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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
299+ 14.52% |
$111K - $122K
|
2.36K
$1.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
299+ 1.35% |
$111K - $122K
|
22.5K
$12.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
295+ 0.61% |
$110K - $120K
|
48.4K
$26.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
294+ 14.39% |
$109K - $120K
|
2.34K
$1.29M
|
|
|
Jul 19, 2023
Q2 2023
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
290+ 1.01% |
$108K - $118K
|
28.9K
$16M
|
|
|
Jul 21, 2023
Q2 2023
|
Sequent Asset Management, LLC
|
BUY
|
- |
289+ 1.9% |
$107K - $118K
|
15.5K
$8.56M
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
288+ 5.48% |
$107K - $117K
|
5.54K
$3.06M
|
|
|
Jul 31, 2023
Q2 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
287+ 2.55% |
$107K - $117K
|
11.6K
$6.39M
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
285+ 3.97% |
$106K - $116K
|
7.46K
$4.13M
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
284+ 18.15% |
$105K - $116K
|
1.85K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
283+ 6.98% |
$105K - $115K
|
4.34K
$2.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
282New |
$105K - $115K
|
282
$156K
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
280+ 23.91% |
$104K - $114K
|
1.45K
$802K
|
|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
280+ 7.47% |
$104K - $114K
|
4.03K
$2.23M
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
279+ 1.24% |
$104K - $114K
|
22.8K
$12.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
279+ 1328.57% |
$104K - $114K
|
300
$166K
|
|
|
Oct 02, 2024
Q2 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
278+ 16.11% |
$103K - $113K
|
2K
$1.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
272+ 5.69% |
$101K - $111K
|
5.05K
$2.79M
|
|
|
Aug 03, 2023
Q2 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
271+ 2.31% |
$101K - $110K
|
12K
$6.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
270+ 5.02% |
$100K - $110K
|
5.65K
$3.12M
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
268New |
$99.5K - $109K
|
268
$148K
|
|
|
Jul 24, 2023
Q2 2023
|
Center For Asset Management LLC
|
BUY
|
- |
267+ 25.9% |
$99.2K - $109K
|
1.3K
$718K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
267+ 2.19% |
$99.2K - $109K
|
12.5K
$6.89M
|
|
|
Aug 07, 2023
Q2 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
265+ 3.04% |
$98.4K - $108K
|
8.97K
$4.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
264+ 0.86% |
$98.1K - $108K
|
30.9K
$17.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
264+ 24.49% |
$98.1K - $108K
|
1.34K
$742K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
262+ 10.21% |
$97.3K - $107K
|
2.83K
$1.56M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
251+ 473.58% |
$93.2K - $102K
|
304
$168K
|
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
249+ 2.84% |
$92.5K - $101K
|
9.02K
$4.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
249+ 8.72% |
$92.5K - $101K
|
3.1K
$1.72M
|
|
|
Jul 19, 2023
Q2 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
248+ 42.03% |
$92.1K - $101K
|
838
$463K
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
248+ 2.13% |
$92.1K - $101K
|
11.9K
$6.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
244+ 139.43% |
$90.6K - $99.4K
|
419
$232K
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
243+ 35.27% |
$90.3K - $99K
|
932
$515K
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
242+ 3.58% |
$89.9K - $98.6K
|
7.01K
$3.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
240+ 16.26% |
$89.1K - $97.7K
|
1.72K
$949K
|
|
|
Aug 11, 2023
Q2 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
237+ 22.15% |
$88K - $96.5K
|
1.31K
$723K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
236+ 5.87% |
$87.7K - $96.1K
|
4.26K
$2.35M
|
|
|
Jul 31, 2023
Q2 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
235+ 1.23% |
$87.3K - $95.7K
|
19.3K
$10.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
234+ 6.66% |
$86.9K - $95.3K
|
3.75K
$2.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
234+ 2.24% |
$86.9K - $95.3K
|
10.7K
$5.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
232+ 5.75% |
$86.2K - $94.5K
|
4.26K
$2.36M
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
231+ 8.24% |
$85.8K - $94.1K
|
3.04K
$1.68M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
230+ 6.18% |
$85.4K - $93.7K
|
3.95K
$2.18M
|
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
230+ 8.79% |
$85.4K - $93.7K
|
2.85K
$1.57M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
230+ 9.72% |
$85.4K - $93.7K
|
2.6K
$1.44M
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
227+ 1.78% |
$84.3K - $92.5K
|
13K
$7.18M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
226New |
$83.9K - $92K
|
226
$125K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
226+ 81.29% |
$83.9K - $92K
|
504
$279K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
225+ 432.69% |
$83.6K - $91.6K
|
277
$153K
|