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 24, 2023 Q2 2023
Newport Capital Group, LLC

BUY
 -
796
New
$296K - $324K
796 $440K
Dec 18, 2023 Q2 2023
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
796
+ 1.5%
$296K - $324K
53.8K $29.8M
Aug 02, 2023 Q2 2023
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
792
+ 26.53%
$294K - $323K
3.78K $2.09M
Jul 27, 2023 Q2 2023
Mandatum Life Insurance CO LTD

BUY
 -
790
+ 2.87%
$293K - $322K
28.4K $15.7M
Aug 10, 2023 Q2 2023
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
790
+ 4.53%
$293K - $322K
18.2K $10.1M
Jul 13, 2023 Q2 2023
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
783
+ 51.92%
$291K - $319K
2.29K $1.27M
Aug 11, 2023 Q2 2023
Harbour Investment Management LLC

Edmonds, WA
BUY
 -
781
+ 95.13%
$290K - $318K
1.6K $886K
Jul 18, 2023 Q2 2023
Welch Group, LLC

BUY
 -
765
+ 3.9%
$284K - $312K
20.4K $11.3M
Aug 08, 2023 Q2 2023
Clearwater Capital Advisors, LLC

BUY
 -
764
New
$284K - $311K
764 $422K
Jul 20, 2023 Q2 2023
Veracity Capital LLC

BUY
 -
751
New
$279K - $306K
751 $415K
Aug 04, 2023 Q2 2023
Members Advisory Group LLC

Williamsville, NY
BUY
 -
749
+ 13.6%
$278K - $305K
6.26K $3.46M
Aug 01, 2023 Q2 2023
Massmutual Trust CO Fsb

BUY
 -
748
+ 17.46%
$278K - $305K
5.03K $2.78M
Jul 20, 2023 Q2 2023
Ade, LLC

BUY
 -
743
+ 1.83%
$276K - $303K
41.3K $22.8M
Aug 02, 2023 Q2 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
737
New
$274K - $300K
737 $407K
Aug 04, 2023 Q2 2023
Parsons Capital Management Inc

BUY
 -
736
+ 1.75%
$273K - $300K
42.8K $23.7M
Jul 11, 2023 Q2 2023
Ferguson Wellman Capital Management, Inc

BUY
 -
728
+ 20.59%
$270K - $296K
4.26K $2.36M
Jul 13, 2023 Q2 2023
Atlas Private Wealth Management

BUY
 -
724
New
$269K - $295K
724 $400K
Aug 04, 2023 Q2 2023
N.E.W. Advisory Services LLC

BUY
 -
724
+ 10.62%
$269K - $295K
7.54K $4.17M
Aug 10, 2023 Q2 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
714
+ 72.86%
$265K - $291K
1.69K $936K
Aug 14, 2023 Q2 2023
Punch & Associates Investment Management, Inc.

Edina, MN
BUY
 -
714
+ 14.85%
$265K - $291K
5.52K $3.05M
Jul 12, 2023 Q2 2023
Bath Savings Trust CO

BUY
 -
710
+ 16.62%
$264K - $289K
4.98K $2.75M
Aug 10, 2023 Q2 2023
Davidson Investment Advisors

BUY
 -
709
New
$263K - $289K
709 $392K
Jul 25, 2023 Q2 2023
Carret Asset Management, LLC

BUY
 -
707
New
$263K - $288K
707 $391K
Jul 26, 2023 Q2 2023
Pinnacle Associates LTD

BUY
 -
704
+ 5.19%
$261K - $287K
14.3K $7.89M
Aug 18, 2023 Q2 2023
Coombe, Bender & CO LLC

BUY
 -
700
+ 2.84%
$260K - $285K
25.4K $14M
Aug 03, 2023 Q2 2023
Vista Capital Partners, Inc.

BUY
 -
699
+ 8.43%
$260K - $285K
8.99K $4.97M
Aug 15, 2023 Q2 2023
First Citizens Bank & Trust CO

BUY
 -
699
+ 1.69%
$260K - $285K
42.1K $23.3M
Aug 07, 2023 Q2 2023
Pinkerton Retirement Specialists, LLC

Coeur D Alene, ID
BUY
 -
698
New
$259K - $284K
698 $386K
Jul 06, 2023 Q2 2023
Apella Capital, LLC

BUY
 -
697
+ 18.35%
$259K - $284K
4.5K $2.49M
Jul 07, 2023 Q2 2023
Bellecapital International Ltd.

BUY
 -
697
New
$259K - $284K
697 $385K
Jul 28, 2023 Q2 2023
Morling Financial Advisors, LLC

BUY
 -
681
+ 39.85%
$253K - $277K
2.39K $1.32M
Jul 13, 2023 Q2 2023
Life Guide Financial Advisors, LLC

BUY
 -
680
+ 16.51%
$253K - $277K
4.8K $2.65M
Jul 25, 2023 Q2 2023
Onyx Bridge Wealth Group LLC

BUY
 -
680
+ 39.35%
$253K - $277K
2.41K $1.33M
Jul 20, 2023 Q2 2023
Boyd Wealth Management, LLC

BUY
 -
678
+ 1.62%
$252K - $276K
42.5K $23.5M
Jul 18, 2023 Q2 2023
Octavia Wealth Advisors, LLC

BUY
 -
675
New
$251K - $275K
675 $373K
Jul 26, 2023 Q2 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
674
+ 17.93%
$250K - $275K
4.43K $2.45M
Jul 06, 2023 Q2 2023
Stonehearth Capital Management, LLC

BUY
 -
672
New
$250K - $274K
672 $371K
Aug 09, 2023 Q2 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
672
+ 17.55%
$250K - $274K
4.5K $2.49M
Aug 11, 2023 Q2 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
669
+ 1.09%
$248K - $272K
62.2K $34.4M
Jul 12, 2023 Q2 2023
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
663
+ 34.42%
$246K - $270K
2.59K $1.43M
Jul 20, 2023 Q2 2023
Lazari Capital Management, Inc.

Woodland Hills, CA
BUY
 -
659
New
$245K - $268K
659 $364K
Jul 17, 2023 Q2 2023
Vista Private Wealth Partners. LLC

BUY
 -
654
New
$243K - $266K
654 $362K
Aug 09, 2023 Q2 2023
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
651
New
$242K - $265K
651 $360K
Jul 17, 2023 Q2 2023
Luts & Greenleigh Group, Inc

Bethesda, MD
BUY
 -
649
+ 63.63%
$241K - $264K
1.67K $923K
Aug 09, 2023 Q2 2023
Group One Trading, L.P.

Chicago, IL
BUY
 -
646
New
$240K - $263K
646 $357K
Aug 11, 2023 Q2 2023
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
646
New
$240K - $263K
646 $357K
Jul 14, 2023 Q2 2023
Next Level Private LLC

Harrison, NY
BUY
 -
642
New
$238K - $261K
642 $355K
Aug 08, 2023 Q2 2023
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
639
New
$237K - $260K
639 $353K
Aug 14, 2023 Q2 2023
Bison Wealth, LLC

BUY
 -
638
+ 25.64%
$237K - $260K
3.13K $1.73M

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