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 13, 2024
Q4 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
709New |
$268K - $311K
|
709
$389K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
703+ 2.0% |
$265K - $308K
|
35.8K
$19.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
700New |
$264K - $307K
|
700
$384K
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
BUY
|
- |
699+ 5.65% |
$264K - $306K
|
13.1K
$7.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
698+ 6.84% |
$263K - $306K
|
10.9K
$5.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
697+ 159.5% |
$263K - $305K
|
1.13K
$621K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
696New |
$263K - $305K
|
696
$381K
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
691+ 8.21% |
$261K - $303K
|
9.11K
$4.99M
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
687New |
$259K - $301K
|
687
$376K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
686New |
$259K - $301K
|
686
$376K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
685+ 7.63% |
$258K - $300K
|
9.66K
$5.29M
|
|
|
Jan 17, 2024
Q4 2023
|
Meyer Handelman CO
|
BUY
|
- |
681New |
$257K - $298K
|
681
$373K
|
|
|
Feb 12, 2024
Q4 2023
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
678New |
$256K - $297K
|
678
$372K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
677+ 2.57% |
$255K - $297K
|
27K
$14.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
677+ 186.5% |
$255K - $297K
|
1.04K
$570K
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
677+ 19.11% |
$255K - $297K
|
4.22K
$2.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
675New |
$255K - $296K
|
675
$370K
|
|
|
Mar 08, 2024
Q4 2023
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
673New |
$254K - $295K
|
673
$369K
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
672New |
$254K - $294K
|
672
$368K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
670+ 16.18% |
$253K - $294K
|
4.81K
$2.64M
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
670New |
$253K - $294K
|
670
$367K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
657+ 16.27% |
$248K - $288K
|
4.7K
$2.57M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
657+ 1.47% |
$248K - $288K
|
45.3K
$24.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
650+ 21.81% |
$245K - $285K
|
3.63K
$1.99M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
650+ 9.61% |
$245K - $285K
|
7.42K
$4.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
648+ 14.53% |
$245K - $284K
|
5.11K
$2.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
641New |
$242K - $281K
|
641
$351K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
639+ 28.76% |
$241K - $280K
|
2.86K
$1.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
638+ 52.81% |
$241K - $280K
|
1.85K
$1.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
638+ 27.85% |
$241K - $280K
|
2.93K
$1.61M
|
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
636New |
$240K - $279K
|
636
$349K
|
|
|
Mar 25, 2025
Q4 2023
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
636New |
$240K - $279K
|
636
$349K
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
632New |
$238K - $277K
|
632
$346K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
631New |
$238K - $276K
|
631
$346K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
631+ 2.47% |
$238K - $276K
|
26.2K
$14.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
622+ 6.25% |
$235K - $273K
|
10.6K
$5.79M
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
622+ 28.78% |
$235K - $273K
|
2.78K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
615+ 1.22% |
$232K - $269K
|
51K
$28M
|
|
|
Feb 14, 2024
Q4 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
613+ 49.92% |
$231K - $269K
|
1.84K
$1.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
610New |
$230K - $267K
|
610
$334K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
607+ 10.21% |
$229K - $266K
|
6.56K
$3.59M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
602+ 6.34% |
$227K - $264K
|
10.1K
$5.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
600+ 25.7% |
$226K - $263K
|
2.94K
$1.61M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
598+ 26.85% |
$226K - $262K
|
2.83K
$1.55M
|
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
597+ 273.85% |
$225K - $262K
|
815
$447K
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
591+ 12.4% |
$223K - $259K
|
5.36K
$2.94M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
588+ 4.43% |
$222K - $258K
|
13.9K
$7.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
587New |
$221K - $257K
|
587
$322K
|
|
|
Feb 12, 2024
Q4 2023
|
Fairfield University
|
BUY
|
- |
587+ 0.42% |
$221K - $257K
|
141K
$77.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
586+ 12.24% |
$221K - $257K
|
5.37K
$2.94M
|