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 |
|---|---|---|---|---|---|---|---|
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
5.06K+ 94.12% |
$1.91M - $2.22M
|
10.4K
$5.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
4.98K+ 820.76% |
$1.88M - $2.18M
|
5.59K
$3.09M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.97K+ 7.61% |
$1.87M - $2.18M
|
70.2K
$38.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
4.96K+ 3.45% |
$1.87M - $2.17M
|
149K
$82.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
4.95K+ 67.34% |
$1.87M - $2.17M
|
12.3K
$6.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.94K+ 42.11% |
$1.87M - $2.17M
|
16.7K
$9.22M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
4.91K+ 31.33% |
$1.85M - $2.15M
|
20.6K
$11.4M
|
|
|
Feb 28, 2024
Q4 2023
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
4.88KNew |
$1.84M - $2.14M
|
4.88K
$2.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
4.88K+ 3.57% |
$1.84M - $2.14M
|
142K
$78.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
4.87K+ 13.81% |
$1.84M - $2.13M
|
40.1K
$22.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
4.86K+ 129.21% |
$1.83M - $2.13M
|
8.62K
$4.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.85K+ 1.55% |
$1.83M - $2.12M
|
318K
$176M
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
4.83KNew |
$1.82M - $2.12M
|
4.83K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
4.78K+ 9.87% |
$1.8M - $2.09M
|
53.2K
$29.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.78K+ 17.57% |
$1.8M - $2.09M
|
32K
$17.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
4.72K+ 35.97% |
$1.78M - $2.07M
|
17.8K
$9.85M
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.7K+ 5.65% |
$1.77M - $2.06M
|
87.9K
$48.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
4.68K+ 58.23% |
$1.77M - $2.05M
|
12.7K
$7.03M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
BUY
|
- |
4.68K+ 31.52% |
$1.77M - $2.05M
|
19.5K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
4.68KNew |
$1.76M - $2.05M
|
4.68K
$2.59M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.62K+ 0.81% |
$1.74M - $2.03M
|
573K
$317M
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
4.61K+ 4.39% |
$1.74M - $2.02M
|
110K
$60.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.6K+ 193.72% |
$1.73M - $2.01M
|
6.97K
$3.85M
|
|
|
Jan 31, 2024
Q4 2023
|
Peterson Wealth Services
|
BUY
|
- |
4.59KNew |
$1.73M - $2.01M
|
4.59K
$2.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
4.59K+ 11.65% |
$1.73M - $2.01M
|
44K
$24.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
4.54K+ 21.58% |
$1.71M - $1.99M
|
25.6K
$14.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Sequent Asset Management, LLC
|
BUY
|
- |
4.49K+ 29.75% |
$1.69M - $1.97M
|
19.6K
$10.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.48KNew |
$1.69M - $1.96M
|
4.48K
$2.48M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
4.48K+ 3.04% |
$1.69M - $1.96M
|
152K
$84.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
4.46K+ 27.52% |
$1.68M - $1.95M
|
20.6K
$11.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.44K+ 5.05% |
$1.67M - $1.94M
|
92.4K
$51.1M
|
|
|
Mar 12, 2024
Q4 2023
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
4.43KNew |
$1.67M - $1.94M
|
4.43K
$2.45M
|
|
|
Jan 18, 2024
Q4 2023
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
4.41K+ 17.32% |
$1.67M - $1.93M
|
29.9K
$16.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.4K+ 69.84% |
$1.66M - $1.93M
|
10.7K
$5.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
4.4KNew |
$1.66M - $1.93M
|
4.4K
$2.43M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.38KNew |
$1.65M - $1.92M
|
4.38K
$2.42M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.38K+ 31.32% |
$1.65M - $1.92M
|
18.3K
$10.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
4.3K+ 17.57% |
$1.62M - $1.89M
|
28.8K
$15.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
4.26K+ 11.51% |
$1.61M - $1.87M
|
41.3K
$22.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
4.24K+ 32.35% |
$1.6M - $1.86M
|
17.3K
$9.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
4.22K+ 9.46% |
$1.59M - $1.85M
|
48.9K
$27M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
4.21K+ 2.14% |
$1.59M - $1.84M
|
201K
$111M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.19K+ 3.49% |
$1.58M - $1.83M
|
124K
$68.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
4.17KNew |
$1.57M - $1.83M
|
4.17K
$2.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
4.11K+ 11.87% |
$1.55M - $1.8M
|
38.7K
$21.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
4.06K+ 9.75% |
$1.53M - $1.78M
|
45.7K
$25.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.05K+ 41.02% |
$1.53M - $1.78M
|
13.9K
$7.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.04K+ 329.8% |
$1.52M - $1.77M
|
5.27K
$2.91M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4.03KNew |
$1.52M - $1.77M
|
4.03K
$2.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
4KNew |
$1.51M - $1.75M
|
4K
$2.21M
|