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 |
---|---|---|---|---|---|---|---|
Sep 07, 2023
Q2 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.73K+ 3.08% |
$644K - $706K
|
57.9K
$32M
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.72K+ 21.44% |
$638K - $699K
|
9.72K
$5.38M
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.72K+ 0.89% |
$637K - $699K
|
194K
$107M
|
|
Aug 23, 2023
Q2 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
1.71KNew |
$635K - $696K
|
1.71K
$945K
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.7K+ 69.52% |
$631K - $692K
|
4.14K
$2.29M
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.69K+ 938.33% |
$627K - $688K
|
1.87K
$1.03M
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.69K+ 13.43% |
$626K - $687K
|
14.2K
$7.87M
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.68KNew |
$626K - $686K
|
1.68K
$931K
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
1.67K+ 2647.62% |
$620K - $679K
|
1.73K
$957K
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.67K+ 0.18% |
$618K - $678K
|
951K
$526M
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
BUY
|
- |
1.66K+ 49.6% |
$615K - $675K
|
5K
$2.76M
|
|
Jul 11, 2023
Q2 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.64K+ 204.89% |
$607K - $666K
|
2.43K
$1.35M
|
|
Jul 28, 2023
Q2 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
1.62K+ 7.36% |
$602K - $661K
|
23.7K
$13.1M
|
|
Jul 27, 2023
Q2 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.61K+ 1.33% |
$600K - $657K
|
123K
$68.2M
|
|
Aug 09, 2023
Q2 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
1.61K+ 9.86% |
$598K - $656K
|
18K
$9.92M
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1.57K+ 5.59% |
$584K - $641K
|
29.7K
$16.4M
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.57K+ 18.74% |
$583K - $639K
|
9.95K
$5.5M
|
|
Jul 13, 2023
Q2 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.54K+ 2.96% |
$573K - $628K
|
53.6K
$29.6M
|
|
Jul 14, 2023
Q2 2023
|
Applied Capital LLC
|
BUY
|
- |
1.54K+ 2.52% |
$572K - $627K
|
62.6K
$34.6M
|
|
Jul 14, 2023
Q2 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
1.54K+ 6.87% |
$571K - $626K
|
23.9K
$13.2M
|
|
Jul 13, 2023
Q2 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.53K+ 83.37% |
$568K - $623K
|
3.36K
$1.86M
|
|
Aug 09, 2023
Q2 2023
|
Ma Private Wealth
|
BUY
|
- |
1.51K+ 0.61% |
$560K - $614K
|
248K
$137M
|
|
Jul 17, 2023
Q2 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.51K+ 1.19% |
$560K - $614K
|
128K
$70.7M
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.5K+ 9.0% |
$555K - $609K
|
18.1K
$10M
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.49K+ 1.6% |
$553K - $606K
|
94.5K
$52.2M
|
|
Jul 26, 2023
Q2 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
1.49KNew |
$552K - $605K
|
1.49K
$821K
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.47KNew |
$547K - $600K
|
1.47K
$814K
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.46K+ 7.17% |
$540K - $593K
|
21.7K
$12M
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.45K+ 1.09% |
$539K - $591K
|
135K
$74.7M
|
|
Aug 10, 2023
Q2 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
1.45K+ 4.46% |
$539K - $591K
|
34K
$18.8M
|
|
Aug 04, 2023
Q2 2023
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
1.44K+ 5.75% |
$536K - $588K
|
26.5K
$14.7M
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.43K+ 4.8% |
$532K - $584K
|
31.3K
$17.3M
|
|
Aug 24, 2023
Q2 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
1.42K+ 6.69% |
$527K - $578K
|
22.7K
$12.5M
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.4K+ 20.97% |
$521K - $571K
|
8.09K
$4.47M
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.4K+ 20.97% |
$521K - $571K
|
8.09K
$4.47M
|
|
Jul 26, 2023
Q2 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.39K+ 5.69% |
$516K - $565K
|
25.8K
$14.2M
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.37K+ 14.78% |
$510K - $560K
|
10.7K
$5.9M
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.37K+ 8.9% |
$509K - $558K
|
16.8K
$9.27M
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
1.36KNew |
$506K - $555K
|
1.36K
$753K
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.35KNew |
$503K - $551K
|
1.35K
$749K
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.35K+ 13.15% |
$503K - $551K
|
11.6K
$6.43M
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.35K+ 0.23% |
$501K - $550K
|
591K
$327M
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.35K+ 0.87% |
$501K - $549K
|
156K
$86.3M
|
|
Jul 13, 2023
Q2 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
1.34K+ 47.79% |
$498K - $546K
|
4.14K
$2.29M
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.33K+ 11.25% |
$496K - $543K
|
13.2K
$7.29M
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
1.33K+ 93.4% |
$494K - $542K
|
2.75K
$1.52M
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.31KNew |
$488K - $535K
|
1.31K
$726K
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
1.31K+ 12.3% |
$487K - $534K
|
12K
$6.62M
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1.31K+ 14.48% |
$485K - $532K
|
10.3K
$5.71M
|
|
Aug 02, 2023
Q2 2023
|
Northstar Group, Inc.
|
BUY
|
- |
1.28K+ 5.47% |
$476K - $522K
|
24.7K
$13.7M
|