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 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
147New |
$55.5K - $64.4K
|
147
$75.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Bernzott Capital Advisors
|
BUY
|
- |
146+ 5.37% |
$55.1K - $64K
|
2.87K
$1.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
145+ 5.78% |
$54.7K - $63.5K
|
2.66K
$1.36M
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
BUY
|
- |
144+ 1.09% |
$54.3K - $63.1K
|
13.4K
$6.83M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
144+ 8.75% |
$54.3K - $63.1K
|
1.79K
$915K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
BUY
|
- |
141+ 3.54% |
$53.2K - $61.8K
|
4.12K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
140+ 10.23% |
$52.8K - $61.3K
|
1.51K
$771K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
140+ 11.69% |
$52.8K - $61.3K
|
1.34K
$684K
|
|
|
Feb 07, 2025
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
140+ 10.23% |
$52.8K - $61.3K
|
1.51K
$771K
|
|
|
Feb 12, 2024
Q4 2023
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
136New |
$51.3K - $59.6K
|
136
$69.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
135+ 24.15% |
$50.9K - $59.2K
|
694
$355K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
BUY
|
- |
134+ 0.15% |
$50.6K - $58.7K
|
90.2K
$46.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
133+ 5.37% |
$50.2K - $58.3K
|
2.61K
$1.33M
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
133+ 10.18% |
$50.2K - $58.3K
|
1.44K
$736K
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
132+ 1.53% |
$49.8K - $57.8K
|
8.79K
$4.49M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
130+ 8.87% |
$49.1K - $57K
|
1.6K
$816K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
130+ 3.57% |
$49.1K - $57K
|
3.77K
$1.93M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
130+ 1.75% |
$49.1K - $57K
|
7.54K
$3.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
130+ 33.42% |
$49.1K - $57K
|
519
$265K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
128+ 474.07% |
$48.3K - $56.1K
|
155
$79.2K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
128+ 1.17% |
$48.3K - $56.1K
|
11.1K
$5.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
127+ 26.13% |
$47.9K - $55.7K
|
613
$313K
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
127+ 1.15% |
$47.9K - $55.7K
|
11.2K
$5.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
127+ 2.34% |
$47.9K - $55.7K
|
5.55K
$2.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
126+ 33.51% |
$47.5K - $55.2K
|
502
$257K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
126+ 33.51% |
$47.5K - $55.2K
|
502
$257K
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
BUY
|
- |
124+ 16.32% |
$46.8K - $54.3K
|
884
$452K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
124+ 14.69% |
$46.8K - $54.3K
|
968
$495K
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
122+ 6.33% |
$46K - $53.5K
|
2.05K
$1.05M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
122+ 15.52% |
$46K - $53.5K
|
908
$464K
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
121+ 0.61% |
$45.7K - $53K
|
19.9K
$10.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
121New |
$45.7K - $53K
|
121
$61.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
120New |
$45.3K - $52.6K
|
120
$61.3K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
119+ 3966.67% |
$44.9K - $52.1K
|
122
$62.4K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
118+ 0.33% |
$44.5K - $51.7K
|
36K
$18.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
118New |
$44.5K - $51.7K
|
118
$60.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
118+ 0.23% |
$44.5K - $51.7K
|
50.9K
$26M
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
118+ 4.59% |
$44.5K - $51.7K
|
2.69K
$1.38M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
117+ 4.88% |
$44.1K - $51.3K
|
2.52K
$1.29M
|
|
|
Jan 18, 2024
Q4 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
117+ 1.18% |
$44.1K - $51.3K
|
10K
$5.14M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
117+ 0.16% |
$44.1K - $51.3K
|
71.3K
$36.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
115+ 0.67% |
$43.4K - $50.4K
|
17.4K
$8.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
115+ 22.07% |
$43.4K - $50.4K
|
636
$325K
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
112+ 12.16% |
$42.3K - $49.1K
|
1.03K
$528K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
111+ 0.69% |
$41.9K - $48.6K
|
16.2K
$8.27M
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
111+ 4.71% |
$41.9K - $48.6K
|
2.47K
$1.26M
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
111+ 2.41% |
$41.9K - $48.6K
|
4.71K
$2.41M
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
111+ 4.58% |
$41.9K - $48.6K
|
2.53K
$1.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
110+ 0.2% |
$41.5K - $48.2K
|
55.3K
$28.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
109+ 2.83% |
$41.1K - $47.8K
|
3.96K
$2.03M
|