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 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
980+ 7.27% |
$364K - $399K
|
14.5K
$7.39M
|
|
Jul 24, 2023
Q2 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
971+ 4.1% |
$361K - $395K
|
24.7K
$12.6M
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
971+ 16.28% |
$361K - $395K
|
6.94K
$3.54M
|
|
Aug 14, 2023
Q2 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
970New |
$360K - $395K
|
970
$496K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
968+ 2.4% |
$360K - $394K
|
41.4K
$21.2M
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
965New |
$358K - $393K
|
965
$493K
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
964+ 2.53% |
$358K - $393K
|
39K
$19.9M
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
964+ 11.57% |
$358K - $393K
|
9.29K
$4.75M
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
961+ 3.1% |
$357K - $391K
|
31.9K
$16.3M
|
|
Jul 27, 2023
Q2 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
951+ 23.09% |
$353K - $387K
|
5.07K
$2.59M
|
|
Aug 08, 2023
Q2 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
951+ 4.48% |
$353K - $387K
|
22.2K
$11.3M
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
949+ 15.67% |
$352K - $387K
|
7.01K
$3.58M
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
944+ 7.17% |
$351K - $384K
|
14.1K
$7.22M
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
943+ 1.26% |
$350K - $384K
|
75.9K
$38.8M
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
943New |
$350K - $384K
|
943
$482K
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
935New |
$347K - $381K
|
935
$478K
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
930+ 12.6% |
$345K - $379K
|
8.31K
$4.25M
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
930+ 10.8% |
$345K - $379K
|
9.54K
$4.88M
|
|
Aug 04, 2023
Q2 2023
|
Hemington Wealth Management
|
BUY
|
- |
917+ 15.69% |
$341K - $373K
|
6.76K
$3.46M
|
|
Aug 08, 2023
Q2 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
914New |
$339K - $372K
|
914
$467K
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
909+ 9.61% |
$338K - $370K
|
10.4K
$5.3M
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
909+ 6.29% |
$338K - $370K
|
15.4K
$7.85M
|
|
Jul 14, 2023
Q2 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
908+ 127.71% |
$337K - $370K
|
1.62K
$828K
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
903New |
$335K - $368K
|
903
$462K
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
902New |
$335K - $367K
|
902
$461K
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
902+ 4510.0% |
$335K - $367K
|
922
$471K
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
901+ 6.88% |
$335K - $367K
|
14K
$7.15M
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
893+ 10.07% |
$332K - $364K
|
9.76K
$4.99M
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
890+ 65.83% |
$331K - $362K
|
2.24K
$1.15M
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
890+ 65.83% |
$331K - $362K
|
2.24K
$1.15M
|
|
Jul 27, 2023
Q2 2023
|
Inlet Private Wealth, LLC
|
BUY
|
- |
889New |
$330K - $362K
|
889
$454K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
885+ 17.82% |
$329K - $360K
|
5.85K
$2.99M
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
885+ 17.82% |
$329K - $360K
|
5.85K
$2.99M
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
879+ 0.7% |
$326K - $358K
|
126K
$64.3M
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
BUY
|
- |
877+ 38.72% |
$326K - $357K
|
3.14K
$1.61M
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
871+ 3.52% |
$324K - $355K
|
25.6K
$13.1M
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
869+ 3.23% |
$323K - $354K
|
27.8K
$14.2M
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
BUY
|
- |
857+ 2.33% |
$318K - $349K
|
37.6K
$19.2M
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
856New |
$318K - $349K
|
856
$438K
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
849New |
$315K - $346K
|
849
$434K
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
848+ 31.27% |
$315K - $345K
|
3.56K
$1.82M
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
847+ 100.24% |
$315K - $345K
|
1.69K
$865K
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
843+ 10.73% |
$313K - $343K
|
8.7K
$4.45M
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
843+ 355.7% |
$313K - $343K
|
1.08K
$552K
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
834+ 49.26% |
$310K - $340K
|
2.53K
$1.29M
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
834+ 0.53% |
$310K - $340K
|
159K
$81.2M
|
|
Aug 14, 2023
Q2 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
826+ 6.02% |
$307K - $336K
|
14.6K
$7.44M
|
|
Aug 11, 2023
Q2 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
816New |
$303K - $332K
|
816
$417K
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
810+ 267.33% |
$301K - $330K
|
1.11K
$569K
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
807New |
$300K - $329K
|
807
$413K
|