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 |
---|---|---|---|---|---|---|---|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
BUY
|
- |
1.01K+ 73.55% |
$397K - $426K
|
2.39K
$1.32M
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1K+ 15.19% |
$394K - $422K
|
7.61K
$4.21M
|
|
Oct 31, 2023
Q3 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
1K+ 3.98% |
$393K - $421K
|
26.2K
$14.5M
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1K+ 92.94% |
$393K - $421K
|
2.08K
$1.15M
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
995+ 127.08% |
$391K - $419K
|
1.78K
$983K
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
991New |
$389K - $417K
|
991
$548K
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
990+ 21.74% |
$389K - $416K
|
5.54K
$3.06M
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
984+ 4.01% |
$386K - $414K
|
25.5K
$14.1M
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
979+ 2.32% |
$384K - $412K
|
43.2K
$23.9M
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
974+ 3.51% |
$382K - $410K
|
28.7K
$15.9M
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
973+ 23.48% |
$382K - $409K
|
5.12K
$2.83M
|
|
Nov 14, 2023
Q3 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
969New |
$381K - $408K
|
969
$536K
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
968+ 4.05% |
$380K - $407K
|
24.8K
$13.7M
|
|
Nov 06, 2023
Q3 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
957+ 11.35% |
$376K - $403K
|
9.39K
$5.19M
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
955New |
$375K - $402K
|
955
$528K
|
|
Oct 25, 2023
Q3 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
952New |
$374K - $400K
|
952
$526K
|
|
Nov 06, 2023
Q3 2023
|
True Wealth Financial Partners
|
BUY
|
- |
951+ 3.11% |
$373K - $400K
|
31.5K
$17.4M
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
948+ 13.84% |
$372K - $399K
|
7.8K
$4.31M
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
941+ 3.7% |
$370K - $396K
|
26.4K
$14.6M
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
935+ 8.37% |
$367K - $393K
|
12.1K
$6.69M
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
932New |
$366K - $392K
|
932
$515K
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
930+ 4.5% |
$365K - $391K
|
21.6K
$11.9M
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
913+ 12.16% |
$359K - $384K
|
8.42K
$4.65M
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
909+ 2.83% |
$357K - $382K
|
33K
$18.3M
|
|
Nov 09, 2023
Q3 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
891New |
$350K - $375K
|
891
$493K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
888+ 5.9% |
$349K - $374K
|
15.9K
$8.81M
|
|
Oct 10, 2023
Q3 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
884New |
$347K - $372K
|
884
$489K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
880New |
$346K - $370K
|
880
$486K
|
|
Oct 27, 2023
Q3 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
868New |
$341K - $365K
|
868
$480K
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
862+ 13.44% |
$339K - $363K
|
7.28K
$4.02M
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
859+ 2.2% |
$337K - $361K
|
39.9K
$22M
|
|
Oct 30, 2023
Q3 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
850+ 1.19% |
$334K - $358K
|
72.5K
$40.1M
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
BUY
|
- |
841+ 9.39% |
$330K - $354K
|
9.8K
$5.42M
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
840+ 32.84% |
$330K - $353K
|
3.4K
$1.88M
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
835+ 18.6% |
$328K - $351K
|
5.33K
$2.94M
|
|
Nov 13, 2023
Q3 2023
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
834New |
$328K - $351K
|
834
$461K
|
|
Oct 24, 2023
Q3 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
833New |
$327K - $350K
|
833
$460K
|
|
Nov 08, 2023
Q3 2023
|
Ashford Advisors, LLC
|
BUY
|
- |
832+ 115.56% |
$327K - $350K
|
1.55K
$858K
|
|
Feb 12, 2024
Q3 2023
|
Ashford Advisors, LLC
|
BUY
|
- |
832+ 115.56% |
$327K - $350K
|
1.55K
$858K
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
821+ 12.71% |
$322K - $345K
|
7.28K
$4.03M
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
819+ 48.81% |
$322K - $345K
|
2.5K
$1.38M
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
808+ 29.49% |
$317K - $340K
|
3.55K
$1.96M
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
BUY
|
- |
806+ 2.15% |
$317K - $339K
|
38.4K
$21.2M
|
|
Oct 13, 2023
Q3 2023
|
Matisse Capital
|
BUY
|
- |
803New |
$315K - $338K
|
803
$444K
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
801+ 1.31% |
$315K - $337K
|
61.7K
$34.1M
|
|
Nov 14, 2023
Q3 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
790+ 1.51% |
$310K - $332K
|
53K
$29.3M
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
789+ 1.59% |
$310K - $332K
|
50.4K
$27.8M
|
|
Oct 25, 2023
Q3 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
786New |
$309K - $331K
|
786
$435K
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
783New |
$307K - $329K
|
783
$433K
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
782+ 10.83% |
$307K - $329K
|
8K
$4.42M
|