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
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
51+ 0.8% |
$19.2K - $22.3K
|
6.39K
$3.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
50+ 2.92% |
$18.9K - $21.9K
|
1.77K
$967K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
50New |
$18.9K - $21.9K
|
50
$27.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
49+ 0.06% |
$18.5K - $21.5K
|
88.4K
$48.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
48+ 48.0% |
$18.1K - $21K
|
148
$81.1K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
48New |
$18.1K - $21K
|
48
$26.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
BUY
|
- |
47+ 4.53% |
$17.7K - $20.6K
|
1.09K
$595K
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
BUY
|
- |
46+ 0.08% |
$17.4K - $20.2K
|
55.1K
$30.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
46+ 0.46% |
$17.4K - $20.2K
|
10.1K
$5.54M
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
45+ 0.92% |
$17K - $19.7K
|
4.96K
$2.72M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
45+ 1.29% |
$17K - $19.7K
|
3.54K
$1.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
45+ 2.75% |
$17K - $19.7K
|
1.68K
$921K
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
BUY
|
- |
45+ 3.09% |
$17K - $19.7K
|
1.5K
$821K
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
42+ 3.13% |
$15.8K - $18.4K
|
1.38K
$758K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
42+ 0.07% |
$15.8K - $18.4K
|
61.3K
$33.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
42+ 0.08% |
$15.8K - $18.4K
|
50.4K
$27.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
42+ 2100.0% |
$15.8K - $18.4K
|
44
$24.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
41+ 0.5% |
$15.5K - $18K
|
8.3K
$4.55M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
41+ 1.33% |
$15.5K - $18K
|
3.11K
$1.71M
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
41New |
$15.5K - $18K
|
41
$22.5K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
40+ 1.59% |
$15.1K - $17.5K
|
2.56K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
40+ 0.65% |
$15.1K - $17.5K
|
6.19K
$3.39M
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
39+ 42.86% |
$14.7K - $17.1K
|
130
$71.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
39+ 5.55% |
$14.7K - $17.1K
|
742
$407K
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
39+ 6.72% |
$14.7K - $17.1K
|
619
$339K
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
38+ 0.02% |
$14.3K - $16.7K
|
228K
$125M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
37+ 1.01% |
$14K - $16.2K
|
3.7K
$2.02M
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
35+ 3.63% |
$13.2K - $15.3K
|
1K
$548K
|
|
|
Jan 12, 2024
Q4 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
35+ 3.35% |
$13.2K - $15.3K
|
1.08K
$592K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
BUY
|
- |
35+ 1.96% |
$13.2K - $15.3K
|
1.82K
$999K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
35+ 0.31% |
$13.2K - $15.3K
|
11.4K
$6.27M
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
34+ 0.77% |
$12.8K - $14.9K
|
4.43K
$2.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
33+ 0.32% |
$12.5K - $14.5K
|
10.2K
$5.61M
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
32+ 0.78% |
$12.1K - $14K
|
4.15K
$2.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
32+ 2.09% |
$12.1K - $14K
|
1.57K
$858K
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
BUY
|
- |
31+ 0.76% |
$11.7K - $13.6K
|
4.09K
$2.24M
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
31+ 2.53% |
$11.7K - $13.6K
|
1.26K
$688K
|
|
|
Jan 10, 2024
Q4 2023
|
Moulton Wealth Management, Inc
|
BUY
|
- |
30+ 1.54% |
$11.3K - $13.1K
|
1.98K
$1.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
30+ 0.56% |
$11.3K - $13.1K
|
5.41K
$2.96M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
30+ 3.45% |
$11.3K - $13.1K
|
900
$493K
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
30+ 0.65% |
$11.3K - $13.1K
|
4.62K
$2.53M
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
29+ 3.07% |
$10.9K - $12.7K
|
974
$534K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
29+ 1.48% |
$10.9K - $12.7K
|
1.99K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
29New |
$10.9K - $12.7K
|
29
$15.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
28+ 3.76% |
$10.6K - $12.3K
|
772
$423K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
28New |
$10.6K - $12.3K
|
28
$15.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
27+ 0.35% |
$10.2K - $11.8K
|
7.8K
$4.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
27+ 0.58% |
$10.2K - $11.8K
|
4.72K
$2.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
27+ 207.69% |
$10.2K - $11.8K
|
40
$21.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
26+ 0.34% |
$9.81K - $11.4K
|
7.7K
$4.22M
|