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 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
121+ 14.63% |
$44.9K - $49.3K
|
948
$485K
|
|
Aug 01, 2023
Q2 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
120+ 2.66% |
$44.6K - $48.9K
|
4.63K
$2.37M
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
120+ 0.44% |
$44.6K - $48.9K
|
27.6K
$14.1M
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
119+ 1.29% |
$44.2K - $48.5K
|
9.33K
$4.77M
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
119+ 10.42% |
$44.2K - $48.5K
|
1.26K
$645K
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
119+ 16.74% |
$44.2K - $48.5K
|
830
$424K
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
BUY
|
- |
118+ 0.86% |
$43.8K - $48.1K
|
13.9K
$7.1M
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
117+ 0.21% |
$43.5K - $47.7K
|
55K
$28.1M
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
116+ 3.54% |
$43.1K - $47.2K
|
3.39K
$1.73M
|
|
Aug 02, 2023
Q2 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
115New |
$42.7K - $46.8K
|
115
$58.8K
|
|
Jul 13, 2023
Q2 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
113+ 0.92% |
$42K - $46K
|
12.5K
$6.37M
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
113+ 15.33% |
$42K - $46K
|
850
$434K
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
113+ 8.2% |
$42K - $46K
|
1.49K
$762K
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
111+ 6.15% |
$41.2K - $45.2K
|
1.92K
$979K
|
|
Aug 11, 2023
Q2 2023
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
111+ 7.52% |
$41.2K - $45.2K
|
1.59K
$812K
|
|
Jul 28, 2023
Q2 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
110+ 1.35% |
$40.9K - $44.8K
|
8.25K
$4.22M
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
110+ 12.7% |
$40.9K - $44.8K
|
976
$499K
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
110+ 104.76% |
$40.9K - $44.8K
|
215
$110K
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
108+ 29.19% |
$40.1K - $44K
|
478
$244K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
108+ 9.85% |
$40.1K - $44K
|
1.21K
$616K
|
|
Jul 21, 2023
Q2 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
107+ 9.01% |
$39.7K - $43.6K
|
1.3K
$662K
|
|
Jul 24, 2023
Q2 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
107+ 6.41% |
$39.7K - $43.6K
|
1.78K
$908K
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
BUY
|
- |
107+ 2.5% |
$39.7K - $43.6K
|
4.38K
$2.24M
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
103+ 130.38% |
$38.3K - $41.9K
|
182
$93K
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
103+ 10.5% |
$38.3K - $41.9K
|
1.08K
$554K
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
BUY
|
- |
102+ 1.0% |
$37.9K - $41.5K
|
10.3K
$5.27M
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
100+ 14.41% |
$37.1K - $40.7K
|
794
$406K
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
98+ 4.42% |
$36.4K - $39.9K
|
2.31K
$1.18M
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
98+ 2.46% |
$36.4K - $39.9K
|
4.09K
$2.09M
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
97+ 8.03% |
$36K - $39.5K
|
1.31K
$667K
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
97+ 0.9% |
$36K - $39.5K
|
10.9K
$5.58M
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
96+ 3.75% |
$35.7K - $39.1K
|
2.65K
$1.36M
|
|
Jul 25, 2023
Q2 2023
|
Mcia Inc
|
BUY
|
- |
95+ 12.91% |
$35.3K - $38.7K
|
831
$425K
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
95+ 11.32% |
$35.3K - $38.7K
|
934
$477K
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
95+ 8.25% |
$35.3K - $38.7K
|
1.25K
$637K
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
93+ 10.63% |
$34.5K - $37.9K
|
968
$495K
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
93+ 5.1% |
$34.5K - $37.9K
|
1.92K
$979K
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
90+ 3.11% |
$33.4K - $36.7K
|
2.98K
$1.52M
|
|
Oct 26, 2023
Q2 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
90+ 12.57% |
$33.4K - $36.7K
|
806
$412K
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
89+ 0.21% |
$33.1K - $36.2K
|
42.7K
$21.9M
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
89+ 5.63% |
$33.1K - $36.2K
|
1.67K
$854K
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
89+ 5.63% |
$33.1K - $36.2K
|
1.67K
$854K
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
88+ 2.53% |
$32.7K - $35.8K
|
3.57K
$1.82M
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
87+ 5.18% |
$32.3K - $35.4K
|
1.77K
$903K
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
86+ 3.86% |
$31.9K - $35K
|
2.32K
$1.18M
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
BUY
|
- |
85+ 2.06% |
$31.6K - $34.6K
|
4.21K
$2.15M
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
84+ 15.19% |
$31.2K - $34.2K
|
637
$326K
|
|
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
BUY
|
- |
83+ 1.79% |
$30.8K - $33.8K
|
4.71K
$2.41M
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
BUY
|
- |
83+ 5.36% |
$30.8K - $33.8K
|
1.63K
$834K
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
83+ 0.34% |
$30.8K - $33.8K
|
24.4K
$12.5M
|