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 02, 2023
Q2 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
174+ 0.22% |
$64.6K - $70.9K
|
78.8K
$40.3M
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
172+ 2.45% |
$63.9K - $70.1K
|
7.18K
$3.67M
|
|
|
Jul 26, 2023
Q2 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
170+ 177.08% |
$63.1K - $69.2K
|
266
$136K
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
170+ 2.06% |
$63.1K - $69.2K
|
8.43K
$4.31M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
169+ 0.88% |
$62.8K - $68.8K
|
19.3K
$9.87M
|
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
BUY
|
- |
169+ 0.8% |
$62.8K - $68.8K
|
21.4K
$10.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
168+ 7.04% |
$62.4K - $68.4K
|
2.56K
$1.31M
|
|
|
Aug 03, 2023
Q2 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
167+ 146.49% |
$62K - $68K
|
281
$144K
|
|
|
Aug 07, 2023
Q2 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
165+ 0.45% |
$61.3K - $67.2K
|
36.8K
$18.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Bernzott Capital Advisors
|
BUY
|
- |
163+ 6.29% |
$60.5K - $66.4K
|
2.75K
$1.41M
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
161+ 0.16% |
$59.8K - $65.6K
|
104K
$53M
|
|
|
Aug 11, 2023
Q2 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
159+ 4.7% |
$59.1K - $64.8K
|
3.54K
$1.81M
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
157+ 3.77% |
$58.3K - $63.9K
|
4.33K
$2.21M
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
157+ 0.51% |
$58.3K - $63.9K
|
31K
$15.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
157+ 28.29% |
$58.3K - $63.9K
|
712
$364K
|
|
|
Aug 03, 2023
Q2 2023
|
Harbor Advisory Corp
|
BUY
|
- |
155+ 0.39% |
$57.6K - $63.1K
|
39.5K
$20.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
155+ 2.04% |
$57.6K - $63.1K
|
7.77K
$3.97M
|
|
|
Apr 22, 2024
Q2 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
155+ 2.04% |
$57.6K - $63.1K
|
7.77K
$3.97M
|
|
|
Jul 06, 2023
Q2 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
154+ 0.2% |
$57.2K - $62.7K
|
77.6K
$39.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
153+ 288.68% |
$56.8K - $62.3K
|
206
$105K
|
|
|
Jul 31, 2023
Q2 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
151+ 0.96% |
$56.1K - $61.5K
|
15.8K
$8.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
151+ 21.36% |
$56.1K - $61.5K
|
858
$439K
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
150+ 6.54% |
$55.7K - $61.1K
|
2.45K
$1.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
150+ 3.29% |
$55.7K - $61.1K
|
4.71K
$2.41M
|
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
148+ 4.88% |
$55K - $60.3K
|
3.18K
$1.63M
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Services
|
BUY
|
- |
145+ 3.17% |
$53.9K - $59.1K
|
4.73K
$2.42M
|
|
|
Aug 04, 2023
Q2 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
144+ 6.74% |
$53.5K - $58.6K
|
2.28K
$1.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
143+ 1.57% |
$53.1K - $58.2K
|
9.25K
$4.73M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
142+ 0.44% |
$52.7K - $57.8K
|
32.3K
$16.5M
|
|
|
Feb 05, 2025
Q2 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
140+ 23.1% |
$52K - $57K
|
746
$381K
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
139+ 16.83% |
$51.6K - $56.6K
|
965
$493K
|
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
BUY
|
- |
138+ 3.59% |
$51.3K - $56.2K
|
3.99K
$2.04M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
138+ 7.59% |
$51.3K - $56.2K
|
1.96K
$1M
|
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
138+ 10.1% |
$51.3K - $56.2K
|
1.5K
$769K
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
138+ 8.15% |
$51.3K - $56.2K
|
1.83K
$936K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
137+ 83.03% |
$50.9K - $55.8K
|
302
$154K
|
|
|
Jul 21, 2023
Q2 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
137+ 0.08% |
$50.9K - $55.8K
|
162K
$82.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
135+ 5.67% |
$50.1K - $55K
|
2.51K
$1.29M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
134+ 18.59% |
$49.8K - $54.6K
|
855
$437K
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
132+ 17.01% |
$49K - $53.8K
|
908
$464K
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
BUY
|
- |
132+ 1.38% |
$49K - $53.8K
|
9.71K
$4.96M
|
|
|
Jul 24, 2023
Q2 2023
|
True Wealth Financial Partners
|
BUY
|
- |
131+ 0.43% |
$48.7K - $53.4K
|
30.5K
$15.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
130+ 16.99% |
$48.3K - $52.9K
|
895
$457K
|
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
128+ 0.38% |
$47.5K - $52.1K
|
34.2K
$17.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
128+ 1.54% |
$47.5K - $52.1K
|
8.43K
$4.31M
|
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
126+ 3.06% |
$46.8K - $51.3K
|
4.25K
$2.17M
|
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
BUY
|
- |
126+ 4.96% |
$46.8K - $51.3K
|
2.66K
$1.36M
|
|
|
Apr 02, 2024
Q2 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
126+ 0.43% |
$46.8K - $51.3K
|
29.2K
$14.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
125+ 1.39% |
$46.4K - $50.9K
|
9.11K
$4.66M
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
124+ 1.18% |
$46.1K - $50.5K
|
10.6K
$5.43M
|