Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.94M+ 850.0% |
$3B - $3.48B
|
8.88M
$4.3B
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
7.93M+ 96394.97% |
$2.99B - $3.48B
|
7.94M
$3.85B
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.15M+ 48075.36% |
$1.94B - $2.26B
|
5.16M
$2.5B
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.94M+ 35.42% |
$1.49B - $1.73B
|
15.1M
$7.3B
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
2.07MNew |
$781M - $907M
|
2.07M
$1B
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.65MNew |
$621M - $721M
|
1.65M
$797M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.35MNew |
$509M - $591M
|
1.35M
$653M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.02M+ 4.71% |
$384M - $446M
|
22.6M
$11B
|
|
|
Feb 14, 2024
Q4 2023
|
Call To Action Foundation
Salt Lake City, UT |
BUY
|
- |
996KNew |
$376M - $437M
|
996K
$483M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
985K+ 5.76% |
$372M - $432M
|
18.1M
$8.77B
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
793K+ 99.53% |
$299M - $347M
|
1.59M
$770M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
723KNew |
$273M - $317M
|
723K
$351M
|
|
|
May 30, 2024
Q4 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
678KNew |
$256M - $297M
|
678K
$329M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
473K+ 104.33% |
$178M - $207M
|
926K
$449M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
383K+ 13.41% |
$145M - $168M
|
3.24M
$1.57B
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
383K+ 1.68% |
$145M - $168M
|
23.2M
$11.2B
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
383K+ 9.99% |
$145M - $168M
|
4.22M
$2.04B
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
348K+ 2578.09% |
$131M - $153M
|
362K
$175M
|
|
|
Feb 20, 2024
Q4 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
319KNew |
$120M - $140M
|
319K
$155M
|
|
|
Feb 12, 2024
Q4 2023
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
271KNew |
$102M - $119M
|
271K
$131M
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
268KNew |
$101M - $118M
|
268K
$130M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
241K+ 124.38% |
$90.8M - $105M
|
434K
$210M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
216K+ 0.96% |
$81.5M - $94.7M
|
22.8M
$11.1B
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
213K+ 376.98% |
$80.3M - $93.3M
|
269K
$131M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
199K+ 13.55% |
$75.1M - $87.2M
|
1.67M
$808M
|
|
|
Jan 23, 2024
Q4 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
192K+ 491.97% |
$72.6M - $84.3M
|
231K
$112M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
189K+ 385.85% |
$71.4M - $82.9M
|
238K
$115M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
189KNew |
$71.2M - $82.7M
|
189K
$91.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
182K+ 28.96% |
$68.5M - $79.6M
|
809K
$392M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
181KNew |
$68.4M - $79.4M
|
181K
$87.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
181K+ 795.2% |
$68.2M - $79.2M
|
204K
$98.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
180K+ 19.79% |
$67.8M - $78.8M
|
1.09M
$527M
|
|
|
Jan 26, 2024
Q4 2023
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
172K+ 23.27% |
$65M - $75.4M
|
912K
$442M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
164K+ 5.64% |
$61.9M - $71.9M
|
3.07M
$1.49B
|
|
|
Feb 14, 2024
Q4 2023
|
Ironclad Investments LLC
Maitland, FL |
BUY
|
- |
163KNew |
$61.4M - $71.4M
|
163K
$78.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
160KNew |
$60.4M - $70.1M
|
160K
$77.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
156KNew |
$58.9M - $68.4M
|
156K
$75.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
138K+ 4.98% |
$52.1M - $60.5M
|
2.91M
$1.41B
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
BUY
|
- |
130K+ 684.63% |
$49.2M - $57.1M
|
149K
$72.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
128KNew |
$48.3M - $56.1M
|
128K
$62M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
124K+ 10.53% |
$46.9M - $54.5M
|
1.3M
$632M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
119K+ 26.74% |
$44.8M - $52M
|
562K
$273M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
118K+ 1992.38% |
$44.7M - $51.9M
|
124K
$60.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
115K+ 15.11% |
$43.5M - $50.6M
|
879K
$426M
|
|
|
Jan 09, 2024
Q4 2023
|
Fidato Wealth LLC
|
BUY
|
- |
114KNew |
$43.1M - $50M
|
114K
$55.4M
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
112KNew |
$42.2M - $49M
|
112K
$54.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
112K+ 11.29% |
$42.1M - $48.9M
|
1.1M
$533M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
109K+ 276.51% |
$41M - $47.6M
|
148K
$71.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
108K+ 24.88% |
$40.8M - $47.4M
|
543K
$263M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
107K+ 5.95% |
$40.3M - $46.8M
|
1.9M
$921M
|
|