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 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1+ 0.05% |
$377 - $438
|
2.18K
$1.12M
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$377 - $438
|
2.94K
$1.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
1+ 5.26% |
$377 - $438
|
20
$10.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.49% |
$377 - $438
|
204
$104K
|
|
|
Feb 05, 2024
Q4 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1+ 0.01% |
$377 - $438
|
16.6K
$8.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1+ 0.15% |
$377 - $438
|
684
$350K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1+ 0.09% |
$377 - $438
|
1.06K
$541K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.87% |
$377 - $438
|
116
$59.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1+ 0.11% |
$377 - $438
|
923
$472K
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
1+ 0.02% |
$377 - $438
|
4.64K
$2.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1+ 0.1% |
$377 - $438
|
966
$494K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1+ 0.09% |
$377 - $438
|
1.11K
$568K
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1+ 0.08% |
$377 - $438
|
1.22K
$623K
|
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
1+ 0.13% |
$377 - $438
|
748
$382K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1New |
$377 - $438
|
1
$511
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1+ 0.12% |
$377 - $438
|
823
$421K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 2.86% |
$377 - $438
|
36
$18.4K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.49% |
$377 - $438
|
204
$104K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 1.03% |
$377 - $438
|
98
$50.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1- 0.13% |
$377 - $438
|
779
$398K
|
|
|
Jan 18, 2024
Q4 2023
|
Geometric Wealth Advisors
|
SELL
|
- |
-1- 0.04% |
$377 - $438
|
2.31K
$1.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-1- 0.03% |
$377 - $438
|
3.79K
$1.93M
|
|
|
Feb 08, 2024
Q4 2023
|
E L Financial Corp LTD
|
SELL
|
- |
-1- -0.0% |
$377 - $438
|
1.65M
$845M
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1- 0.07% |
$377 - $438
|
1.43K
$728K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-1- 0.08% |
$377 - $438
|
1.25K
$636K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-1- 0.08% |
$377 - $438
|
1.19K
$609K
|
|
|
Jan 29, 2024
Q4 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-2- 0.72% |
$755 - $876
|
274
$140K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-2- 0.17% |
$755 - $876
|
1.2K
$614K
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-2- 0.2% |
$755 - $876
|
1K
$513K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-2- 0.36% |
$755 - $876
|
553
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2- 0.02% |
$755 - $876
|
8.92K
$4.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-2- 0.09% |
$755 - $876
|
2.21K
$1.13M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2- 0.22% |
$755 - $876
|
928
$474K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-3- 0.52% |
$1.13K - $1.31K
|
573
$293K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-3- 0.32% |
$1.13K - $1.31K
|
935
$478K
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-4- 0.45% |
$1.51K - $1.75K
|
892
$456K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-4- 0.2% |
$1.51K - $1.75K
|
1.98K
$1.01M
|
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-4- 0.04% |
$1.51K - $1.75K
|
8.98K
$4.59M
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-4- 0.45% |
$1.51K - $1.75K
|
894
$457K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-4- 9.52% |
$1.51K - $1.75K
|
38
$19.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-4- 0.13% |
$1.51K - $1.75K
|
3.11K
$1.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-4- 0.23% |
$1.51K - $1.75K
|
1.71K
$876K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-4- 0.01% |
$1.51K - $1.75K
|
31K
$15.9M
|
|
|
Feb 26, 2025
Q4 2023
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-4- 0.03% |
$1.51K - $1.75K
|
12.4K
$6.32M
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-5- 0.12% |
$1.89K - $2.19K
|
4.05K
$2.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-5- 0.74% |
$1.89K - $2.19K
|
670
$342K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-5- 0.09% |
$1.89K - $2.19K
|
5.71K
$2.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-5- 0.38% |
$1.89K - $2.19K
|
1.32K
$675K
|
|
|
Feb 15, 2024
Q4 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-5- 0.91% |
$1.89K - $2.19K
|
545
$279K
|
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
SELL
|
- |
-6- 1.14% |
$2.26K - $2.63K
|
520
$266K
|