Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
BUY
|
- |
982New |
$342K - $376K
|
982
$581K
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
982+ 1.89% |
$342K - $376K
|
53K
$31.4M
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
981New |
$342K - $376K
|
981
$580K
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
979+ 10.74% |
$341K - $375K
|
10.1K
$5.97M
|
|
Apr 14, 2023
Q1 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
975+ 155.25% |
$340K - $373K
|
1.6K
$948K
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
971+ 18.31% |
$339K - $372K
|
6.27K
$3.71M
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
969New |
$338K - $371K
|
969
$573K
|
|
May 05, 2023
Q1 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
969+ 2.72% |
$338K - $371K
|
36.6K
$21.6M
|
|
Apr 06, 2023
Q1 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
964+ 42.83% |
$336K - $369K
|
3.22K
$1.9M
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
957+ 16.11% |
$334K - $366K
|
6.9K
$4.08M
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
957+ 3.27% |
$334K - $366K
|
30.3K
$17.9M
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
946New |
$330K - $362K
|
946
$559K
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
945+ 3.96% |
$329K - $362K
|
24.8K
$14.7M
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
944+ 36.41% |
$329K - $361K
|
3.54K
$2.09M
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
944+ 229.13% |
$329K - $361K
|
1.36K
$802K
|
|
May 03, 2023
Q1 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
943+ 9.85% |
$329K - $361K
|
10.5K
$6.22M
|
|
Apr 13, 2023
Q1 2023
|
Retirement Solution Inc.
|
BUY
|
- |
938New |
$327K - $359K
|
938
$555K
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
934+ 1.14% |
$326K - $358K
|
83.2K
$49.2M
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
BUY
|
- |
933+ 12.65% |
$325K - $357K
|
8.31K
$4.91M
|
|
May 10, 2023
Q1 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
923+ 21.49% |
$322K - $353K
|
5.22K
$3.09M
|
|
Apr 28, 2025
Q1 2023
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
916+ 125.82% |
$319K - $351K
|
1.64K
$972K
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
914+ 3.78% |
$319K - $350K
|
25.1K
$14.8M
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
908+ 1.94% |
$317K - $348K
|
47.7K
$28.2M
|
|
Mar 04, 2025
Q1 2023
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
907+ 26.23% |
$316K - $347K
|
4.37K
$2.58M
|
|
Mar 28, 2025
Q1 2023
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
907+ 26.23% |
$316K - $347K
|
4.37K
$2.58M
|
|
Apr 18, 2023
Q1 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
906New |
$316K - $347K
|
906
$536K
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
900+ 4.15% |
$314K - $345K
|
22.6K
$13.4M
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
898+ 102.98% |
$313K - $344K
|
1.77K
$1.05M
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
883New |
$308K - $338K
|
883
$522K
|
|
Apr 18, 2023
Q1 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
882New |
$308K - $338K
|
882
$522K
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
877+ 4.29% |
$306K - $336K
|
21.3K
$12.6M
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
871+ 253.2% |
$304K - $334K
|
1.22K
$718K
|
|
Apr 26, 2023
Q1 2023
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
869+ 14.12% |
$303K - $333K
|
7.02K
$4.15M
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
869New |
$303K - $333K
|
869
$514K
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
865+ 26.99% |
$302K - $331K
|
4.07K
$2.41M
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
863+ 1015.29% |
$301K - $330K
|
948
$561K
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
861+ 4.69% |
$300K - $330K
|
19.2K
$11.4M
|
|
Apr 12, 2023
Q1 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
854+ 34.94% |
$298K - $327K
|
3.3K
$1.95M
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
846+ 23.72% |
$295K - $324K
|
4.41K
$2.61M
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
840+ 26.39% |
$293K - $322K
|
4.02K
$2.38M
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
840+ 3.63% |
$293K - $322K
|
24K
$14.2M
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
826+ 34.1% |
$288K - $316K
|
3.25K
$1.92M
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
824New |
$287K - $316K
|
824
$487K
|
|
May 12, 2023
Q1 2023
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
821New |
$286K - $314K
|
821
$485K
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
815+ 9.61% |
$284K - $312K
|
9.3K
$5.5M
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
801New |
$279K - $307K
|
801
$474K
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
797+ 2.65% |
$278K - $305K
|
30.9K
$18.2M
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
797+ 0.53% |
$278K - $305K
|
151K
$89.5M
|
|
Apr 27, 2023
Q1 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
790+ 3.72% |
$275K - $303K
|
22K
$13M
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
788+ 0.22% |
$275K - $302K
|
360K
$213M
|