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 |
---|---|---|---|---|---|---|---|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
27+ 0.42% |
$10K - $11K
|
6.46K
$3.3M
|
|
Jul 07, 2023
Q2 2023
|
First Community Trust Na
|
BUY
|
- |
26+ 11.5% |
$9.66K - $10.6K
|
252
$129K
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
26+ 4.73% |
$9.66K - $10.6K
|
576
$294K
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
25+ 0.24% |
$9.29K - $10.2K
|
10.4K
$5.34M
|
|
Jul 17, 2023
Q2 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
25+ 1.45% |
$9.29K - $10.2K
|
1.75K
$895K
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
25+ 0.87% |
$9.29K - $10.2K
|
2.89K
$1.48M
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
25+ 0.55% |
$9.29K - $10.2K
|
4.59K
$2.35M
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
24+ 1.19% |
$8.91K - $9.77K
|
2.04K
$1.04M
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
23+ 0.69% |
$8.54K - $9.37K
|
3.38K
$1.73M
|
|
Aug 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
23+ 0.71% |
$8.54K - $9.37K
|
3.26K
$1.66M
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
22+ 3.72% |
$8.17K - $8.96K
|
614
$314K
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
22+ 0.92% |
$8.17K - $8.96K
|
2.41K
$1.23M
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
22+ 1.27% |
$8.17K - $8.96K
|
1.75K
$895K
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
22+ 1.76% |
$8.17K - $8.96K
|
1.27K
$649K
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
21+ 3.69% |
$7.8K - $8.55K
|
590
$302K
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
20+ 1.39% |
$7.43K - $8.15K
|
1.46K
$747K
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
20+ 1.89% |
$7.43K - $8.15K
|
1.08K
$551K
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
20+ 1.08% |
$7.43K - $8.15K
|
1.87K
$954K
|
|
Jul 27, 2023
Q2 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
20+ 2.22% |
$7.43K - $8.15K
|
919
$470K
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
20+ 26.67% |
$7.43K - $8.15K
|
95
$48.6K
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
20+ 0.13% |
$7.43K - $8.15K
|
14.9K
$7.63M
|
|
Jul 13, 2023
Q2 2023
|
Harbor Group, Inc.
|
BUY
|
- |
19+ 2.61% |
$7.06K - $7.74K
|
748
$382K
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
19+ 0.79% |
$7.06K - $7.74K
|
2.43K
$1.24M
|
|
Jul 21, 2023
Q2 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
19+ 3.49% |
$7.06K - $7.74K
|
564
$288K
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
19+ 0.51% |
$7.06K - $7.74K
|
3.74K
$1.91M
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
18+ 1.14% |
$6.69K - $7.33K
|
1.59K
$814K
|
|
Aug 02, 2023
Q2 2023
|
St. Louis Trust CO
|
BUY
|
- |
18+ 0.07% |
$6.69K - $7.33K
|
27K
$13.8M
|
|
Aug 09, 2023
Q2 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
18+ 0.32% |
$6.69K - $7.33K
|
5.62K
$2.87M
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
18+ 1.35% |
$6.69K - $7.33K
|
1.35K
$690K
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
17+ 0.01% |
$6.31K - $6.92K
|
222K
$113M
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
17+ 0.48% |
$6.31K - $6.92K
|
3.59K
$1.83M
|
|
Nov 14, 2024
Q2 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
17+ 0.81% |
$6.31K - $6.92K
|
2.11K
$1.08M
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
16+ 2.51% |
$5.94K - $6.52K
|
653
$334K
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
16+ 0.73% |
$5.94K - $6.52K
|
2.2K
$1.12M
|
|
Jul 03, 2024
Q2 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
16+ 1.05% |
$5.94K - $6.52K
|
1.55K
$790K
|
|
Jul 20, 2023
Q2 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
15+ 1.73% |
$5.57K - $6.11K
|
882
$451K
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
15+ 1.01% |
$5.57K - $6.11K
|
1.5K
$769K
|
|
Aug 07, 2023
Q2 2023
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
15+ 0.13% |
$5.57K - $6.11K
|
11.4K
$5.84M
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
15+ 0.56% |
$5.57K - $6.11K
|
2.72K
$1.39M
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
14+ 1.62% |
$5.2K - $5.7K
|
878
$449K
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
14New |
$5.2K - $5.7K
|
14
$7.16K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
14+ 1.7% |
$5.2K - $5.7K
|
838
$428K
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
13+ 0.15% |
$4.83K - $5.29K
|
8.84K
$4.52M
|
|
Aug 02, 2023
Q2 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
13+ 5.65% |
$4.83K - $5.29K
|
243
$124K
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
13+ 1.05% |
$4.83K - $5.29K
|
1.25K
$640K
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
13+ 0.41% |
$4.83K - $5.29K
|
3.2K
$1.64M
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
13+ 22.03% |
$4.83K - $5.29K
|
72
$36.8K
|
|
Jul 10, 2023
Q2 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
12+ 0.37% |
$4.46K - $4.89K
|
3.23K
$1.65M
|
|
Jul 12, 2023
Q2 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
12+ 1.44% |
$4.46K - $4.89K
|
848
$433K
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
12+ 0.51% |
$4.46K - $4.89K
|
2.38K
$1.22M
|