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 14, 2023
Q3 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
525+ 0.9% |
$206K - $221K
|
58.6K
$29.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Hardy Reed LLC
|
BUY
|
- |
524+ 0.22% |
$206K - $220K
|
241K
$123M
|
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
521New |
$205K - $219K
|
521
$266K
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
519+ 0.55% |
$204K - $218K
|
95.7K
$48.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
519+ 12.22% |
$204K - $218K
|
4.77K
$2.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
519+ 3.88% |
$204K - $218K
|
13.9K
$7.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Flower City Capital
|
BUY
|
- |
517+ 2.44% |
$203K - $217K
|
21.7K
$11.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
510+ 5.22% |
$200K - $215K
|
10.3K
$5.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
503+ 3.27% |
$198K - $212K
|
15.9K
$8.12M
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
502+ 39.87% |
$197K - $211K
|
1.76K
$900K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
500+ 33.29% |
$196K - $210K
|
2K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
500+ 57.54% |
$196K - $210K
|
1.37K
$700K
|
|
|
Feb 07, 2025
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
500+ 57.54% |
$196K - $210K
|
1.37K
$700K
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
498+ 4.76% |
$196K - $209K
|
11K
$5.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
494+ 2.45% |
$194K - $208K
|
20.6K
$10.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
493+ 0.19% |
$194K - $207K
|
254K
$130M
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
493+ 0.92% |
$194K - $207K
|
54.3K
$27.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
490+ 87.03% |
$192K - $206K
|
1.05K
$538K
|
|
|
Nov 14, 2023
Q3 2023
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
490+ 30.59% |
$192K - $206K
|
2.09K
$1.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
487+ 4.83% |
$191K - $205K
|
10.6K
$5.4M
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
487+ 5.6% |
$191K - $205K
|
9.19K
$4.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
486+ 96.05% |
$191K - $204K
|
992
$507K
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
484+ 6.31% |
$190K - $204K
|
8.15K
$4.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
BUY
|
- |
484+ 13.53% |
$190K - $204K
|
4.06K
$2.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
483+ 0.38% |
$190K - $203K
|
128K
$65.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
479+ 0.72% |
$188K - $202K
|
66.6K
$34.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
479+ 3.49% |
$188K - $202K
|
14.2K
$7.26M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
475+ 31.23% |
$187K - $200K
|
2K
$1.02M
|
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
474+ 20.03% |
$186K - $199K
|
2.84K
$1.45M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
470+ 24.03% |
$185K - $198K
|
2.43K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
470+ 1.48% |
$185K - $198K
|
32.2K
$16.4M
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
BUY
|
- |
469+ 81.28% |
$184K - $197K
|
1.05K
$535K
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
458+ 5.92% |
$180K - $193K
|
8.2K
$4.19M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
455+ 5.53% |
$179K - $191K
|
8.69K
$4.44M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
450+ 3.89% |
$177K - $189K
|
12K
$6.14M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
442+ 1.87% |
$174K - $186K
|
24.1K
$12.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
442+ 1.74% |
$174K - $186K
|
25.8K
$13.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
436+ 27.56% |
$171K - $183K
|
2.02K
$1.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Roth Financial Partners LLC
|
BUY
|
- |
435+ 1.76% |
$171K - $183K
|
25.1K
$12.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
434+ 9.65% |
$170K - $183K
|
4.93K
$2.52M
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
432+ 1.5% |
$170K - $182K
|
29.2K
$14.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
428+ 5.17% |
$168K - $180K
|
8.7K
$4.45M
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
427+ 47.03% |
$168K - $180K
|
1.34K
$682K
|
|
|
Nov 14, 2023
Q3 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
427+ 5.41% |
$168K - $180K
|
8.32K
$4.25M
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
426+ 59.08% |
$167K - $179K
|
1.15K
$586K
|
|
|
Oct 31, 2023
Q3 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
425+ 2.36% |
$167K - $179K
|
18.5K
$9.44M
|
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
424+ 37.69% |
$167K - $178K
|
1.55K
$792K
|
|
|
Nov 06, 2023
Q3 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
420+ 75.95% |
$165K - $177K
|
973
$497K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
419New |
$165K - $176K
|
419
$214K
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
414+ 4.23% |
$163K - $174K
|
10.2K
$5.22M
|