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 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
17+ 0.7% |
$6.68K - $7.15K
|
2.45K
$1.34M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
16+ 1.13% |
$6.28K - $6.73K
|
1.43K
$779K
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
16+ 0.67% |
$6.28K - $6.73K
|
2.42K
$1.32M
|
|
|
Nov 07, 2023
Q3 2023
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
15+ 0.06% |
$5.89K - $6.31K
|
25.1K
$13.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
15+ 1.52% |
$5.89K - $6.31K
|
1K
$546K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
15+ 0.07% |
$5.89K - $6.31K
|
22.3K
$12.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
14+ 2.41% |
$5.5K - $5.89K
|
594
$324K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
14+ 7.41% |
$5.5K - $5.89K
|
203
$111K
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
BUY
|
- |
14+ 0.11% |
$5.5K - $5.89K
|
12.6K
$6.88M
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
BUY
|
- |
14+ 0.28% |
$5.5K - $5.89K
|
5.01K
$2.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
14+ 0.35% |
$5.5K - $5.89K
|
4.06K
$2.22M
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
BUY
|
- |
13+ 0.87% |
$5.11K - $5.47K
|
1.51K
$824K
|
|
|
Nov 09, 2023
Q3 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
13+ 0.28% |
$5.11K - $5.47K
|
4.69K
$2.56M
|
|
|
Oct 20, 2023
Q3 2023
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
12+ 1.02% |
$4.71K - $5.05K
|
1.19K
$652K
|
|
|
Nov 06, 2023
Q3 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
12+ 0.54% |
$4.71K - $5.05K
|
2.23K
$1.22M
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
12+ 0.22% |
$4.71K - $5.05K
|
5.4K
$2.95M
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
11+ 22.45% |
$4.32K - $4.63K
|
60
$32.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
11+ 0.91% |
$4.32K - $4.63K
|
1.22K
$668K
|
|
|
Oct 10, 2023
Q3 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
10+ 0.77% |
$3.93K - $4.21K
|
1.31K
$713K
|
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
BUY
|
- |
10+ 0.76% |
$3.93K - $4.21K
|
1.33K
$726K
|
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
10+ 0.13% |
$3.93K - $4.21K
|
7.74K
$4.22M
|
|
|
Oct 17, 2023
Q3 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
10+ 0.38% |
$3.93K - $4.21K
|
2.67K
$1.46M
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
10+ 0.39% |
$3.93K - $4.21K
|
2.61K
$1.42M
|
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
10+ 0.74% |
$3.93K - $4.21K
|
1.36K
$744K
|
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
BUY
|
- |
10+ 0.38% |
$3.93K - $4.21K
|
2.67K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
10+ 0.4% |
$3.93K - $4.21K
|
2.49K
$1.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
10+ 0.22% |
$3.93K - $4.21K
|
4.64K
$2.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
9+ 0.39% |
$3.53K - $3.79K
|
2.35K
$1.28M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
9+ 0.12% |
$3.53K - $3.79K
|
7.66K
$4.18M
|
|
|
Oct 13, 2023
Q3 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.88% |
$3.53K - $3.79K
|
1.03K
$565K
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
9+ 0.25% |
$3.53K - $3.79K
|
3.57K
$1.95M
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
9+ 0.93% |
$3.53K - $3.79K
|
972
$531K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
8New |
$3.14K - $3.37K
|
8
$4.37K
|
|
|
Oct 10, 2023
Q3 2023
|
Lincoln Capital LLC
|
BUY
|
- |
8+ 1.36% |
$3.14K - $3.37K
|
598
$327K
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
8+ 0.81% |
$3.14K - $3.37K
|
990
$541K
|
|
|
Oct 16, 2023
Q3 2023
|
Refined Wealth Management
|
BUY
|
- |
8+ 0.58% |
$3.14K - $3.37K
|
1.38K
$754K
|
|
|
Nov 08, 2023
Q3 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
8+ 0.4% |
$3.14K - $3.37K
|
2.02K
$1.1M
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
8+ 0.74% |
$3.14K - $3.37K
|
1.09K
$594K
|
|
|
Oct 05, 2023
Q3 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.41% |
$2.75K - $2.94K
|
1.7K
$927K
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
7+ 1.1% |
$2.75K - $2.94K
|
641
$350K
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
7+ 0.29% |
$2.75K - $2.94K
|
2.4K
$1.31M
|
|
|
Oct 19, 2023
Q3 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
7+ 0.58% |
$2.75K - $2.94K
|
1.21K
$662K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
7+ 350.0% |
$2.75K - $2.94K
|
9
$4.92K
|
|
|
Oct 30, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7+ 1.1% |
$2.75K - $2.94K
|
646
$353K
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
7+ 4.79% |
$2.75K - $2.94K
|
153
$83.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
7New |
$2.75K - $2.94K
|
7
$3.82K
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
BUY
|
- |
6+ 0.88% |
$2.36K - $2.52K
|
689
$376K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
6+ 0.31% |
$2.36K - $2.52K
|
1.97K
$1.07M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 0.14% |
$2.36K - $2.52K
|
4.45K
$2.43M
|
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
6+ 0.05% |
$2.36K - $2.52K
|
12.8K
$7.01M
|