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 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
9.23K+ 6.21% |
$3.62M - $3.88M
|
158K
$87.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
9.22K+ 36.29% |
$3.62M - $3.88M
|
34.6K
$19.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
9.07K+ 6.01% |
$3.56M - $3.81M
|
160K
$88.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.97KNew |
$3.52M - $3.78M
|
8.97K
$4.96M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.91K+ 24.66% |
$3.5M - $3.75M
|
45K
$24.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.9K+ 313.78% |
$3.5M - $3.74M
|
11.7K
$6.49M
|
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
8.82K+ 6.31% |
$3.46M - $3.71M
|
148K
$82.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
8.81KNew |
$3.46M - $3.7M
|
8.81K
$4.87M
|
|
|
Oct 12, 2023
Q3 2023
|
Single Point Partners, LLC
|
BUY
|
- |
8.73KNew |
$3.43M - $3.67M
|
8.73K
$4.82M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.72K+ 23.76% |
$3.42M - $3.67M
|
45.4K
$25.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
8.64K+ 6.4% |
$3.39M - $3.63M
|
144K
$79.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
8.56K+ 75.48% |
$3.36M - $3.6M
|
19.9K
$11M
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
8.46K+ 23.82% |
$3.32M - $3.56M
|
44K
$24.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
8.44K+ 11.35% |
$3.31M - $3.55M
|
82.8K
$45.8M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.35K+ 107.44% |
$3.28M - $3.51M
|
16.1K
$8.91M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
8.25K+ 7.13% |
$3.24M - $3.47M
|
124K
$68.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8.25K+ 23.34% |
$3.24M - $3.47M
|
43.6K
$24.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
8.24K+ 19.38% |
$3.24M - $3.47M
|
50.8K
$28.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
8.05K+ 4.39% |
$3.16M - $3.39M
|
191K
$106M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8K+ 4.95% |
$3.14M - $3.37M
|
170K
$93.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
7.97K+ 0.68% |
$3.13M - $3.35M
|
1.17M
$649M
|
|
|
Oct 31, 2023
Q3 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
7.89K+ 25.47% |
$3.1M - $3.32M
|
38.9K
$21.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayport, LLC
|
BUY
|
- |
7.85K+ 7.7% |
$3.08M - $3.3M
|
110K
$60.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
7.69K+ 93.6% |
$3.02M - $3.23M
|
15.9K
$8.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
7.65K+ 1214.29% |
$3M - $3.22M
|
8.28K
$4.58M
|
|
|
Nov 01, 2023
Q3 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
7.62K+ 18.47% |
$2.99M - $3.21M
|
48.9K
$27M
|
|
|
Oct 25, 2023
Q3 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
7.62K+ 56.62% |
$2.99M - $3.21M
|
21.1K
$11.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
7.57K+ 37.15% |
$2.97M - $3.19M
|
28K
$15.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Human Investing LLC
|
BUY
|
- |
7.57K+ 2.95% |
$2.97M - $3.18M
|
264K
$146M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
7.46K+ 152.08% |
$2.93M - $3.14M
|
12.4K
$6.83M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
7.42K+ 331.8% |
$2.91M - $3.12M
|
9.66K
$5.34M
|
|
|
Oct 27, 2023
Q3 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
7.29K+ 58.17% |
$2.86M - $3.07M
|
19.8K
$11M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.28KNew |
$2.86M - $3.06M
|
7.28K
$4.02M
|
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
7.07K+ 13.66% |
$2.78M - $2.98M
|
58.8K
$32.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
6.92K+ 16.3% |
$2.72M - $2.91M
|
49.4K
$27.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.83K+ 16.64% |
$2.68M - $2.87M
|
47.9K
$26.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
6.82K+ 6.42% |
$2.68M - $2.87M
|
113K
$62.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
6.81K+ 76.96% |
$2.67M - $2.87M
|
15.7K
$8.66M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
6.71K+ 1800.0% |
$2.64M - $2.82M
|
7.09K
$3.92M
|
|
|
Oct 23, 2023
Q3 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
6.69K+ 3.35% |
$2.63M - $2.81M
|
206K
$114M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.6K+ 15.6% |
$2.59M - $2.77M
|
48.9K
$27M
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
6.52K+ 5.32% |
$2.56M - $2.74M
|
129K
$71.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
6.5K+ 19.78% |
$2.55M - $2.73M
|
39.4K
$21.8M
|
|
|
Nov 21, 2023
Q3 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
6.5KNew |
$2.55M - $2.73M
|
6.5K
$3.59M
|
|
|
Oct 31, 2023
Q3 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6.49KNew |
$2.55M - $2.73M
|
6.49K
$3.59M
|
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
6.45K+ 6.17% |
$2.53M - $2.71M
|
111K
$61.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.42K+ 31.57% |
$2.52M - $2.7M
|
26.8K
$14.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.38K+ 7.82% |
$2.5M - $2.68M
|
87.9K
$48.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
6.34KNew |
$2.49M - $2.67M
|
6.34K
$3.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
6.32K+ 86.48% |
$2.48M - $2.66M
|
13.6K
$7.54M
|