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 19, 2023
Q3 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
7+ 0.58% |
$2.75K - $2.94K
|
1.21K
$665K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
7+ 350.0% |
$2.75K - $2.94K
|
9
$4.93K
|
|
|
Oct 30, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7+ 1.1% |
$2.75K - $2.94K
|
646
$354K
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
7+ 4.79% |
$2.75K - $2.94K
|
153
$83.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
7New |
$2.75K - $2.94K
|
7
$3.84K
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
BUY
|
- |
6+ 0.88% |
$2.36K - $2.52K
|
689
$378K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
6+ 0.31% |
$2.36K - $2.52K
|
1.97K
$1.08M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 0.14% |
$2.36K - $2.52K
|
4.45K
$2.44M
|
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
6+ 0.05% |
$2.36K - $2.52K
|
12.8K
$7.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
6+ 0.41% |
$2.36K - $2.52K
|
1.45K
$796K
|
|
|
Oct 25, 2023
Q3 2023
|
Sicart Associates LLC
|
BUY
|
- |
6+ 0.99% |
$2.36K - $2.52K
|
611
$335K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
6+ 11.54% |
$2.36K - $2.52K
|
58
$31.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
6+ 1.16% |
$2.36K - $2.52K
|
524
$287K
|
|
|
Nov 15, 2023
Q3 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
6+ 0.36% |
$2.36K - $2.52K
|
1.69K
$925K
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
5+ 0.15% |
$1.96K - $2.1K
|
3.36K
$1.84M
|
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
5+ 0.33% |
$1.96K - $2.1K
|
1.54K
$843K
|
|
|
Oct 20, 2023
Q3 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
5+ 0.06% |
$1.96K - $2.1K
|
8.41K
$4.61M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5+ 0.06% |
$1.96K - $2.1K
|
7.75K
$4.24M
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
5New |
$1.96K - $2.1K
|
5
$2.74K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
5+ 0.29% |
$1.96K - $2.1K
|
1.76K
$962K
|
|
|
Nov 07, 2023
Q3 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
5+ 0.84% |
$1.96K - $2.1K
|
603
$330K
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
5+ 0.85% |
$1.96K - $2.1K
|
596
$327K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
5+ 0.45% |
$1.96K - $2.1K
|
1.11K
$608K
|
|
|
Dec 05, 2023
Q3 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
5+ 0.32% |
$1.96K - $2.1K
|
1.58K
$868K
|
|
|
Dec 13, 2024
Q3 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
5+ 0.53% |
$1.96K - $2.1K
|
946
$518K
|
|
|
Oct 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
BUY
|
- |
4+ 0.22% |
$1.57K - $1.68K
|
1.81K
$991K
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
4+ 0.27% |
$1.57K - $1.68K
|
1.46K
$800K
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
4+ 0.19% |
$1.57K - $1.68K
|
2.14K
$1.17M
|
|
|
Oct 27, 2023
Q3 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
4+ 0.45% |
$1.57K - $1.68K
|
896
$491K
|
|
|
Oct 31, 2023
Q3 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
4+ 0.36% |
$1.57K - $1.68K
|
1.1K
$604K
|
|
|
Nov 06, 2023
Q3 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.18% |
$1.57K - $1.68K
|
2.28K
$1.25M
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
4+ 0.35% |
$1.57K - $1.68K
|
1.13K
$621K
|
|
|
Nov 09, 2023
Q3 2023
|
E L Financial Corp LTD
|
BUY
|
- |
4+ 0.0% |
$1.57K - $1.68K
|
1.65M
$906M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.09% |
$1.57K - $1.68K
|
4.53K
$2.48M
|
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
3+ 0.41% |
$1.18K - $1.26K
|
736
$403K
|
|
|
Oct 10, 2023
Q3 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
3+ 0.29% |
$1.18K - $1.26K
|
1.05K
$573K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
3+ 0.07% |
$1.18K - $1.26K
|
4.12K
$2.26M
|
|
|
Oct 10, 2023
Q3 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
3+ 0.3% |
$1.18K - $1.26K
|
992
$544K
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
3+ 0.33% |
$1.18K - $1.26K
|
906
$496K
|
|
|
Oct 11, 2023
Q3 2023
|
626 Financial, LLC
|
BUY
|
- |
3+ 0.15% |
$1.18K - $1.26K
|
2K
$1.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
3+ 0.07% |
$1.18K - $1.26K
|
4.54K
$2.49M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
3+ 0.06% |
$1.18K - $1.26K
|
4.64K
$2.54M
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
BUY
|
- |
3+ 0.08% |
$1.18K - $1.26K
|
3.61K
$1.98M
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
3+ 0.33% |
$1.18K - $1.26K
|
908
$498K
|
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
3+ 0.35% |
$1.18K - $1.26K
|
851
$466K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
3New |
$1.18K - $1.26K
|
3
$1.64K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
3+ 0.21% |
$1.18K - $1.26K
|
1.42K
$779K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3+ 0.08% |
$1.18K - $1.26K
|
3.55K
$1.95M
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
2+ 0.09% |
$785 - $841
|
2.32K
$1.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
BUY
|
- |
2+ 0.18% |
$785 - $841
|
1.13K
$618K
|