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 |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
300+ 6000.0% |
$105K - $115K
|
305
$180K
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
292+ 15.87% |
$102K - $112K
|
2.13K
$1.26M
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
290+ 17.73% |
$101K - $111K
|
1.93K
$1.14M
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
287+ 820.0% |
$100K - $110K
|
322
$190K
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
286+ 23.01% |
$99.7K - $110K
|
1.53K
$904K
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
286+ 8.2% |
$99.7K - $110K
|
3.77K
$2.23M
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
285+ 10.99% |
$99.4K - $109K
|
2.88K
$1.7M
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
284+ 8.89% |
$99K - $109K
|
3.48K
$2.06M
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
283+ 4.1% |
$98.7K - $108K
|
7.18K
$4.24M
|
|
Apr 19, 2023
Q1 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
282+ 1.2% |
$98.3K - $108K
|
23.7K
$14M
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
281+ 0.7% |
$98K - $108K
|
40.4K
$23.9M
|
|
Apr 20, 2023
Q1 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
280+ 30.84% |
$97.6K - $107K
|
1.19K
$702K
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
280+ 41.12% |
$97.6K - $107K
|
961
$568K
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
280+ 3.66% |
$97.6K - $107K
|
7.94K
$4.69M
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
280+ 2.13% |
$97.6K - $107K
|
13.4K
$7.93M
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
277+ 3.52% |
$96.6K - $106K
|
8.15K
$4.82M
|
|
May 12, 2023
Q1 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
277+ 26.26% |
$96.6K - $106K
|
1.33K
$788K
|
|
Apr 13, 2023
Q1 2023
|
Bck Partners, Inc.
|
BUY
|
- |
276+ 0.25% |
$96.2K - $106K
|
109K
$64.7M
|
|
Apr 14, 2023
Q1 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
267+ 5.72% |
$93.1K - $102K
|
4.93K
$2.92M
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
267+ 24.61% |
$93.1K - $102K
|
1.35K
$799K
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
267+ 24.61% |
$93.1K - $102K
|
1.35K
$799K
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
266+ 18.18% |
$92.7K - $102K
|
1.73K
$1.02M
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
BUY
|
- |
263+ 2.39% |
$91.7K - $101K
|
11.2K
$6.65M
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
260+ 36.11% |
$90.7K - $99.6K
|
980
$579K
|
|
Apr 13, 2023
Q1 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
258+ 33.86% |
$90K - $98.8K
|
1.02K
$603K
|
|
May 12, 2023
Q1 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
258+ 29.22% |
$90K - $98.8K
|
1.14K
$675K
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
255+ 8.3% |
$88.9K - $97.6K
|
3.33K
$1.97M
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
254+ 3.15% |
$88.6K - $97.3K
|
8.31K
$4.91M
|
|
Apr 12, 2023
Q1 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
253+ 29.21% |
$88.2K - $96.9K
|
1.12K
$662K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
253+ 6.61% |
$88.2K - $96.9K
|
4.08K
$2.41M
|
|
May 23, 2023
Q1 2023
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
251+ 26.99% |
$87.5K - $96.1K
|
1.18K
$698K
|
|
Apr 19, 2023
Q1 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
250+ 9.79% |
$87.2K - $95.7K
|
2.8K
$1.66M
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
250+ 1.76% |
$87.2K - $95.7K
|
14.4K
$8.54M
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
248+ 12.69% |
$86.5K - $95K
|
2.2K
$1.3M
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
243+ 0.78% |
$84.7K - $93.1K
|
31.4K
$18.6M
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
243+ 1.7% |
$84.7K - $93.1K
|
14.5K
$8.6M
|
|
May 03, 2023
Q1 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
240+ 4.81% |
$83.7K - $91.9K
|
5.23K
$3.09M
|
|
May 10, 2023
Q1 2023
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
237+ 0.33% |
$82.6K - $90.8K
|
72.8K
$43M
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
235New |
$81.9K - $90K
|
235
$139K
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
235+ 4.41% |
$81.9K - $90K
|
5.57K
$3.29M
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
232+ 19.09% |
$80.9K - $88.8K
|
1.45K
$856K
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
230New |
$80.2K - $88.1K
|
230
$136K
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
226+ 16.21% |
$78.8K - $86.5K
|
1.62K
$958K
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
BUY
|
- |
223+ 0.57% |
$77.8K - $85.4K
|
39.4K
$23.3M
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
222+ 2.76% |
$77.4K - $85K
|
8.26K
$4.88M
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
220+ 10.03% |
$76.7K - $84.2K
|
2.41K
$1.43M
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
220+ 25.2% |
$76.7K - $84.2K
|
1.09K
$646K
|
|
May 10, 2023
Q1 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
219+ 37.82% |
$76.4K - $83.9K
|
798
$472K
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
214+ 10.15% |
$74.6K - $81.9K
|
2.32K
$1.37M
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
211+ 3.66% |
$73.6K - $80.8K
|
5.97K
$3.53M
|