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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
4K+ 17.5% |
$1.51M - $1.75M
|
26.9K
$14.8M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
3.92KNew |
$1.48M - $1.72M
|
3.92K
$2.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.88K+ 9.89% |
$1.46M - $1.7M
|
43.1K
$23.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
3.87K+ 0.83% |
$1.46M - $1.7M
|
471K
$260M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
3.86K+ 2.82% |
$1.46M - $1.69M
|
141K
$77.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
3.83K+ 4.02% |
$1.45M - $1.68M
|
99.1K
$54.8M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.81K+ 7.76% |
$1.44M - $1.67M
|
53K
$29.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
3.8KNew |
$1.43M - $1.66M
|
3.8K
$2.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.79K+ 6.66% |
$1.43M - $1.66M
|
60.7K
$33.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
3.78K+ 35.67% |
$1.43M - $1.66M
|
14.4K
$7.94M
|
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
BUY
|
- |
3.77KNew |
$1.42M - $1.65M
|
3.77K
$2.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
3.76K+ 7.32% |
$1.42M - $1.65M
|
55.1K
$30.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
3.75K+ 2.15% |
$1.42M - $1.64M
|
179K
$98.7M
|
|
|
Feb 26, 2024
Q4 2023
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
3.75KNew |
$1.41M - $1.64M
|
3.75K
$2.07M
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
3.73K+ 304.73% |
$1.41M - $1.64M
|
4.96K
$2.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3.73K+ 24.77% |
$1.41M - $1.63M
|
18.8K
$10.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.72K+ 8.67% |
$1.4M - $1.63M
|
46.6K
$25.7M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.7K+ 14.17% |
$1.4M - $1.62M
|
29.8K
$16.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
3.66K+ 1.64% |
$1.38M - $1.6M
|
227K
$126M
|
|
|
Jan 23, 2024
Q4 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
3.66K+ 4.46% |
$1.38M - $1.6M
|
85.7K
$47.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
3.64K+ 6063.33% |
$1.37M - $1.59M
|
3.7K
$2.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
3.63K+ 175.19% |
$1.37M - $1.59M
|
5.7K
$3.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
3.61KNew |
$1.36M - $1.58M
|
3.61K
$2M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3.6K+ 31.51% |
$1.36M - $1.58M
|
15K
$8.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.57K+ 16.36% |
$1.35M - $1.57M
|
25.4K
$14.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.53K+ 146.05% |
$1.33M - $1.55M
|
5.95K
$3.29M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.53K+ 49.13% |
$1.33M - $1.55M
|
10.7K
$5.92M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.53K+ 18.14% |
$1.33M - $1.55M
|
23K
$12.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.51K+ 54.08% |
$1.32M - $1.54M
|
10K
$5.53M
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
3.5K+ 19.08% |
$1.32M - $1.53M
|
21.8K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
3.5KNew |
$1.32M - $1.53M
|
3.5K
$1.93M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
3.49K+ 0.4% |
$1.32M - $1.53M
|
869K
$480M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.49K+ 31.78% |
$1.32M - $1.53M
|
14.5K
$8M
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
3.47KNew |
$1.31M - $1.52M
|
3.47K
$1.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.44K+ 12.5% |
$1.3M - $1.51M
|
31K
$17.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
3.4K+ 5.54% |
$1.28M - $1.49M
|
64.7K
$35.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
3.38K+ 441.31% |
$1.27M - $1.48M
|
4.14K
$2.29M
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
3.37KNew |
$1.27M - $1.48M
|
3.37K
$1.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Edgehill Endowment Partners, LLC
|
BUY
|
- |
3.37K+ 0.8% |
$1.27M - $1.47M
|
425K
$235M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.34K+ 7.83% |
$1.26M - $1.46M
|
46K
$25.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.32K+ 34.27% |
$1.25M - $1.45M
|
13K
$7.19M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
3.32K+ 47.71% |
$1.25M - $1.45M
|
10.3K
$5.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.3KNew |
$1.24M - $1.44M
|
3.3K
$1.82M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
3.26K+ 7.49% |
$1.23M - $1.43M
|
46.7K
$25.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.21K+ 4.16% |
$1.21M - $1.41M
|
80.4K
$44.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
3.2KNew |
$1.21M - $1.4M
|
3.2K
$1.77M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
3.17K+ 4.03% |
$1.2M - $1.39M
|
81.9K
$45.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.17K+ 22.87% |
$1.2M - $1.39M
|
17K
$9.41M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
3.16K+ 1.99% |
$1.19M - $1.38M
|
162K
$89.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
3.15K+ 3.99% |
$1.19M - $1.38M
|
82.1K
$45.4M
|