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 13, 2023
Q3 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
67.9KNew |
$26.6M - $28.5M
|
67.9K
$37.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Gen Trust, LLC
|
BUY
|
- |
67.1K+ 13.18% |
$26.4M - $28.2M
|
577K
$319M
|
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
BUY
|
- |
65.8K+ 140.29% |
$25.8M - $27.7M
|
113K
$62.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
64.9K+ 106.04% |
$25.5M - $27.3M
|
126K
$69.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
63.2K+ 0.82% |
$24.8M - $26.6M
|
7.8M
$4.31B
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
61.1K+ 81.74% |
$24M - $25.7M
|
136K
$75.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
60.2K+ 10.76% |
$23.6M - $25.3M
|
619K
$342M
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
59.8K+ 13.84% |
$23.5M - $25.2M
|
492K
$272M
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
59.3K+ 408.77% |
$23.3M - $24.9M
|
73.8K
$40.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
58.5K+ 238.78% |
$23M - $24.6M
|
83K
$45.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
56.3KNew |
$22.1M - $23.7M
|
56.3K
$31.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Emc Capital Management
Houston, TX |
BUY
|
- |
55.8K+ 809.28% |
$21.9M - $23.5M
|
62.6K
$34.6M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
55.2K+ 42.3% |
$21.7M - $23.2M
|
186K
$103M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
54.3K+ 6.86% |
$21.3M - $22.9M
|
846K
$468M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
52.9K+ 4.69% |
$20.8M - $22.3M
|
1.18M
$653M
|
|
|
Nov 09, 2023
Q3 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
52.3K+ 3.74% |
$20.5M - $22M
|
1.45M
$803M
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
52.2KNew |
$20.5M - $22M
|
52.2K
$28.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
50.5K+ 257.75% |
$19.9M - $21.3M
|
70.2K
$38.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Capital Strategies
|
BUY
|
- |
49.7K+ 157.7% |
$19.5M - $20.9M
|
81.1K
$44.9M
|
|
|
Oct 05, 2023
Q3 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
49.4KNew |
$19.4M - $20.8M
|
49.4K
$27.3M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
47.3K+ 13.27% |
$18.6M - $19.9M
|
403K
$223M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
47K+ 22.59% |
$18.5M - $19.8M
|
255K
$141M
|
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
46K+ 13.2% |
$18.1M - $19.3M
|
394K
$218M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
45.7K+ 10.87% |
$18M - $19.2M
|
467K
$258M
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
45.3K+ 41.91% |
$17.8M - $19.1M
|
154K
$84.9M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
43.6KNew |
$17.1M - $18.4M
|
43.6K
$24.1M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
43.1K+ 1727.06% |
$16.9M - $18.1M
|
45.6K
$25.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
43KNew |
$16.9M - $18.1M
|
43K
$23.8M
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
41.9K+ 58.85% |
$16.5M - $17.6M
|
113K
$62.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
40.8K+ 754.64% |
$16M - $17.2M
|
46.3K
$25.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
39.7K+ 60.47% |
$15.6M - $16.7M
|
105K
$58.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
37.3K+ 244.73% |
$14.6M - $15.7M
|
52.5K
$29M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
37K+ 282.94% |
$14.5M - $15.6M
|
50.1K
$27.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
34.5KNew |
$13.6M - $14.5M
|
34.5K
$19.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
33.9K+ 14.43% |
$13.3M - $14.3M
|
269K
$149M
|
|
|
Nov 14, 2023
Q3 2023
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
33.6KNew |
$13.2M - $14.1M
|
33.6K
$18.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
32.6K+ 5.06% |
$12.8M - $13.7M
|
678K
$375M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
32.5KNew |
$12.8M - $13.7M
|
32.5K
$18M
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
32.3K+ 9.41% |
$12.7M - $13.6M
|
376K
$208M
|
|
|
Nov 14, 2023
Q3 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
32.2K+ 63.27% |
$12.7M - $13.6M
|
83.2K
$46M
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
31.7K+ 19.25% |
$12.5M - $13.4M
|
197K
$109M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
31.1K+ 6.43% |
$12.2M - $13.1M
|
515K
$285M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30.6K+ 1.81% |
$12M - $12.9M
|
1.73M
$955M
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
30.6K+ 22.71% |
$12M - $12.9M
|
165K
$91.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
30.3K+ 14.1% |
$11.9M - $12.8M
|
245K
$136M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
29.7K+ 4.8% |
$11.7M - $12.5M
|
648K
$358M
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
29.2K+ 36541.25% |
$11.5M - $12.3M
|
29.3K
$16.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
29K+ 575.56% |
$11.4M - $12.2M
|
34K
$18.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
28.7K+ 2289.14% |
$11.3M - $12.1M
|
29.9K
$16.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
28.5K+ 2.63% |
$11.2M - $12M
|
1.11M
$616M
|