Purchases and Sales Made in Q4 2023 in Vanguard Index Fds S&P 500 ETF (VOO)

VOO Quotes by TradingView

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
Stonebrook Private Inc.

Northville, MI
BUY
 -
587
New
$221K - $257K
587 $362K
Feb 12, 2024 Q4 2023
Fairfield University

BUY
 -
587
+ 0.42%
$221K - $257K
141K $87.2M
Feb 07, 2024 Q4 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
586
+ 12.24%
$221K - $257K
5.37K $3.32M
Feb 13, 2024 Q4 2023
Swisher Financial Concepts, Inc.

Westerville, OH
BUY
 -
586
New
$221K - $257K
586 $361K
Jan 24, 2024 Q4 2023
Arkadios Wealth Advisors

BUY
 -
582
+ 1.26%
$220K - $255K
46.8K $28.9M
Sep 23, 2024 Q4 2023
Greater Midwest Financial Group, LLC

St. Paul, MN
BUY
 -
580
New
$219K - $254K
580 $358K
Jan 29, 2024 Q4 2023
Tennessee Valley Asset Management Partners

BUY
 -
579
+ 91.32%
$218K - $254K
1.21K $748K
Feb 01, 2024 Q4 2023
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
578
+ 25.23%
$218K - $253K
2.87K $1.77M
Jan 10, 2024 Q4 2023
Avondale Wealth Management

BUY
 -
577
+ 8.27%
$218K - $253K
7.56K $4.66M
Feb 09, 2024 Q4 2023
Thoroughbred Financial Services, LLC

BUY
 -
574
+ 2.82%
$217K - $252K
20.9K $12.9M
Jan 19, 2024 Q4 2023
Mc Collum Christoferson Group LLC

Amherst, NY
BUY
 -
570
+ 6.36%
$215K - $250K
9.53K $5.88M
Feb 07, 2024 Q4 2023
Reynders Mc Veigh Capital Management, LLC

BUY
 -
570
New
$215K - $250K
570 $352K
Jan 23, 2024 Q4 2023
Carmichael Hill & Associates, Inc.

BUY
 -
568
+ 12.62%
$214K - $249K
5.07K $3.13M
Jan 29, 2024 Q4 2023
Kennedy Investment Group

West Depford, NJ
BUY
 -
567
+ 98.78%
$214K - $248K
1.14K $704K
Feb 07, 2024 Q4 2023
Seizert Capital Partners, LLC

BUY
 -
567
New
$214K - $248K
567 $350K
Feb 13, 2024 Q4 2023
Vermillion & White Wealth Management Group, LLC

Phoenixville, PA
BUY
 -
566
New
$214K - $248K
566 $349K
Feb 13, 2024 Q4 2023
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
564
+ 86.77%
$213K - $247K
1.21K $749K
Jan 12, 2024 Q4 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
560
+ 30.5%
$211K - $245K
2.4K $1.48M
Jan 18, 2024 Q4 2023
Brown Miller Wealth Management, LLC

BUY
 -
560
New
$211K - $245K
560 $345K
Feb 11, 2025 Q4 2023
Brown Miller Wealth Management, LLC

BUY
 -
560
New
$211K - $245K
560 $345K
Feb 14, 2024 Q4 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
559
+ 10.79%
$211K - $245K
5.74K $3.54M
Jan 10, 2024 Q4 2023
Taylor & Morgan Wealth Management, LLC

BUY
 -
558
New
$211K - $245K
558 $344K
Sep 11, 2024 Q4 2023
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
557
New
$210K - $244K
557 $344K
Jan 23, 2024 Q4 2023
David Kennon Inc

Sarasota, FL
BUY
 -
556
+ 0.63%
$210K - $244K
89.3K $55.1M
May 06, 2024 Q4 2023
Lpf Advisors LLC

Sarasota, FL
BUY
 -
556
New
$210K - $244K
556 $343K
Jan 11, 2024 Q4 2023
Joule Financial, LLC

BUY
 -
555
New
$209K - $243K
555 $342K
Jan 10, 2024 Q4 2023
Marcum Wealth, LLC

BUY
 -
551
+ 1.88%
$208K - $241K
29.9K $18.5M
Jan 25, 2024 Q4 2023
Benin Management Corp

BUY
 -
550
New
$208K - $241K
550 $339K
Jan 25, 2024 Q4 2023
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
548
+ 25.28%
$207K - $240K
2.72K $1.68M
Feb 09, 2024 Q4 2023
Weil Company, Inc.

BUY
 -
548
+ 44.73%
$207K - $240K
1.77K $1.09M
Jan 18, 2024 Q4 2023
Gradient Investments LLC

BUY
 -
547
+ 36.88%
$206K - $240K
2.03K $1.25M
Jan 10, 2024 Q4 2023
Cypress Wealth Services, LLC

BUY
 -
546
+ 4.3%
$206K - $239K
13.3K $8.18M
Feb 01, 2024 Q4 2023
Smith & Howard Wealth Management, LLC

BUY
 -
546
New
$206K - $239K
546 $337K
Jan 11, 2024 Q4 2023
Hudson Capital Management LLC

BUY
 -
541
New
$204K - $237K
541 $334K
Apr 11, 2024 Q4 2023
Strategic Planning Group, LLC

Bountiful, UT
BUY
 -
541
New
$204K - $237K
541 $334K
Jan 12, 2024 Q4 2023
Lvw Advisors, LLC

BUY
 -
540
+ 16.8%
$204K - $237K
3.76K $2.32M
Feb 08, 2024 Q4 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
539
+ 7.64%
$203K - $236K
7.59K $4.68M
Apr 01, 2024 Q4 2023
Ims Capital Management

BUY
 -
539
New
$203K - $236K
539 $333K
Jan 10, 2024 Q4 2023
Moller Financial Services

BUY
 -
538
New
$203K - $236K
538 $332K
Jan 30, 2024 Q4 2023
Cullen Investment Group, Ltd.

Lafayette, LA
BUY
 -
538
New
$203K - $236K
538 $332K
Jan 18, 2024 Q4 2023
Morton Capital Management Llc/Ca

Calabasas, CA
BUY
 -
536
+ 33.84%
$202K - $235K
2.12K $1.31M
Jan 23, 2024 Q4 2023
Halbert Hargrove Global Advisors, LLC

BUY
 -
534
New
$201K - $234K
534 $329K
Jan 03, 2024 Q4 2023
Fc Advisory LLC

BUY
 -
533
New
$201K - $234K
533 $329K
Feb 13, 2024 Q4 2023
Annex Advisory Services, LLC

BUY
 -
531
+ 38.2%
$200K - $233K
1.92K $1.19M
Jan 10, 2024 Q4 2023
Soa Wealth Advisors, Llc.

BUY
 -
530
+ 1.04%
$200K - $232K
51.7K $31.9M
Feb 01, 2024 Q4 2023
Cutter & CO Brokerage, Inc.

BUY
 -
528
+ 5.68%
$199K - $231K
9.82K $6.06M
Feb 14, 2024 Q4 2023
Pettyjohn, Wood & White, Inc

Lynchburg, VA
BUY
 -
528
+ 4.75%
$199K - $231K
11.6K $7.18M
Jan 29, 2024 Q4 2023
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
526
+ 50.53%
$198K - $230K
1.57K $967K
Jan 09, 2024 Q4 2023
Ridgecrest Wealth Partners, LLC

BUY
 -
525
+ 4.12%
$198K - $230K
13.3K $8.18M

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