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 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
3.17K+ 4.03% |
$1.2M - $1.39M
|
81.9K
$41.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.17K+ 22.87% |
$1.2M - $1.39M
|
17K
$8.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
3.16K+ 1.99% |
$1.19M - $1.38M
|
162K
$82.8M
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.16K+ 2.76% |
$1.19M - $1.38M
|
117K
$60M
|
|
|
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
$42M
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
3.15K+ 19.78% |
$1.19M - $1.38M
|
19.1K
$9.74M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.13K+ 46.31% |
$1.18M - $1.37M
|
9.88K
$5.05M
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3.12K+ 200.84% |
$1.18M - $1.36M
|
4.67K
$2.39M
|
|
|
Jan 18, 2024
Q4 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
3.08K+ 217.2% |
$1.16M - $1.35M
|
4.5K
$2.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
3.08KNew |
$1.16M - $1.35M
|
3.08K
$1.57M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.07K+ 23.98% |
$1.16M - $1.34M
|
15.9K
$8.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
3.04K+ 2.12% |
$1.15M - $1.33M
|
147K
$75M
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
3.04KNew |
$1.15M - $1.33M
|
3.04K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.02KNew |
$1.14M - $1.32M
|
3.02K
$1.54M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.01K+ 265.14% |
$1.14M - $1.32M
|
4.15K
$2.12M
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
BUY
|
- |
2.96K+ 1307.96% |
$1.12M - $1.3M
|
3.18K
$1.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
2.95K+ 63.36% |
$1.11M - $1.29M
|
7.61K
$3.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.95K+ 70.47% |
$1.11M - $1.29M
|
7.13K
$3.65M
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
2.95KNew |
$1.11M - $1.29M
|
2.95K
$1.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.93K+ 31.12% |
$1.11M - $1.29M
|
12.4K
$6.32M
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
2.93K+ 28.52% |
$1.11M - $1.28M
|
13.2K
$6.75M
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
2.93K+ 4.16% |
$1.11M - $1.28M
|
73.4K
$37.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.93K+ 4.4% |
$1.11M - $1.28M
|
69.6K
$35.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
2.92K+ 11.22% |
$1.1M - $1.28M
|
29K
$14.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.92K+ 13.68% |
$1.1M - $1.28M
|
24.2K
$12.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.92K+ 20.34% |
$1.1M - $1.28M
|
17.3K
$8.83M
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2.91KNew |
$1.1M - $1.28M
|
2.91K
$1.49M
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
2.9KNew |
$1.1M - $1.27M
|
2.9K
$1.48M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.9K+ 39.89% |
$1.1M - $1.27M
|
10.2K
$5.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.9K+ 18.71% |
$1.1M - $1.27M
|
18.4K
$9.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.89K+ 39.73% |
$1.09M - $1.27M
|
10.2K
$5.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
2.89KNew |
$1.09M - $1.27M
|
2.89K
$1.48M
|
|
|
Feb 08, 2024
Q4 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
2.87KNew |
$1.08M - $1.26M
|
2.87K
$1.47M
|
|
|
Jan 05, 2024
Q4 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
2.86K+ 9.56% |
$1.08M - $1.25M
|
32.8K
$16.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2.84K+ 42.44% |
$1.07M - $1.24M
|
9.52K
$4.87M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.83K+ 0.62% |
$1.07M - $1.24M
|
460K
$235M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.83K+ 3.1% |
$1.07M - $1.24M
|
94.1K
$48.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.82K+ 13.98% |
$1.06M - $1.24M
|
23K
$11.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
2.82K+ 4.15% |
$1.06M - $1.23M
|
70.7K
$36.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
2.81KNew |
$1.06M - $1.23M
|
2.81K
$1.44M
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
2.8K+ 17.04% |
$1.06M - $1.23M
|
19.3K
$9.84M
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.75K+ 289.06% |
$1.04M - $1.2M
|
3.7K
$1.89M
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
2.74KNew |
$1.03M - $1.2M
|
2.74K
$1.4M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.74K+ 12.44% |
$1.03M - $1.2M
|
24.8K
$12.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
2.73K+ 108.03% |
$1.03M - $1.2M
|
5.26K
$2.69M
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.73KNew |
$1.03M - $1.2M
|
2.73K
$1.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.72K+ 7.28% |
$1.03M - $1.19M
|
40K
$20.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.72K+ 9.71% |
$1.02M - $1.19M
|
30.7K
$15.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.7K+ 3.79% |
$1.02M - $1.18M
|
73.9K
$37.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Sageworth Trust CO
|
BUY
|
- |
2.69K+ 1.3% |
$1.02M - $1.18M
|
209K
$107M
|