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 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
59+ 10.1% |
$23.2K - $24.8K
|
643
$351K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
59+ 1.51% |
$23.2K - $24.8K
|
3.97K
$2.17M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
59+ 3.77% |
$23.2K - $24.8K
|
1.62K
$887K
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
BUY
|
- |
58+ 2.7% |
$22.8K - $24.4K
|
2.21K
$1.21M
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
58+ 1.25% |
$22.8K - $24.4K
|
4.7K
$2.56M
|
|
|
Nov 21, 2023
Q3 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
58+ 0.64% |
$22.8K - $24.4K
|
9.17K
$5.01M
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
57+ 1.04% |
$22.4K - $24K
|
5.53K
$3.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
BUY
|
- |
56+ 0.18% |
$22K - $23.6K
|
31K
$16.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
54+ 4.31% |
$21.2K - $22.7K
|
1.31K
$713K
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
53+ 0.01% |
$20.8K - $22.3K
|
356K
$195M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
53+ 0.02% |
$20.8K - $22.3K
|
221K
$121M
|
|
|
Nov 14, 2023
Q3 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
52+ 5.66% |
$20.4K - $21.9K
|
971
$530K
|
|
|
Nov 14, 2023
Q3 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
52+ 10.32% |
$20.4K - $21.9K
|
556
$304K
|
|
|
Oct 17, 2023
Q3 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
51+ 8.4% |
$20K - $21.5K
|
658
$359K
|
|
|
Nov 02, 2023
Q3 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
50+ 3.23% |
$19.6K - $21K
|
1.6K
$872K
|
|
|
Nov 02, 2023
Q3 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
50+ 4.24% |
$19.6K - $21K
|
1.23K
$671K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
50+ 0.69% |
$19.6K - $21K
|
7.25K
$3.96M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
49+ 0.04% |
$19.2K - $20.6K
|
111K
$60.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
49New |
$19.2K - $20.6K
|
49
$26.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
48New |
$18.8K - $20.2K
|
48
$26.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
48New |
$18.8K - $20.2K
|
48
$26.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
47+ 9.11% |
$18.5K - $19.8K
|
563
$307K
|
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
47+ 3.13% |
$18.5K - $19.8K
|
1.55K
$847K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
47+ 0.36% |
$18.5K - $19.8K
|
13K
$7.08M
|
|
|
Oct 18, 2023
Q3 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
46+ 9.11% |
$18.1K - $19.4K
|
551
$301K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
45+ 1.63% |
$17.7K - $18.9K
|
2.81K
$1.53M
|
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
45+ 1.84% |
$17.7K - $18.9K
|
2.5K
$1.36M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
44+ 2.53% |
$17.3K - $18.5K
|
1.78K
$974K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
44+ 36.67% |
$17.3K - $18.5K
|
164
$89.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
44+ 1.03% |
$17.3K - $18.5K
|
4.31K
$2.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
44+ 0.93% |
$17.3K - $18.5K
|
4.78K
$2.61M
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
43+ 172.0% |
$16.9K - $18.1K
|
68
$37.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
43+ 2.23% |
$16.9K - $18.1K
|
1.97K
$1.08M
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
42+ 3.27% |
$16.5K - $17.7K
|
1.33K
$724K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
BUY
|
- |
42+ 0.07% |
$16.5K - $17.7K
|
59.9K
$32.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
42+ 4.2% |
$16.5K - $17.7K
|
1.04K
$569K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
41+ 34.17% |
$16.1K - $17.2K
|
161
$87.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Shaker Investments LLC
|
BUY
|
- |
41+ 2.53% |
$16.1K - $17.2K
|
1.66K
$908K
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
41+ 3.53% |
$16.1K - $17.2K
|
1.2K
$657K
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
41+ 4.1% |
$16.1K - $17.2K
|
1.04K
$569K
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
40+ 2.56% |
$15.7K - $16.8K
|
1.6K
$875K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
40+ 3.88% |
$15.7K - $16.8K
|
1.07K
$585K
|
|
|
Oct 10, 2023
Q3 2023
|
Harbor Group, Inc.
|
BUY
|
- |
39+ 5.21% |
$15.3K - $16.4K
|
787
$430K
|
|
|
Oct 13, 2023
Q3 2023
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
39+ 5.53% |
$15.3K - $16.4K
|
744
$406K
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
BUY
|
- |
39+ 1.74% |
$15.3K - $16.4K
|
2.28K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
39+ 1.33% |
$15.3K - $16.4K
|
2.97K
$1.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
39+ 0.48% |
$15.3K - $16.4K
|
8.23K
$4.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
39+ 0.83% |
$15.3K - $16.4K
|
4.75K
$2.59M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
38+ 0.27% |
$14.9K - $16K
|
14.2K
$7.73M
|
|
|
Nov 03, 2023
Q3 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
38+ 1.69% |
$14.9K - $16K
|
2.29K
$1.25M
|