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
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
10+ 0.37% |
$3.77K - $4.38K
|
2.71K
$1.46M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
10New |
$3.77K - $4.38K
|
10
$5.39K
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
10+ 0.59% |
$3.77K - $4.38K
|
1.7K
$918K
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
BUY
|
- |
9+ 0.8% |
$3.4K - $3.94K
|
1.14K
$612K
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
9+ 0.47% |
$3.4K - $3.94K
|
1.93K
$1.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
9+ 0.12% |
$3.4K - $3.94K
|
7.68K
$4.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
9+ 0.26% |
$3.4K - $3.94K
|
3.45K
$1.86M
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
9+ 0.41% |
$3.4K - $3.94K
|
2.19K
$1.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
9+ 2.33% |
$3.4K - $3.94K
|
396
$213K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
9+ 0.39% |
$3.4K - $3.94K
|
2.29K
$1.23M
|
|
|
Dec 02, 2024
Q4 2023
|
Cypress Capital, LLC
|
BUY
|
- |
9+ 1.07% |
$3.4K - $3.94K
|
852
$459K
|
|
|
Jan 11, 2024
Q4 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
8+ 0.43% |
$3.02K - $3.51K
|
1.87K
$1.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
8+ 0.82% |
$3.02K - $3.51K
|
981
$529K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
8New |
$3.02K - $3.51K
|
8
$4.31K
|
|
|
Jan 29, 2024
Q4 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
8+ 0.73% |
$3.02K - $3.51K
|
1.11K
$599K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
8+ 0.65% |
$3.02K - $3.51K
|
1.23K
$663K
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
8+ 0.08% |
$3.02K - $3.51K
|
9.99K
$5.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
8+ 0.94% |
$3.02K - $3.51K
|
855
$461K
|
|
|
Aug 20, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
8+ 0.03% |
$3.02K - $3.51K
|
28.5K
$15.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Bay Rivers Group
|
BUY
|
- |
7+ 0.62% |
$2.64K - $3.07K
|
1.14K
$613K
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
7+ 0.64% |
$2.64K - $3.07K
|
1.11K
$597K
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
7+ 0.71% |
$2.64K - $3.07K
|
999
$538K
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
7+ 0.63% |
$2.64K - $3.07K
|
1.12K
$601K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
BUY
|
- |
7+ 0.46% |
$2.64K - $3.07K
|
1.53K
$823K
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.68% |
$2.64K - $3.07K
|
1.04K
$561K
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
7+ 0.51% |
$2.64K - $3.07K
|
1.37K
$738K
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
7+ 0.82% |
$2.64K - $3.07K
|
858
$462K
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
7+ 0.29% |
$2.64K - $3.07K
|
2.4K
$1.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
7+ 0.61% |
$2.64K - $3.07K
|
1.15K
$621K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
7+ 0.24% |
$2.64K - $3.07K
|
2.87K
$1.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7+ 1.08% |
$2.64K - $3.07K
|
653
$352K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
7+ 1.15% |
$2.64K - $3.07K
|
614
$331K
|
|
|
Jan 18, 2024
Q4 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
6+ 0.79% |
$2.26K - $2.63K
|
761
$410K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
6+ 0.94% |
$2.26K - $2.63K
|
641
$345K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
6+ 0.7% |
$2.26K - $2.63K
|
868
$468K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
6+ 0.54% |
$2.26K - $2.63K
|
1.12K
$605K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 0.04% |
$2.26K - $2.63K
|
17K
$9.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
6+ 0.17% |
$2.26K - $2.63K
|
3.56K
$1.92M
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
5+ 0.52% |
$1.89K - $2.19K
|
972
$524K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
5+ 0.12% |
$1.89K - $2.19K
|
4.05K
$2.18M
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
5+ 0.14% |
$1.89K - $2.19K
|
3.57K
$1.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
5+ 8.62% |
$1.89K - $2.19K
|
63
$33.9K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
5+ 0.42% |
$1.89K - $2.19K
|
1.21K
$650K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
5+ 0.97% |
$1.89K - $2.19K
|
523
$282K
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
5+ 0.58% |
$1.89K - $2.19K
|
872
$470K
|
|
|
Jan 09, 2024
Q4 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
4+ 0.33% |
$1.51K - $1.75K
|
1.21K
$653K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
4+ 0.62% |
$1.51K - $1.75K
|
645
$348K
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
4+ 0.78% |
$1.51K - $1.75K
|
516
$278K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
4+ 0.34% |
$1.51K - $1.75K
|
1.18K
$637K
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
4+ 0.16% |
$1.51K - $1.75K
|
2.58K
$1.39M
|