K - $539K
|
19.5K
$10.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.4K+ 8.67% |
$490K - $538K
|
17.6K
$9.73M
|