Purchases and Sales Made in Q2 2023 in Vanguard Index Fds S&P 500 ETF (VOO)

VOO Quotes by TradingView

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 11, 2023 Q2 2023
Janiczek Wealth Management, LLC

BUY
 -
23
+ 0.69%
$8.54K - $9.37K
3.38K $1.84M
Aug 09, 2023 Q2 2023
Cardinal Point Capital Management, Ulc

Toronto, Z4
BUY
 -
23
+ 0.71%
$8.54K - $9.37K
3.26K $1.78M
Jul 06, 2023 Q2 2023
Rvw Wealth, LLC

BUY
 -
22
+ 3.72%
$8.17K - $8.96K
614 $335K
Aug 01, 2023 Q2 2023
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
22
+ 0.92%
$8.17K - $8.96K
2.41K $1.31M
Aug 03, 2023 Q2 2023
Van Hulzen Asset Management, LLC

BUY
 -
22
+ 1.27%
$8.17K - $8.96K
1.75K $956K
May 20, 2024 Q2 2023
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
22
+ 1.76%
$8.17K - $8.96K
1.27K $694K
Aug 14, 2023 Q2 2023
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
21
+ 3.69%
$7.8K - $8.55K
590 $322K
Jul 13, 2023 Q2 2023
Key Client Fiduciary Advisors, LLC

BUY
 -
20
+ 1.39%
$7.43K - $8.15K
1.46K $798K
Jul 19, 2023 Q2 2023
Armor Investment Advisors, LLC

BUY
 -
20
+ 1.89%
$7.43K - $8.15K
1.08K $588K
Jul 21, 2023 Q2 2023
Bernardo Wealth Planning LLC

BUY
 -
20
+ 1.08%
$7.43K - $8.15K
1.87K $1.02M
Jul 28, 2023 Q2 2023
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
20
+ 26.67%
$7.43K - $8.15K
95 $51.9K
Aug 09, 2023 Q2 2023
Endurance Wealth Management, Inc.

BUY
 -
20
+ 0.13%
$7.43K - $8.15K
14.9K $8.15M
Jul 13, 2023 Q2 2023
Harbor Group, Inc.

BUY
 -
19
+ 2.61%
$7.06K - $7.74K
748 $408K
Jul 20, 2023 Q2 2023
Apeiron Ria LLC

BUY
 -
19
+ 0.79%
$7.06K - $7.74K
2.43K $1.33M
Jul 21, 2023 Q2 2023
Hedeker Wealth, LLC

BUY
 -
19
+ 3.49%
$7.06K - $7.74K
564 $308K
Aug 04, 2023 Q2 2023
Oxbow Advisors, LLC

Corpus Christi, TX
BUY
 -
19
+ 0.51%
$7.06K - $7.74K
3.74K $2.04M
Jul 20, 2023 Q2 2023
Allred Capital Management, LLC

Dallas, TX
BUY
 -
18
+ 1.14%
$6.69K - $7.33K
1.59K $869K
Aug 02, 2023 Q2 2023
St. Louis Trust CO

BUY
 -
18
+ 0.07%
$6.69K - $7.33K
27K $14.7M
Aug 09, 2023 Q2 2023
Icw Investment Advisors LLC

Scottsdale, AZ
BUY
 -
18
+ 0.32%
$6.69K - $7.33K
5.62K $3.07M
Aug 10, 2023 Q2 2023
Rinkey Investments

San Diego, CA
BUY
 -
18
+ 1.35%
$6.69K - $7.33K
1.35K $737K
Jul 31, 2023 Q2 2023
Brown Advisory Inc

BUY
 -
17
+ 0.01%
$6.31K - $6.92K
222K $121M
Aug 03, 2023 Q2 2023
Paladin Advisory Group, LLC

BUY
 -
17
+ 0.48%
$6.31K - $6.92K
3.59K $1.96M
Nov 14, 2024 Q2 2023
Plotkin Financial Advisors, LLC

Chevy Chase, MD
BUY
 -
17
+ 0.81%
$6.31K - $6.92K
2.11K $1.15M
Jul 20, 2023 Q2 2023
Jmac Enterprises LLC

