Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.8M+ 155.27% |
$5.11B - $5.61B
|
22.6M
$12.5B
|
|
|
Aug 08, 2023
Q2 2023
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
6.49M+ 40579.64% |
$2.41B - $2.64B
|
6.51M
$3.6B
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.61M+ 40442.53% |
$597M - $655M
|
1.61M
$891M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.28M+ 69.44% |
$474M - $520M
|
3.12M
$1.72B
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.02M+ 87.25% |
$380M - $417M
|
2.2M
$1.21B
|
|
|
Jul 18, 2023
Q2 2023
|
Churchill Management Corp
|
BUY
|
- |
909KNew |
$337M - $370M
|
909K
$502M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
907K+ 4.33% |
$337M - $370M
|
21.8M
$12.1B
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
687KNew |
$255M - $280M
|
687K
$380M
|
|
|
Mar 11, 2024
Q2 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
562KNew |
$209M - $229M
|
562K
$311M
|
|
|
Feb 05, 2024
Q2 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
560KNew |
$208M - $228M
|
560K
$309M
|
|
|
Feb 07, 2024
Q2 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
560KNew |
$208M - $228M
|
560K
$309M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
546K+ 47.44% |
$203M - $222M
|
1.7M
$938M
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
542K+ 2.73% |
$201M - $221M
|
20.4M
$11.3B
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
348K+ 181.99% |
$129M - $142M
|
539K
$298M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
338K+ 2040.98% |
$125M - $137M
|
354K
$196M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
335K+ 10.17% |
$124M - $136M
|
3.62M
$2B
|
|
|
Aug 03, 2023
Q2 2023
|
Trb Advisors LP
New York, NY |
BUY
|
- |
300K+ 600.0% |
$111M - $122M
|
350K
$193M
|
|
|
Aug 09, 2023
Q2 2023
|
Tiff Advisory Services Inc
|
BUY
|
- |
279KNew |
$103M - $113M
|
279K
$154M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
242K+ 447.16% |
$89.9M - $98.6M
|
296K
$164M
|
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
235K+ 31944.64% |
$87.4M - $95.9M
|
236K
$131M
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
BUY
|
- |
228K+ 11625.61% |
$84.8M - $93M
|
230K
$127M
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
220KNew |
$81.8M - $89.7M
|
220K
$122M
|
|
|
Aug 07, 2023
Q2 2023
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
212K+ 28.82% |
$78.6M - $86.1M
|
945K
$523M
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
199KNew |
$74.1M - $81.3M
|
199K
$110M
|
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
193K+ 124.39% |
$71.8M - $78.7M
|
348K
$193M
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
179K+ 29.22% |
$66.5M - $72.9M
|
792K
$438M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
169K+ 108.94% |
$62.9M - $69M
|
325K
$180M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
146K+ 3.35% |
$54.3M - $59.5M
|
4.5M
$2.49B
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
140KNew |
$52.1M - $57.1M
|
140K
$77.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
136K+ 239.12% |
$50.6M - $55.5M
|
193K
$107M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
135K+ 55.6% |
$50M - $54.9M
|
377K
$208M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
128K+ 4.07% |
$47.6M - $52.2M
|
3.28M
$1.81B
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
120K+ 689.88% |
$44.6M - $48.9M
|
137K
$76M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
119K+ 9.33% |
$44.3M - $48.6M
|
1.4M
$774M
|
|
|
Jul 19, 2023
Q2 2023
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
106K+ 12.01% |
$39.5M - $43.3M
|
992K
$548M
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
105K+ 111.73% |
$39.1M - $42.8M
|
199K
$110M
|
|
|
Sep 08, 2023
Q2 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
101KNew |
$37.4M - $41M
|
101K
$55.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
BUY
|
- |
95.9K+ 1025.77% |
$35.6M - $39.1M
|
105K
$58.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
91.8K+ 127.13% |
$34.1M - $37.4M
|
164K
$90.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
91.7KNew |
$34.1M - $37.3M
|
91.7K
$50.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
89K+ 10.34% |
$33M - $36.2M
|
950K
$525M
|
|
|
Aug 14, 2023
Q2 2023
|
Hound Partners, LLC
New York, NY |
BUY
|
- |
88.3KNew |
$32.8M - $35.9M
|
88.3K
$48.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
87.4K+ 24.29% |
$32.5M - $35.6M
|
447K
$247M
|
|
|
Aug 14, 2023
Q2 2023
|
Prem Watsa
Fairfax Financial Holdings LTD | Toronto, A6
|
BUY
|
- |
82.6K+ 5900.0% |
$30.7M - $33.6M
|
84K
$46.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Edgehill Endowment Partners, LLC
|
BUY
|
- |
81K+ 23.91% |
$30.1M - $33M
|
420K
$232M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
80.4K+ 62.94% |
$29.9M - $32.7M
|
208K
$115M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
79.4K+ 4.67% |
$29.5M - $32.3M
|
1.78M
$983M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
78.4K+ 4.2% |
$29.1M - $31.9M
|
1.95M
$1.08B
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
77.6K+ 7.09% |
$28.8M - $31.6M
|
1.17M
$648M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
77.3K+ 15.91% |
$28.7M - $31.5M
|
563K
$311M
|