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
|
Brown Advisory Inc
|
BUY
|
- |
6.36K+ 2.67% |
$2.4M - $2.79M
|
245K
$135M
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
6.34KNew |
$2.39M - $2.78M
|
6.34K
$3.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
6.28K+ 22.18% |
$2.37M - $2.75M
|
34.6K
$19.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
6.27KNew |
$2.37M - $2.75M
|
6.27K
$3.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Eagle Capital Management LLC
New York, NY |
BUY
|
- |
6.23KNew |
$2.35M - $2.73M
|
6.23K
$3.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
6.21KNew |
$2.34M - $2.72M
|
6.21K
$3.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.17K+ 39.52% |
$2.33M - $2.7M
|
21.8K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
6.16K+ 611.11% |
$2.32M - $2.7M
|
7.17K
$3.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
6.13KNew |
$2.31M - $2.69M
|
6.13K
$3.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.13K+ 0.5% |
$2.31M - $2.68M
|
1.23M
$680M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
6.12K+ 12.56% |
$2.31M - $2.68M
|
54.9K
$30.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
6.1K+ 12.85% |
$2.3M - $2.67M
|
53.6K
$29.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
6.08K+ 38.36% |
$2.3M - $2.67M
|
21.9K
$12.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
6.08K+ 44.18% |
$2.29M - $2.66M
|
19.8K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
6.07K+ 82.26% |
$2.29M - $2.66M
|
13.4K
$7.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
6.06KNew |
$2.29M - $2.65M
|
6.06K
$3.35M
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
6K+ 2.82% |
$2.26M - $2.63M
|
219K
$121M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
6K+ 55.08% |
$2.26M - $2.63M
|
16.9K
$9.34M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.99K+ 968.17% |
$2.26M - $2.63M
|
6.61K
$3.66M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5.97KNew |
$2.25M - $2.62M
|
5.97K
$3.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
5.95K+ 49.64% |
$2.24M - $2.61M
|
17.9K
$9.91M
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
5.94KNew |
$2.24M - $2.6M
|
5.94K
$3.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.89K+ 11.8% |
$2.22M - $2.58M
|
55.8K
$30.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
5.87K+ 5.0% |
$2.21M - $2.57M
|
123K
$68.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.83K+ 17.36% |
$2.2M - $2.55M
|
39.4K
$21.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.8K+ 3.42% |
$2.19M - $2.54M
|
175K
$96.9M
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
5.68KNew |
$2.14M - $2.49M
|
5.68K
$3.14M
|
|
|
Jan 22, 2024
Q4 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
5.61K+ 3.63% |
$2.11M - $2.46M
|
160K
$88.4M
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
5.6KNew |
$2.11M - $2.45M
|
5.6K
$3.09M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.57K+ 32.64% |
$2.1M - $2.44M
|
22.6K
$12.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
5.56K+ 14.55% |
$2.1M - $2.44M
|
43.8K
$24.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
5.54KNew |
$2.09M - $2.43M
|
5.54K
$3.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.53K+ 55.43% |
$2.09M - $2.42M
|
15.5K
$8.57M
|
|
|
Feb 15, 2024
Q4 2023
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
5.47KNew |
$2.06M - $2.4M
|
5.47K
$3.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.44KNew |
$2.05M - $2.38M
|
5.44K
$3.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
5.44KNew |
$2.05M - $2.38M
|
5.44K
$3.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
5.4K+ 12.76% |
$2.04M - $2.37M
|
47.7K
$26.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
5.4K+ 19.78% |
$2.04M - $2.36M
|
32.7K
$18.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
5.39K+ 8.49% |
$2.04M - $2.36M
|
68.9K
$38.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
5.36K+ 2.27% |
$2.02M - $2.35M
|
242K
$134M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5.36K+ 2.27% |
$2.02M - $2.35M
|
242K
$134M
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
5.25K+ 4.73% |
$1.98M - $2.3M
|
116K
$64.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
5.24KNew |
$1.98M - $2.3M
|
5.24K
$2.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
5.23K+ 8.83% |
$1.97M - $2.29M
|
64.5K
$35.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
5.21K+ 13.41% |
$1.97M - $2.28M
|
44.1K
$24.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Rfg Holdings, Inc.
|
BUY
|
- |
5.21K+ 4.04% |
$1.96M - $2.28M
|
134K
$74M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
5.16KNew |
$1.95M - $2.26M
|
5.16K
$2.85M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.13K+ 11.29% |
$1.93M - $2.25M
|
50.5K
$27.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
5.1K+ 1.56% |
$1.92M - $2.23M
|
331K
$183M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
5.07K+ 1.15% |
$1.91M - $2.22M
|
446K
$247M
|