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 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
778+ 2.87% |
$306K - $327K
|
27.9K
$15.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
770+ 8.86% |
$302K - $324K
|
9.46K
$5.23M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
766+ 31.28% |
$301K - $322K
|
3.22K
$1.78M
|
|
|
Jun 21, 2024
Q3 2023
|
Envoi LLC
Minneapolis, MN |
BUY
|
- |
766New |
$301K - $322K
|
766
$423K
|
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
763+ 5.64% |
$300K - $321K
|
14.3K
$7.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
757+ 10.17% |
$297K - $318K
|
8.2K
$4.53M
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
754+ 96.3% |
$296K - $317K
|
1.54K
$850K
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
753+ 10.98% |
$296K - $317K
|
7.61K
$4.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
750+ 59.29% |
$295K - $316K
|
2.02K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
746New |
$293K - $314K
|
746
$412K
|
|
|
Oct 30, 2023
Q3 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
724New |
$284K - $305K
|
724
$400K
|
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
719+ 6.11% |
$282K - $302K
|
12.5K
$6.91M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
717+ 12.36% |
$282K - $302K
|
6.52K
$3.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
710+ 48.27% |
$279K - $299K
|
2.18K
$1.21M
|
|
|
Nov 08, 2023
Q3 2023
|
Weil Company, Inc.
|
BUY
|
- |
705+ 135.58% |
$277K - $297K
|
1.23K
$677K
|
|
|
Nov 08, 2023
Q3 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
705+ 8.54% |
$277K - $297K
|
8.96K
$4.95M
|
|
|
Oct 23, 2023
Q3 2023
|
Suncoast Equity Management
|
BUY
|
- |
704New |
$276K - $296K
|
704
$389K
|
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
704+ 8.5% |
$276K - $296K
|
8.99K
$4.97M
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
702+ 29.15% |
$276K - $295K
|
3.11K
$1.72M
|
|
|
Oct 10, 2023
Q3 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
701+ 2.96% |
$275K - $295K
|
24.4K
$13.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
699+ 1.81% |
$274K - $294K
|
39.3K
$21.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
697+ 19.75% |
$274K - $293K
|
4.23K
$2.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
686+ 7.71% |
$269K - $289K
|
9.58K
$5.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
681+ 22.02% |
$267K - $286K
|
3.77K
$2.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
680+ 42.82% |
$267K - $286K
|
2.27K
$1.25M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
679+ 15.09% |
$267K - $286K
|
5.18K
$2.86M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
678+ 1.31% |
$266K - $285K
|
52.3K
$28.9M
|
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
BUY
|
- |
665New |
$261K - $280K
|
665
$368K
|
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
660New |
$259K - $278K
|
660
$365K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
660+ 6.11% |
$259K - $278K
|
11.5K
$6.34M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
658+ 0.45% |
$258K - $277K
|
148K
$81.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
656+ 4.81% |
$258K - $276K
|
14.3K
$7.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
652New |
$256K - $274K
|
652
$360K
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
649+ 5.39% |
$255K - $273K
|
12.7K
$7.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Allen Investment Management LLC
|
BUY
|
- |
647+ 0.27% |
$254K - $272K
|
242K
$134M
|
|
|
Nov 08, 2023
Q3 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
645New |
$253K - $271K
|
645
$357K
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
641+ 1.5% |
$252K - $270K
|
43.4K
$24M
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
641New |
$252K - $270K
|
641
$354K
|
|
|
Nov 13, 2023
Q3 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
640+ 5.19% |
$251K - $269K
|
13K
$7.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
640+ 23.57% |
$251K - $269K
|
3.36K
$1.85M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
637+ 20.54% |
$250K - $268K
|
3.74K
$2.07M
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
634+ 65.63% |
$249K - $267K
|
1.6K
$885K
|
|
|
Oct 25, 2023
Q3 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
628+ 0.51% |
$247K - $264K
|
124K
$68.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
626+ 9.55% |
$246K - $263K
|
7.18K
$3.97M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
625+ 0.51% |
$245K - $263K
|
124K
$68.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
623New |
$245K - $262K
|
623
$344K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Equity Management
|
BUY
|
- |
620New |
$243K - $261K
|
620
$343K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
617+ 18.32% |
$242K - $260K
|
3.99K
$2.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
615New |
$242K - $259K
|
615
$340K
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
615+ 128.66% |
$242K - $259K
|
1.09K
$604K
|