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 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.01K+ 13.58% |
$1.58M - $1.69M
|
33.6K
$18.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.01K+ 5.47% |
$1.57M - $1.68M
|
77.2K
$42.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
4K+ 3.38% |
$1.57M - $1.68M
|
122K
$67.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Adams Wealth Management
|
BUY
|
- |
3.96K+ 16.45% |
$1.56M - $1.67M
|
28.1K
$15.5M
|
|
|
Nov 09, 2023
Q3 2023
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
3.85K+ 7.42% |
$1.51M - $1.62M
|
55.7K
$30.8M
|
|
|
Oct 20, 2023
Q3 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
3.82K+ 2.91% |
$1.5M - $1.61M
|
135K
$74.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
3.81K+ 4.19% |
$1.5M - $1.6M
|
94.8K
$52.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.78K+ 5.18% |
$1.48M - $1.59M
|
76.7K
$42.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.78K+ 10.65% |
$1.48M - $1.59M
|
39.2K
$21.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
3.67K+ 62.52% |
$1.44M - $1.54M
|
9.54K
$5.27M
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.65K+ 8.02% |
$1.43M - $1.54M
|
49.2K
$27.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3.65K+ 0.59% |
$1.43M - $1.53M
|
623K
$344M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.64K+ 5.96% |
$1.43M - $1.53M
|
64.7K
$35.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.62K+ 3.11% |
$1.42M - $1.52M
|
120K
$66.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
3.6K+ 6.98% |
$1.41M - $1.51M
|
55.2K
$30.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
3.58KNew |
$1.4M - $1.5M
|
3.58K
$1.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.57K+ 271.17% |
$1.4M - $1.5M
|
4.89K
$2.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
BUY
|
- |
3.56K+ 28.45% |
$1.4M - $1.5M
|
16.1K
$8.88M
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.51K+ 46.51% |
$1.38M - $1.48M
|
11.1K
$6.11M
|
|
|
Oct 26, 2023
Q3 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
3.51K+ 376.8% |
$1.38M - $1.48M
|
4.44K
$2.45M
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.49K+ 89.74% |
$1.37M - $1.47M
|
7.38K
$4.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
3.49K+ 15.85% |
$1.37M - $1.47M
|
25.5K
$14.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
3.47K+ 105.82% |
$1.36M - $1.46M
|
6.76K
$3.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
3.4K+ 2.55% |
$1.34M - $1.43M
|
137K
$75.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
3.4K+ 6.08% |
$1.34M - $1.43M
|
59.3K
$32.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
BUY
|
- |
3.35K+ 32.45% |
$1.31M - $1.41M
|
13.7K
$7.55M
|
|
|
Oct 12, 2023
Q3 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
3.34K+ 99.97% |
$1.31M - $1.41M
|
6.69K
$3.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
3.31K+ 100.73% |
$1.3M - $1.39M
|
6.6K
$3.65M
|
|
|
Nov 02, 2023
Q3 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
3.24K+ 4.11% |
$1.27M - $1.36M
|
82.1K
$45.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3.21K+ 7.16% |
$1.26M - $1.35M
|
48K
$26.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
3.2K+ 99.01% |
$1.26M - $1.35M
|
6.43K
$3.55M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3.2KNew |
$1.26M - $1.34M
|
3.2K
$1.77M
|
|
|
Oct 20, 2023
Q3 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
3.18KNew |
$1.25M - $1.34M
|
3.18K
$1.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.17K+ 3.6% |
$1.25M - $1.33M
|
91.3K
$50.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.15K+ 32.69% |
$1.24M - $1.33M
|
12.8K
$7.07M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
3.12K+ 26.06% |
$1.23M - $1.31M
|
15.1K
$8.35M
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
3.11K+ 300.48% |
$1.22M - $1.31M
|
4.14K
$2.29M
|
|
|
Oct 19, 2023
Q3 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
3.1K+ 43.18% |
$1.22M - $1.3M
|
10.3K
$5.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
3.08K+ 476.16% |
$1.21M - $1.29M
|
3.72K
$2.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
3.02K+ 3.81% |
$1.18M - $1.27M
|
82.2K
$45.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
3K+ 39.06% |
$1.18M - $1.26M
|
10.7K
$5.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2.99K+ 53.25% |
$1.17M - $1.26M
|
8.61K
$4.76M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.98K+ 16.49% |
$1.17M - $1.26M
|
21.1K
$11.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
2.97K+ 25.67% |
$1.17M - $1.25M
|
14.5K
$8.03M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.95K+ 1.18% |
$1.16M - $1.24M
|
253K
$140M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.9K+ 11.63% |
$1.14M - $1.22M
|
27.8K
$15.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
2.89K+ 27.85% |
$1.14M - $1.22M
|
13.3K
$7.34M
|
|
|
Oct 16, 2023
Q3 2023
|
Applied Capital LLC
|
BUY
|
- |
2.87K+ 4.59% |
$1.13M - $1.21M
|
65.5K
$36.2M
|
|
|
Nov 02, 2023
Q3 2023
|
St. Louis Trust CO
|
BUY
|
- |
2.86K+ 10.59% |
$1.12M - $1.2M
|
29.8K
$16.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
2.86K+ 15.45% |
$1.12M - $1.2M
|
21.4K
$11.8M
|