Purchases and Sales Made in Q3 2023 in Vanguard Index Fds S&P 500 ETF (VOO)

VOO Quotes by TradingView

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
Apr 19, 2024 Q3 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
408
+ 22.48%
$160K - $172K
2.22K $1.23M
Nov 13, 2023 Q3 2023
Beacon Harbor Wealth Advisors, Inc.

BUY
 -
403
+ 0.6%
$158K - $170K
67.4K $37.3M
Nov 13, 2023 Q3 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
403
+ 96.18%
$158K - $170K
822 $454K
Nov 15, 2023 Q3 2023
Orion Capital Management LLC

BUY
 -
402
New
$158K - $169K
402 $222K
Oct 17, 2023 Q3 2023
Newbridge Financial Services Group, Inc.

BUY
 -
395
+ 73.83%
$155K - $166K
930 $514K
Oct 30, 2023 Q3 2023
Intelligent Financial Strategies

Excelsior, MN
BUY
 -
394
+ 1.01%
$155K - $166K
39.5K $21.8M
Oct 19, 2023 Q3 2023
Valeo Financial Advisors, LLC

BUY
 -
391
+ 0.98%
$154K - $164K
40.2K $22.2M
Nov 08, 2023 Q3 2023
Thompson Siegel & Walmsley LLC

BUY
 -
391
+ 0.78%
$154K - $164K
50.8K $28.1M
Oct 18, 2023 Q3 2023
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
389
+ 6.7%
$153K - $164K
6.2K $3.43M
Oct 13, 2023 Q3 2023
Landmark Financial Advisors, LLC

BUY
 -
388
+ 1.05%
$152K - $163K
37.2K $20.5M
Nov 14, 2024 Q3 2023
Triune Financial Partners, LLC

Overland Park, KS
BUY
 -
387
+ 86.0%
$152K - $163K
837 $463K
Oct 26, 2023 Q3 2023
Hills Bank & Trust CO

BUY
 -
384
+ 29.05%
$151K - $162K
1.71K $943K
Nov 13, 2023 Q3 2023
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
381
+ 21.45%
$150K - $160K
2.16K $1.19M
Oct 18, 2023 Q3 2023
Occidental Asset Management, LLC

BUY
 -
376
+ 6.0%
$148K - $158K
6.64K $3.67M
Oct 10, 2023 Q3 2023
Beacon Wealthcare LLC

Raleigh, NC
BUY
 -
371
+ 62.14%
$146K - $156K
968 $535K
Oct 11, 2023 Q3 2023
Perkins Coie Trust CO

BUY
 -
371
+ 11.25%
$146K - $156K
3.67K $2.03M
Oct 10, 2023 Q3 2023
Fluent Financial, LLC

BUY
 -
370
+ 72.12%
$145K - $156K
883 $488K
Nov 14, 2023 Q3 2023
Key Client Fiduciary Advisors, LLC

BUY
 -
368
+ 25.19%
$145K - $155K
1.83K $1.01M
Nov 15, 2023 Q3 2023
Brooks, Moore & Associates, Inc.

BUY
 -
368
+ 5.2%
$145K - $155K
7.45K $4.12M
Nov 06, 2023 Q3 2023
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
358
+ 4.32%
$141K - $151K
8.65K $4.78M
Nov 13, 2023 Q3 2023
Legacy Financial Strategies, LLC

Leawood, KS
BUY
 -
357
+ 5.55%
$140K - $150K
6.79K $3.75M
Nov 03, 2023 Q3 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
355
+ 8.01%
$139K - $149K
4.79K $2.65M
Nov 06, 2023 Q3 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
354
+ 2.81%
$139K - $149K
13K $7.16M
Nov 14, 2023 Q3 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
353
+ 1.3%
$139K - $149K
27.5K $15.2M
Oct 10, 2023 Q3 2023
Curbstone Financial Management Corp

