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 03, 2023
Q3 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
314+ 39.95% |
$123K - $132K
|
1.1K
$562K
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
BUY
|
- |
309+ 3.0% |
$121K - $130K
|
10.6K
$5.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
308+ 48.35% |
$121K - $130K
|
945
$483K
|
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
308+ 10.82% |
$121K - $130K
|
3.15K
$1.61M
|
|
|
Nov 03, 2023
Q3 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
307+ 24.42% |
$121K - $129K
|
1.56K
$799K
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
304+ 0.72% |
$119K - $128K
|
42.4K
$21.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
304+ 16.06% |
$119K - $128K
|
2.2K
$1.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
303+ 37.36% |
$119K - $127K
|
1.11K
$569K
|
|
|
Oct 10, 2023
Q3 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
301+ 1.91% |
$118K - $127K
|
16K
$8.2M
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
300+ 76.73% |
$118K - $126K
|
691
$353K
|
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
298+ 7.02% |
$117K - $125K
|
4.55K
$2.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
297+ 2.7% |
$117K - $125K
|
11.3K
$5.78M
|
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
291+ 3.21% |
$114K - $122K
|
9.36K
$4.79M
|
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
291+ 15.93% |
$114K - $122K
|
2.12K
$1.08M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
290+ 13.55% |
$114K - $122K
|
2.43K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
290+ 4.18% |
$114K - $122K
|
7.22K
$3.69M
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
289+ 107.04% |
$113K - $122K
|
559
$286K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
288+ 11.46% |
$113K - $121K
|
2.8K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
288+ 4.79% |
$113K - $121K
|
6.3K
$3.22M
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
287+ 27.23% |
$113K - $121K
|
1.34K
$685K
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
287+ 3.0% |
$113K - $121K
|
9.87K
$5.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
279+ 36.23% |
$110K - $117K
|
1.05K
$536K
|
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
278+ 14.41% |
$109K - $117K
|
2.21K
$1.13M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
278+ 5.1% |
$109K - $117K
|
5.73K
$2.93M
|
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
278+ 16.11% |
$109K - $117K
|
2K
$1.02M
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
275+ 7.98% |
$108K - $116K
|
3.72K
$1.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
275+ 17.27% |
$108K - $116K
|
1.87K
$954K
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
275+ 0.36% |
$108K - $116K
|
76K
$38.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
275+ 42.57% |
$108K - $116K
|
921
$471K
|
|
|
Oct 13, 2023
Q3 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
271+ 7.69% |
$106K - $114K
|
3.79K
$1.94M
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
271+ 3.0% |
$106K - $114K
|
9.29K
$4.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
266+ 2.72% |
$104K - $112K
|
10.1K
$5.14M
|
|
|
Feb 04, 2025
Q3 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
266+ 9.64% |
$104K - $112K
|
3.03K
$1.55M
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
265+ 13.93% |
$104K - $111K
|
2.17K
$1.11M
|
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
262+ 28.39% |
$103K - $110K
|
1.19K
$606K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
260New |
$102K - $109K
|
260
$133K
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
260+ 1.11% |
$102K - $109K
|
23.7K
$12.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Bath Savings Trust CO
|
BUY
|
- |
259+ 5.2% |
$102K - $109K
|
5.24K
$2.68M
|
|
|
Nov 08, 2023
Q3 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
259+ 21.95% |
$102K - $109K
|
1.44K
$736K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
258+ 5.57% |
$101K - $109K
|
4.89K
$2.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
256+ 0.35% |
$101K - $108K
|
74.4K
$38M
|
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
255+ 0.62% |
$100K - $107K
|
41.6K
$21.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
255+ 2.94% |
$100K - $107K
|
8.94K
$4.57M
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
253+ 3.44% |
$99.4K - $106K
|
7.62K
$3.89M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
252+ 4.71% |
$99K - $106K
|
5.61K
$2.87M
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
250+ 4.26% |
$98.2K - $105K
|
6.12K
$3.13M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
249+ 2.23% |
$97.8K - $105K
|
11.4K
$5.84M
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
247+ 2.21% |
$97K - $104K
|
11.4K
$5.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
245+ 4.58% |
$96.2K - $103K
|
5.59K
$2.86M
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
245+ 21.68% |
$96.2K - $103K
|
1.38K
$703K
|