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 02, 2023
Q3 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
6.32K+ 17.54% |
$2.48M - $2.66M
|
42.3K
$23.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
6.29K+ 1.59% |
$2.47M - $2.65M
|
402K
$222M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.18K+ 2.01% |
$2.43M - $2.6M
|
314K
$174M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
6.17K+ 25.04% |
$2.42M - $2.6M
|
30.8K
$17M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.15K+ 2.37% |
$2.42M - $2.59M
|
266K
$147M
|
|
|
Nov 14, 2023
Q3 2023
|
Amundi
Paris, I0 |
BUY
|
- |
6.13K+ 37.91% |
$2.41M - $2.58M
|
22.3K
$12.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
6.01K+ 11.16% |
$2.36M - $2.53M
|
59.8K
$33.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
5.98K+ 194.06% |
$2.35M - $2.52M
|
9.07K
$5.01M
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
BUY
|
- |
5.88K+ 7.51% |
$2.31M - $2.47M
|
84.2K
$46.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.81K+ 62.88% |
$2.28M - $2.44M
|
15.1K
$8.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
5.75KNew |
$2.26M - $2.42M
|
5.75K
$3.18M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5.73KNew |
$2.25M - $2.41M
|
5.73K
$3.17M
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.71KNew |
$2.24M - $2.4M
|
5.71K
$3.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.6K+ 221.69% |
$2.2M - $2.36M
|
8.13K
$4.49M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.58K+ 0.99% |
$2.19M - $2.35M
|
569K
$314M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.55K+ 6.98% |
$2.18M - $2.33M
|
85.1K
$47M
|
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
5.53KNew |
$2.17M - $2.33M
|
5.53K
$3.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
5.43K+ 7.63% |
$2.13M - $2.28M
|
76.5K
$42.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.37K+ 35.84% |
$2.11M - $2.26M
|
20.4K
$11.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5.28K+ 7.41% |
$2.08M - $2.22M
|
76.6K
$42.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.19K+ 15.43% |
$2.04M - $2.18M
|
38.8K
$21.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.08K+ 3.1% |
$1.99M - $2.13M
|
169K
$93.4M
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
4.97K+ 199.32% |
$1.95M - $2.09M
|
7.47K
$4.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
4.97K+ 7.62% |
$1.95M - $2.09M
|
70.1K
$38.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
4.93K+ 2.03% |
$1.94M - $2.07M
|
248K
$137M
|
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
BUY
|
- |
4.92K+ 2.2% |
$1.93M - $2.07M
|
228K
$126M
|
|
|
Oct 19, 2023
Q3 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
4.91K+ 2.95% |
$1.93M - $2.07M
|
171K
$94.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
4.89K+ 2.35% |
$1.92M - $2.06M
|
213K
$118M
|
|
|
Oct 27, 2023
Q3 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
4.86K+ 334.02% |
$1.91M - $2.04M
|
6.32K
$3.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.76K+ 2.11% |
$1.87M - $2M
|
230K
$127M
|
|
|
Nov 09, 2023
Q3 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
4.76K+ 26.28% |
$1.87M - $2M
|
22.9K
$12.6M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
4.72K+ 10.71% |
$1.85M - $1.98M
|
48.7K
$26.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
4.66K+ 110.94% |
$1.83M - $1.96M
|
8.85K
$4.89M
|
|
|
Oct 17, 2023
Q3 2023
|
Planning Alternatives LTD
|
BUY
|
- |
4.61KNew |
$1.81M - $1.94M
|
4.61K
$2.55M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
4.51K+ 5.43% |
$1.77M - $1.9M
|
87.5K
$48.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
4.49K+ 3.53% |
$1.76M - $1.89M
|
132K
$72.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
4.47K+ 6.78% |
$1.75M - $1.88M
|
70.3K
$38.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
4.44K+ 7.11% |
$1.74M - $1.87M
|
66.9K
$37M
|
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
4.43K+ 66.7% |
$1.74M - $1.86M
|
11.1K
$6.12M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
4.41K+ 10.95% |
$1.73M - $1.86M
|
44.7K
$24.7M
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
4.4K+ 44.69% |
$1.73M - $1.85M
|
14.2K
$7.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
4.39KNew |
$1.72M - $1.85M
|
4.39K
$2.43M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
4.36K+ 42.21% |
$1.71M - $1.83M
|
14.7K
$8.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
4.32K+ 1.51% |
$1.7M - $1.82M
|
290K
$160M
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
4.28KNew |
$1.68M - $1.8M
|
4.28K
$2.37M
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
4.24KNew |
$1.67M - $1.78M
|
4.24K
$2.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
4.15K+ 7.25% |
$1.63M - $1.74M
|
61.3K
$33.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.12K+ 5.35% |
$1.62M - $1.73M
|
81.1K
$44.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.11K+ 3.74% |
$1.62M - $1.73M
|
114K
$63.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
4.11KNew |
$1.61M - $1.73M
|
4.11K
$2.27M
|