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
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
2.86KNew |
$1.12M - $1.2M
|
2.86K
$1.58M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
2.81K+ 25.38% |
$1.1M - $1.18M
|
13.9K
$7.67M
|
|
|
Nov 07, 2023
Q3 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
2.79KNew |
$1.1M - $1.17M
|
2.79K
$1.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2.78K+ 7.8% |
$1.09M - $1.17M
|
38.4K
$21.2M
|
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
BUY
|
- |
2.74K+ 377.66% |
$1.08M - $1.15M
|
3.46K
$1.91M
|
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
2.73K+ 293.03% |
$1.07M - $1.15M
|
3.66K
$2.02M
|
|
|
Oct 24, 2023
Q3 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
2.73K+ 0.82% |
$1.07M - $1.15M
|
337K
$186M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.7K+ 14.75% |
$1.06M - $1.14M
|
21K
$11.6M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
2.7K+ 8.63% |
$1.06M - $1.14M
|
34K
$18.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.7K+ 10.15% |
$1.06M - $1.13M
|
29.3K
$16.2M
|
|
|
Oct 12, 2023
Q3 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
2.69K+ 13.6% |
$1.05M - $1.13M
|
22.4K
$12.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.66K+ 30.93% |
$1.04M - $1.12M
|
11.3K
$6.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.66K+ 0.22% |
$1.04M - $1.12M
|
1.22M
$676M
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
BUY
|
- |
2.66K+ 2.52% |
$1.04M - $1.12M
|
108K
$59.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
2.65K+ 0.45% |
$1.04M - $1.12M
|
594K
$328M
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
2.61K+ 23.99% |
$1.02M - $1.1M
|
13.5K
$7.46M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
2.59K+ 31.25% |
$1.02M - $1.09M
|
10.9K
$6.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.57K+ 1.32% |
$1.01M - $1.08M
|
197K
$109M
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2.56K+ 11.75% |
$1.01M - $1.08M
|
24.4K
$13.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.56K+ 8.02% |
$1.01M - $1.08M
|
34.5K
$19.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.55K+ 2.53% |
$1M - $1.07M
|
103K
$57.1M
|
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.55KNew |
$1M - $1.07M
|
2.55K
$1.41M
|
|
|
Oct 11, 2023
Q3 2023
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
2.54KNew |
$997K - $1.07M
|
2.54K
$1.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
2.52KNew |
$989K - $1.06M
|
2.52K
$1.39M
|
|
|
Oct 11, 2023
Q3 2023
|
Crestmont Private Wealth LLC
|
BUY
|
- |
2.51K+ 2.9% |
$987K - $1.06M
|
89.2K
$49.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.5K+ 13.3% |
$983K - $1.05M
|
21.3K
$11.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.46K+ 99.68% |
$967K - $1.04M
|
4.93K
$2.73M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.45KNew |
$961K - $1.03M
|
2.45K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.42K+ 3.46% |
$951K - $1.02M
|
72.5K
$40.1M
|
|
|
Oct 19, 2023
Q3 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
2.41KNew |
$944K - $1.01M
|
2.41K
$1.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.4K+ 18.17% |
$941K - $1.01M
|
15.6K
$8.62M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.39K+ 16.06% |
$938K - $1M
|
17.3K
$9.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
2.37K+ 33.08% |
$931K - $997K
|
9.54K
$5.27M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.36K+ 0.48% |
$928K - $994K
|
498K
$275M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.36K+ 3.24% |
$926K - $992K
|
75.1K
$41.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.34K+ 24.06% |
$919K - $984K
|
12.1K
$6.67M
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.33K+ 131.64% |
$913K - $979K
|
4.09K
$2.26M
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.32K+ 6.71% |
$912K - $977K
|
36.9K
$20.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.32K+ 10.11% |
$912K - $977K
|
25.3K
$14M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.32K+ 7.19% |
$911K - $976K
|
34.6K
$19.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
2.32K+ 2.45% |
$911K - $976K
|
96.9K
$53.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
2.31K+ 204.69% |
$908K - $972K
|
3.44K
$1.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.31K+ 15.64% |
$906K - $971K
|
17.1K
$9.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2.29K+ 84.0% |
$901K - $965K
|
5.03K
$2.78M
|
|
|
Oct 31, 2023
Q3 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
2.29K+ 1.79% |
$898K - $963K
|
130K
$71.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
2.28K+ 2.78% |
$896K - $960K
|
84.2K
$46.6M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
2.28K+ 57.87% |
$893K - $957K
|
6.21K
$3.43M
|
|
|
Oct 11, 2023
Q3 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
2.25KNew |
$885K - $948K
|
2.25K
$1.25M
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2.23K+ 3.26% |
$876K - $939K
|
70.7K
$39.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.23K+ 1.01% |
$874K - $936K
|
223K
$123M
|