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 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
3.11KNew |
$1.15M - $1.27M
|
3.11K
$1.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.07K+ 79.1% |
$1.14M - $1.25M
|
6.96K
$3.85M
|
|
|
Jul 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
3.05K+ 105.64% |
$1.13M - $1.24M
|
5.94K
$3.28M
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.03K+ 20.26% |
$1.12M - $1.23M
|
18K
$9.93M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3.03K+ 54.33% |
$1.12M - $1.23M
|
8.59K
$4.75M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.01K+ 12.85% |
$1.12M - $1.23M
|
26.4K
$14.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Globe Life Inc.
|
BUY
|
- |
3.01K+ 0.41% |
$1.12M - $1.23M
|
738K
$408M
|
|
|
Jul 31, 2023
Q2 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
2.99K+ 3.5% |
$1.11M - $1.22M
|
88.2K
$48.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
2.95KNew |
$1.1M - $1.2M
|
2.95K
$1.63M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.94K+ 11.84% |
$1.09M - $1.2M
|
27.7K
$15.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
2.9K+ 54.0% |
$1.08M - $1.18M
|
8.27K
$4.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.88K+ 0.21% |
$1.07M - $1.17M
|
1.39M
$769M
|
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
2.88K+ 23.75% |
$1.07M - $1.17M
|
15K
$8.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.86K+ 5.14% |
$1.06M - $1.17M
|
58.5K
$32.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.86K+ 12.62% |
$1.06M - $1.17M
|
25.5K
$14.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
2.86KNew |
$1.06M - $1.16M
|
2.86K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.85K+ 14.04% |
$1.06M - $1.16M
|
23.2K
$12.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.85K+ 12.65% |
$1.06M - $1.16M
|
25.4K
$14M
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
2.82KNew |
$1.05M - $1.15M
|
2.82K
$1.56M
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.79K+ 150.43% |
$1.04M - $1.14M
|
4.64K
$2.57M
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.78K+ 362.45% |
$1.03M - $1.13M
|
3.55K
$1.96M
|
|
|
Jul 13, 2023
Q2 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
2.77K+ 7.18% |
$1.03M - $1.13M
|
41.3K
$22.8M
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
2.74K+ 5.15% |
$1.02M - $1.12M
|
55.9K
$30.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.74K+ 238.68% |
$1.02M - $1.12M
|
3.89K
$2.15M
|
|
|
Jul 14, 2023
Q2 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
2.72K+ 4.25% |
$1.01M - $1.11M
|
66.8K
$36.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
2.72K+ 49.29% |
$1.01M - $1.11M
|
8.24K
$4.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
2.72K+ 86.19% |
$1.01M - $1.11M
|
5.87K
$3.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.71KNew |
$1.01M - $1.1M
|
2.71K
$1.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.71KNew |
$1.01M - $1.1M
|
2.71K
$1.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.69K+ 6.5% |
$997K - $1.09M
|
44K
$24.3M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
2.68K+ 17.09% |
$994K - $1.09M
|
18.3K
$10.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
2.66K+ 256.61% |
$988K - $1.08M
|
3.7K
$2.04M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.65K+ 18.55% |
$984K - $1.08M
|
16.9K
$9.36M
|
|
|
Jul 13, 2023
Q2 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
2.63K+ 3.4% |
$975K - $1.07M
|
79.8K
$44.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
2.62K+ 350.94% |
$972K - $1.07M
|
3.36K
$1.86M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.62K+ 7.41% |
$972K - $1.07M
|
37.9K
$21M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.6KNew |
$966K - $1.06M
|
2.6K
$1.44M
|
|
|
Jul 19, 2023
Q2 2023
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
2.59K+ 36.88% |
$962K - $1.05M
|
9.61K
$5.31M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.59K+ 6.65% |
$962K - $1.05M
|
41.5K
$22.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.56K+ 4.19% |
$951K - $1.04M
|
63.6K
$35.2M
|
|
|
Jul 12, 2023
Q2 2023
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
2.53K+ 3.99% |
$940K - $1.03M
|
65.9K
$36.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2.51K+ 31.58% |
$930K - $1.02M
|
10.4K
$5.77M
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2.5KNew |
$929K - $1.02M
|
2.5K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
2.43K+ 7.06% |
$901K - $988K
|
36.8K
$20.3M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.42K+ 19.41% |
$898K - $984K
|
14.9K
$8.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.39KNew |
$886K - $972K
|
2.39K
$1.32M
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
2.33K+ 3.7% |
$864K - $947K
|
65.2K
$36M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
2.28K+ 56.23% |
$847K - $929K
|
6.34K
$3.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
2.27KNew |
$844K - $925K
|
2.27K
$1.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
- |
2.25K+ 22.98% |
$836K - $917K
|
12.1K
$6.66M
|