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
Jan 24, 2024 Q4 2023
Mascoma Wealth Management LLC

BUY
 -
111
+ 2.41%
$41.9K - $48.6K
4.71K $2.58M
Jan 30, 2024 Q4 2023
Latitude Advisors, LLC

BUY
 -
111
+ 4.58%
$41.9K - $48.6K
2.53K $1.39M
Jan 29, 2024 Q4 2023
Aspire Capital Advisors LLC

Seattle, WA
BUY
 -
110
+ 0.2%
$41.5K - $48.2K
55.3K $30.3M
Jan 18, 2024 Q4 2023
Ritholtz Wealth Management

BUY
 -
109
+ 2.83%
$41.1K - $47.8K
3.96K $2.17M
Jan 05, 2024 Q4 2023
Beacon Wealthcare LLC

Raleigh, NC
BUY
 -
108
+ 11.16%
$40.8K - $47.3K
1.08K $590K
Feb 07, 2024 Q4 2023
Fagan Associates, Inc.

BUY
 -
107
+ 20.27%
$40.4K - $46.9K
635 $348K
Jul 19, 2024 Q4 2023
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
107
+ 19.63%
$40.4K - $46.9K
652 $357K
Feb 07, 2024 Q4 2023
Accredited Investors Inc.

BUY
 -
105
+ 2.09%
$39.6K - $46K
5.12K $2.8M
Feb 12, 2024 Q4 2023
Madden Advisory Services, Inc.

BUY
 -
104
+ 0.37%
$39.2K - $45.6K
28.3K $15.5M
Jan 10, 2024 Q4 2023
Dakota Community Bank & Trust Na

Hebron, ND
BUY
 -
102
+ 8.89%
$38.5K - $44.7K
1.25K $685K
Feb 14, 2024 Q4 2023
Davis Capital Management

Jacksonville, FL
BUY
 -
102
+ 536.84%
$38.5K - $44.7K
121 $66.3K
Jan 08, 2024 Q4 2023
Versant Capital Management, Inc

BUY
 -
100
+ 108.7%
$37.7K - $43.8K
192 $105K
Jan 31, 2024 Q4 2023
Kellett Schaffner Wealth Advisors LLC

Cincinnati, OH
BUY
 -
100
+ 17.06%
$37.7K - $43.8K
686 $376K
Feb 13, 2024 Q4 2023
Baker Avenue Asset Management, LP

BUY
 -
100
+ 3.37%
$37.7K - $43.8K
3.07K $1.68M
Jan 30, 2024 Q4 2023
Investment Advisory Group, LLC

BUY
 -
99
+ 2.62%
$37.4K - $43.4K
3.87K $2.12M
Feb 05, 2024 Q4 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
99
+ 2.02%
$37.4K - $43.4K
4.99K $2.74M
Jan 26, 2024 Q4 2023
Eagle Strategies LLC

New York, NY
BUY
 -
98
+ 1.05%
$37K - $42.9K
9.4K $5.15M
Jan 29, 2024 Q4 2023
Market Street Wealth Management Advisors LLC

BUY
 -
97
+ 0.81%
$36.6K - $42.5K
12.1K $6.64M
Jan 29, 2024 Q4 2023
Braun Bostich & Associates Inc.

Canonsburg, PA
BUY
 -
96
+ 0.71%
$36.2K - $42.1K
13.6K $7.46M
Jan 12, 2024 Q4 2023
Greenhouse Wealth Management, LLC

BUY
 -
95
+ 0.51%
$35.8K - $41.6K
18.8K $10.3M
Feb 13, 2024 Q4 2023
Loomis Sayles & CO L P

BUY
 -
95
New
$35.8K - $41.6K
95 $52.1K
Feb 02, 2024 Q4 2023
Sensible Financial Planning & Management, Llc.

BUY
 -
93
+ 0.25%
$35.1K - $40.8K
37.7K $20.7M
Feb 12, 2024 Q4 2023
American Investment Services, Inc.

