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 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2.58KNew |
$973K - $1.13M
|
2.58K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.57K+ 13.43% |
$971K - $1.13M
|
21.7K
$12M
|
|
|
Jan 24, 2024
Q4 2023
|
Mcdaniel Terry & CO
|
BUY
|
- |
2.57KNew |
$969K - $1.12M
|
2.57K
$1.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
2.55K+ 49.59% |
$961K - $1.12M
|
7.68K
$4.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.54K+ 29.52% |
$959K - $1.11M
|
11.2K
$6.17M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.54K+ 9.11% |
$957K - $1.11M
|
30.4K
$16.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2.5K+ 100.0% |
$944K - $1.1M
|
5K
$2.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.48K+ 61.25% |
$936K - $1.09M
|
6.53K
$3.61M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.47K+ 53.49% |
$931K - $1.08M
|
7.08K
$3.91M
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2.43K+ 4.47% |
$917K - $1.06M
|
56.8K
$31.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
2.42K+ 3.2% |
$914K - $1.06M
|
78.2K
$43.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.42K+ 10.02% |
$912K - $1.06M
|
26.5K
$14.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
2.39KNew |
$902K - $1.05M
|
2.39K
$1.32M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.38K+ 6.9% |
$898K - $1.04M
|
36.9K
$20.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
2.37K+ 21.3% |
$895K - $1.04M
|
13.5K
$7.47M
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.36KNew |
$892K - $1.04M
|
2.36K
$1.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
2.34K+ 395.93% |
$881K - $1.02M
|
2.93K
$1.62M
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
2.33K+ 66.16% |
$878K - $1.02M
|
5.85K
$3.23M
|
|
|
Jun 13, 2024
Q4 2023
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
2.33KNew |
$878K - $1.02M
|
2.33K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
2.32K+ 93.17% |
$875K - $1.02M
|
4.81K
$2.66M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.31K+ 13.55% |
$871K - $1.01M
|
19.3K
$10.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
2.3K+ 372.05% |
$869K - $1.01M
|
2.92K
$1.62M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.3KNew |
$869K - $1.01M
|
2.3K
$1.27M
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.3K+ 4.4% |
$867K - $1.01M
|
54.6K
$30.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
2.28K+ 3.9% |
$862K - $1M
|
60.9K
$33.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.28K+ 1357.14% |
$860K - $999K
|
2.45K
$1.35M
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
BUY
|
- |
2.28KNew |
$860K - $999K
|
2.28K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.28K+ 7.73% |
$860K - $998K
|
31.8K
$17.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2.27K+ 2.37% |
$856K - $994K
|
98K
$54.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
2.27K+ 17446.15% |
$856K - $994K
|
2.28K
$1.26M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
2.27K+ 22.2% |
$855K - $993K
|
12.5K
$6.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.26K+ 111.99% |
$853K - $990K
|
4.28K
$2.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
2.25K+ 6.97% |
$849K - $985K
|
34.5K
$19.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2.24K+ 6.77% |
$844K - $980K
|
35.3K
$19.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
2.23K+ 0.92% |
$843K - $979K
|
245K
$136M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.23KNew |
$841K - $976K
|
2.23K
$1.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.23K+ 67.49% |
$840K - $975K
|
5.52K
$3.05M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
2.22K+ 124.09% |
$838K - $973K
|
4.01K
$2.22M
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.22K+ 66.0% |
$836K - $971K
|
5.57K
$3.08M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
2.21K+ 1.89% |
$832K - $967K
|
119K
$65.9M
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
2.21K+ 1.74% |
$832K - $966K
|
129K
$71.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
2.2K+ 861.57% |
$829K - $963K
|
2.45K
$1.36M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2.19KNew |
$827K - $961K
|
2.19K
$1.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.19K+ 6.16% |
$825K - $958K
|
37.7K
$20.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.19K+ 14.11% |
$825K - $958K
|
17.7K
$9.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.19K+ 13.83% |
$825K - $958K
|
18K
$9.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.18K+ 10.05% |
$823K - $956K
|
23.9K
$13.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.18K+ 101.73% |
$823K - $956K
|
4.33K
$2.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.17KNew |
$820K - $953K
|
2.17K
$1.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
2.15K+ 0.99% |
$813K - $944K
|
220K
$122M
|