Purchases and Sales Made in Q2 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 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
Jul 19, 2023 Q2 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
1.28K
+ 2.3%
$475K - $521K
57K $31.5M
Jul 13, 2023 Q2 2023
Olio Financial Planning

BUY
 -
1.28K
New
$474K - $520K
1.28K $705K
Jul 28, 2023 Q2 2023
Cpa Asset Management LLC

West Palm Beach, FL
BUY
 -
1.28K
+ 231.16%
$474K - $520K
1.83K $1.01M
Jul 20, 2023 Q2 2023
Kathleen S. Wright Associates Inc.

BUY
 -
1.26K
+ 5.89%
$467K - $512K
22.6K $12.5M
Jul 26, 2023 Q2 2023
Paragon Wealth Strategies, LLC

BUY
 -
1.26K
+ 232.41%
$466K - $511K
1.8K $992K
Jul 20, 2023 Q2 2023
Naviter Wealth, LLC

BUY
 -
1.24K
New
$461K - $505K
1.24K $686K
Aug 14, 2023 Q2 2023
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
1.23K
+ 5.85%
$456K - $500K
22.2K $12.3M
Jul 20, 2023 Q2 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
1.23K
+ 16.13%
$456K - $500K
8.83K $4.88M
Jul 31, 2023 Q2 2023
Dakota Wealth Management

BUY
 -
1.22K
+ 9.43%
$452K - $496K
14.1K $7.8M
Jul 28, 2023 Q2 2023
Legacy Financial Strategies, LLC

Leawood, KS
BUY
 -
1.21K
+ 23.19%
$449K - $493K
6.43K $3.55M
Jul 10, 2023 Q2 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
1.21K
+ 6.19%
$448K - $491K
20.7K $11.4M
Aug 14, 2023 Q2 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
1.2K
+ 93.33%
$447K - $490K
2.49K $1.38M
Aug 11, 2023 Q2 2023
Bay Colony Advisory Group, Inc D

BUY
 -
1.2K
+ 14.21%
$446K - $489K
9.65K $5.33M
Jul 21, 2023 Q2 2023
Kovack Advisors, Inc.

BUY
 -
1.19K
+ 6.75%
$442K - $484K
18.8K $10.4M
Aug 04, 2023 Q2 2023
Smith Shellnut Wilson LLC

BUY
 -
1.16K
+ 7.58%
$432K - $474K
16.5K $9.12M
Aug 07, 2023 Q2 2023
Gainplan LLC

Bloomfield Hills, MI
BUY
 -
1.15K
+ 4.78%
$426K - $468K
25.1K $13.9M
Aug 01, 2023 Q2 2023
Heritage Investors Management Corp

BUY
 -
1.14K
+ 6.18%
$423K - $463K
19.5K $10.8M
Jul 17, 2023 Q2 2023
Bridge Advisory, LLC

BUY
 -
1.14K
New
$422K - $463K
1.14K $629K
Jul 10, 2023 Q2 2023
Curated Wealth Partners LLC

BUY
 -
1.12K
+ 12.34%
$417K - $457K
10.2K $5.65M
Jul 17, 2023 Q2 2023
Wealth Advisors, Inc.

BUY
 -
1.11K
New
$414K - $454K
1.11K $616K
Aug 11, 2023 Q2 2023
Becker Capital Management Inc

BUY
 -
1.1K
+ 17.95%
$408K - $447K
7.22K $3.99M
Jul 28, 2023 Q2 2023
Northeast Investment Management

BUY
 -
1.09K
+ 1.39%
$405K - $444K
79.5K $44M
Jul 24, 2023 Q2 2023
Accel Wealth Management

BUY
 -
1.07K
+ 64.27%
$398K - $437K
2.74K $1.51M
Jul 26, 2023 Q2 2023
First Heartland Consultants, Inc.