BUY
 -
93
+ 0.98%
$35.1K - $40.8K
9.55K $5.23M
Feb 14, 2024 Q4 2023
Private Capital Management, LLC

Naples, FL
BUY
 -
93
+ 9.59%
$35.1K - $40.8K
1.06K $583K
Jan 31, 2024 Q4 2023
Strata Wealth Advisors, LLC

Dallas, TX
BUY
 -
91
+ 16.02%
$34.3K - $39.9K
659 $361K
Jan 05, 2024 Q4 2023
Pacifica Partners Inc.

BUY
 -
90
+ 14.17%
$34K - $39.4K
725 $397K
Jan 11, 2024 Q4 2023
Whittier Trust CO Of Nevada Inc

BUY
 -
90
+ 0.2%
$34K - $39.4K
45K $24.7M
Feb 12, 2024 Q4 2023
Financial Partners Group, LLC

Gallatin, TN
BUY
 -
90
+ 10.8%
$34K - $39.4K
923 $506K
Jan 10, 2024 Q4 2023
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
89
+ 9.82%
$33.6K - $39K
995 $545K
Jan 16, 2024 Q4 2023
D.B. Root & Company, LLC

BUY
 -
89
+ 1.08%
$33.6K - $39K
8.36K $4.58M
Jan 18, 2024 Q4 2023
Future Financial Wealth Managment LLC

BUY
 -
89
+ 0.69%
$33.6K - $39K
12.9K $7.09M
Feb 01, 2024 Q4 2023
Jackson, Grant Investment Advisers, Inc.

BUY
 -
88
+ 1.23%
$33.2K - $38.6K
7.27K $3.98M
Feb 01, 2024 Q4 2023
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
88
+ 0.59%
$33.2K - $38.6K
15K $8.2M
Feb 12, 2024 Q4 2023
Boston Financial Mangement LLC

Boston, MA
BUY
 -
86
+ 5.51%
$32.4K - $37.7K
1.65K $902K
Feb 02, 2024 Q4 2023
Morling Financial Advisors, LLC

BUY
 -
84
+ 4.78%
$31.7K - $36.8K
1.84K $1.01M
Feb 12, 2024 Q4 2023
Private Wealth Strategies, L.L.C.

BUY
 -
84
+ 0.66%
$31.7K - $36.8K
12.8K $7.04M
Mar 01, 2024 Q4 2023
Creekmur Asset Management LLC

Morton, IL
BUY
 -
84
New
$31.7K - $36.8K
84 $46K
Feb 06, 2024 Q4 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
83
+ 1.7%
$31.3K - $36.4K
4.98K $2.73M
Feb 08, 2024 Q4 2023
Tortoise Investment Management, LLC

BUY
 -
83
+ 1.61%
$31.3K - $36.4K
5.25K $2.88M
Jan 25, 2024 Q4 2023
Sol Capital Management CO

BUY
 -
81
+ 0.35%
$30.6K - $35.5K
23.5K $12.9M
Feb 01, 2024 Q4 2023
Element Wealth, LLC

BUY
 -
81
New
$30.6K - $35.5K
81 $44.4K
Feb 13, 2024 Q4 2023
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
81
+ 1.98%
$30.6K - $35.5K
4.17K $2.29M
Jan 12, 2024 Q4 2023
Eclectic Associates Inc

BUY
 -
80
+ 4.82%
$30.2K - $35.1K
1.74K $954K
Jan 18, 2024 Q4 2023
Inscription Capital, LLC

Houston, TX
BUY
 -
80
+ 6.32%
$30.2K - $35.1K
1.35K $737K
Jan 31, 2024 Q4 2023
Calamos Wealth Management LLC

BUY
 -
79
+ 1.25%
$29.8K - $34.6K
6.42K $3.52M
Feb 05, 2024 Q4 2023
Principle Wealth Partners LLC

BUY
 -
79
+ 1.54%
$29.8K - $34.6K
5.21K $2.85M
Jan 11, 2024 Q4 2023
Chemistry Wealth Management LLC

New York, NY
BUY
 -
78
+ 3.53%
$29.4K - $34.2K
2.29K $1.25M
Jan 10, 2024 Q4 2023
Presilium Private Wealth, LLC

Radnor, PA
BUY
 -
77
+ 5.9%
$29.1K - $33.7K
1.38K $757K
Jan 22, 2024 Q4 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
77
+ 1.86%
$29.1K - $33.7K
4.22K $2.31M

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