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
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
9.73K+ 2.84% |
$3.61M - $3.96M
|
353K
$195M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.63K+ 5.84% |
$3.58M - $3.92M
|
174K
$96.4M
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
9.5K+ 6.06% |
$3.53M - $3.87M
|
166K
$91.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
9.46K+ 15.81% |
$3.51M - $3.85M
|
69.3K
$38.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
9.39K+ 1.57% |
$3.49M - $3.82M
|
608K
$336M
|
|
|
Aug 24, 2023
Q2 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
9.37K+ 3.02% |
$3.48M - $3.82M
|
319K
$176M
|
|
|
Jul 26, 2023
Q2 2023
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
9.37KNew |
$3.48M - $3.82M
|
9.37K
$5.18M
|
|
|
Jul 26, 2023
Q2 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
9.26K+ 7.36% |
$3.44M - $3.77M
|
135K
$74.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
9.13KNew |
$3.39M - $3.72M
|
9.13K
$5.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
9.11K+ 3.9% |
$3.38M - $3.71M
|
243K
$134M
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
8.96KNew |
$3.33M - $3.65M
|
8.96K
$4.95M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.91K+ 77.99% |
$3.31M - $3.63M
|
20.3K
$11.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
8.86K+ 9.6% |
$3.29M - $3.61M
|
101K
$55.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.84K+ 28.76% |
$3.28M - $3.6M
|
39.6K
$21.9M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
8.79K+ 1.85% |
$3.26M - $3.58M
|
484K
$267M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
8.75K+ 20.26% |
$3.25M - $3.56M
|
51.9K
$28.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
8.69K+ 13.58% |
$3.23M - $3.54M
|
72.7K
$40.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Mayport, LLC
|
BUY
|
- |
8.67K+ 9.3% |
$3.22M - $3.53M
|
102K
$56.3M
|
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
8.66KNew |
$3.22M - $3.53M
|
8.66K
$4.79M
|
|
|
Aug 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
8.55KNew |
$3.18M - $3.48M
|
8.55K
$4.73M
|
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
8.46K+ 37.54% |
$3.14M - $3.44M
|
31K
$17.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
8.38K+ 5.25% |
$3.11M - $3.41M
|
168K
$92.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.31K+ 3.42% |
$3.09M - $3.39M
|
251K
$139M
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
8.27K+ 4.15% |
$3.07M - $3.37M
|
208K
$115M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8.27K+ 43.45% |
$3.07M - $3.37M
|
27.3K
$15.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
8.25K+ 3.87% |
$3.06M - $3.36M
|
221K
$122M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.23K+ 7.02% |
$3.06M - $3.35M
|
125K
$69.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
8.21K+ 315.78% |
$3.05M - $3.34M
|
10.8K
$5.97M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
8.17K+ 20.5% |
$3.04M - $3.33M
|
48K
$26.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
BUY
|
- |
8.14K+ 3.28% |
$3.02M - $3.31M
|
256K
$142M
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
8.13KNew |
$3.02M - $3.31M
|
8.13K
$4.49M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
8.11K+ 11.04% |
$3.01M - $3.3M
|
81.5K
$45.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
8.1K+ 46.77% |
$3.01M - $3.3M
|
25.4K
$14M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
8.08K+ 960.29% |
$3M - $3.29M
|
8.92K
$4.93M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
8.06K+ 398.22% |
$2.99M - $3.28M
|
10.1K
$5.57M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.83K+ 14.71% |
$2.91M - $3.19M
|
61K
$33.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.81K+ 0.99% |
$2.9M - $3.18M
|
794K
$439M
|
|
|
Aug 10, 2023
Q2 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
7.59K+ 8.86% |
$2.82M - $3.09M
|
93.3K
$51.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
7.55K+ 5.39% |
$2.8M - $3.07M
|
148K
$81.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
7.53KNew |
$2.8M - $3.07M
|
7.53K
$4.16M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
7.26K+ 1.19% |
$2.7M - $2.96M
|
619K
$342M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.15K+ 10.9% |
$2.66M - $2.91M
|
72.8K
$40.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7.12K+ 16.38% |
$2.65M - $2.9M
|
50.6K
$28M
|
|
|
Jul 12, 2023
Q2 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
7.09K+ 25.75% |
$2.63M - $2.89M
|
34.6K
$19.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.06K+ 24.31% |
$2.62M - $2.88M
|
36.1K
$20M
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
6.94K+ 5.48% |
$2.58M - $2.83M
|
134K
$73.8M
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
6.9K+ 28.28% |
$2.56M - $2.81M
|
31.3K
$17.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.85K+ 19.33% |
$2.54M - $2.79M
|
42.3K
$23.4M
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
6.82K+ 3.09% |
$2.53M - $2.78M
|
228K
$126M
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
6.65KNew |
$2.47M - $2.71M
|
6.65K
$3.67M
|