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 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
795+ 10.04% |
$300K - $348K
|
8.71K
$4.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Resolute Advisors LLC
|
BUY
|
- |
791+ 1.17% |
$298K - $347K
|
68.3K
$37.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
BUY
|
- |
788+ 15.04% |
$297K - $345K
|
6.03K
$3.29M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
787+ 37.07% |
$297K - $345K
|
2.91K
$1.59M
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
782+ 9.66% |
$295K - $343K
|
8.88K
$4.85M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
777+ 52.75% |
$293K - $340K
|
2.25K
$1.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
776+ 2.77% |
$293K - $340K
|
28.8K
$15.7M
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
776+ 3.27% |
$293K - $340K
|
24.5K
$13.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
774New |
$292K - $339K
|
774
$423K
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
769+ 4.83% |
$290K - $337K
|
16.7K
$9.12M
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
769+ 34.45% |
$290K - $337K
|
3K
$1.64M
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
768+ 8.18% |
$290K - $337K
|
10.2K
$5.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
768New |
$290K - $337K
|
768
$419K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
766+ 6.91% |
$289K - $336K
|
11.9K
$6.47M
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
BUY
|
- |
761New |
$287K - $333K
|
761
$416K
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
760New |
$287K - $333K
|
760
$415K
|
|
|
Jan 19, 2024
Q4 2023
|
Flower City Capital
|
BUY
|
- |
758+ 3.49% |
$286K - $332K
|
22.5K
$12.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
756+ 14.55% |
$285K - $331K
|
5.95K
$3.25M
|
|
|
Jan 31, 2024
Q4 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
756+ 9.42% |
$285K - $331K
|
8.78K
$4.79M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
754+ 8.89% |
$284K - $330K
|
9.24K
$5.04M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
751New |
$283K - $329K
|
751
$410K
|
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
750New |
$283K - $329K
|
750
$410K
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
750New |
$283K - $329K
|
750
$410K
|
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
740New |
$279K - $324K
|
740
$404K
|
|
|
Feb 09, 2024
Q4 2023
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
740+ 35.37% |
$279K - $324K
|
2.83K
$1.55M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
739+ 0.94% |
$279K - $324K
|
79K
$43.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
734+ 6.4% |
$277K - $322K
|
12.2K
$6.66M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
733+ 2.0% |
$277K - $321K
|
37.3K
$20.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
732+ 19.85% |
$276K - $321K
|
4.42K
$2.41M
|
|
|
Jan 18, 2024
Q4 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
729+ 39.88% |
$275K - $319K
|
2.56K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
729+ 140.46% |
$275K - $319K
|
1.25K
$682K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
728+ 56.48% |
$275K - $319K
|
2.02K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
727+ 12.99% |
$274K - $319K
|
6.32K
$3.45M
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
723New |
$273K - $317K
|
723
$395K
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
717New |
$271K - $314K
|
717
$392K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
716+ 56.51% |
$270K - $314K
|
1.98K
$1.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
713New |
$269K - $312K
|
713
$389K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Capital Management, Inc.
|
BUY
|
- |
711New |
$268K - $312K
|
711
$388K
|
|
|
Feb 13, 2024
Q4 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
709New |
$268K - $311K
|
709
$387K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
703+ 2.0% |
$265K - $308K
|
35.8K
$19.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
700New |
$264K - $307K
|
700
$382K
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
BUY
|
- |
699+ 5.65% |
$264K - $306K
|
13.1K
$7.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
698+ 6.84% |
$263K - $306K
|
10.9K
$5.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
697+ 159.5% |
$263K - $305K
|
1.13K
$619K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
696New |
$263K - $305K
|
696
$380K
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
691+ 8.21% |
$261K - $303K
|
9.11K
$4.98M
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
687New |
$259K - $301K
|
687
$375K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
686New |
$259K - $301K
|
686
$375K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
685+ 7.63% |
$258K - $300K
|
9.66K
$5.27M
|
|
|
Jan 17, 2024
Q4 2023
|
Meyer Handelman CO
|
BUY
|
- |
681New |
$257K - $298K
|
681
$372K
|