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
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
586New |
$221K - $257K
|
586
$321K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
582+ 1.26% |
$220K - $255K
|
46.8K
$25.7M
|
|
|
Sep 23, 2024
Q4 2023
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
580New |
$219K - $254K
|
580
$318K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
579+ 91.32% |
$218K - $254K
|
1.21K
$665K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
578+ 25.23% |
$218K - $253K
|
2.87K
$1.57M
|
|
|
Jan 10, 2024
Q4 2023
|
Avondale Wealth Management
|
BUY
|
- |
577+ 8.27% |
$218K - $253K
|
7.56K
$4.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
574+ 2.82% |
$217K - $252K
|
20.9K
$11.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
573+ 49.1% |
$216K - $251K
|
1.74K
$954K
|
|
|
Jan 19, 2024
Q4 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
570+ 6.36% |
$215K - $250K
|
9.53K
$5.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
570New |
$215K - $250K
|
570
$312K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
568+ 12.62% |
$214K - $249K
|
5.07K
$2.78M
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
567+ 98.78% |
$214K - $248K
|
1.14K
$625K
|
|
|
Feb 07, 2024
Q4 2023
|
Seizert Capital Partners, LLC
|
BUY
|
- |
567New |
$214K - $248K
|
567
$311K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
566New |
$214K - $248K
|
566
$310K
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
564+ 86.77% |
$213K - $247K
|
1.21K
$665K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
560+ 30.5% |
$211K - $245K
|
2.4K
$1.31M
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
560New |
$211K - $245K
|
560
$307K
|
|
|
Feb 11, 2025
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
560New |
$211K - $245K
|
560
$307K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
559+ 10.79% |
$211K - $245K
|
5.74K
$3.14M
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
558New |
$211K - $245K
|
558
$306K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
557New |
$210K - $244K
|
557
$305K
|
|
|
Jan 23, 2024
Q4 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
556+ 0.63% |
$210K - $244K
|
89.3K
$49M
|
|
|
May 06, 2024
Q4 2023
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
556New |
$210K - $244K
|
556
$305K
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
BUY
|
- |
555New |
$209K - $243K
|
555
$304K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
551+ 1.88% |
$208K - $241K
|
29.9K
$16.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Benin Management Corp
|
BUY
|
- |
550New |
$208K - $241K
|
550
$301K
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
548+ 25.28% |
$207K - $240K
|
2.72K
$1.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
BUY
|
- |
548+ 44.73% |
$207K - $240K
|
1.77K
$972K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
547+ 36.88% |
$206K - $240K
|
2.03K
$1.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
546+ 4.3% |
$206K - $239K
|
13.3K
$7.26M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
546New |
$206K - $239K
|
546
$299K
|
|
|
Jan 11, 2024
Q4 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
541New |
$204K - $237K
|
541
$296K
|
|
|
Apr 11, 2024
Q4 2023
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
541New |
$204K - $237K
|
541
$296K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
540+ 16.8% |
$204K - $237K
|
3.76K
$2.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
539+ 7.64% |
$203K - $236K
|
7.59K
$4.16M
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
BUY
|
- |
539New |
$203K - $236K
|
539
$295K
|
|
|
Jan 10, 2024
Q4 2023
|
Moller Financial Services
|
BUY
|
- |
538New |
$203K - $236K
|
538
$295K
|
|
|
Jan 30, 2024
Q4 2023
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
538New |
$203K - $236K
|
538
$295K
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
536+ 33.84% |
$202K - $235K
|
2.12K
$1.16M
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
534New |
$201K - $234K
|
534
$293K
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
533New |
$201K - $234K
|
533
$292K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
531+ 38.2% |
$200K - $233K
|
1.92K
$1.05M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
530+ 1.04% |
$200K - $232K
|
51.7K
$28.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
528+ 5.68% |
$199K - $231K
|
9.82K
$5.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
528+ 4.75% |
$199K - $231K
|
11.6K
$6.38M
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
526+ 50.53% |
$198K - $230K
|
1.57K
$859K
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
525+ 4.12% |
$198K - $230K
|
13.3K
$7.27M
|
|
|
Sep 20, 2024
Q4 2023
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
525New |
$198K - $230K
|
525
$288K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
524+ 48.56% |
$198K - $230K
|
1.6K
$878K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
523New |
$197K - $229K
|
523
$287K
|