BUY
 -
16
+ 2.51%
$5.94K - $6.52K
653 $357K
Aug 02, 2023 Q2 2023
Argonautica Private Wealth Management, Inc

Wellesley, MA
BUY
 -
16
+ 0.73%
$5.94K - $6.52K
2.2K $1.2M
Jul 03, 2024 Q2 2023
Mills Wealth Advisors LLC

Southlake, TX
BUY
 -
16
+ 1.05%
$5.94K - $6.52K
1.55K $844K
Jul 20, 2023 Q2 2023
Ulland Investment Advisors, LLC

BUY
 -
15
+ 1.73%
$5.57K - $6.11K
882 $482K
Jul 24, 2023 Q2 2023
Annex Advisory Services, LLC

BUY
 -
15
+ 1.01%
$5.57K - $6.11K
1.5K $821K
Aug 07, 2023 Q2 2023
Triasima Portfolio Management Inc.

BUY
 -
15
+ 0.13%
$5.57K - $6.11K
11.4K $6.24M
Aug 14, 2023 Q2 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
15
+ 0.56%
$5.57K - $6.11K
2.72K $1.48M
Jul 19, 2023 Q2 2023
Kennedy Investment Group

West Depford, NJ
BUY
 -
14
+ 1.62%
$5.2K - $5.7K
878 $479K
Aug 14, 2023 Q2 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
14
New
$5.2K - $5.7K
14 $7.65K
Aug 14, 2023 Q2 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
14
+ 1.7%
$5.2K - $5.7K
838 $458K
Jul 26, 2023 Q2 2023
Xcel Wealth Management, LLC

BUY
 -
13
+ 0.15%
$4.83K - $5.29K
8.84K $4.83M
Aug 02, 2023 Q2 2023
Powell Investment Advisors, LLC

BUY
 -
13
+ 5.65%
$4.83K - $5.29K
243 $133K
Aug 09, 2023 Q2 2023
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
13
+ 1.05%
$4.83K - $5.29K
1.25K $684K
Aug 11, 2023 Q2 2023
Retirement Planning CO Of New England, Inc.

Warwick, RI
BUY
 -
13
+ 0.41%
$4.83K - $5.29K
3.2K $1.75M
Aug 14, 2023 Q2 2023
Matrix Private Capital Group LLC

New York, NY
BUY
 -
13
+ 22.03%
$4.83K - $5.29K
72 $39.3K
Jul 10, 2023 Q2 2023
Orgel Wealth Management, LLC

BUY
 -
12
+ 0.37%
$4.46K - $4.89K
3.23K $1.76M
Jul 12, 2023 Q2 2023
Covenant Asset Management, LLC

BUY
 -
12
+ 1.44%
$4.46K - $4.89K
848 $463K
Jul 27, 2023 Q2 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
12
+ 0.51%
$4.46K - $4.89K
2.38K $1.3M
Jul 28, 2023 Q2 2023
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
12
+ 75.0%
$4.46K - $4.89K
28 $15.3K
Aug 15, 2023 Q2 2023
Holderness Investments CO

Greensboro, NC
BUY
 -
12
+ 1.49%
$4.46K - $4.89K
815 $445K
Jul 13, 2023 Q2 2023
Everhart Financial Group, Inc.

BUY
 -
11
+ 0.32%
$4.09K - $4.48K
3.45K $1.88M
Jul 25, 2023 Q2 2023
Maryland Capital Advisors Inc.

BUY
 -
11
New
$4.09K - $4.48K
11 $6.01K
Jul 26, 2023 Q2 2023
Simplicity Wealth,Llc

BUY
 -
11
+ 0.27%
$4.09K - $4.48K
4.08K $2.23M
Jul 31, 2023 Q2 2023
First National Corp

BUY
 -
11
+ 0.12%
$4.09K - $4.48K
9.37K $5.12M
Aug 14, 2023 Q2 2023
Aspen Grove Capital, LLC

Avon, CO
BUY
 -
11
+ 0.19%
$4.09K - $4.48K
5.95K $3.25M
Jul 17, 2023 Q2 2023
Tennessee Valley Asset Management Partners

BUY
 -
10
+ 1.67%
$3.71K - $4.07K
608 $332K

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