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 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
117+ 0.21% |
$43.5K - $47.7K
|
55K
$30M
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
116+ 3.54% |
$43.1K - $47.2K
|
3.39K
$1.85M
|
|
|
Aug 02, 2023
Q2 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
115New |
$42.7K - $46.8K
|
115
$62.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
113+ 0.92% |
$42K - $46K
|
12.5K
$6.81M
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
113+ 15.33% |
$42K - $46K
|
850
$464K
|
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
113+ 8.2% |
$42K - $46K
|
1.49K
$814K
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
111+ 6.15% |
$41.2K - $45.2K
|
1.92K
$1.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
111+ 7.52% |
$41.2K - $45.2K
|
1.59K
$867K
|
|
|
Jul 28, 2023
Q2 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
110+ 1.35% |
$40.9K - $44.8K
|
8.25K
$4.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
110+ 12.7% |
$40.9K - $44.8K
|
976
$533K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
110+ 104.76% |
$40.9K - $44.8K
|
215
$117K
|
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
108+ 29.19% |
$40.1K - $44K
|
478
$261K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
108+ 9.85% |
$40.1K - $44K
|
1.21K
$658K
|
|
|
Jul 21, 2023
Q2 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
107+ 9.01% |
$39.7K - $43.6K
|
1.3K
$707K
|
|
|
Jul 24, 2023
Q2 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
107+ 6.41% |
$39.7K - $43.6K
|
1.78K
$970K
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
BUY
|
- |
107+ 2.5% |
$39.7K - $43.6K
|
4.38K
$2.39M
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
103+ 130.38% |
$38.3K - $41.9K
|
182
$99.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
103+ 10.5% |
$38.3K - $41.9K
|
1.08K
$592K
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
BUY
|
- |
102+ 1.0% |
$37.9K - $41.5K
|
10.3K
$5.63M
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
100+ 14.41% |
$37.1K - $40.7K
|
794
$434K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
98+ 4.42% |
$36.4K - $39.9K
|
2.31K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
98+ 2.46% |
$36.4K - $39.9K
|
4.09K
$2.23M
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
97+ 8.03% |
$36K - $39.5K
|
1.31K
$713K
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
97+ 0.9% |
$36K - $39.5K
|
10.9K
$5.96M
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
96+ 3.75% |
$35.7K - $39.1K
|
2.65K
$1.45M
|
|
|
Jul 25, 2023
Q2 2023
|
Mcia Inc
|
BUY
|
- |
95+ 12.91% |
$35.3K - $38.7K
|
831
$454K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
95+ 11.32% |
$35.3K - $38.7K
|
934
$510K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
95+ 8.25% |
$35.3K - $38.7K
|
1.25K
$680K
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
93+ 10.63% |
$34.5K - $37.9K
|
968
$529K
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
93+ 5.1% |
$34.5K - $37.9K
|
1.92K
$1.05M
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
90+ 3.11% |
$33.4K - $36.7K
|
2.98K
$1.63M
|
|
|
Oct 26, 2023
Q2 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
90+ 12.57% |
$33.4K - $36.7K
|
806
$440K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
89+ 0.21% |
$33.1K - $36.2K
|
42.7K
$23.3M
|
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
89+ 5.63% |
$33.1K - $36.2K
|
1.67K
$912K
|
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
89+ 5.63% |
$33.1K - $36.2K
|
1.67K
$912K
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
88+ 2.53% |
$32.7K - $35.8K
|
3.57K
$1.95M
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
87+ 5.18% |
$32.3K - $35.4K
|
1.77K
$965K
|
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
86+ 3.86% |
$31.9K - $35K
|
2.32K
$1.26M
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
BUY
|
- |
85+ 2.06% |
$31.6K - $34.6K
|
4.21K
$2.3M
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
84+ 15.19% |
$31.2K - $34.2K
|
637
$348K
|
|
|
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
BUY
|
- |
83+ 1.79% |
$30.8K - $33.8K
|
4.71K
$2.57M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
BUY
|
- |
83+ 5.36% |
$30.8K - $33.8K
|
1.63K
$891K
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
83+ 0.34% |
$30.8K - $33.8K
|
24.4K
$13.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
82+ 6.11% |
$30.5K - $33.4K
|
1.42K
$777K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
82+ 1.02% |
$30.5K - $33.4K
|
8.11K
$4.43M
|
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
81+ 1.89% |
$30.1K - $33K
|
4.36K
$2.38M
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
BUY
|
- |
80+ 9.84% |
$29.7K - $32.6K
|
893
$488K
|
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
80+ 12.08% |
$29.7K - $32.6K
|
742
$405K
|
|
|
Jul 14, 2023
Q2 2023
|
Eclectic Associates Inc
|
BUY
|
- |
79+ 5.1% |
$29.3K - $32.2K
|
1.63K
$890K
|
|
|
Aug 10, 2023
Q2 2023
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
79+ 2.85% |
$29.3K - $32.2K
|
2.85K
$1.56M
|