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
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18.5K+ 1027.32% |
$6.98M - $8.11M
|
20.3K
$11.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Mercer Investments LLC
|
BUY
|
- |
18.5K+ 84.62% |
$6.98M - $8.1M
|
40.3K
$22.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.5K+ 13.2% |
$6.97M - $8.09M
|
158K
$87.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
18.1K+ 7.38% |
$6.84M - $7.94M
|
264K
$146M
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
18K+ 3.52% |
$6.79M - $7.88M
|
529K
$292M
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
18K+ 3.52% |
$6.79M - $7.88M
|
529K
$292M
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
17.5KNew |
$6.59M - $7.66M
|
17.5K
$9.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.4K+ 0.45% |
$6.56M - $7.62M
|
3.9M
$2.16B
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
17.3K+ 8.38% |
$6.52M - $7.57M
|
223K
$124M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
17.2K+ 5.02% |
$6.5M - $7.55M
|
361K
$200M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
17.1K+ 4.11% |
$6.47M - $7.51M
|
434K
$240M
|
|
|
Feb 06, 2024
Q4 2023
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
16.9KNew |
$6.37M - $7.4M
|
16.9K
$9.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
16.9K+ 2.17% |
$6.36M - $7.38M
|
795K
$439M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
16.8K+ 16.31% |
$6.35M - $7.38M
|
120K
$66.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
16.8K+ 6.31% |
$6.33M - $7.35M
|
283K
$156M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.3K+ 6.49% |
$6.15M - $7.15M
|
268K
$148M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
16.2K+ 4.39% |
$6.12M - $7.1M
|
385K
$213M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
16.2K+ 6.61% |
$6.11M - $7.1M
|
261K
$145M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
16.2K+ 8.7% |
$6.09M - $7.08M
|
202K
$112M
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
16.1K+ 19.39% |
$6.06M - $7.04M
|
98.8K
$54.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
15.9K+ 11.17% |
$6.01M - $6.98M
|
158K
$87.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
15.8K+ 577.24% |
$5.95M - $6.91M
|
18.5K
$10.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
15.6K+ 7.98% |
$5.9M - $6.85M
|
212K
$117M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
15.6K+ 7.74% |
$5.89M - $6.84M
|
217K
$120M
|
|
|
Jan 31, 2024
Q4 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
15.5K+ 31.42% |
$5.85M - $6.8M
|
64.9K
$35.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
15.5K+ 17.37% |
$5.84M - $6.78M
|
104K
$57.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
15.3KNew |
$5.79M - $6.73M
|
15.3K
$8.49M
|
|
|
Jan 19, 2024
Q4 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
15.2K+ 13.42% |
$5.72M - $6.64M
|
128K
$70.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
BUY
|
- |
15.1K+ 71.43% |
$5.7M - $6.62M
|
36.2K
$20M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
14.9K+ 35.29% |
$5.62M - $6.52M
|
57.1K
$31.6M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.8K+ 83.39% |
$5.59M - $6.49M
|
32.6K
$18M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
14.8K+ 76.29% |
$5.58M - $6.48M
|
34.2K
$18.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
14.8K+ 520.42% |
$5.58M - $6.48M
|
17.6K
$9.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
14.7K+ 21.86% |
$5.53M - $6.42M
|
81.7K
$45.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
14.6KNew |
$5.5M - $6.39M
|
14.6K
$8.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
14.2KNew |
$5.37M - $6.24M
|
14.2K
$7.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
14.2K+ 16.05% |
$5.36M - $6.23M
|
103K
$56.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
14.2KNew |
$5.36M - $6.23M
|
14.2K
$7.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
14.1K+ 415.72% |
$5.34M - $6.2M
|
17.6K
$9.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
14K+ 17.75% |
$5.28M - $6.14M
|
92.9K
$51.3M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14K+ 7.02% |
$5.28M - $6.14M
|
214K
$118M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
13.7KNew |
$5.19M - $6.02M
|
13.7K
$7.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
13.5K+ 2044.26% |
$5.11M - $5.93M
|
14.2K
$7.85M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13.5K+ 261.1% |
$5.08M - $5.89M
|
18.6K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
13.4K+ 7.93% |
$5.06M - $5.88M
|
182K
$101M
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
13.3K+ 35.84% |
$5.03M - $5.84M
|
50.5K
$27.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
13.2K+ 15.8% |
$4.98M - $5.79M
|
96.8K
$53.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
12.9K+ 459.55% |
$4.88M - $5.67M
|
15.8K
$8.71M
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
12.9K+ 117.82% |
$4.87M - $5.66M
|
23.9K
$13.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
12.9KNew |
$4.86M - $5.64M
|
12.9K
$7.11M
|