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 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
48.3K+ 13.8% |
$18.2M - $21.2M
|
398K
$220M
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
48.2KNew |
$18.2M - $21.1M
|
48.2K
$26.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
48K+ 11.95% |
$18.1M - $21.1M
|
450K
$249M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
48KNew |
$18.1M - $21M
|
48K
$26.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
48K+ 4.36% |
$18.1M - $21M
|
1.15M
$636M
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
47.5K+ 17.64% |
$17.9M - $20.8M
|
316K
$175M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
47.1K+ 29.81% |
$17.8M - $20.6M
|
205K
$113M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
46.1K+ 1385.66% |
$17.4M - $20.2M
|
49.4K
$27.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
45.3K+ 36.97% |
$17.1M - $19.9M
|
168K
$92.8M
|
|
|
Feb 13, 2024
Q4 2023
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
45.1KNew |
$17M - $19.8M
|
45.1K
$24.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
44.9KNew |
$17M - $19.7M
|
44.9K
$24.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
44.2K+ 3.69% |
$16.7M - $19.4M
|
1.24M
$687M
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
43.8K+ 38.63% |
$16.5M - $19.2M
|
157K
$87M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
42.5K+ 3.12% |
$16M - $18.6M
|
1.4M
$776M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
41.5KNew |
$15.7M - $18.2M
|
41.5K
$22.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
40.4K+ 17.52% |
$15.2M - $17.7M
|
271K
$150M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
38K+ 49.68% |
$14.3M - $16.7M
|
115K
$63.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
38KNew |
$14.3M - $16.6M
|
38K
$21M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
37.5KNew |
$14.1M - $16.4M
|
37.5K
$20.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
37.2KNew |
$14M - $16.3M
|
37.2K
$20.6M
|
|
|
Jan 05, 2024
Q4 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
37.1K+ 21.66% |
$14M - $16.3M
|
208K
$115M
|
|
|
Feb 07, 2024
Q4 2023
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
36.6KNew |
$13.8M - $16.1M
|
36.6K
$20.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
36.6K+ 6.27% |
$13.8M - $16M
|
620K
$343M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
36.5K+ 6280.21% |
$13.8M - $16M
|
37.1K
$20.5M
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
36.5K+ 6280.21% |
$13.8M - $16M
|
37.1K
$20.5M
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
36.2K+ 21.92% |
$13.7M - $15.9M
|
202K
$111M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
35.9KNew |
$13.6M - $15.7M
|
35.9K
$19.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
35.6KNew |
$13.4M - $15.6M
|
35.6K
$19.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
35.4K+ 5.46% |
$13.3M - $15.5M
|
683K
$378M
|
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
34.8K+ 305.11% |
$13.1M - $15.3M
|
46.3K
$25.6M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
34.7K+ 138.32% |
$13.1M - $15.2M
|
59.8K
$33.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
34.3K+ 5.03% |
$13M - $15M
|
717K
$396M
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
34.3KNew |
$12.9M - $15M
|
34.3K
$19M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
33.4KNew |
$12.6M - $14.7M
|
33.4K
$18.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
33.3KNew |
$12.6M - $14.6M
|
33.3K
$18.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
32.3K+ 13.44% |
$12.2M - $14.2M
|
273K
$151M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
32.1K+ 161.85% |
$12.1M - $14.1M
|
51.9K
$28.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
31.8KNew |
$12M - $13.9M
|
31.8K
$17.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
31.3K+ 2160.5% |
$11.8M - $13.7M
|
32.7K
$18.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
30.6K+ 4.52% |
$11.5M - $13.4M
|
708K
$391M
|
|
|
Jan 31, 2024
Q4 2023
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
30.3KNew |
$11.4M - $13.3M
|
30.3K
$16.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
30.2KNew |
$11.4M - $13.2M
|
30.2K
$16.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
BUY
|
- |
30.1K+ 34.42% |
$11.4M - $13.2M
|
118K
$65.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
30KNew |
$11.3M - $13.1M
|
30K
$16.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
29.3K+ 1159.72% |
$11M - $12.8M
|
31.8K
$17.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
28.9K+ 2.6% |
$10.9M - $12.7M
|
1.14M
$632M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
28.8K+ 3.41% |
$10.9M - $12.6M
|
875K
$484M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
28.3KNew |
$10.7M - $12.4M
|
28.3K
$15.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
28.3K+ 21.48% |
$10.7M - $12.4M
|
160K
$88.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
28.2K+ 62.7% |
$10.7M - $12.4M
|
73.2K
$40.5M
|