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 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
8.75KNew |
$3.3M - $3.83M
|
8.75K
$4.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
8.74K+ 5.47% |
$3.3M - $3.83M
|
169K
$93.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.71K+ 1.75% |
$3.28M - $3.81M
|
507K
$280M
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
8.6K+ 439.02% |
$3.24M - $3.77M
|
10.6K
$5.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
8.56K+ 212.59% |
$3.23M - $3.75M
|
12.6K
$6.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
8.51K+ 14.46% |
$3.21M - $3.73M
|
67.3K
$37.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
8.5KNew |
$3.21M - $3.72M
|
8.5K
$4.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
8.47K+ 120.7% |
$3.2M - $3.71M
|
15.5K
$8.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
8.39K+ 18.24% |
$3.17M - $3.68M
|
54.4K
$30.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
8.38K+ 34.07% |
$3.16M - $3.67M
|
33K
$18.2M
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
8.33K+ 348.83% |
$3.14M - $3.65M
|
10.7K
$5.93M
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
8.32K+ 7.58% |
$3.14M - $3.65M
|
118K
$65.3M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.29K+ 18.19% |
$3.13M - $3.63M
|
53.9K
$29.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
8.27K+ 94.59% |
$3.12M - $3.62M
|
17K
$9.41M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
8.24K+ 6.65% |
$3.11M - $3.61M
|
132K
$73.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
8.01K+ 8.45% |
$3.02M - $3.51M
|
103K
$56.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8K+ 20.61% |
$3.02M - $3.5M
|
46.8K
$25.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
7.95K+ 5.35% |
$3M - $3.48M
|
156K
$86.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
7.79KNew |
$2.94M - $3.41M
|
7.79K
$4.31M
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
7.78K+ 11.1% |
$2.94M - $3.41M
|
77.9K
$43.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
7.72K+ 33.5% |
$2.91M - $3.38M
|
30.8K
$17M
|
|
|
Jan 11, 2024
Q4 2023
|
Crestmont Private Wealth LLC
|
BUY
|
- |
7.69K+ 8.62% |
$2.9M - $3.37M
|
96.8K
$53.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
7.59KNew |
$2.86M - $3.32M
|
7.59K
$4.19M
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
7.48KNew |
$2.82M - $3.28M
|
7.48K
$4.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
7.43KNew |
$2.8M - $3.26M
|
7.43K
$4.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.39KNew |
$2.79M - $3.24M
|
7.39K
$4.09M
|
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
7.38KNew |
$2.78M - $3.23M
|
7.38K
$4.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
BUY
|
- |
7.37K+ 9.14% |
$2.78M - $3.23M
|
87.9K
$48.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
7.35K+ 2.06% |
$2.77M - $3.22M
|
364K
$201M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.26K+ 15.18% |
$2.74M - $3.18M
|
55.1K
$30.5M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.24K+ 118.31% |
$2.73M - $3.17M
|
13.4K
$7.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
7.23K+ 1.83% |
$2.73M - $3.17M
|
402K
$222M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
7.21K+ 23.41% |
$2.72M - $3.16M
|
38K
$21M
|
|
|
Feb 13, 2024
Q4 2023
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
7.15KNew |
$2.7M - $3.13M
|
7.15K
$3.95M
|
|
|
Feb 01, 2024
Q4 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
7.14K+ 31.8% |
$2.69M - $3.13M
|
29.6K
$16.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
7.11K+ 9.27% |
$2.68M - $3.12M
|
83.8K
$46.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
7.05K+ 77.8% |
$2.66M - $3.09M
|
16.1K
$8.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
7.05K+ 5.46% |
$2.66M - $3.09M
|
136K
$75.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
7.03KNew |
$2.65M - $3.08M
|
7.03K
$3.89M
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
6.93K+ 84.84% |
$2.61M - $3.03M
|
15.1K
$8.34M
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
6.88K+ 5.49% |
$2.59M - $3.01M
|
132K
$73.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
6.85K+ 2.76% |
$2.58M - $3M
|
255K
$141M
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
6.72K+ 5.41% |
$2.54M - $2.95M
|
131K
$72.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.69K+ 3.04% |
$2.52M - $2.93M
|
227K
$126M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
6.59K+ 5.22% |
$2.49M - $2.89M
|
133K
$73.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6.51K+ 285.86% |
$2.46M - $2.85M
|
8.79K
$4.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
6.43K+ 7.94% |
$2.43M - $2.82M
|
87.4K
$48.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
6.42K+ 4.72% |
$2.42M - $2.81M
|
142K
$78.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
6.39K+ 43.99% |
$2.41M - $2.8M
|
20.9K
$11.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
6.37K+ 2.77% |
$2.4M - $2.79M
|
236K
$131M
|