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 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.2K+ 3.83% |
$864K - $925K
|
59.7K
$33M
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
2.19K+ 4.45% |
$859K - $920K
|
51.4K
$28.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2.18K+ 18.76% |
$858K - $919K
|
13.8K
$7.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.17K+ 2497.7% |
$853K - $914K
|
2.26K
$1.25M
|
|
|
Oct 27, 2023
Q3 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.17K+ 12.74% |
$850K - $911K
|
19.2K
$10.6M
|
|
|
Sep 25, 2024
Q3 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
2.12K+ 232.17% |
$833K - $893K
|
3.04K
$1.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.1KNew |
$825K - $883K
|
2.1K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.1K+ 392.88% |
$824K - $883K
|
2.63K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2.09K+ 3.81% |
$820K - $878K
|
56.9K
$31.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
2.09K+ 17.41% |
$819K - $877K
|
14.1K
$7.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
2.08K+ 12.73% |
$816K - $874K
|
18.4K
$10.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.07K+ 7.26% |
$812K - $870K
|
30.6K
$16.9M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.07K+ 7.26% |
$812K - $870K
|
30.6K
$16.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.03K+ 9.51% |
$798K - $855K
|
23.4K
$12.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.02K+ 5.86% |
$795K - $851K
|
36.6K
$20.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.02K+ 16.19% |
$792K - $849K
|
14.5K
$8M
|
|
|
Oct 18, 2023
Q3 2023
|
Next Capital Management LLC
|
BUY
|
- |
1.98K+ 56.41% |
$778K - $833K
|
5.49K
$3.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.98K+ 29.2% |
$776K - $831K
|
8.74K
$4.83M
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
1.98K+ 1420.86% |
$776K - $831K
|
2.11K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.97K+ 20.82% |
$772K - $827K
|
11.4K
$6.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
BUY
|
- |
1.96KNew |
$769K - $824K
|
1.96K
$1.08M
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.94K+ 3.38% |
$760K - $814K
|
59.2K
$32.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1.94K+ 11.73% |
$760K - $814K
|
18.4K
$10.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.93K+ 2.56% |
$759K - $813K
|
77.5K
$42.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.93K+ 12.55% |
$757K - $811K
|
17.3K
$9.55M
|
|
|
Oct 31, 2023
Q3 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
1.92KNew |
$754K - $808K
|
1.92K
$1.06M
|
|
|
Oct 12, 2023
Q3 2023
|
Capital City Trust CO
|
BUY
|
- |
1.9K+ 18.88% |
$745K - $798K
|
11.9K
$6.6M
|
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.9K+ 8.39% |
$744K - $797K
|
24.5K
$13.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
1.89K+ 4.41% |
$742K - $795K
|
44.7K
$24.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.88K+ 17.92% |
$739K - $792K
|
12.4K
$6.85M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.88K+ 13.75% |
$737K - $789K
|
15.5K
$8.58M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.87K+ 21.21% |
$736K - $788K
|
10.7K
$5.92M
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.85K+ 141.84% |
$727K - $779K
|
3.16K
$1.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.84K+ 22.7% |
$724K - $776K
|
9.97K
$5.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.84K+ 20.62% |
$721K - $772K
|
10.7K
$5.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.8K+ 69.56% |
$708K - $758K
|
4.4K
$2.43M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.8K+ 0.41% |
$705K - $755K
|
441K
$244M
|
|
|
Oct 25, 2023
Q3 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.79KNew |
$703K - $753K
|
1.79K
$990K
|
|
|
Nov 13, 2023
Q3 2023
|
Resource Planning Group
|
BUY
|
- |
1.78KNew |
$699K - $749K
|
1.78K
$984K
|
|
|
Nov 01, 2023
Q3 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1.77K+ 149.58% |
$697K - $746K
|
2.96K
$1.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
1.77K+ 4.12% |
$694K - $743K
|
44.6K
$24.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.75K+ 0.82% |
$689K - $738K
|
215K
$119M
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
1.74K+ 8.71% |
$683K - $732K
|
21.7K
$12M
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.73K+ 5.54% |
$681K - $729K
|
33K
$18.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
1.73K+ 38.06% |
$677K - $726K
|
6.26K
$3.46M
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.72K+ 6.96% |
$675K - $724K
|
26.4K
$14.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1.71K+ 5.75% |
$670K - $718K
|
31.4K
$17.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
1.7K+ 18.61% |
$668K - $715K
|
10.8K
$5.99M
|
|
|
Oct 12, 2023
Q3 2023
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
1.69K+ 279.17% |
$663K - $711K
|
2.29K
$1.27M
|
|
|
Nov 13, 2023
Q3 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.69K+ 279.17% |
$663K - $711K
|
2.29K
$1.27M
|