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
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
107K+ 5.95% |
$40.3M - $46.8M
|
1.9M
$1.05B
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
105K+ 5408.73% |
$39.5M - $45.9M
|
107K
$59M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
104KNew |
$39.2M - $45.5M
|
104K
$57.5M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
103KNew |
$38.9M - $45.1M
|
103K
$56.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
102K+ 27.1% |
$38.5M - $44.7M
|
479K
$265M
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
102K+ 2199.57% |
$38.5M - $44.7M
|
107K
$59M
|
|
|
Feb 09, 2024
Q4 2023
|
Imc Chicago, LLC
|
BUY
|
- |
101KNew |
$38.2M - $44.3M
|
101K
$55.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
99.8K+ 20.3% |
$37.7M - $43.7M
|
592K
$327M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
99.4K+ 18.54% |
$37.5M - $43.6M
|
636K
$351M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
98.8K+ 13.53% |
$37.3M - $43.3M
|
829K
$459M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
94.4K+ 8.04% |
$35.6M - $41.4M
|
1.27M
$702M
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
92.9K+ 94.7% |
$35M - $40.7M
|
191K
$106M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
91.5K+ 4.87% |
$34.5M - $40.1M
|
1.97M
$1.09B
|
|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
91.2KNew |
$34.4M - $40M
|
91.2K
$50.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
91.2KNew |
$34.4M - $39.9M
|
91.2K
$50.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
88.2KNew |
$33.3M - $38.7M
|
88.2K
$48.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
84.9KNew |
$32M - $37.2M
|
84.9K
$47M
|
|
|
Feb 13, 2024
Q4 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
82.1K+ 1.05% |
$31M - $36M
|
7.88M
$4.36B
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
82K+ 3248.26% |
$30.9M - $35.9M
|
84.5K
$46.7M
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
80.5K+ 144.79% |
$30.4M - $35.3M
|
136K
$75.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
79.8K+ 200.47% |
$30.1M - $35M
|
120K
$66.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
76.8K+ 11.91% |
$29M - $33.7M
|
722K
$399M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
76.7K+ 38.99% |
$28.9M - $33.6M
|
273K
$151M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
71.9KNew |
$27.1M - $31.5M
|
71.9K
$39.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
70.3K+ 114.42% |
$26.5M - $30.8M
|
132K
$72.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
69.6K+ 14.92% |
$26.3M - $30.5M
|
536K
$296M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
68.5K+ 71.68% |
$25.9M - $30M
|
164K
$90.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
67.3KNew |
$25.4M - $29.5M
|
67.3K
$37.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
64.9K+ 4.32% |
$24.5M - $28.4M
|
1.57M
$866M
|
|
|
Jun 24, 2024
Q4 2023
|
Oak Root LLC
Santa Barbara, CA |
BUY
|
- |
64.6KNew |
$24.4M - $28.3M
|
64.6K
$35.7M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
64.3K+ 10.03% |
$24.3M - $28.2M
|
705K
$390M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
63.4K+ 111.41% |
$23.9M - $27.8M
|
120K
$66.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
62.8K+ 167.5% |
$23.7M - $27.5M
|
100K
$55.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
62.1KNew |
$23.4M - $27.2M
|
62.1K
$34.3M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
61.9K+ 3.58% |
$23.4M - $27.1M
|
1.79M
$989M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
61.8KNew |
$23.3M - $27.1M
|
61.8K
$34.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
60.2K+ 2.71% |
$22.7M - $26.4M
|
2.28M
$1.26B
|
|
|
Feb 13, 2024
Q4 2023
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
60.1KNew |
$22.7M - $26.3M
|
60.1K
$33.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
60K+ 27.91% |
$22.7M - $26.3M
|
275K
$152M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
59.9K+ 8.84% |
$22.6M - $26.3M
|
738K
$408M
|
|
|
Feb 14, 2024
Q4 2023
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
59.6KNew |
$22.5M - $26.1M
|
59.6K
$32.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
58.3K+ 97.5% |
$22M - $25.6M
|
118K
$65.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
56.1K+ 9.06% |
$21.2M - $24.6M
|
675K
$373M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
54K+ 1.42% |
$20.4M - $23.7M
|
3.85M
$2.13B
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
54K+ 6.92% |
$20.4M - $23.6M
|
834K
$461M
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
53.9KNew |
$20.3M - $23.6M
|
53.9K
$29.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
53.2K+ 61.05% |
$20.1M - $23.3M
|
140K
$77.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
52.4K+ 584.03% |
$19.8M - $23M
|
61.4K
$33.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
BUY
|
- |
50.8K+ 269.71% |
$19.2M - $22.2M
|
69.6K
$38.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
48.8K+ 104.4% |
$18.4M - $21.4M
|
95.5K
$52.8M
|