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 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
15.8K+ 21.86% |
$5.87M - $6.44M
|
88.1K
$48.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
15.3KNew |
$5.68M - $6.23M
|
15.3K
$8.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.2KNew |
$5.66M - $6.2M
|
15.2K
$8.42M
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
15.1K+ 157.08% |
$5.59M - $6.13M
|
24.6K
$13.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
15K+ 14.51% |
$5.57M - $6.11M
|
118K
$65.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
14.8K+ 247.2% |
$5.5M - $6.03M
|
20.8K
$11.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
14.8K+ 2.71% |
$5.49M - $6.02M
|
559K
$309M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
14.7K+ 66.81% |
$5.46M - $5.98M
|
36.7K
$20.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
14.5K+ 12.15% |
$5.4M - $5.92M
|
134K
$74.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
14.3K+ 26.09% |
$5.33M - $5.84M
|
69.3K
$38.3M
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
14.3K+ 67.76% |
$5.33M - $5.84M
|
35.5K
$19.6M
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
14.1K+ 142.6% |
$5.25M - $5.76M
|
24K
$13.3M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
14K+ 7.04% |
$5.21M - $5.71M
|
213K
$118M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
13.8K+ 5.4% |
$5.12M - $5.61M
|
269K
$149M
|
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
13.7KNew |
$5.09M - $5.58M
|
13.7K
$7.58M
|
|
|
Jul 31, 2023
Q2 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
13.5KNew |
$5.03M - $5.51M
|
13.5K
$7.48M
|
|
|
Sep 20, 2024
Q2 2023
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
13.2K+ 4.9% |
$4.91M - $5.38M
|
283K
$156M
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
13.2KNew |
$4.91M - $5.38M
|
13.2K
$7.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
13K+ 12.64% |
$4.82M - $5.29M
|
116K
$64M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.9K+ 112.79% |
$4.8M - $5.27M
|
24.4K
$13.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12.9K+ 6.73% |
$4.79M - $5.26M
|
205K
$113M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
12.8K+ 799.25% |
$4.74M - $5.2M
|
14.4K
$7.94M
|
|
|
Aug 23, 2023
Q2 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
12.5KNew |
$4.66M - $5.11M
|
12.5K
$6.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
12.4K+ 5.98% |
$4.61M - $5.05M
|
220K
$122M
|
|
|
Jul 25, 2023
Q2 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
12.3K+ 31.77% |
$4.56M - $5M
|
51K
$28.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
12.2K+ 19.95% |
$4.52M - $4.96M
|
73.2K
$40.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
12.2K+ 22.73% |
$4.51M - $4.95M
|
65.6K
$36.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
12K+ 8.16% |
$4.47M - $4.91M
|
160K
$88.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
11.9K+ 8.71% |
$4.42M - $4.85M
|
149K
$82.2M
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
BUY
|
- |
11.9K+ 45.64% |
$4.42M - $4.85M
|
38K
$21M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
11.9K+ 123.45% |
$4.42M - $4.84M
|
21.5K
$11.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
11.7K+ 626.71% |
$4.36M - $4.78M
|
13.6K
$7.52M
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
11.7K+ 5.25% |
$4.36M - $4.78M
|
235K
$130M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
11.6K+ 64.53% |
$4.3M - $4.72M
|
29.5K
$16.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.4K+ 0.31% |
$4.25M - $4.66M
|
3.71M
$2.05B
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
11.4KNew |
$4.22M - $4.63M
|
11.4K
$6.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
11.3KNew |
$4.21M - $4.62M
|
11.3K
$6.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
11.3K+ 16.75% |
$4.21M - $4.62M
|
79K
$43.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
11.2K+ 2.12% |
$4.16M - $4.56M
|
539K
$298M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
11K+ 995.57% |
$4.09M - $4.49M
|
12.1K
$6.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
10.6K+ 128.73% |
$3.93M - $4.31M
|
18.8K
$10.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
10.5K+ 69.22% |
$3.9M - $4.28M
|
25.7K
$14.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
10.5KNew |
$3.89M - $4.26M
|
10.5K
$5.79M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
10.4K+ 4.15% |
$3.85M - $4.22M
|
260K
$144M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
10.3K+ 1.63% |
$3.84M - $4.21M
|
645K
$357M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.1K+ 5.81% |
$3.76M - $4.13M
|
185K
$102M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10K+ 640.73% |
$3.72M - $4.08M
|
11.6K
$6.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Toews Corp
|
BUY
|
- |
9.97K+ 9.41% |
$3.7M - $4.06M
|
116K
$64.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
9.93KNew |
$3.69M - $4.05M
|
9.93K
$5.49M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.86K+ 36.98% |
$3.66M - $4.02M
|
36.5K
$20.2M
|