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 08, 2024
Q4 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
24+ 2.54% |
$9.06K - $10.5K
|
969
$495K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
24+ 0.73% |
$9.06K - $10.5K
|
3.31K
$1.69M
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
24+ 0.8% |
$9.06K - $10.5K
|
3.04K
$1.55M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
23+ 0.56% |
$8.68K - $10.1K
|
4.14K
$2.12M
|
|
|
Feb 04, 2025
Q4 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
23+ 0.76% |
$8.68K - $10.1K
|
3.05K
$1.56M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
21+ 0.25% |
$7.92K - $9.2K
|
8.34K
$4.26M
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
21+ 0.67% |
$7.92K - $9.2K
|
3.16K
$1.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
21+ 0.93% |
$7.92K - $9.2K
|
2.27K
$1.16M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
20+ 5.73% |
$7.55K - $8.76K
|
369
$189K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
20+ 3.55% |
$7.55K - $8.76K
|
583
$298K
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
20+ 2.87% |
$7.55K - $8.76K
|
717
$367K
|
|
|
Feb 06, 2024
Q4 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
20+ 0.34% |
$7.55K - $8.76K
|
5.9K
$3.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
20+ 0.08% |
$7.55K - $8.76K
|
26.4K
$13.5M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
19+ 1.2% |
$7.17K - $8.33K
|
1.6K
$816K
|
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
19+ 0.81% |
$7.17K - $8.33K
|
2.36K
$1.21M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
19+ 0.04% |
$7.17K - $8.33K
|
52.3K
$26.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
19+ 1.3% |
$7.17K - $8.33K
|
1.48K
$756K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
19+ 1.67% |
$7.17K - $8.33K
|
1.16K
$593K
|
|
|
Jan 04, 2024
Q4 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
18+ 10.23% |
$6.79K - $7.89K
|
194
$99.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
18+ 2.27% |
$6.79K - $7.89K
|
811
$415K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
18New |
$6.79K - $7.89K
|
18
$9.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
18+ 1.72% |
$6.79K - $7.89K
|
1.07K
$545K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
18+ 0.34% |
$6.79K - $7.89K
|
5.26K
$2.69M
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
17+ 1.79% |
$6.41K - $7.45K
|
969
$495K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
17+ 1.06% |
$6.41K - $7.45K
|
1.62K
$827K
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
17+ 0.73% |
$6.41K - $7.45K
|
2.33K
$1.19M
|
|
|
Apr 22, 2024
Q4 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
17+ 2.76% |
$6.41K - $7.45K
|
632
$323K
|
|
|
Jan 11, 2024
Q4 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.28% |
$6.04K - $7.01K
|
5.66K
$2.89M
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
16+ 0.48% |
$6.04K - $7.01K
|
3.38K
$1.73M
|
|
|
Feb 08, 2024
Q4 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
16+ 0.79% |
$6.04K - $7.01K
|
2.04K
$1.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
15+ 0.42% |
$5.66K - $6.57K
|
3.56K
$1.82M
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
15+ 2.3% |
$5.66K - $6.57K
|
667
$341K
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
BUY
|
- |
15+ 0.1% |
$5.66K - $6.57K
|
15.7K
$8.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
15+ 0.82% |
$5.66K - $6.57K
|
1.84K
$943K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
14+ 0.03% |
$5.28K - $6.13K
|
41.5K
$21.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
14+ 1.18% |
$5.28K - $6.13K
|
1.2K
$614K
|
|
|
Jan 29, 2024
Q4 2023
|
Shaker Investments LLC
|
BUY
|
- |
14+ 0.84% |
$5.28K - $6.13K
|
1.68K
$857K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
14+ 0.19% |
$5.28K - $6.13K
|
7.29K
$3.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
14+ 0.53% |
$5.28K - $6.13K
|
2.65K
$1.35M
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
13+ 0.72% |
$4.91K - $5.7K
|
1.82K
$931K
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
13+ 2.49% |
$4.91K - $5.7K
|
536
$274K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
13+ 48.15% |
$4.91K - $5.7K
|
40
$20.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
13+ 1.62% |
$4.91K - $5.7K
|
817
$418K
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
13+ 0.3% |
$4.91K - $5.7K
|
4.37K
$2.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
13+ 0.4% |
$4.91K - $5.7K
|
3.27K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
13+ 0.77% |
$4.91K - $5.7K
|
1.7K
$869K
|
|
|
Jun 25, 2024
Q4 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
13+ 0.41% |
$4.91K - $5.7K
|
3.2K
$1.64M
|
|
|
Jan 09, 2024
Q4 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
12+ 1.42% |
$4.53K - $5.26K
|
859
$439K
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
12+ 0.37% |
$4.53K - $5.26K
|
3.26K
$1.67M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
12+ 0.2% |
$4.53K - $5.26K
|
6.01K
$3.07M
|