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 05, 2024
Q4 2023
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
108+ 11.16% |
$40.8K - $47.3K
|
1.08K
$550K
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
107+ 20.27% |
$40.4K - $46.9K
|
635
$325K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
107+ 19.63% |
$40.4K - $46.9K
|
652
$333K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
BUY
|
- |
105+ 2.09% |
$39.6K - $46K
|
5.12K
$2.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
104+ 0.37% |
$39.2K - $45.6K
|
28.3K
$14.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
102+ 8.89% |
$38.5K - $44.7K
|
1.25K
$639K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
102+ 1.44% |
$38.5K - $44.7K
|
7.19K
$3.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
102+ 536.84% |
$38.5K - $44.7K
|
121
$61.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
100+ 108.7% |
$37.7K - $43.8K
|
192
$98.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
100+ 17.06% |
$37.7K - $43.8K
|
686
$351K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
100+ 3.37% |
$37.7K - $43.8K
|
3.07K
$1.57M
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
99+ 2.62% |
$37.4K - $43.4K
|
3.87K
$1.98M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
99+ 2.02% |
$37.4K - $43.4K
|
4.99K
$2.55M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
98+ 1.05% |
$37K - $42.9K
|
9.4K
$4.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
97+ 0.81% |
$36.6K - $42.5K
|
12.1K
$6.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
96+ 0.71% |
$36.2K - $42.1K
|
13.6K
$6.96M
|
|
|
Jan 12, 2024
Q4 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
95+ 0.51% |
$35.8K - $41.6K
|
18.8K
$9.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
95New |
$35.8K - $41.6K
|
95
$48.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
93+ 0.25% |
$35.1K - $40.8K
|
37.7K
$19.3M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
93+ 0.98% |
$35.1K - $40.8K
|
9.55K
$4.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
93+ 9.59% |
$35.1K - $40.8K
|
1.06K
$543K
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
91+ 16.02% |
$34.3K - $39.9K
|
659
$337K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
90+ 14.17% |
$34K - $39.4K
|
725
$371K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
90+ 0.2% |
$34K - $39.4K
|
45K
$23M
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
90+ 10.8% |
$34K - $39.4K
|
923
$472K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
89+ 9.82% |
$33.6K - $39K
|
995
$509K
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
89+ 1.08% |
$33.6K - $39K
|
8.36K
$4.27M
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
89+ 0.69% |
$33.6K - $39K
|
12.9K
$6.61M
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
88+ 1.23% |
$33.2K - $38.6K
|
7.27K
$3.72M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
88+ 0.59% |
$33.2K - $38.6K
|
15K
$7.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
86+ 5.51% |
$32.4K - $37.7K
|
1.65K
$841K
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
84+ 4.78% |
$31.7K - $36.8K
|
1.84K
$941K
|
|
|
Feb 12, 2024
Q4 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
84+ 0.66% |
$31.7K - $36.8K
|
12.8K
$6.57M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
84New |
$31.7K - $36.8K
|
84
$42.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
83+ 1.7% |
$31.3K - $36.4K
|
4.98K
$2.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
83+ 1.61% |
$31.3K - $36.4K
|
5.25K
$2.68M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
81+ 0.35% |
$30.6K - $35.5K
|
23.5K
$12M
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
81New |
$30.6K - $35.5K
|
81
$41.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
81+ 1.98% |
$30.6K - $35.5K
|
4.17K
$2.13M
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
BUY
|
- |
80+ 4.82% |
$30.2K - $35.1K
|
1.74K
$889K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
80+ 6.32% |
$30.2K - $35.1K
|
1.35K
$688K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
79+ 1.25% |
$29.8K - $34.6K
|
6.42K
$3.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
79+ 1.54% |
$29.8K - $34.6K
|
5.21K
$2.66M
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
78+ 3.53% |
$29.4K - $34.2K
|
2.29K
$1.17M
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
77+ 5.9% |
$29.1K - $33.7K
|
1.38K
$706K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
77+ 1.86% |
$29.1K - $33.7K
|
4.22K
$2.16M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
76+ 7.76% |
$28.7K - $33.3K
|
1.06K
$539K
|
|
|
Jan 29, 2024
Q4 2023
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
74+ 0.7% |
$27.9K - $32.4K
|
10.6K
$5.42M
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
BUY
|
- |
74+ 2.61% |
$27.9K - $32.4K
|
2.91K
$1.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
74+ 5.64% |
$27.9K - $32.4K
|
1.39K
$708K
|