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 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
74+ 1.13% |
$27.9K - $32.4K
|
6.63K
$3.39M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
74+ 4.56% |
$27.9K - $32.4K
|
1.7K
$868K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
74+ 5.94% |
$27.9K - $32.4K
|
1.32K
$675K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
74+ 5.64% |
$27.9K - $32.4K
|
1.39K
$708K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Financial Partners
|
BUY
|
- |
73+ 0.23% |
$27.5K - $32K
|
31.6K
$16.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
72+ 2.78% |
$27.2K - $31.5K
|
2.66K
$1.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
71+ 2.89% |
$26.8K - $31.1K
|
2.53K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
71+ 5.4% |
$26.8K - $31.1K
|
1.39K
$709K
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
71+ 0.24% |
$26.8K - $31.1K
|
29.8K
$15.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
70+ 5.05% |
$26.4K - $30.7K
|
1.46K
$744K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
70+ 6.1% |
$26.4K - $30.7K
|
1.22K
$622K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
70+ 13.49% |
$26.4K - $30.7K
|
589
$301K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
70+ 7.11% |
$26.4K - $30.7K
|
1.05K
$539K
|
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
70+ 0.99% |
$26.4K - $30.7K
|
7.12K
$3.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
70+ 4.38% |
$26.4K - $30.7K
|
1.67K
$852K
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
70+ 42.42% |
$26.4K - $30.7K
|
235
$120K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
69+ 0.79% |
$26K - $30.2K
|
8.76K
$4.48M
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Consulate, Inc
|
BUY
|
- |
69+ 3.69% |
$26K - $30.2K
|
1.94K
$992K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
68+ 0.84% |
$25.7K - $29.8K
|
8.19K
$4.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
68+ 1.5% |
$25.7K - $29.8K
|
4.6K
$2.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
68+ 2.51% |
$25.7K - $29.8K
|
2.78K
$1.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
66+ 1.33% |
$24.9K - $28.9K
|
5.02K
$2.57M
|
|
|
Jan 23, 2024
Q4 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
65+ 3.04% |
$24.5K - $28.5K
|
2.2K
$1.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
62+ 5.49% |
$23.4K - $27.2K
|
1.19K
$609K
|
|
|
Feb 14, 2024
Q4 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
62+ 12.02% |
$23.4K - $27.2K
|
578
$295K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
62+ 2.79% |
$23.4K - $27.2K
|
2.29K
$1.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
61+ 0.78% |
$23K - $26.7K
|
7.85K
$4.01M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
60+ 0.14% |
$22.6K - $26.3K
|
43.4K
$22.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
60+ 9.0% |
$22.6K - $26.3K
|
727
$372K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
59+ 0.56% |
$22.3K - $25.9K
|
10.7K
$5.45M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
59+ 2.21% |
$22.3K - $25.9K
|
2.73K
$1.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
58+ 4.22% |
$21.9K - $25.4K
|
1.43K
$732K
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
58+ 0.24% |
$21.9K - $25.4K
|
24.1K
$12.3M
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
57+ 4.57% |
$21.5K - $25K
|
1.31K
$667K
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
57New |
$21.5K - $25K
|
57
$29.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
57+ 5.73% |
$21.5K - $25K
|
1.05K
$538K
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
57+ 8.27% |
$21.5K - $25K
|
746
$381K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
55+ 0.84% |
$20.8K - $24.1K
|
6.58K
$3.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
55+ 4.07% |
$20.8K - $24.1K
|
1.41K
$719K
|
|
|
Jan 11, 2024
Q4 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
53+ 5.09% |
$20K - $23.2K
|
1.1K
$560K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
53+ 3.69% |
$20K - $23.2K
|
1.49K
$762K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
53+ 1.35% |
$20K - $23.2K
|
3.98K
$2.03M
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
52+ 3.67% |
$19.6K - $22.8K
|
1.47K
$751K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
52+ 0.37% |
$19.6K - $22.8K
|
14K
$7.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
52+ 0.4% |
$19.6K - $22.8K
|
13K
$6.65M
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
51+ 0.88% |
$19.2K - $22.3K
|
5.85K
$2.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
51+ 0.8% |
$19.2K - $22.3K
|
6.39K
$3.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
50+ 2.92% |
$18.9K - $21.9K
|
1.77K
$902K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
50New |
$18.9K - $21.9K
|
50
$25.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
49+ 0.06% |
$18.5K - $21.5K
|
88.4K
$45.2M
|