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 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
178+ 3.06% |
$69.9K - $74.9K
|
6K
$3.28M
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
176+ 1.65% |
$69.1K - $74K
|
10.8K
$5.92M
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
176+ 5.84% |
$69.1K - $74K
|
3.19K
$1.74M
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
BUY
|
- |
176+ 1.33% |
$69.1K - $74K
|
13.4K
$7.32M
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
174+ 4.02% |
$68.3K - $73.2K
|
4.5K
$2.46M
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
173+ 0.51% |
$67.9K - $72.8K
|
34.4K
$18.8M
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
173+ 2.08% |
$67.9K - $72.8K
|
8.48K
$4.63M
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
172+ 28.91% |
$67.5K - $72.4K
|
767
$419K
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
170+ 0.14% |
$66.8K - $71.5K
|
125K
$68.4M
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
170+ 1.57% |
$66.8K - $71.5K
|
11K
$5.99M
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
169+ 13.14% |
$66.4K - $71.1K
|
1.46K
$795K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
168New |
$66K - $70.7K
|
168
$91.7K
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
BUY
|
- |
167+ 3.82% |
$65.6K - $70.3K
|
4.54K
$2.48M
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
BUY
|
- |
164+ 1.76% |
$64.4K - $69K
|
9.49K
$5.18M
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
164+ 0.97% |
$64.4K - $69K
|
17.1K
$9.34M
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
164+ 3.55% |
$64.4K - $69K
|
4.79K
$2.61M
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
164+ 18.18% |
$64.4K - $69K
|
1.07K
$582K
|
|
Nov 08, 2023
Q3 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
163+ 28.1% |
$64K - $68.6K
|
743
$406K
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
162+ 4.13% |
$63.6K - $68.2K
|
4.08K
$2.23M
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
161+ 19.98% |
$63.2K - $67.7K
|
967
$528K
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
160+ 0.1% |
$62.8K - $67.3K
|
160K
$87.3M
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
BUY
|
- |
159+ 8.48% |
$62.4K - $66.9K
|
2.03K
$1.11M
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
158+ 6.12% |
$62K - $66.5K
|
2.74K
$1.5M
|
|
Nov 21, 2023
Q3 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
157+ 0.49% |
$61.7K - $66K
|
32.3K
$17.6M
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
156+ 26.22% |
$61.3K - $65.6K
|
751
$410K
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
156+ 14.62% |
$61.3K - $65.6K
|
1.22K
$668K
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
152+ 2.47% |
$59.7K - $63.9K
|
6.3K
$3.44M
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
152+ 30.4% |
$59.7K - $63.9K
|
652
$356K
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
150+ 30.93% |
$58.9K - $63.1K
|
635
$347K
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
150+ 10.91% |
$58.9K - $63.1K
|
1.53K
$833K
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
BUY
|
- |
150+ 15.51% |
$58.9K - $63.1K
|
1.12K
$610K
|
|
Oct 25, 2023
Q3 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
150+ 18.4% |
$58.9K - $63.1K
|
965
$527K
|
|
Oct 13, 2023
Q3 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
149+ 3.97% |
$58.5K - $62.7K
|
3.9K
$2.13M
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
149+ 171.26% |
$58.5K - $62.7K
|
236
$129K
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
148New |
$58.1K - $62.3K
|
148
$80.8K
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
148+ 3.92% |
$58.1K - $62.3K
|
3.93K
$2.14M
|
|
Nov 14, 2024
Q3 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
148+ 7.02% |
$58.1K - $62.3K
|
2.26K
$1.23M
|
|
Nov 02, 2023
Q3 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
147+ 2.7% |
$57.7K - $61.8K
|
5.6K
$3.06M
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
BUY
|
- |
145+ 16.24% |
$56.9K - $61K
|
1.04K
$567K
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
145+ 5.47% |
$56.9K - $61K
|
2.8K
$1.53M
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
144+ 15.4% |
$56.5K - $60.6K
|
1.08K
$589K
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
144+ 1.11% |
$56.5K - $60.6K
|
13.1K
$7.16M
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
143+ 4.52% |
$56.2K - $60.2K
|
3.31K
$1.81M
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
143+ 0.24% |
$56.2K - $60.2K
|
60.6K
$33.1M
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
143+ 0.25% |
$56.2K - $60.2K
|
56.3K
$30.7M
|
|
Oct 25, 2023
Q3 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
142+ 2.96% |
$55.8K - $59.7K
|
4.94K
$2.7M
|
|
Nov 09, 2023
Q3 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
142+ 1.52% |
$55.8K - $59.7K
|
9.48K
$5.18M
|
|
Oct 16, 2023
Q3 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
141+ 7.86% |
$55.4K - $59.3K
|
1.94K
$1.06M
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
140+ 0.97% |
$55K - $58.9K
|
14.6K
$7.98M
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
140+ 19.18% |
$55K - $58.9K
|
870
$475K
|