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
|
Nbt Bank N A
|
BUY
|
- |
1.18K+ 23.95% |
$445K - $517K
|
6.11K
$3.38M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
BUY
|
- |
1.17K+ 80.27% |
$442K - $514K
|
2.63K
$1.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
1.17K+ 16.19% |
$441K - $512K
|
8.39K
$4.64M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.16K+ 28.37% |
$438K - $509K
|
5.25K
$2.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
1.16K+ 4.76% |
$437K - $508K
|
25.5K
$14.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.16KNew |
$436K - $506K
|
1.16K
$638K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.15K+ 47.57% |
$435K - $506K
|
3.58K
$1.98M
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.15K+ 4.05% |
$434K - $504K
|
29.5K
$16.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.14KNew |
$430K - $499K
|
1.14K
$630K
|
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
BUY
|
- |
1.13K+ 3.97% |
$428K - $496K
|
29.6K
$16.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.13K+ 6.45% |
$425K - $494K
|
18.6K
$10.3M
|
|
|
Feb 15, 2024
Q4 2023
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.13KNew |
$424K - $493K
|
1.13K
$622K
|
|
|
Feb 12, 2024
Q4 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
1.12K+ 9.27% |
$423K - $492K
|
13.2K
$7.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.12K+ 88.19% |
$423K - $491K
|
2.39K
$1.32M
|
|
|
Feb 15, 2024
Q4 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
1.11K+ 5.98% |
$420K - $488K
|
19.8K
$10.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
1.09K+ 123.84% |
$412K - $478K
|
1.97K
$1.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.09K+ 2.84% |
$412K - $478K
|
39.5K
$21.8M
|
|
|
Mar 06, 2024
Q4 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
1.09K+ 5.23% |
$410K - $476K
|
21.9K
$12.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.09K+ 1.29% |
$410K - $476K
|
85.3K
$47.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
1.08K+ 4.26% |
$407K - $472K
|
26.4K
$14.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
1.07KNew |
$405K - $470K
|
1.07K
$593K
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.05K+ 13.85% |
$398K - $462K
|
8.67K
$4.79M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.05K+ 4.86% |
$396K - $460K
|
22.7K
$12.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.05K+ 46.66% |
$395K - $459K
|
3.29K
$1.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.05KNew |
$395K - $458K
|
1.05K
$578K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
1.04KNew |
$392K - $456K
|
1.04K
$575K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.04K+ 17.9% |
$392K - $456K
|
6.85K
$3.79M
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.04K+ 1.11% |
$391K - $454K
|
94.1K
$52M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.03K+ 111.51% |
$388K - $450K
|
1.95K
$1.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.02K+ 3.01% |
$386K - $448K
|
35K
$19.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.02K+ 6.43% |
$385K - $447K
|
16.9K
$9.35M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1K+ 3.19% |
$378K - $439K
|
32.3K
$17.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1K+ 26.91% |
$377K - $438K
|
4.72K
$2.61M
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
997+ 2.7% |
$376K - $437K
|
37.9K
$21M
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
997+ 9.4% |
$376K - $437K
|
11.6K
$6.42M
|
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
988New |
$373K - $433K
|
988
$546K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
988+ 3.86% |
$373K - $433K
|
26.6K
$14.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
988New |
$373K - $433K
|
988
$546K
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
986+ 25.99% |
$372K - $432K
|
4.78K
$2.64M
|
|
|
Feb 15, 2024
Q4 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
984+ 13.22% |
$371K - $431K
|
8.43K
$4.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
980+ 0.36% |
$370K - $429K
|
269K
$149M
|
|
|
Jan 10, 2024
Q4 2023
|
Professional Advisory Services Inc
|
BUY
|
- |
977+ 35.96% |
$369K - $428K
|
3.69K
$2.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
977New |
$369K - $428K
|
977
$540K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
974+ 11.11% |
$368K - $427K
|
9.74K
$5.39M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
973New |
$367K - $426K
|
973
$538K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
970+ 6.99% |
$366K - $425K
|
14.8K
$8.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
BUY
|
- |
969+ 0.4% |
$366K - $425K
|
243K
$134M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
964New |
$364K - $422K
|
964
$533K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
961+ 12.63% |
$363K - $421K
|
8.57K
$4.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
959New |
$362K - $420K
|
959
$530K
|