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 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
101+ 2.04% |
$39.7K - $42.5K
|
5.06K
$3.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
101+ 2.81% |
$39.7K - $42.5K
|
3.69K
$2.29M
|
|
|
Oct 05, 2023
Q3 2023
|
Bay Rivers Group
|
BUY
|
- |
100+ 9.71% |
$39.3K - $42.1K
|
1.13K
$702K
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
100+ 2.48% |
$39.3K - $42.1K
|
4.14K
$2.57M
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
100+ 6.07% |
$39.3K - $42.1K
|
1.75K
$1.09M
|
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
100+ 833.33% |
$39.3K - $42.1K
|
112
$69.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
100+ 7.32% |
$39.3K - $42.1K
|
1.47K
$910K
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
100+ 833.33% |
$39.3K - $42.1K
|
112
$69.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
99+ 0.73% |
$38.9K - $41.6K
|
13.8K
$8.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
98+ 6.34% |
$38.5K - $41.2K
|
1.64K
$1.02M
|
|
|
Nov 06, 2023
Q3 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
96+ 1.69% |
$37.7K - $40.4K
|
5.79K
$3.59M
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
95+ 0.4% |
$37.3K - $40K
|
24K
$14.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
93+ 0.33% |
$36.5K - $39.1K
|
28.4K
$17.7M
|
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
92+ 12.4% |
$36.1K - $38.7K
|
834
$518K
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
BUY
|
- |
90+ 0.96% |
$35.3K - $37.9K
|
9.46K
$5.87M
|
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
BUY
|
- |
90+ 3.02% |
$35.3K - $37.9K
|
3.07K
$1.91M
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
89+ 8.5% |
$35K - $37.4K
|
1.14K
$705K
|
|
|
Oct 16, 2023
Q3 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
87+ 4.9% |
$34.2K - $36.6K
|
1.86K
$1.16M
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
87+ 2.04% |
$34.2K - $36.6K
|
4.35K
$2.7M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
86+ 0.35% |
$33.8K - $36.2K
|
24.5K
$15.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
86+ 1.01% |
$33.8K - $36.2K
|
8.64K
$5.36M
|
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
85+ 1416.67% |
$33.4K - $35.8K
|
91
$56.5K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
84+ 0.44% |
$33K - $35.3K
|
19.4K
$12M
|
|
|
Nov 01, 2023
Q3 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
84New |
$33K - $35.3K
|
84
$52.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
83+ 1.04% |
$32.6K - $34.9K
|
8.1K
$5.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
81New |
$31.8K - $34.1K
|
81
$50.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
81+ 1.11% |
$31.8K - $34.1K
|
7.4K
$4.59M
|
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
BUY
|
- |
81+ 0.58% |
$31.8K - $34.1K
|
14K
$8.67M
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
80+ 1.16% |
$31.4K - $33.7K
|
6.95K
$4.31M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
79+ 1.06% |
$31K - $33.2K
|
7.55K
$4.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
79+ 1.3% |
$31K - $33.2K
|
6.15K
$3.82M
|
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
78+ 1.98% |
$30.6K - $32.8K
|
4.02K
$2.49M
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
77+ 9.7% |
$30.2K - $32.4K
|
871
$541K
|
|
|
Oct 30, 2023
Q3 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
76+ 4.9% |
$29.8K - $32K
|
1.63K
$1.01M
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
75+ 2.1% |
$29.5K - $31.6K
|
3.64K
$2.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
75+ 8.25% |
$29.5K - $31.6K
|
984
$611K
|
|
|
Nov 06, 2023
Q3 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
74+ 7.3% |
$29.1K - $31.1K
|
1.09K
$676K
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
72+ 4.79% |
$28.3K - $30.3K
|
1.58K
$979K
|
|
|
Oct 13, 2023
Q3 2023
|
Veery Capital, LLC
|
BUY
|
- |
71+ 1.78% |
$27.9K - $29.9K
|
4.06K
$2.52M
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
70+ 25.27% |
$27.5K - $29.4K
|
347
$215K
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
70+ 5.62% |
$27.5K - $29.4K
|
1.32K
$817K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
70+ 7.3% |
$27.5K - $29.4K
|
1.03K
$639K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
70+ 3.24% |
$27.5K - $29.4K
|
2.23K
$1.38M
|
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
BUY
|
- |
69+ 3.3% |
$27.1K - $29K
|
2.16K
$1.34M
|
|
|
Nov 03, 2023
Q3 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
69+ 7.55% |
$27.1K - $29K
|
983
$610K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
69+ 2.67% |
$27.1K - $29K
|
2.66K
$1.65M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
68+ 3.98% |
$26.7K - $28.6K
|
1.78K
$1.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
67+ 5.98% |
$26.3K - $28.2K
|
1.19K
$737K
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
67+ 0.01% |
$26.3K - $28.2K
|
778K
$483M
|
|
|
Nov 14, 2023
Q3 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
67+ 1.33% |
$26.3K - $28.2K
|
5.12K
$3.18M
|