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 10, 2023
Q3 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
35+ 3.44% |
$13.7K - $14.7K
|
1.05K
$575K
|
|
|
Nov 06, 2023
Q3 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
35+ 6.35% |
$13.7K - $14.7K
|
586
$320K
|
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
34+ 0.82% |
$13.4K - $14.3K
|
4.18K
$2.28M
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
34+ 0.49% |
$13.4K - $14.3K
|
7.04K
$3.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
34+ 47.22% |
$13.4K - $14.3K
|
106
$57.9K
|
|
|
Oct 11, 2023
Q3 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
33+ 3.57% |
$13K - $13.9K
|
957
$523K
|
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
33+ 0.96% |
$13K - $13.9K
|
3.45K
$1.89M
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
33+ 3.53% |
$13K - $13.9K
|
967
$528K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
33+ 0.2% |
$13K - $13.9K
|
16.8K
$9.17M
|
|
|
Nov 16, 2023
Q3 2023
|
Unconventional Investor, LLC
|
BUY
|
- |
33+ 0.13% |
$13K - $13.9K
|
25.7K
$14M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
32+ 0.62% |
$12.6K - $13.5K
|
5.2K
$2.84M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
32+ 1.46% |
$12.6K - $13.5K
|
2.22K
$1.21M
|
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
32+ 3.93% |
$12.6K - $13.5K
|
847
$463K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
32+ 6.24% |
$12.6K - $13.5K
|
545
$298K
|
|
|
Oct 24, 2023
Q3 2023
|
Eclectic Associates Inc
|
BUY
|
- |
31+ 1.9% |
$12.2K - $13K
|
1.66K
$907K
|
|
|
Oct 17, 2023
Q3 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
30+ 3.37% |
$11.8K - $12.6K
|
921
$503K
|
|
|
Nov 07, 2023
Q3 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
30+ 5.32% |
$11.8K - $12.6K
|
594
$324K
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
30+ 0.39% |
$11.8K - $12.6K
|
7.64K
$4.17M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
29+ 0.37% |
$11.4K - $12.2K
|
7.79K
$4.25M
|
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
29+ 3.05% |
$11.4K - $12.2K
|
980
$535K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
28+ 103.7% |
$11K - $11.8K
|
55
$30K
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
28+ 0.18% |
$11K - $11.8K
|
15.9K
$8.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
27+ 0.26% |
$10.6K - $11.4K
|
10.5K
$5.71M
|
|
|
Nov 01, 2023
Q3 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
27+ 1.62% |
$10.6K - $11.4K
|
1.69K
$923K
|
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
26+ 4.28% |
$10.2K - $10.9K
|
634
$346K
|
|
|
Nov 14, 2023
Q3 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
26+ 5.31% |
$10.2K - $10.9K
|
516
$282K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
26+ 2.32% |
$10.2K - $10.9K
|
1.15K
$625K
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
25+ 3.69% |
$9.82K - $10.5K
|
703
$384K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
25+ 0.57% |
$9.82K - $10.5K
|
4.43K
$2.42M
|
|
|
Nov 09, 2023
Q3 2023
|
University Of Texas
|
BUY
|
- |
25New |
$9.82K - $10.5K
|
25
$13.7K
|
|
|
Aug 29, 2024
Q3 2023
|
University Of Texas
|
BUY
|
- |
25New |
$9.82K - $10.5K
|
25
$13.7K
|
|
|
Oct 16, 2023
Q3 2023
|
Exeter Financial, LLC
|
BUY
|
- |
24+ 1.09% |
$9.42K - $10.1K
|
2.22K
$1.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Pecaut & Co.
|
BUY
|
- |
24+ 16.22% |
$9.42K - $10.1K
|
172
$93.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
24+ 0.38% |
$9.42K - $10.1K
|
6.34K
$3.46M
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
23+ 0.63% |
$9.03K - $9.68K
|
3.69K
$2.01M
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
23+ 0.28% |
$9.03K - $9.68K
|
8.38K
$4.58M
|
|
|
May 10, 2024
Q3 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
23+ 1.27% |
$9.03K - $9.68K
|
1.83K
$1M
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
22+ 0.72% |
$8.64K - $9.25K
|
3.09K
$1.69M
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
BUY
|
- |
22+ 3.54% |
$8.64K - $9.25K
|
644
$352K
|
|
|
Nov 01, 2023
Q3 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
21+ 0.36% |
$8.25K - $8.83K
|
5.88K
$3.21M
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
21+ 0.36% |
$8.25K - $8.83K
|
5.8K
$3.17M
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
BUY
|
- |
21+ 0.19% |
$8.25K - $8.83K
|
11K
$5.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
21+ 1.24% |
$8.25K - $8.83K
|
1.71K
$936K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
20+ 0.16% |
$7.85K - $8.41K
|
12.7K
$6.94M
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
18+ 0.25% |
$7.07K - $7.57K
|
7.18K
$3.92M
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
18+ 0.37% |
$7.07K - $7.57K
|
4.87K
$2.66M
|
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
18+ 1.9% |
$7.07K - $7.57K
|
964
$526K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
18+ 4.85% |
$7.07K - $7.57K
|
389
$212K
|
|
|
Nov 07, 2023
Q3 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
18+ 0.29% |
$7.07K - $7.57K
|
6.33K
$3.45M
|
|
|
Apr 02, 2024
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
18+ 1.9% |
$7.07K - $7.57K
|
964
$526K
|