Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.68K+ 3.49% |
$660K - $707K
|
49.9K
$27.6M
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
1.67K+ 5.82% |
$654K - $700K
|
30.3K
$16.7M
|
|
Oct 17, 2023
Q3 2023
|
Fortune 45 LLC
|
BUY
|
- |
1.66K+ 2.09% |
$651K - $697K
|
81K
$44.8M
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.65K+ 23.74% |
$649K - $695K
|
8.61K
$4.76M
|
|
Nov 13, 2023
Q3 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
1.65K+ 0.55% |
$649K - $695K
|
302K
$167M
|
|
Nov 13, 2023
Q3 2023
|
Edgehill Endowment Partners, LLC
|
BUY
|
- |
1.65K+ 0.39% |
$646K - $692K
|
421K
$233M
|
|
Nov 14, 2023
Q3 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.64K+ 11.24% |
$642K - $688K
|
16.2K
$8.95M
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.64KNew |
$642K - $688K
|
1.64K
$904K
|
|
Oct 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
BUY
|
- |
1.63K+ 11.01% |
$640K - $685K
|
16.4K
$9.08M
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
1.62K+ 183.48% |
$637K - $682K
|
2.51K
$1.39M
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
1.61K+ 66.34% |
$634K - $679K
|
4.05K
$2.24M
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.61K+ 45.21% |
$631K - $676K
|
5.17K
$2.86M
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.61K+ 6.56% |
$631K - $676K
|
26.1K
$14.4M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.58KNew |
$620K - $664K
|
1.58K
$872K
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.56K+ 2.62% |
$614K - $658K
|
61.3K
$33.9M
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1.56K+ 0.9% |
$613K - $657K
|
175K
$96.7M
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.55KNew |
$608K - $651K
|
1.55K
$856K
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.54K+ 27.08% |
$603K - $646K
|
7.2K
$3.98M
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.52K+ 8.99% |
$597K - $639K
|
18.4K
$10.2M
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.51K+ 2.05% |
$595K - $637K
|
75.4K
$41.7M
|
|
Oct 10, 2023
Q3 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
1.51K+ 12.14% |
$594K - $636K
|
14K
$7.73M
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.49K+ 7.96% |
$587K - $628K
|
20.3K
$11.2M
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.48K+ 8.22% |
$580K - $621K
|
19.4K
$10.7M
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
1.47KNew |
$578K - $620K
|
1.47K
$814K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.47K+ 3.54% |
$576K - $617K
|
42.9K
$23.7M
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
1.46K+ 7.95% |
$572K - $613K
|
19.8K
$10.9M
|
|
Sep 20, 2024
Q3 2023
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
1.45K+ 0.51% |
$569K - $610K
|
284K
$157M
|
|
Nov 13, 2023
Q3 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
1.45K+ 6.34% |
$568K - $608K
|
24.3K
$13.4M
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.44K+ 10.14% |
$567K - $607K
|
15.7K
$8.67M
|
|
Oct 30, 2023
Q3 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
1.43KNew |
$562K - $602K
|
1.43K
$791K
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.43K+ 6.58% |
$562K - $602K
|
23.2K
$12.8M
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
1.43K+ 6.15% |
$560K - $600K
|
24.6K
$13.6M
|
|
Nov 03, 2023
Q3 2023
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
1.43K+ 5.75% |
$560K - $599K
|
26.2K
$14.5M
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.42K+ 194.1% |
$556K - $595K
|
2.14K
$1.19M
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
1.41K+ 1.78% |
$555K - $595K
|
81K
$44.8M
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.4K+ 48.91% |
$549K - $588K
|
4.25K
$2.35M
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.4K+ 2.76% |
$548K - $587K
|
52K
$28.7M
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.39K+ 17.12% |
$544K - $583K
|
9.48K
$5.24M
|
|
Oct 25, 2023
Q3 2023
|
Bck Partners, Inc.
|
BUY
|
- |
1.38K+ 1.32% |
$543K - $582K
|
107K
$58.9M
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.38K+ 59.01% |
$542K - $580K
|
3.72K
$2.05M
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.37K+ 56.97% |
$540K - $578K
|
3.79K
$2.09M
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
1.37K+ 16.2% |
$536K - $575K
|
9.8K
$5.42M
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
1.36K+ 121.07% |
$533K - $570K
|
2.48K
$1.37M
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.35K+ 11.64% |
$532K - $570K
|
13K
$7.18M
|
|
Oct 18, 2023
Q3 2023
|
Rfg Holdings, Inc.
|
BUY
|
- |
1.35K+ 1.06% |
$530K - $568K
|
129K
$71.2M
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
1.35K+ 190.41% |
$530K - $568K
|
2.06K
$1.14M
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.35K+ 6.21% |
$529K - $567K
|
23K
$12.7M
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.34K+ 166.54% |
$528K - $565K
|
2.15K
$1.19M
|
|
Oct 25, 2023
Q3 2023
|
Chicago Capital, LLC
|
BUY
|
- |
1.33K+ 11.16% |
$521K - $558K
|
13.2K
$7.31M
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.33K+ 28.74% |
$520K - $557K
|
5.94K
$3.28M
|