BUY
 -
350
+ 1.25%
$137K - $147K
28.4K $15.7M
Oct 17, 2023 Q3 2023
Asset Allocation & Management Company, LLC

BUY
 -
350
+ 1.24%
$137K - $147K
28.5K $15.8M
Nov 13, 2023 Q3 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
347
+ 6.78%
$136K - $146K
5.47K $3.02M
Oct 05, 2023 Q3 2023
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
346
+ 0.84%
$136K - $146K
41.5K $22.9M
Oct 24, 2023 Q3 2023
Bangor Savings Bank

Bangor, ME
BUY
 -
343
+ 1.5%
$135K - $144K
23.1K $12.8M
Oct 10, 2023 Q3 2023
Soa Wealth Advisors, Llc.

BUY
 -
342
+ 0.67%
$134K - $144K
51.1K $28.3M
Nov 13, 2023 Q3 2023
W Advisors, LLC

Germantown, TN
BUY
 -
340
+ 17.6%
$134K - $143K
2.27K $1.26M
Nov 07, 2023 Q3 2023
Newman Dignan & Sheerar, Inc.

BUY
 -
339
+ 3.15%
$133K - $143K
11.1K $6.13M
Oct 12, 2023 Q3 2023
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
338
+ 20.67%
$133K - $142K
1.97K $1.09M
Nov 08, 2023 Q3 2023
Archer Investment Corp

BUY
 -
338
+ 9.74%
$133K - $142K
3.81K $2.11M
Nov 13, 2023 Q3 2023
Twin Focus Capital Partners, LLC

Boston, MA
BUY
 -
337
+ 1.24%
$132K - $142K
27.5K $15.2M
Oct 10, 2023 Q3 2023
Tlwm

San Antonio, TX
BUY
 -
334
+ 66.8%
$131K - $141K
834 $461K
Nov 14, 2023 Q3 2023
Southeast Asset Advisors Inc.

Thomasville, GA
BUY
 -
334
+ 0.67%
$131K - $141K
50.4K $27.9M
Oct 25, 2023 Q3 2023
Ayalon Insurance Comp Ltd.

BUY
 -
328
+ 2.39%
$129K - $138K
14K $7.76M
Oct 10, 2023 Q3 2023
Tru Wealth Advisors, LLC

BUY
 -
326
+ 1.05%
$128K - $137K
31.3K $17.3M
Oct 31, 2023 Q3 2023
Kornitzer Capital Management Inc

BUY
 -
326
+ 5.96%
$128K - $137K
5.8K $3.21M
Nov 13, 2023 Q3 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
325
+ 3.85%
$128K - $137K
8.76K $4.84M
Nov 13, 2023 Q3 2023
Broadleaf Partners, LLC

Hudson, OH
BUY
 -
322
+ 24.64%
$126K - $135K
1.63K $901K
Dec 02, 2024 Q3 2023
Cypress Capital, LLC

BUY
 -
320
+ 61.19%
$126K - $135K
843 $466K
Nov 03, 2023 Q3 2023
Santori & Peters, Inc.

BUY
 -
314
+ 39.95%
$123K - $132K
1.1K $608K
Oct 16, 2023 Q3 2023
Well Done, LLC

BUY
 -
309
+ 3.0%
$121K - $130K
10.6K $5.86M
Oct 10, 2023 Q3 2023
Howard Financial Services, Ltd.

BUY
 -
308
+ 48.35%
$121K - $130K
945 $522K
Oct 26, 2023 Q3 2023
Carlton Hofferkamp & Jenks Wealth Management, LLC

BUY
 -
308
+ 10.82%
$121K - $130K
3.15K $1.74M
Nov 03, 2023 Q3 2023
Pavion Blue Capital, LLC

BUY
 -
307
+ 24.42%
$121K - $129K
1.56K $865K
Oct 30, 2023 Q3 2023
First Citizens Bank & Trust CO

BUY
 -
304
+ 0.72%
$119K - $128K
42.4K $23.5M

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