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 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
32.4K+ 4.65% |
$12M - $13.2M
|
729K
$403M
|
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
31.8KNew |
$11.8M - $13M
|
31.8K
$17.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
31.7K+ 5.39% |
$11.8M - $12.9M
|
621K
$343M
|
|
|
Jul 27, 2023
Q2 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
31.6KNew |
$11.7M - $12.9M
|
31.6K
$17.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31.5K+ 0.3% |
$11.7M - $12.8M
|
10.4M
$5.76B
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31.5K+ 0.3% |
$11.7M - $12.8M
|
10.4M
$5.76B
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
30K+ 0.14% |
$11.1M - $12.2M
|
21.3M
$11.8B
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
BUY
|
- |
29.8K+ 42.52% |
$11.1M - $12.1M
|
99.9K
$55.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
28.4K+ 2.08% |
$10.6M - $11.6M
|
1.4M
$771M
|
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
BUY
|
- |
27.6K+ 5.73% |
$10.3M - $11.2M
|
509K
$282M
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
27.6K+ 4.18% |
$10.3M - $11.2M
|
688K
$380M
|
|
|
Sep 15, 2023
Q2 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
27.2K+ 21.97% |
$10.1M - $11.1M
|
151K
$83.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
27.1K+ 214.93% |
$10.1M - $11M
|
39.7K
$22M
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
26.4K+ 2.08% |
$9.82M - $10.8M
|
1.29M
$716M
|
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
26.2KNew |
$9.73M - $10.7M
|
26.2K
$14.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
25.9K+ 489.68% |
$9.61M - $10.5M
|
31.1K
$17.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
25.3K+ 244.54% |
$9.41M - $10.3M
|
35.7K
$19.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Pachira Investments Inc.
|
BUY
|
- |
24.9K+ 846.37% |
$9.26M - $10.1M
|
27.9K
$15.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
24.9KNew |
$9.24M - $10.1M
|
24.9K
$13.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
24.5KNew |
$9.1M - $9.98M
|
24.5K
$13.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
24.1K+ 52.86% |
$8.94M - $9.8M
|
69.6K
$38.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
23.6K+ 41.15% |
$8.77M - $9.62M
|
81K
$44.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
23.6K+ 10.65% |
$8.75M - $9.6M
|
245K
$135M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
23.4K+ 66.92% |
$8.7M - $9.54M
|
58.4K
$32.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
23.3K+ 45.29% |
$8.66M - $9.5M
|
74.8K
$41.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
22.9K+ 5.93% |
$8.5M - $9.32M
|
409K
$226M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
22.7K+ 17.02% |
$8.44M - $9.26M
|
156K
$86.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
22.4K+ 16.11% |
$8.32M - $9.13M
|
162K
$89.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
21.6K+ 20.86% |
$8.01M - $8.78M
|
125K
$69M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21.5K+ 32.84% |
$7.97M - $8.74M
|
86.8K
$48M
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
21.4K+ 44.91% |
$7.96M - $8.73M
|
69.2K
$38.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
20.8K+ 4.21% |
$7.71M - $8.45M
|
513K
$284M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
20.1K+ 4.58% |
$7.46M - $8.18M
|
459K
$254M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
19.4K+ 51.13% |
$7.22M - $7.92M
|
57.5K
$31.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
19.3K+ 2286.12% |
$7.16M - $7.85M
|
20.1K
$11.1M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18.3K+ 5.43% |
$6.81M - $7.47M
|
356K
$197M
|
|
|
Jul 17, 2023
Q2 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
17.9K+ 375.7% |
$6.66M - $7.3M
|
22.7K
$12.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17.8K+ 19.29% |
$6.61M - $7.24M
|
110K
$60.8M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
17.7K+ 13.27% |
$6.58M - $7.22M
|
151K
$83.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
17.6KNew |
$6.53M - $7.16M
|
17.6K
$9.72M
|
|
|
Aug 02, 2023
Q2 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
17.5K+ 44.01% |
$6.51M - $7.14M
|
57.4K
$31.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
17.5K+ 20.96% |
$6.48M - $7.11M
|
101K
$55.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
16.8K+ 93.04% |
$6.22M - $6.82M
|
34.8K
$19.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
16.7KNew |
$6.2M - $6.8M
|
16.7K
$9.23M
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
16.6K+ 110.04% |
$6.17M - $6.77M
|
31.7K
$17.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Mutual Insurance CO
|
BUY
|
- |
16.6KNew |
$6.15M - $6.75M
|
16.6K
$9.16M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
16.4K+ 3.96% |
$6.11M - $6.7M
|
432K
$239M
|
|
|
Aug 09, 2023
Q2 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
16.1KNew |
$5.97M - $6.54M
|
16.1K
$8.88M
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
15.9K+ 52.14% |
$5.91M - $6.48M
|
46.4K
$25.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15.9K+ 5.52% |
$5.9M - $6.47M
|
304K
$168M
|