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 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.85K+ 16.98% |
$698K - $811K
|
12.8K
$6.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
1.84KNew |
$694K - $806K
|
1.84K
$1.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.82K+ 8.83% |
$687K - $798K
|
22.5K
$12.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.81K+ 41.58% |
$683K - $793K
|
6.16K
$3.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
1.8K+ 10.06% |
$680K - $790K
|
19.7K
$10.8M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.8KNew |
$680K - $790K
|
1.8K
$987K
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
1.8K+ 2.17% |
$679K - $789K
|
84.8K
$46.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.79K+ 4.48% |
$675K - $783K
|
41.7K
$22.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
1.79KNew |
$674K - $783K
|
1.79K
$979K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.78K+ 6.51% |
$672K - $780K
|
29.1K
$16M
|
|
|
Jan 10, 2024
Q4 2023
|
Community Bank Of Raymore
|
BUY
|
- |
1.78K+ 259.42% |
$670K - $779K
|
2.46K
$1.35M
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
1.76K+ 11.29% |
$664K - $772K
|
17.4K
$9.51M
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
1.76KNew |
$664K - $772K
|
1.76K
$965K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.76K+ 59.25% |
$664K - $772K
|
4.73K
$2.59M
|
|
|
Jan 22, 2024
Q4 2023
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
1.76K+ 89.0% |
$663K - $769K
|
3.73K
$2.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.75K+ 47.13% |
$662K - $769K
|
5.48K
$3M
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.75K+ 76.29% |
$660K - $767K
|
4.04K
$2.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.74K+ 2.27% |
$656K - $762K
|
78.4K
$42.9M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.74K+ 10.07% |
$656K - $762K
|
19K
$10.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.73K+ 10.1% |
$652K - $757K
|
18.8K
$10.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
1.73K+ 0.57% |
$651K - $756K
|
305K
$167M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.72K+ 16.78% |
$650K - $755K
|
12K
$6.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.72K+ 206.75% |
$647K - $752K
|
2.55K
$1.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.71K+ 80.93% |
$647K - $751K
|
3.83K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.71K+ 19.74% |
$646K - $751K
|
10.4K
$5.69M
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
1.71KNew |
$646K - $750K
|
1.71K
$938K
|
|
|
Aug 13, 2024
Q4 2023
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
1.7KNew |
$641K - $745K
|
1.7K
$932K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.68K+ 77.0% |
$633K - $735K
|
3.86K
$2.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
1.66K+ 21.75% |
$625K - $726K
|
9.27K
$5.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
1.65KNew |
$623K - $723K
|
1.65K
$904K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.65K+ 9.23% |
$623K - $723K
|
19.5K
$10.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.63K+ 27.53% |
$617K - $716K
|
7.57K
$4.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.63KNew |
$616K - $716K
|
1.63K
$895K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.63K+ 8.05% |
$616K - $716K
|
21.9K
$12M
|
|
|
Feb 13, 2024
Q4 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
1.6KNew |
$604K - $701K
|
1.6K
$877K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.6K+ 16.84% |
$602K - $699K
|
11.1K
$6.07M
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.58K+ 3.13% |
$595K - $691K
|
51.9K
$28.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.58K+ 5.47% |
$595K - $691K
|
30.4K
$16.7M
|
|
|
Dec 13, 2024
Q4 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.56K+ 165.22% |
$590K - $685K
|
2.51K
$1.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Parthenon LLC
|
BUY
|
- |
1.54K+ 13.89% |
$582K - $676K
|
12.7K
$6.93M
|
|
|
Jan 18, 2024
Q4 2023
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
1.54K+ 60.58% |
$580K - $674K
|
4.08K
$2.23M
|
|
|
Jan 16, 2024
Q4 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
1.54KNew |
$579K - $673K
|
1.54K
$841K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.54KNew |
$579K - $673K
|
1.54K
$841K
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.52K+ 662.17% |
$575K - $667K
|
1.75K
$961K
|
|
|
Feb 02, 2024
Q4 2023
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
1.52K+ 49.21% |
$573K - $666K
|
4.61K
$2.52M
|
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
1.5KNew |
$564K - $656K
|
1.5K
$820K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
1.49K+ 11.83% |
$562K - $653K
|
14.1K
$7.72M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.49K+ 2.05% |
$562K - $652K
|
74K
$40.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
1.47KNew |
$555K - $645K
|
1.47K
$806K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.47KNew |
$554K - $643K
|
1.47K
$804K
|