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 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
76+ 7.76% |
$28.7K - $33.3K
|
1.06K
$578K
|
|
|
Jan 29, 2024
Q4 2023
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
74+ 0.7% |
$27.9K - $32.4K
|
10.6K
$5.81M
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
BUY
|
- |
74+ 2.61% |
$27.9K - $32.4K
|
2.91K
$1.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
74+ 5.64% |
$27.9K - $32.4K
|
1.39K
$760K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
74+ 1.13% |
$27.9K - $32.4K
|
6.63K
$3.63M
|
|
|
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
$931K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
74+ 5.94% |
$27.9K - $32.4K
|
1.32K
$723K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
74+ 5.64% |
$27.9K - $32.4K
|
1.39K
$760K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Financial Partners
|
BUY
|
- |
73+ 0.23% |
$27.5K - $32K
|
31.6K
$17.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
72+ 2.78% |
$27.2K - $31.5K
|
2.66K
$1.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
71+ 2.89% |
$26.8K - $31.1K
|
2.53K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
71+ 5.4% |
$26.8K - $31.1K
|
1.39K
$760K
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
71+ 0.24% |
$26.8K - $31.1K
|
29.8K
$16.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
70+ 5.05% |
$26.4K - $30.7K
|
1.46K
$798K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
70+ 6.1% |
$26.4K - $30.7K
|
1.22K
$667K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
70+ 13.49% |
$26.4K - $30.7K
|
589
$323K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
70+ 7.11% |
$26.4K - $30.7K
|
1.05K
$578K
|
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
70+ 0.99% |
$26.4K - $30.7K
|
7.12K
$3.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
70+ 4.38% |
$26.4K - $30.7K
|
1.67K
$914K
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
70+ 42.42% |
$26.4K - $30.7K
|
235
$129K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
69+ 0.79% |
$26K - $30.2K
|
8.76K
$4.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Consulate, Inc
|
BUY
|
- |
69+ 3.69% |
$26K - $30.2K
|
1.94K
$1.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
68+ 0.84% |
$25.7K - $29.8K
|
8.19K
$4.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
68+ 1.5% |
$25.7K - $29.8K
|
4.6K
$2.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
68+ 2.51% |
$25.7K - $29.8K
|
2.78K
$1.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
66+ 1.33% |
$24.9K - $28.9K
|
5.02K
$2.75M
|
|
|
Jan 23, 2024
Q4 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
65+ 3.04% |
$24.5K - $28.5K
|
2.2K
$1.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
62+ 5.49% |
$23.4K - $27.2K
|
1.19K
$653K
|
|
|
Feb 14, 2024
Q4 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
62+ 12.02% |
$23.4K - $27.2K
|
578
$317K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
62+ 2.79% |
$23.4K - $27.2K
|
2.29K
$1.25M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
61+ 0.78% |
$23K - $26.7K
|
7.85K
$4.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
60+ 0.14% |
$22.6K - $26.3K
|
43.4K
$23.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
60+ 9.0% |
$22.6K - $26.3K
|
727
$398K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
59+ 0.56% |
$22.3K - $25.9K
|
10.7K
$5.85M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
59+ 2.21% |
$22.3K - $25.9K
|
2.73K
$1.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
58+ 4.22% |
$21.9K - $25.4K
|
1.43K
$785K
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
58+ 0.24% |
$21.9K - $25.4K
|
24.1K
$13.2M
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
57+ 4.57% |
$21.5K - $25K
|
1.31K
$715K
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
57New |
$21.5K - $25K
|
57
$31.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
57+ 5.73% |
$21.5K - $25K
|
1.05K
$576K
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
57+ 8.27% |
$21.5K - $25K
|
746
$409K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
55+ 0.84% |
$20.8K - $24.1K
|
6.58K
$3.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
55+ 4.07% |
$20.8K - $24.1K
|
1.41K
$771K
|
|
|
Jan 11, 2024
Q4 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
53+ 5.09% |
$20K - $23.2K
|
1.1K
$600K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
53+ 3.69% |
$20K - $23.2K
|
1.49K
$817K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
53+ 1.35% |
$20K - $23.2K
|
3.98K
$2.18M
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
52+ 3.67% |
$19.6K - $22.8K
|
1.47K
$805K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
52+ 0.37% |
$19.6K - $22.8K
|
14K
$7.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
52+ 0.4% |
$19.6K - $22.8K
|
13K
$7.13M
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
51+ 0.88% |
$19.2K - $22.3K
|
5.85K
$3.21M
|