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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
371+ 15.58% |
$140K - $163K
|
2.75K
$1.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
371+ 48.56% |
$140K - $163K
|
1.14K
$580K
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
366+ 7.72% |
$138K - $160K
|
5.11K
$2.61M
|
|
|
Jan 16, 2024
Q4 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
365+ 2.6% |
$138K - $160K
|
14.4K
$7.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
364+ 1.0% |
$137K - $160K
|
36.8K
$18.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
364+ 4.37% |
$137K - $160K
|
8.7K
$4.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
361+ 2.33% |
$136K - $158K
|
15.8K
$8.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
358+ 39.43% |
$135K - $157K
|
1.27K
$647K
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
355+ 3.79% |
$134K - $156K
|
9.73K
$4.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
349+ 22.68% |
$132K - $153K
|
1.89K
$965K
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
345+ 34.85% |
$130K - $151K
|
1.34K
$682K
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
344+ 46.3% |
$130K - $151K
|
1.09K
$556K
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
343+ 4.36% |
$129K - $150K
|
8.21K
$4.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
343+ 0.77% |
$129K - $150K
|
45.1K
$23M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
341New |
$129K - $149K
|
341
$174K
|
|
|
Feb 13, 2024
Q4 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
336+ 1.36% |
$127K - $147K
|
25.1K
$12.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
335+ 3.78% |
$126K - $147K
|
9.19K
$4.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Whelan Financial
|
BUY
|
- |
332+ 61.82% |
$125K - $145K
|
869
$444K
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
331+ 12.45% |
$125K - $145K
|
2.99K
$1.53M
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
327+ 37.16% |
$123K - $143K
|
1.21K
$617K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
327+ 17.68% |
$123K - $143K
|
2.18K
$1.11M
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
326New |
$123K - $143K
|
326
$167K
|
|
|
Jan 12, 2024
Q4 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
325+ 14.75% |
$123K - $142K
|
2.53K
$1.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
325+ 0.83% |
$123K - $142K
|
39.3K
$20.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
320+ 15.27% |
$121K - $140K
|
2.42K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
318+ 1.85% |
$120K - $139K
|
17.5K
$8.97M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
316+ 2.24% |
$119K - $138K
|
14.4K
$7.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
316+ 0.42% |
$119K - $138K
|
75.2K
$38.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
315+ 5.44% |
$119K - $138K
|
6.1K
$3.12M
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
312+ 2.88% |
$118K - $137K
|
11.2K
$5.71M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
311+ 0.06% |
$117K - $136K
|
536K
$274M
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
311+ 35.02% |
$117K - $136K
|
1.2K
$613K
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
BUY
|
- |
310+ 39.39% |
$117K - $136K
|
1.1K
$561K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
310+ 20.96% |
$117K - $136K
|
1.79K
$914K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
308+ 10.18% |
$116K - $135K
|
3.33K
$1.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
BUY
|
- |
303+ 1.17% |
$114K - $133K
|
26.3K
$13.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
303+ 6.09% |
$114K - $133K
|
5.28K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
303+ 1.16% |
$114K - $133K
|
26.5K
$13.6M
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
301+ 1.28% |
$114K - $132K
|
23.8K
$12.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
297+ 10.49% |
$112K - $130K
|
3.13K
$1.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
296+ 36.27% |
$112K - $130K
|
1.11K
$568K
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
295+ 10.94% |
$111K - $129K
|
2.99K
$1.53M
|
|
|
Jan 19, 2024
Q4 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
294+ 0.18% |
$111K - $129K
|
160K
$81.8M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
293New |
$111K - $128K
|
293
$150K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
293+ 26.95% |
$111K - $128K
|
1.38K
$705K
|
|
|
Jan 18, 2024
Q4 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
292+ 9.19% |
$110K - $128K
|
3.47K
$1.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
290+ 19.89% |
$109K - $127K
|
1.75K
$894K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
290New |
$109K - $127K
|
290
$148K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
289New |
$109K - $127K
|
289
$148K
|
|
|
Feb 14, 2024
Q4 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
289+ 18.03% |
$109K - $127K
|
1.89K
$967K
|