BUY
 -
1.05K
+ 22.12%
$390K - $428K
5.8K $3.21M
Jul 28, 2023 Q2 2023
Howland Capital Management LLC

BUY
 -
1.04K
+ 7.31%
$384K - $422K
15.2K $8.4M
Aug 15, 2023 Q2 2023
Crestwood Advisors Group LLC

BUY
 -
1.04K
+ 3.25%
$384K - $422K
32.9K $18.2M
Aug 11, 2023 Q2 2023
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
1.03K
+ 6.43%
$384K - $421K
17.1K $9.45M
Aug 14, 2023 Q2 2023
Cohen & Steers, Inc.

New York, NY
BUY
 -
1.03K
+ 16.44%
$383K - $420K
7.31K $4.04M
Aug 14, 2023 Q2 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
1.03K
+ 29.23%
$383K - $419K
4.55K $2.52M
Aug 03, 2023 Q2 2023
Facet Wealth, Inc.

BUY
 -
1.03K
+ 7.64%
$382K - $419K
14.5K $8.01M
Jul 07, 2023 Q2 2023
First National Bank Of Mount Dora, Trust Investment Services

BUY
 -
1.02K
New
$378K - $414K
1.02K $562K
Jul 17, 2023 Q2 2023
Schear Investment Advisers, LLC

Cincinnati, OH
BUY
 -
1.02K
+ 8.16%
$377K - $414K
13.5K $7.44M
Aug 14, 2023 Q2 2023
Petix & Botte CO

BUY
 -
1.01K
New
$375K - $411K
1.01K $558K
Aug 10, 2023 Q2 2023
Continental Investors Services, Inc.

Longview, WA
BUY
 -
1.01K
New
$375K - $411K
1.01K $558K
Aug 14, 2023 Q2 2023
Private Portfolio Partners LLC

BUY
 -
1.01K
+ 8.82%
$375K - $411K
12.5K $6.88M
Jul 17, 2023 Q2 2023
Bryant Woods Investment Advisors, LLC

BUY
 -
1.01K
+ 4.8%
$374K - $410K
22K $12.2M
Aug 01, 2023 Q2 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
1.01K
+ 21.84%
$374K - $410K
5.62K $3.11M
Aug 09, 2023 Q2 2023
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
1.01K
New
$373K - $409K
1.01K $556K
Jul 31, 2023 Q2 2023
Heritage Financial Services, LLC

BUY
 -
1K
+ 149.18%
$373K - $409K
1.68K $927K
Aug 09, 2023 Q2 2023
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
1K
+ 0.25%
$373K - $409K
396K $219M
Jul 26, 2023 Q2 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
1K
+ 10.55%
$372K - $408K
10.5K $5.8M
Aug 03, 2023 Q2 2023
Aquire Wealth Advisors, LLC

BUY
 -
1K
New
$371K - $407K
1K $553K
Aug 14, 2023 Q2 2023
Allie Family Office LLC

BUY
 -
998
+ 5.88%
$371K - $406K
18K $9.93M
Aug 03, 2023 Q2 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
989
New
$367K - $403K
989 $547K
Aug 07, 2023 Q2 2023
Madden Advisory Services, Inc.

BUY
 -
989
+ 3.72%
$367K - $403K
27.6K $15.3M
Jul 28, 2023 Q2 2023
Lion Street Advisors, LLC

BUY
 -
981
+ 23.46%
$364K - $400K
5.16K $2.85M
Aug 09, 2023 Q2 2023
Sumitomo Mitsui Financial Group, Inc.

Tokyo, M0
BUY
 -
980
+ 7.27%
$364K - $399K
14.5K $8M
Jul 24, 2023 Q2 2023
Boston Trust Walden Corp

BUY
 -
971
+ 4.1%
$361K - $395K
24.7K $13.6M
Aug 10, 2023 Q2 2023
Alterna Wealth Management, Inc

Houston, TX
BUY
 -
971
+ 16.28%
$361K - $395K
6.94K $3.83M

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