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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
12+ 0.18% |
$4.53K - $5.26K
|
6.81K
$3.48M
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
11+ 0.83% |
$4.15K - $4.82K
|
1.34K
$683K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
11+ 0.54% |
$4.15K - $4.82K
|
2.07K
$1.06M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
11+ 0.01% |
$4.15K - $4.82K
|
75.4K
$38.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
11+ 1.53% |
$4.15K - $4.82K
|
728
$372K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
11+ 0.6% |
$4.15K - $4.82K
|
1.85K
$947K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
11+ 2.84% |
$4.15K - $4.82K
|
399
$204K
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
10+ 0.12% |
$3.77K - $4.38K
|
8.42K
$4.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
10+ 0.05% |
$3.77K - $4.38K
|
20.3K
$10.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
10+ 0.36% |
$3.77K - $4.38K
|
2.82K
$1.44M
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
10+ 0.25% |
$3.77K - $4.38K
|
4.01K
$2.05M
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
10+ 1.0% |
$3.77K - $4.38K
|
1.01K
$516K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
10+ 0.08% |
$3.77K - $4.38K
|
12.7K
$6.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
10+ 0.68% |
$3.77K - $4.38K
|
1.49K
$762K
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
10+ 1.52% |
$3.77K - $4.38K
|
668
$341K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
10New |
$3.77K - $4.38K
|
10
$5.11K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
10+ 0.37% |
$3.77K - $4.38K
|
2.71K
$1.38M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
10New |
$3.77K - $4.38K
|
10
$5.11K
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
10+ 0.59% |
$3.77K - $4.38K
|
1.7K
$871K
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
BUY
|
- |
9+ 0.8% |
$3.4K - $3.94K
|
1.14K
$581K
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
9+ 0.47% |
$3.4K - $3.94K
|
1.93K
$986K
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
9+ 0.12% |
$3.4K - $3.94K
|
7.68K
$3.92M
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
9+ 0.26% |
$3.4K - $3.94K
|
3.45K
$1.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
9+ 0.41% |
$3.4K - $3.94K
|
2.19K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
9+ 2.33% |
$3.4K - $3.94K
|
396
$202K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
9+ 0.39% |
$3.4K - $3.94K
|
2.29K
$1.17M
|
|
|
Dec 02, 2024
Q4 2023
|
Cypress Capital, LLC
|
BUY
|
- |
9+ 1.07% |
$3.4K - $3.94K
|
852
$436K
|
|
|
Jan 11, 2024
Q4 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
8+ 0.43% |
$3.02K - $3.51K
|
1.87K
$957K
|
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
8+ 0.82% |
$3.02K - $3.51K
|
981
$501K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
8New |
$3.02K - $3.51K
|
8
$4.09K
|
|
|
Jan 29, 2024
Q4 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
8+ 0.73% |
$3.02K - $3.51K
|
1.11K
$568K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
8+ 0.65% |
$3.02K - $3.51K
|
1.23K
$629K
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
8+ 0.08% |
$3.02K - $3.51K
|
9.99K
$5.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
8+ 0.94% |
$3.02K - $3.51K
|
855
$437K
|
|
|
Aug 20, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
8+ 0.03% |
$3.02K - $3.51K
|
28.5K
$14.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Bay Rivers Group
|
BUY
|
- |
7+ 0.62% |
$2.64K - $3.07K
|
1.14K
$581K
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
7+ 0.64% |
$2.64K - $3.07K
|
1.11K
$566K
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
7+ 0.71% |
$2.64K - $3.07K
|
999
$511K
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
7+ 0.63% |
$2.64K - $3.07K
|
1.12K
$570K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
BUY
|
- |
7+ 0.46% |
$2.64K - $3.07K
|
1.53K
$781K
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.68% |
$2.64K - $3.07K
|
1.04K
$532K
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
7+ 0.51% |
$2.64K - $3.07K
|
1.37K
$700K
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
7+ 0.82% |
$2.64K - $3.07K
|
858
$439K
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
7+ 0.29% |
$2.64K - $3.07K
|
2.4K
$1.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
7+ 0.61% |
$2.64K - $3.07K
|
1.15K
$589K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
7+ 0.24% |
$2.64K - $3.07K
|
2.87K
$1.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7+ 1.08% |
$2.64K - $3.07K
|
653
$334K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
7+ 1.15% |
$2.64K - $3.07K
|
614
$314K
|
|
|
Jan 18, 2024
Q4 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
6+ 0.79% |
$2.26K - $2.63K
|
761
$389K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
6+ 0.94% |
$2.26K - $2.63K
|
641
$328K
|