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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
6.58K+ 1088.74% |
$2.44M - $2.68M
|
7.18K
$3.97M
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
6.56KNew |
$2.44M - $2.67M
|
6.56K
$3.62M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
6.53K+ 923.9% |
$2.43M - $2.66M
|
7.24K
$4M
|
|
|
Jul 20, 2023
Q2 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
6.47K+ 1.98% |
$2.4M - $2.64M
|
334K
$185M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
6.44K+ 1.29% |
$2.39M - $2.62M
|
505K
$279M
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
6.42K+ 5.0% |
$2.38M - $2.61M
|
135K
$74.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
6.4K+ 34.54% |
$2.38M - $2.61M
|
24.9K
$13.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.29K+ 3.07% |
$2.34M - $2.56M
|
211K
$117M
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
6.27KNew |
$2.33M - $2.55M
|
6.27K
$3.46M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
6.18K+ 33.67% |
$2.3M - $2.52M
|
24.6K
$13.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
6.08K+ 9.5% |
$2.26M - $2.48M
|
70.1K
$38.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.03K+ 2.91% |
$2.24M - $2.46M
|
213K
$118M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.9K+ 1.89% |
$2.19M - $2.4M
|
318K
$176M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.82K+ 19.73% |
$2.16M - $2.37M
|
35.3K
$19.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.79K+ 167.57% |
$2.15M - $2.36M
|
9.24K
$5.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.71K+ 14.68% |
$2.12M - $2.33M
|
44.6K
$24.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
5.69KNew |
$2.11M - $2.32M
|
5.69K
$3.15M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
5.66K+ 27.85% |
$2.1M - $2.31M
|
26K
$14.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
5.55K+ 1.23% |
$2.06M - $2.26M
|
457K
$253M
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
5.5K+ 4.1% |
$2.04M - $2.24M
|
140K
$77.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
5.44KNew |
$2.02M - $2.22M
|
5.44K
$3.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.43K+ 64.47% |
$2.02M - $2.21M
|
13.8K
$7.65M
|
|
|
Jul 07, 2023
Q2 2023
|
Crestmont Private Wealth LLC
|
BUY
|
- |
5.39K+ 6.63% |
$2M - $2.19M
|
86.6K
$47.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
5.34K+ 9.86% |
$1.98M - $2.18M
|
59.6K
$32.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
5.33K+ 4.55% |
$1.98M - $2.17M
|
122K
$67.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.32KNew |
$1.98M - $2.17M
|
5.32K
$2.94M
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
5.29K+ 54.37% |
$1.96M - $2.15M
|
15K
$8.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5.26K+ 14.12% |
$1.96M - $2.14M
|
42.5K
$23.5M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.2K+ 17.2% |
$1.93M - $2.12M
|
35.5K
$19.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Twele Capital Management, Inc.
|
BUY
|
- |
5.16K+ 5.34% |
$1.92M - $2.1M
|
102K
$56.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Chicago Capital, LLC
|
BUY
|
- |
5K+ 72.54% |
$1.86M - $2.04M
|
11.9K
$6.57M
|
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
4.97KNew |
$1.85M - $2.03M
|
4.97K
$2.75M
|
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
4.96K+ 561.43% |
$1.84M - $2.02M
|
5.85K
$3.23M
|
|
|
Aug 14, 2023
Q2 2023
|
S&T Bank
Indiana, PA |
BUY
|
- |
4.96K+ 19.17% |
$1.84M - $2.02M
|
30.8K
$17.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
4.76K+ 258.85% |
$1.77M - $1.94M
|
6.59K
$3.64M
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
4.69K+ 164.63% |
$1.74M - $1.91M
|
7.54K
$4.17M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
4.67K+ 128.8% |
$1.74M - $1.9M
|
8.3K
$4.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.66K+ 220.91% |
$1.73M - $1.9M
|
6.77K
$3.74M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.62K+ 30.33% |
$1.72M - $1.88M
|
19.8K
$11M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
4.61K+ 5.8% |
$1.71M - $1.88M
|
84.2K
$46.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
4.6K+ 9.34% |
$1.71M - $1.87M
|
53.8K
$29.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
4.6K+ 71.06% |
$1.71M - $1.87M
|
11.1K
$6.12M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
4.55K+ 7.39% |
$1.69M - $1.85M
|
66.1K
$36.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
4.49K+ 116.65% |
$1.67M - $1.83M
|
8.34K
$4.61M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.46K+ 2.49% |
$1.66M - $1.82M
|
183K
$101M
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
4.44KNew |
$1.65M - $1.81M
|
4.44K
$2.46M
|
|
|
Jul 11, 2023
Q2 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
4.41K+ 3.81% |
$1.64M - $1.79M
|
120K
$66.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
4.39K+ 7.69% |
$1.63M - $1.79M
|
61.5K
$34M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
4.36K+ 3.45% |
$1.62M - $1.77M
|
130K
$72.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
4.35KNew |
$1.62M - $1.77M
|
4.35K
$2.4M
|