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 14, 2023
Q1 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
132+ 5.08% |
$46K - $50.5K
|
2.73K
$1.62M
|
|
|
Apr 21, 2023
Q1 2023
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
132New |
$46K - $50.5K
|
132
$78.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
131+ 0.91% |
$45.7K - $50.2K
|
14.6K
$8.64M
|
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
BUY
|
- |
131+ 0.96% |
$45.7K - $50.2K
|
13.8K
$8.14M
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
131+ 9.68% |
$45.7K - $50.2K
|
1.49K
$878K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
129+ 1.67% |
$45K - $49.4K
|
7.86K
$4.64M
|
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
129+ 2.77% |
$45K - $49.4K
|
4.78K
$2.83M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
128+ 1.9% |
$44.6K - $49K
|
6.88K
$4.07M
|
|
|
May 08, 2023
Q1 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
125+ 2.54% |
$43.6K - $47.9K
|
5.05K
$2.99M
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
125+ 17.46% |
$43.6K - $47.9K
|
841
$497K
|
|
|
May 10, 2023
Q1 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
124+ 1.54% |
$43.2K - $47.5K
|
8.2K
$4.85M
|
|
|
Apr 11, 2023
Q1 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
120+ 15.79% |
$41.8K - $46K
|
880
$520K
|
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
120+ 1.46% |
$41.8K - $46K
|
8.36K
$4.94M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
119+ 1.67% |
$41.5K - $45.6K
|
7.26K
$4.29M
|
|
|
May 01, 2023
Q1 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
119+ 0.88% |
$41.5K - $45.6K
|
13.7K
$8.08M
|
|
|
Apr 11, 2023
Q1 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
117+ 18.37% |
$40.8K - $44.8K
|
754
$446K
|
|
|
Apr 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
BUY
|
- |
117+ 5.11% |
$40.8K - $44.8K
|
2.41K
$1.42M
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
116+ 1.44% |
$40.4K - $44.4K
|
8.17K
$4.83M
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
115+ 3.47% |
$40.1K - $44K
|
3.43K
$2.03M
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
113+ 9.39% |
$39.4K - $43.3K
|
1.32K
$779K
|
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
112+ 15.47% |
$39K - $42.9K
|
836
$494K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
112+ 1.59% |
$39K - $42.9K
|
7.16K
$4.24M
|
|
|
Apr 27, 2023
Q1 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
111+ 0.74% |
$38.7K - $42.5K
|
15.2K
$8.97M
|
|
|
May 09, 2023
Q1 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
111+ 0.4% |
$38.7K - $42.5K
|
27.6K
$16.3M
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
108+ 2.4% |
$37.7K - $41.4K
|
4.61K
$2.73M
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
107+ 0.79% |
$37.3K - $41K
|
13.7K
$8.12M
|
|
|
Aug 14, 2023
Q1 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
107+ 12.71% |
$37.3K - $41K
|
949
$561K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
106+ 3.56% |
$37K - $40.6K
|
3.09K
$1.83M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
106+ 0.74% |
$37K - $40.6K
|
14.5K
$8.57M
|
|
|
May 10, 2023
Q1 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
105+ 0.9% |
$36.6K - $40.2K
|
11.7K
$6.93M
|
|
|
May 15, 2023
Q1 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
105+ 8.94% |
$36.6K - $40.2K
|
1.28K
$757K
|
|
|
Apr 21, 2023
Q1 2023
|
Pachira Investments Inc.
|
BUY
|
- |
104+ 3.66% |
$36.3K - $39.8K
|
2.94K
$1.74M
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
104+ 10.06% |
$36.3K - $39.8K
|
1.14K
$673K
|
|
|
May 08, 2023
Q1 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
104+ 8.11% |
$36.3K - $39.8K
|
1.39K
$820K
|
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
104+ 2.01% |
$36.3K - $39.8K
|
5.27K
$3.11M
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
104+ 1.3% |
$36.3K - $39.8K
|
8.12K
$4.8M
|
|
|
May 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
103+ 4.96% |
$35.9K - $39.4K
|
2.18K
$1.29M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
103+ 2.99% |
$35.9K - $39.4K
|
3.55K
$2.1M
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
103+ 2.97% |
$35.9K - $39.4K
|
3.57K
$2.11M
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
103+ 0.73% |
$35.9K - $39.4K
|
14.3K
$8.43M
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
103+ 2.97% |
$35.9K - $39.4K
|
3.57K
$2.11M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
102+ 7.91% |
$35.6K - $39.1K
|
1.39K
$822K
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
BUY
|
- |
101+ 6.66% |
$35.2K - $38.7K
|
1.62K
$957K
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
100+ 2.44% |
$34.9K - $38.3K
|
4.19K
$2.48M
|
|
|
Apr 28, 2023
Q1 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
100+ 4.91% |
$34.9K - $38.3K
|
2.14K
$1.26M
|
|
|
May 04, 2023
Q1 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
100+ 7.69% |
$34.9K - $38.3K
|
1.4K
$828K
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
BUY
|
- |
99New |
$34.5K - $37.9K
|
99
$58.5K
|
|
|
May 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
99+ 2.85% |
$34.5K - $37.9K
|
3.57K
$2.11M
|
|
|
May 02, 2023
Q1 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
99+ 13.22% |
$34.5K - $37.9K
|
848
$501K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
98+ 1.81% |
$34.2K - $37.5K
|
5.52K
$3.26M
|