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 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
958+ 57.26% |
$361K - $420K
|
2.63K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
955+ 9.26% |
$360K - $418K
|
11.3K
$6.23M
|
|
|
Jun 06, 2024
Q4 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
952+ 13.82% |
$359K - $417K
|
7.84K
$4.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
950+ 1.05% |
$358K - $416K
|
91.3K
$50.5M
|
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
945+ 0.61% |
$357K - $414K
|
156K
$86.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
943+ 2.87% |
$356K - $413K
|
33.7K
$18.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
942+ 8.34% |
$355K - $413K
|
12.2K
$6.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
939New |
$354K - $411K
|
939
$519K
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
939New |
$354K - $411K
|
939
$519K
|
|
|
Jan 29, 2024
Q4 2023
|
Emc Capital Management
Houston, TX |
BUY
|
- |
932+ 1.49% |
$352K - $408K
|
63.6K
$35.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
932+ 8.17% |
$352K - $408K
|
12.3K
$6.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
932New |
$352K - $408K
|
932
$515K
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
924+ 44.19% |
$349K - $405K
|
3.02K
$1.67M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
916+ 3.42% |
$346K - $401K
|
27.7K
$15.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
914+ 1.13% |
$345K - $401K
|
81.6K
$45.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
911+ 4.46% |
$344K - $399K
|
21.3K
$11.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
908+ 4.18% |
$343K - $398K
|
22.6K
$12.5M
|
|
|
Oct 28, 2024
Q4 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
901New |
$340K - $395K
|
901
$498K
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
898New |
$339K - $393K
|
898
$496K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
897+ 5.46% |
$338K - $393K
|
17.3K
$9.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
894New |
$337K - $392K
|
894
$494K
|
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
891+ 38.87% |
$336K - $390K
|
3.18K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
888+ 4.46% |
$335K - $389K
|
20.8K
$11.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Independent Family Office, LLC
|
BUY
|
- |
885+ 9.79% |
$334K - $388K
|
9.93K
$5.49M
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
885+ 10.17% |
$334K - $388K
|
9.59K
$5.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
884+ 14.21% |
$334K - $387K
|
7.1K
$3.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
878New |
$331K - $385K
|
878
$485K
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
876New |
$331K - $384K
|
876
$484K
|
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
872New |
$329K - $382K
|
872
$482K
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
856+ 27.12% |
$323K - $375K
|
4.01K
$2.22M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
853+ 13.74% |
$322K - $374K
|
7.06K
$3.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
850+ 37.4% |
$321K - $372K
|
3.12K
$1.73M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
845+ 14.89% |
$319K - $370K
|
6.52K
$3.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
843+ 0.1% |
$318K - $369K
|
834K
$461M
|
|
|
Jan 26, 2024
Q4 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
841+ 1.29% |
$317K - $369K
|
66.2K
$36.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
837New |
$316K - $367K
|
837
$463K
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
832+ 1.17% |
$314K - $365K
|
71.9K
$39.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
829+ 139.56% |
$313K - $363K
|
1.42K
$787K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
828New |
$312K - $363K
|
828
$458K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
828+ 2.23% |
$312K - $363K
|
38K
$21M
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
825+ 86.21% |
$311K - $362K
|
1.78K
$985K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
825+ 50.12% |
$311K - $362K
|
2.47K
$1.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
818New |
$309K - $358K
|
818
$452K
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
817New |
$308K - $358K
|
817
$452K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
814+ 32.6% |
$307K - $357K
|
3.31K
$1.83M
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
814New |
$307K - $357K
|
814
$450K
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
812New |
$306K - $356K
|
812
$449K
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
811New |
$306K - $355K
|
811
$448K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
811+ 11.52% |
$306K - $355K
|
7.85K
$4.34M
|
|
|
Feb 02, 2024
Q4 2023
|
O Donnell Financial Services, LLC
|
BUY
|
- |
807New |
$304K - $354K
|
807
$446K
|